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 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.56K+ 6.99% |
$632K - $707K
|
23.8K
$9.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
141+ 15.79% |
$57.3K - $64.1K
|
1.03K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.03K- 2.36% |
$824K - $921K
|
83.9K
$34.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
4.25K+ 8.43% |
$1.73M - $1.93M
|
54.6K
$22.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.68K+ 10.61% |
$3.93M - $4.4M
|
101K
$41.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-116- 2.62% |
$47.1K - $52.7K
|
4.31K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.21K+ 0.59% |
$493K - $552K
|
208K
$85.9M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-253- 3.06% |
$103K - $115K
|
8.01K
$3.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.59K- 0.64% |
$1.05M - $1.18M
|
403K
$167M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.32K- 3.39% |
$942K - $1.05M
|
66K
$27.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
29+ 0.08% |
$11.8K - $13.2K
|
36.6K
$15.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-72- 0.48% |
$29.3K - $32.7K
|
15K
$6.18M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
1.2K+ 18.93% |
$488K - $545K
|
7.54K
$3.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 2.33% |
$487K - $544K
|
50.2K
$20.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.44K- 5.99% |
$1.4M - $1.56M
|
54K
$22.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.07% |
$406 - $454
|
1.4K
$577K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.19KNew |
$891K - $996K
|
2.19K
$906K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
499+ 1.35% |
$203K - $227K
|
37.4K
$15.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
225+ 3.55% |
$91.4K - $102K
|
6.56K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.69K- 1.03% |
$685K - $766K
|
162K
$66.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.93K- 6.1% |
$786K - $879K
|
29.7K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
257+ 0.35% |
$104K - $117K
|
73.5K
$30.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
301+ 0.7% |
$122K - $137K
|
43.1K
$17.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
477+ 2.37% |
$194K - $217K
|
20.6K
$8.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 0.28% |
$6.5K - $7.27K
|
5.64K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
450+ 3.43% |
$183K - $205K
|
13.6K
$5.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-245- 0.91% |
$99.6K - $111K
|
26.7K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.78K+ 23.75% |
$1.54M - $1.72M
|
19.7K
$8.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-554- 10.34% |
$225K - $252K
|
4.8K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-294- 2.41% |
$119K - $134K
|
11.9K
$4.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-98- 2.19% |
$39.8K - $44.5K
|
4.39K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
65+ 1.38% |
$26.4K - $29.5K
|
4.76K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.01% |
$406 - $454
|
8.47K
$3.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-40- 0.2% |
$16.3K - $18.2K
|
20.3K
$8.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-488- 0.58% |
$198K - $222K
|
83.4K
$34.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
604+ 8.81% |
$245K - $274K
|
7.46K
$3.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-8.46K- 29.98% |
$3.44M - $3.85M
|
19.8K
$8.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-305- 2.79% |
$124K - $139K
|
10.6K
$4.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.81K- 1.35% |
$737K - $824K
|
133K
$55M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
62.9K+ 20.54% |
$25.5M - $28.6M
|
369K
$152M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$406 - $454
|
3.16K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.73K- 2.1% |
$704K - $788K
|
80.7K
$33.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
55+ 1.31% |
$22.3K - $25K
|
4.27K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
49+ 1.2% |
$19.9K - $22.3K
|
4.14K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-68- 0.28% |
$27.6K - $30.9K
|
24.5K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
159+ 1.05% |
$64.6K - $72.3K
|
15.2K
$6.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
154+ 1.19% |
$62.6K - $70K
|
13.1K
$5.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
47+ 0.4% |
$19.1K - $21.4K
|
11.7K
$4.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-25- 0.23% |
$10.2K - $11.4K
|
10.8K
$4.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-21- 0.01% |
$8.53K - $9.54K
|
151K
$62.5M
|