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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.85K+ 26.57% |
$1.92M - $2.27M
|
23.1K
$9.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-591- 0.49% |
$234K - $276K
|
120K
$49.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
41+ 0.92% |
$16.2K - $19.2K
|
4.52K
$1.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
109+ 1.93% |
$43.1K - $51K
|
5.74K
$2.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.34K- 4.91% |
$924K - $1.09M
|
45.3K
$18.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
624+ 0.67% |
$247K - $292K
|
94.2K
$38.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-654- 20.86% |
$258K - $306K
|
2.48K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-40.7K- 73.49% |
$16.1M - $19M
|
14.7K
$6.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
1.65K+ 9.53% |
$650K - $769K
|
18.9K
$7.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
132+ 3.86% |
$52.2K - $61.7K
|
3.55K
$1.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.24K- 6.17% |
$489K - $579K
|
18.8K
$7.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
SELL
|
- |
-900- 1.26% |
$356K - $421K
|
70.4K
$29.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Parametrica Management LTD
|
SELL
|
- |
-10.8K- 79.85% |
$4.28M - $5.06M
|
2.73K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
11.5K+ 64.63% |
$4.54M - $5.38M
|
29.3K
$12.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.1K- 11.11% |
$1.22M - $1.45M
|
24.8K
$10.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
CALL |
1KNew |
$395K - $468K
|
1K
$413K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-820- 5.5% |
$324K - $383K
|
14.1K
$5.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
81+ 1.23% |
$32K - $37.9K
|
6.68K
$2.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
126+ 2.45% |
$49.8K - $58.9K
|
5.28K
$2.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-4.76K- 2.15% |
$1.88M - $2.23M
|
217K
$89.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
22+ 0.51% |
$8.69K - $10.3K
|
4.3K
$1.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-473- 0.5% |
$187K - $221K
|
94.6K
$39.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
2.72K+ 0.25% |
$1.07M - $1.27M
|
1.11M
$460M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-100- 2.09% |
$39.5K - $46.8K
|
4.69K
$1.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
3.45K+ 232.01% |
$1.36M - $1.61M
|
4.94K
$2.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-2.68K- 37.24% |
$1.06M - $1.25M
|
4.52K
$1.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-2- 0.01% |
$790 - $935
|
28.2K
$11.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.54K- 0.12% |
$608K - $719K
|
1.23M
$510M
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-158- 0.98% |
$62.4K - $73.9K
|
16K
$6.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-689- 7.98% |
$272K - $322K
|
7.94K
$3.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
128+ 1.99% |
$50.6K - $59.8K
|
6.58K
$2.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
39+ 1.23% |
$15.4K - $18.2K
|
3.2K
$1.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-843- 14.19% |
$333K - $394K
|
5.1K
$2.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
55.9K+ 17.66% |
$22.1M - $26.1M
|
372K
$154M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-151K- 2.57% |
$59.7M - $70.7M
|
5.74M
$2.37B
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-64- 1.53% |
$25.3K - $29.9K
|
4.11K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-84- 0.55% |
$33.2K - $39.3K
|
15.3K
$6.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
250+ 9.8% |
$98.8K - $117K
|
2.8K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-482- 0.16% |
$190K - $225K
|
295K
$122M
|
|
|
Nov 05, 2024
Q3 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-10.2K- 1.71% |
$4.04M - $4.78M
|
589K
$243M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-5.47K- 8.22% |
$2.16M - $2.56M
|
61.1K
$25.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-13- 0.51% |
$5.14K - $6.08K
|
2.56K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.16K+ 2.62% |
$1.64M - $1.95M
|
163K
$67.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
340+ 2.05% |
$134K - $159K
|
16.9K
$7M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
216+ 1.82% |
$85.4K - $101K
|
12.1K
$4.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11.6K+ 118.26% |
$4.6M - $5.44M
|
21.5K
$8.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-25- 0.16% |
$9.88K - $11.7K
|
15.7K
$6.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
15+ 1.1% |
$5.93K - $7.01K
|
1.38K
$569K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.59K- 3.78% |
$3M - $3.55M
|
193K
$79.8M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-100- 3.62% |
$39.5K - $46.8K
|
2.66K
$1.1M
|