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 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
404+ 5.05% |
$164K - $184K
|
8.4K
$3.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-84- 3.47% |
$34.1K - $38.2K
|
2.33K
$965K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-113- 0.69% |
$45.9K - $51.4K
|
16.2K
$6.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
9.25K+ 512.69% |
$3.76M - $4.2M
|
11.1K
$4.57M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
581+ 4.62% |
$236K - $264K
|
13.2K
$5.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-98- 5.79% |
$39.8K - $44.5K
|
1.6K
$659K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 87.84% |
$672K - $752K
|
3.54K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
626+ 31.24% |
$254K - $284K
|
2.63K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.63K+ 22.21% |
$662K - $741K
|
8.97K
$3.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-103- 0.53% |
$41.9K - $46.8K
|
19.2K
$7.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-139- 41.12% |
$56.5K - $63.2K
|
199
$82.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.01K+ 17.94% |
$410K - $458K
|
6.63K
$2.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-9.55K- 1.87% |
$3.88M - $4.34M
|
502K
$207M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-536- 1.26% |
$218K - $244K
|
42K
$17.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
443+ 7.14% |
$180K - $201K
|
6.64K
$2.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
142+ 0.44% |
$57.7K - $64.5K
|
32.8K
$13.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-298- 22.68% |
$121K - $135K
|
1.02K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-2.5K- 10.91% |
$1.02M - $1.14M
|
20.4K
$8.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
395+ 5.19% |
$161K - $180K
|
8.01K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-4- 0.01% |
$1.63K - $1.82K
|
32.9K
$13.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-804- 1.76% |
$327K - $365K
|
44.9K
$18.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
3.37KNew |
$1.37M - $1.53M
|
3.37K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
3.25K+ 55.14% |
$1.32M - $1.48M
|
9.16K
$3.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
861+ 10.88% |
$350K - $391K
|
8.77K
$3.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-356- 0.51% |
$145K - $162K
|
68.8K
$28.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-51.4K- 71.95% |
$20.9M - $23.4M
|
20K
$8.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-75- 0.14% |
$30.5K - $34.1K
|
52.4K
$21.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1+ 0.01% |
$406 - $454
|
7.58K
$3.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
332+ 3.4% |
$135K - $151K
|
10.1K
$4.17M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2.1K+ 2.12% |
$852K - $953K
|
101K
$41.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
178+ 1.16% |
$72.3K - $80.9K
|
15.6K
$6.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-135- 2.92% |
$54.9K - $61.4K
|
4.48K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-530- 3.88% |
$215K - $241K
|
13.1K
$5.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
599+ 7.02% |
$243K - $272K
|
9.13K
$3.77M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
209+ 0.4% |
$84.9K - $95K
|
52.5K
$21.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
336+ 1.73% |
$137K - $153K
|
19.8K
$8.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.11K+ 2.2% |
$2.48M - $2.78M
|
284K
$118M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-53.4K- 3.62% |
$21.7M - $24.3M
|
1.42M
$587M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
344+ 10.27% |
$140K - $156K
|
3.7K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.66K+ 1.37% |
$673K - $753K
|
123K
$50.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-116- 12.17% |
$47.1K - $52.7K
|
837
$346K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
567+ 4.56% |
$230K - $258K
|
13K
$5.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.4K+ 3.68% |
$2.19M - $2.45M
|
152K
$62.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.8K+ 9.53% |
$1.55M - $1.73M
|
43.7K
$18.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
770+ 2.38% |
$313K - $350K
|
33.1K
$13.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.3K+ 1.81% |
$526K - $589K
|
72.9K
$30.1M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
683+ 3.33% |
$278K - $310K
|
21.2K
$8.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
2.97K+ 4.76% |
$1.2M - $1.35M
|
65.3K
$27M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-292- 1.44% |
$119K - $133K
|
20K
$8.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.36K- 2.82% |
$960K - $1.07M
|
81.5K
$33.7M
|