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 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.23K- 5.32% |
$1.31M - $1.47M
|
57.4K
$23.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
390+ 18.72% |
$158K - $177K
|
2.47K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-89- 1.22% |
$36.2K - $40.4K
|
7.23K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.23K+ 37.1% |
$1.72M - $1.92M
|
15.6K
$6.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
11+ 0.59% |
$4.47K - $5K
|
1.89K
$780K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-909- 8.02% |
$369K - $413K
|
10.4K
$4.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-100- 0.94% |
$40.6K - $45.4K
|
10.5K
$4.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-20- 0.41% |
$8.13K - $9.09K
|
4.82K
$1.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
140+ 3.38% |
$56.9K - $63.6K
|
4.29K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
SELL
|
- |
-297- 1.99% |
$121K - $135K
|
14.6K
$6.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
28+ 1.19% |
$11.4K - $12.7K
|
2.38K
$981K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
17+ 0.65% |
$6.91K - $7.73K
|
2.63K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
103+ 5.34% |
$41.9K - $46.8K
|
2.03K
$838K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
7.2KNew |
$2.93M - $3.27M
|
7.2K
$2.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
461+ 1.64% |
$187K - $210K
|
28.5K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
669+ 0.9% |
$272K - $304K
|
75.3K
$31.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4+ 0.15% |
$1.63K - $1.82K
|
2.61K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-30- 0.11% |
$12.2K - $13.6K
|
28K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
126+ 2.85% |
$51.2K - $57.3K
|
4.55K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
75+ 2.71% |
$30.5K - $34.1K
|
2.84K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
23K+ 61.06% |
$9.35M - $10.5M
|
60.7K
$25M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
31+ 0.46% |
$12.6K - $14.1K
|
6.75K
$2.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
122+ 1.75% |
$49.6K - $55.4K
|
7.08K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-100- 4.42% |
$40.6K - $45.4K
|
2.16K
$891K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-116- 0.08% |
$47.1K - $52.7K
|
141K
$58.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.51K+ 5.77% |
$613K - $686K
|
27.7K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.74K+ 1.84% |
$1.11M - $1.25M
|
151K
$62.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
468+ 11.01% |
$190K - $213K
|
4.72K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8.73K- 51.7% |
$3.55M - $3.97M
|
8.15K
$3.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-880- 1.06% |
$358K - $400K
|
82.4K
$34M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
204+ 2.12% |
$82.9K - $92.7K
|
9.83K
$4.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-695- 0.76% |
$282K - $316K
|
90.2K
$37.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
456+ 2.09% |
$185K - $207K
|
22.3K
$9.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-78- 1.22% |
$31.7K - $35.4K
|
6.3K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
111+ 0.71% |
$45.1K - $50.4K
|
15.6K
$6.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-204- 0.72% |
$82.9K - $92.7K
|
28.3K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
390+ 17.85% |
$158K - $177K
|
2.58K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-612- 2.13% |
$249K - $278K
|
28.1K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-31- 0.27% |
$12.6K - $14.1K
|
11.4K
$4.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-257- 0.6% |
$104K - $117K
|
42.8K
$17.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3+ 0.06% |
$1.22K - $1.36K
|
4.74K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-103- 1.38% |
$41.9K - $46.8K
|
7.35K
$3.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-357- 13.67% |
$145K - $162K
|
2.26K
$930K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
524+ 5.11% |
$213K - $238K
|
10.8K
$4.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$406 - $454
|
1.24K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-165- 1.62% |
$67K - $75K
|
9.99K
$4.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.22K+ 3.48% |
$495K - $554K
|
36.2K
$14.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$1.63K - $1.82K
|
13.9K
$5.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
130+ 1.02% |
$52.8K - $59.1K
|
12.9K
$5.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.35K+ 2.96% |
$549K - $614K
|
47K
$19.4M
|