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 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
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.15K+ 27.17% |
$1.69M - $1.88M
|
19.4K
$8.02M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
12+ 0.31% |
$4.88K - $5.45K
|
3.85K
$1.59M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.36K- 5.67% |
$1.77M - $1.98M
|
72.6K
$30M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.73K+ 8.42% |
$1.11M - $1.24M
|
35.2K
$14.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Franchise Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-510- 4.36% |
$207K - $232K
|
11.2K
$4.62M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13.2K+ 12.9% |
$5.37M - $6M
|
116K
$47.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
410+ 6.4% |
$167K - $186K
|
6.82K
$2.82M
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
495+ 13.07% |
$196K - $231K
|
4.28K
$1.77M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-44- 0.21% |
$17.4K - $20.6K
|
21.2K
$8.78M
|
|
|
Jan 27, 2025
Q3 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-1.07K- 1.77% |
$422K - $500K
|
59.5K
$24.6M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
52+ 1.71% |
$20.5K - $24.3K
|
3.09K
$1.28M
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
13+ 0.11% |
$5.14K - $6.08K
|
12K
$4.95M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-380- 1.58% |
$150K - $178K
|
23.6K
$9.76M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
190+ 1.01% |
$75.1K - $88.8K
|
19K
$7.87M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
325+ 16.54% |
$128K - $152K
|
2.29K
$946K
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
4.7KNew |
$1.86M - $2.2M
|
4.7K
$1.94M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.84M+ 3.64% |
$1.91B - $2.26B
|
138M
$57B
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-554- 2.3% |
$219K - $259K
|
23.5K
$9.72M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-493- 6.51% |
$195K - $231K
|
7.09K
$2.93M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
PUT |
500New |
$198K - $234K
|
500
$207K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-37K- 13.34% |
$14.6M - $17.3M
|
240K
$99.2M
|
|
|
Dec 12, 2024
Q3 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
14.3KNew |
$5.65M - $6.69M
|
14.3K
$5.91M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
249+ 2.6% |
$98.4K - $116K
|
9.82K
$4.06M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-5.86K- 55.32% |
$2.32M - $2.74M
|
4.74K
$1.96M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-714- 0.84% |
$282K - $334K
|
84.5K
$34.9M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.17K- 13.86% |
$858K - $1.02M
|
13.5K
$5.57M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-95- 3.19% |
$37.5K - $44.4K
|
2.89K
$1.19M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
28+ 0.84% |
$11.1K - $13.1K
|
3.38K
$1.4M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.93KNew |
$764K - $904K
|
1.93K
$799K
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-77- 0.94% |
$30.4K - $36K
|
8.11K
$3.35M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.08K- 2.05% |
$1.61M - $1.91M
|
195K
$80.5M
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
25+ 0.98% |
$9.88K - $11.7K
|
2.57K
$1.06M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-168- 0.15% |
$66.4K - $78.6K
|
115K
$47.7M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-876- 11.46% |
$346K - $410K
|
6.77K
$2.8M
|
|