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 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-190- 0.16% |
$77.2K - $86.3K
|
118K
$48.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-20- 0.16% |
$8.13K - $9.09K
|
12.3K
$5.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-414- 2.74% |
$168K - $188K
|
14.7K
$6.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
771+ 11.58% |
$313K - $350K
|
7.43K
$3.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.18K- 12.35% |
$481K - $538K
|
8.4K
$3.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.15KNew |
$2.09M - $2.34M
|
5.15K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
749New |
$304K - $340K
|
749
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.28K+ 8.51% |
$519K - $580K
|
16.3K
$6.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.43K+ 12.69% |
$2.61M - $2.92M
|
57.1K
$23.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
19+ 0.2% |
$7.72K - $8.63K
|
9.74K
$4.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.38K+ 8.16% |
$561K - $628K
|
18.3K
$7.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-29- 0.66% |
$11.8K - $13.2K
|
4.37K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-9.83K- 65.58% |
$3.99M - $4.47M
|
5.16K
$2.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
187K+ 108.0% |
$76.1M - $85.1M
|
360K
$149M
|
|
|
Jan 21, 2025
Q4 2024
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-1.1K- 1.12% |
$447K - $500K
|
96.7K
$39.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
11.1K+ 16.46% |
$4.5M - $5.04M
|
78.4K
$32.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-2.11K- 1.82% |
$856K - $957K
|
114K
$46.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
62+ 0.66% |
$25.2K - $28.2K
|
9.44K
$3.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
24.2KNew |
$9.81M - $11M
|
24.2K
$9.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Metropolis Capital LTD
|
BUY
|
- |
64.5K+ 9.81% |
$26.2M - $29.3M
|
722K
$297M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-399- 4.2% |
$162K - $181K
|
9.1K
$3.75M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
556+ 3.62% |
$226K - $253K
|
15.9K
$6.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.2K+ 32.11% |
$488K - $545K
|
4.94K
$2.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
639+ 7.27% |
$260K - $290K
|
9.42K
$3.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
187+ 3.3% |
$76K - $85K
|
5.86K
$2.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
581+ 0.94% |
$236K - $264K
|
62.6K
$25.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-326- 4.86% |
$132K - $148K
|
6.38K
$2.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
111+ 4.8% |
$45.1K - $50.4K
|
2.42K
$998K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-297- 2.62% |
$121K - $135K
|
11.1K
$4.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
44.3K+ 22.71% |
$18M - $20.1M
|
240K
$98.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-59- 0.38% |
$24K - $26.8K
|
15.7K
$6.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
5K+ 100.0% |
$2.03M - $2.27M
|
10K
$4.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-297- 4.77% |
$121K - $135K
|
5.93K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
384+ 10.39% |
$156K - $175K
|
4.08K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
188+ 2.82% |
$76.4K - $85.4K
|
6.85K
$2.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
9+ 0.02% |
$3.66K - $4.09K
|
48.2K
$19.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
100+ 13.32% |
$40.6K - $45.4K
|
851
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-1.01K- 6.53% |
$409K - $458K
|
14.4K
$5.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
10+ 0.18% |
$4.06K - $4.54K
|
5.69K
$2.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-436- 0.49% |
$177K - $198K
|
87.9K
$36.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
47+ 0.29% |
$19.1K - $21.4K
|
16.1K
$6.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
153+ 1.6% |
$62.2K - $69.5K
|
9.74K
$4.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
104+ 0.55% |
$42.3K - $47.3K
|
18.9K
$7.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-281- 0.77% |
$114K - $128K
|
36.1K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
228+ 1.28% |
$92.6K - $104K
|
18K
$7.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-3.32K- 2.61% |
$1.35M - $1.51M
|
124K
$51.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-646- 5.14% |
$263K - $294K
|
11.9K
$4.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.02K+ 2.43% |
$822K - $919K
|
85.1K
$35.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
109+ 6.43% |
$44.3K - $49.5K
|
1.8K
$744K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.15K- 5.09% |
$3.31M - $3.7M
|
152K
$62.6M
|