Latest Institutional Transactions on Microsoft Corp (MSFT)
This table provides information on the latest institutional transactions involving Microsoft Corp (MSFT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-23.3K- 4.24% |
$9.47M - $10.6M
|
526K
$217M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
61+ 2.62% |
$24.8K - $27.7K
|
2.39K
$987K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
662+ 2.13% |
$269K - $301K
|
31.7K
$13.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-89- 1.25% |
$36.2K - $40.4K
|
7.05K
$2.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-88- 0.36% |
$35.8K - $40K
|
24.5K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.04K- 2.83% |
$421K - $471K
|
35.6K
$14.7M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
585+ 18.03% |
$238K - $266K
|
3.83K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.31K- 0.35% |
$532K - $594K
|
377K
$156M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
1.08K+ 3.88% |
$440K - $492K
|
29K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
104+ 0.84% |
$42.3K - $47.3K
|
12.4K
$5.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
452+ 2.62% |
$184K - $205K
|
17.7K
$7.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
31+ 0.45% |
$12.6K - $14.1K
|
6.97K
$2.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
31.4K+ 6.01% |
$12.8M - $14.3M
|
554K
$229M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-75- 1.55% |
$30.5K - $34.1K
|
4.78K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
660+ 1.12% |
$268K - $300K
|
59.4K
$24.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.69K- 4.45% |
$686K - $768K
|
36.3K
$15M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.45K- 1.61% |
$588K - $658K
|
88.6K
$36.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-193- 0.21% |
$78.4K - $87.7K
|
91.7K
$37.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-564- 3.02% |
$229K - $256K
|
18.1K
$7.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-397- 8.47% |
$161K - $180K
|
4.29K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-609- 3.57% |
$247K - $277K
|
16.5K
$6.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.7K+ 18.58% |
$1.91M - $2.13M
|
30K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-297- 19.91% |
$121K - $135K
|
1.2K
$493K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-1.23K- 1.39% |
$501K - $561K
|
87.6K
$36.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-156- 3.45% |
$63.4K - $70.9K
|
4.37K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-383- 1.94% |
$156K - $174K
|
19.4K
$7.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
107+ 0.9% |
$43.5K - $48.6K
|
12K
$4.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-150- 1.19% |
$61K - $68.2K
|
12.5K
$5.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
6+ 0.04% |
$2.44K - $2.73K
|
16K
$6.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-10- 0.09% |
$4.06K - $4.54K
|
11.7K
$4.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
221+ 0.81% |
$89.8K - $100K
|
27.5K
$11.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
747+ 0.51% |
$304K - $339K
|
146K
$60.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
175+ 1.29% |
$71.1K - $79.5K
|
13.7K
$5.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-813- 24.56% |
$330K - $369K
|
2.5K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.41K- 6.36% |
$981K - $1.1M
|
35.5K
$14.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
473+ 7.55% |
$192K - $215K
|
6.74K
$2.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
311+ 15.72% |
$126K - $141K
|
2.29K
$944K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.8K+ 3.77% |
$732K - $818K
|
49.5K
$20.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
941+ 22.85% |
$382K - $428K
|
5.06K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
96+ 0.2% |
$39K - $43.6K
|
48.8K
$20.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
594+ 0.87% |
$241K - $270K
|
68.9K
$28.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-34- 0.27% |
$13.8K - $15.5K
|
12.7K
$5.23M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
640+ 1.09% |
$260K - $291K
|
59.1K
$24.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-486- 5.33% |
$197K - $221K
|
8.63K
$3.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
1.57K+ 1.63% |
$639K - $715K
|
98.1K
$40.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
48+ 1.05% |
$19.5K - $21.8K
|
4.6K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.17K- 1.33% |
$475K - $532K
|
86.7K
$35.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.01K+ 0.5% |
$412K - $460K
|
203K
$83.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-5.19K- 80.27% |
$2.11M - $2.36M
|
1.28K
$526K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-108- 4.94% |
$43.9K - $49.1K
|
2.08K
$857K
|