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
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
801+ 2.79% |
$325K - $364K
|
29.5K
$12.2M
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
131+ 1.8% |
$53.2K - $59.5K
|
7.39K
$3.06M
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
489+ 18.24% |
$199K - $222K
|
3.17K
$1.31M
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-31- 0.31% |
$12.6K - $14.1K
|
9.98K
$4.12M
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-22- 1.84% |
$8.94K - $10K
|
1.17K
$484K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.73K- 80.5% |
$1.11M - $1.24M
|
660
$273K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
16New |
$6.5K - $7.27K
|
16
$6.61K
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-4.66K- 0.69% |
$1.89M - $2.12M
|
674K
$279M
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-6.6K- 22.77% |
$2.68M - $3M
|
22.4K
$9.25M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.07KNew |
$2.46M - $2.76M
|
6.07K
$2.51M
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
23+ 0.16% |
$9.35K - $10.5K
|
14.4K
$5.97M
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 8.65% |
$417K - $466K
|
12.9K
$5.33M
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.17K+ 8.07% |
$476K - $532K
|
15.7K
$6.48M
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-36- 0.55% |
$14.6K - $16.4K
|
6.48K
$2.68M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.93K- 9.05% |
$2.41M - $2.69M
|
59.6K
$24.6M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
600New |
$244K - $273K
|
600
$248K
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
39.3KNew |
$16M - $17.8M
|
39.3K
$16.2M
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-94- 0.34% |
$38.2K - $42.7K
|
27.8K
$11.5M
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
17.4KNew |
$7.09M - $7.92M
|
17.4K
$7.21M
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
484+ 2.74% |
$197K - $220K
|
18.1K
$7.49M
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-41- 0.33% |
$16.7K - $18.6K
|
12.4K
$5.13M
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-37- 0.19% |
$15K - $16.8K
|
19.7K
$8.15M
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
2.72K+ 45.02% |
$1.1M - $1.23M
|
8.75K
$3.62M
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-304- 1.11% |
$124K - $138K
|
27.1K
$11.2M
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-12.1K- 24.02% |
$4.94M - $5.52M
|
38.4K
$15.9M
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-318- 10.44% |
$129K - $145K
|
2.73K
$1.13M
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-2.46K- 25.11% |
$1M - $1.12M
|
7.34K
$3.04M
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.33K+ 1.53% |
$542K - $606K
|
88.3K
$36.5M
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-22- 0.74% |
$8.94K - $10K
|
2.94K
$1.21M
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-114- 2.26% |
$46.3K - $51.8K
|
4.92K
$2.04M
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
8.01KNew |
$3.25M - $3.64M
|
8.01K
$3.31M
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
165+ 1.57% |
$67K - $75K
|
10.7K
$4.42M
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-67- 2.56% |
$27.2K - $30.4K
|
2.56K
$1.06M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.57K+ 3.2% |
$636K - $712K
|
50.5K
$20.9M
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5.83KNew |
$2.37M - $2.65M
|
5.83K
$2.41M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-10- 0.3% |
$4.06K - $4.54K
|
3.28K
$1.35M
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
5.87K+ 25.19% |
$2.39M - $2.67M
|
29.2K
$12.1M
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-523- 0.48% |
$213K - $238K
|
109K
$45.2M
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
90+ 0.86% |
$36.6K - $40.9K
|
10.5K
$4.36M
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-100- 1.61% |
$40.6K - $45.4K
|
6.1K
$2.52M
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
89+ 2.91% |
$36.2K - $40.4K
|
3.14K
$1.3M
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
12.8K+ 3945.85% |
$5.21M - $5.83M
|
13.1K
$5.43M
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-1.36K- 5.28% |
$551K - $617K
|
24.3K
$10.1M
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
380+ 1.58% |
$154K - $173K
|
24.4K
$10.1M
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
150+ 1.52% |
$61K - $68.2K
|
10K
$4.13M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-133- 1.69% |
$54K - $60.4K
|
7.72K
$3.19M
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
4+ 0.71% |
$1.63K - $1.82K
|
564
$233K
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
55+ 3.31% |
$22.3K - $25K
|
1.72K
$709K
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-317- 1.24% |
$129K - $144K
|
25.3K
$10.5M
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
470+ 7.84% |
$191K - $214K
|
6.47K
$2.67M
|