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
|
Reliant Investment Management, LLC
|
BUY
|
- |
347+ 2.46% |
$141K - $158K
|
14.4K
$5.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-667- 2.21% |
$271K - $303K
|
29.5K
$12.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-29.2K- 44.15% |
$11.8M - $13.2M
|
36.9K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-29.8K- 6.79% |
$12.1M - $13.5M
|
409K
$169M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.14K+ 1.71% |
$1.28M - $1.43M
|
186K
$76.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-107- 0.93% |
$43.5K - $48.6K
|
11.4K
$4.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-161- 5.5% |
$65.4K - $73.2K
|
2.77K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-122- 0.7% |
$49.6K - $55.4K
|
17.3K
$7.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.4K+ 7.5% |
$569K - $637K
|
20.1K
$8.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.09K+ 2.37% |
$441K - $494K
|
46.8K
$19.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-155- 0.98% |
$63K - $70.4K
|
15.6K
$6.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-610- 4.0% |
$248K - $277K
|
14.7K
$6.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-187- 0.16% |
$76K - $85K
|
115K
$47.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
204+ 4.89% |
$82.9K - $92.7K
|
4.38K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-6.12K- 3.05% |
$2.49M - $2.78M
|
195K
$80.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-72- 0.12% |
$29.3K - $32.7K
|
59.5K
$24.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-228- 2.25% |
$92.6K - $104K
|
9.91K
$4.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.21K- 0.51% |
$493K - $551K
|
238K
$98M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-4- 0.13% |
$1.63K - $1.82K
|
2.99K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.23% |
$36.2K - $40.4K
|
38.5K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
33+ 0.5% |
$13.4K - $15K
|
6.64K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
701+ 4.99% |
$285K - $319K
|
14.7K
$6.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2+ 0.05% |
$813 - $909
|
4.45K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
13K+ 9.39% |
$5.27M - $5.9M
|
151K
$62.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-78- 5.6% |
$31.7K - $35.4K
|
1.32K
$543K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-36- 0.39% |
$14.6K - $16.4K
|
9.15K
$3.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.8K+ 7.22% |
$1.95M - $2.18M
|
71.3K
$29.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-325- 0.17% |
$132K - $148K
|
194K
$80.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-9- 0.01% |
$3.66K - $4.09K
|
68.9K
$28.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-6.51K- 2.38% |
$2.64M - $2.96M
|
267K
$110M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10K+ 3.88% |
$4.07M - $4.55M
|
268K
$111M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
27+ 0.65% |
$11K - $12.3K
|
4.19K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
1.92K+ 20.91% |
$779K - $871K
|
11.1K
$4.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-410- 0.14% |
$167K - $186K
|
293K
$121M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
225+ 4.39% |
$91.4K - $102K
|
5.35K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.9K+ 38.19% |
$9.7M - $10.8M
|
86.4K
$35.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
2.79K+ 18.0% |
$1.13M - $1.27M
|
18.3K
$7.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
169+ 1.78% |
$68.7K - $76.8K
|
9.68K
$3.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-2- 0.04% |
$813 - $909
|
5.18K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.04% |
$406 - $454
|
2.68K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
9+ 0.11% |
$3.66K - $4.09K
|
8.36K
$3.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
263+ 15.95% |
$107K - $120K
|
1.91K
$788K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1.73K- 4.2% |
$701K - $784K
|
39.4K
$16.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
732New |
$297K - $333K
|
732
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4+ 0.1% |
$1.63K - $1.82K
|
3.81K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
312K+ 256.31% |
$127M - $142M
|
434K
$179M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
161+ 5.64% |
$65.4K - $73.2K
|
3.02K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-3.26K- 2.65% |
$1.32M - $1.48M
|
120K
$49.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.98K+ 6.99% |
$1.21M - $1.35M
|
45.5K
$18.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
182+ 1.38% |
$74K - $82.7K
|
13.4K
$5.53M
|