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 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
832+ 10.05% |
$329K - $389K
|
9.11K
$3.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-146- 0.53% |
$57.7K - $68.3K
|
27.5K
$11.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
8+ 0.73% |
$3.16K - $3.74K
|
1.11K
$459K
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
64+ 0.16% |
$25.3K - $29.9K
|
40.3K
$16.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-60- 9.23% |
$23.7K - $28.1K
|
590
$244K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-49- 0.36% |
$19.4K - $22.9K
|
13.5K
$5.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
9.85K+ 9.57% |
$3.89M - $4.61M
|
113K
$46.6M
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-2.31K- 6.14% |
$914K - $1.08M
|
35.3K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-250- 15.7% |
$98.8K - $117K
|
1.34K
$555K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
615+ 1.78% |
$243K - $288K
|
35.2K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.75K+ 5.38% |
$1.48M - $1.75M
|
73.4K
$30.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
320+ 1.71% |
$126K - $150K
|
19K
$7.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-18.4K- 24.9% |
$7.26M - $8.59M
|
55.4K
$22.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-4.73K- 1.59% |
$1.87M - $2.21M
|
292K
$121M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
32.4K+ 7.89% |
$12.8M - $15.2M
|
443K
$183M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
31.4K+ 18.31% |
$12.4M - $14.7M
|
203K
$83.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-100- 0.04% |
$39.5K - $46.8K
|
228K
$94.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-7- 0.05% |
$2.77K - $3.27K
|
15.2K
$6.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-90.8K- 2.56% |
$35.9M - $42.4M
|
3.45M
$1.43B
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
85.7K+ 13.95% |
$33.9M - $40.1M
|
700K
$289M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-357K- 3.58% |
$141M - $167M
|
9.6M
$3.97B
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
406+ 1.32% |
$160K - $190K
|
31.1K
$12.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
BUY
|
- |
24K+ 240.0% |
$9.48M - $11.2M
|
34K
$14.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
9.83K+ 33.11% |
$3.88M - $4.59M
|
39.5K
$16.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-53- 0.55% |
$20.9K - $24.8K
|
9.59K
$3.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
17.4KNew |
$6.86M - $8.12M
|
17.4K
$7.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
230+ 4.01% |
$90.9K - $108K
|
5.97K
$2.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-105- 4.71% |
$41.5K - $49.1K
|
2.12K
$877K
|
|
|
Nov 01, 2024
Q3 2024
|
Troy Asset Management LTD
|
SELL
|
- |
-22.8K- 2.48% |
$9.02M - $10.7M
|
898K
$371M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.08K+ 0.37% |
$427K - $505K
|
295K
$122M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
48+ 0.33% |
$19K - $22.4K
|
14.8K
$6.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
699+ 1.23% |
$276K - $327K
|
57.6K
$23.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-152- 1.5% |
$60.1K - $71.1K
|
9.97K
$4.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
21+ 0.53% |
$8.3K - $9.82K
|
3.97K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
355+ 1.35% |
$140K - $166K
|
26.6K
$11M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
560+ 13.8% |
$221K - $262K
|
4.62K
$1.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
49+ 0.91% |
$19.4K - $22.9K
|
5.43K
$2.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.62K+ 6.62% |
$641K - $759K
|
26.1K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
730+ 4.14% |
$288K - $341K
|
18.4K
$7.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Provident Trust CO
|
BUY
|
- |
696+ 8.39% |
$275K - $325K
|
8.99K
$3.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-343- 11.35% |
$136K - $160K
|
2.68K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2.52K+ 6.46% |
$994K - $1.18M
|
41.4K
$17.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.75K- 1.74% |
$3.06M - $3.62M
|
438K
$181M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.09K- 14.68% |
$430K - $509K
|
6.33K
$2.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
190+ 2.4% |
$75.1K - $88.8K
|
8.12K
$3.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
100+ 0.77% |
$39.5K - $46.8K
|
13K
$5.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-57- 2.94% |
$22.5K - $26.7K
|
1.88K
$779K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-270- 4.01% |
$107K - $126K
|
6.46K
$2.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$395 - $468
|
1.72K
$711K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-366- 0.75% |
$145K - $171K
|
48.4K
$20M
|