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 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-25- 0.09% |
$10.2K - $11.4K
|
27.9K
$11.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
327+ 1.97% |
$133K - $149K
|
17K
$7.01M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
107KNew |
$43.5M - $48.7M
|
107K
$44.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.01K+ 152.05% |
$816K - $912K
|
3.33K
$1.38M
|
|
|
Jan 07, 2025
Q4 2024
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-3.02K- 1.3% |
$1.23M - $1.37M
|
230K
$94.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
2.71K+ 88.7% |
$1.1M - $1.23M
|
5.76K
$2.38M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-358- 2.33% |
$145K - $163K
|
15K
$6.19M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
226+ 2.64% |
$91.8K - $103K
|
8.8K
$3.64M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-5- 0.03% |
$2.03K - $2.27K
|
19K
$7.84M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.06M+ 9.36% |
$432M - $483M
|
12.4M
$5.13B
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
SELL
|
- |
-11K- 33.75% |
$4.47M - $5M
|
21.6K
$8.92M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-920- 2.05% |
$374K - $418K
|
44K
$18.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.72K+ 1.97% |
$1.51M - $1.69M
|
193K
$79.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-338- 2.04% |
$137K - $154K
|
16.3K
$6.72M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
698+ 26.6% |
$284K - $317K
|
3.32K
$1.37M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
3.07K+ 1.81% |
$1.25M - $1.39M
|
173K
$71.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
7+ 0.11% |
$2.84K - $3.18K
|
6.59K
$2.72M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
231+ 0.75% |
$93.9K - $105K
|
31.2K
$12.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
29+ 0.4% |
$11.8K - $13.2K
|
7.19K
$2.97M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
41+ 1.85% |
$16.7K - $18.6K
|
2.26K
$933K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.4K- 1.51% |
$975K - $1.09M
|
157K
$64.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
88+ 0.22% |
$35.8K - $40K
|
40.6K
$16.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-22- 4.46% |
$8.94K - $10K
|
471
$195K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-4.76K- 8.4% |
$1.93M - $2.16M
|
51.9K
$21.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
372+ 7.22% |
$151K - $169K
|
5.52K
$2.28M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
752+ 6.37% |
$306K - $342K
|
12.6K
$5.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
157+ 1.34% |
$63.8K - $71.4K
|
11.9K
$4.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
86+ 0.92% |
$34.9K - $39.1K
|
9.45K
$3.91M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
180+ 1.19% |
$73.1K - $81.8K
|
15.3K
$6.31M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.63K- 1.88% |
$661K - $739K
|
84.7K
$35M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.62K+ 18.96% |
$656K - $734K
|
10.1K
$4.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-795- 31.15% |
$323K - $361K
|
1.76K
$726K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
728New |
$296K - $331K
|
728
$301K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 3.95% |
$406K - $454K
|
24.3K
$10M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-125- 0.75% |
$50.8K - $56.8K
|
16.6K
$6.86M
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
669+ 1.48% |
$272K - $304K
|
45.9K
$19M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-880- 0.64% |
$358K - $400K
|
136K
$56.2M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
93+ 1.28% |
$37.8K - $42.3K
|
7.34K
$3.03M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1+ 0.07% |
$406 - $454
|
1.48K
$610K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-28- 0.79% |
$11.4K - $12.7K
|
3.53K
$1.46M
|
|
|
Jan 03, 2025
Q4 2024
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-30- 0.26% |
$12.2K - $13.6K
|
11.6K
$4.78M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
564+ 2.21% |
$229K - $256K
|
26K
$10.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.98K- 6.46% |
$1.62M - $1.81M
|
57.6K
$23.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-50- 1.18% |
$20.3K - $22.7K
|
4.21K
$1.74M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-100- 7.3% |
$40.6K - $45.4K
|
1.27K
$525K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-164- 0.5% |
$66.6K - $74.5K
|
32.3K
$13.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.78K- 1.18% |
$1.53M - $1.72M
|
315K
$130M
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-500- 4.3% |
$203K - $227K
|
11.1K
$4.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-235- 10.18% |
$95.5K - $107K
|
2.07K
$857K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
146+ 4.87% |
$59.3K - $66.4K
|
3.14K
$1.3M
|