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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
404+ 2.92% |
$160K - $189K
|
14.2K
$5.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
36+ 2.11% |
$14.2K - $16.8K
|
1.74K
$719K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
96+ 2.65% |
$37.9K - $44.9K
|
3.71K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-549- 3.22% |
$217K - $257K
|
16.5K
$6.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-642- 6.34% |
$254K - $300K
|
9.48K
$3.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.15K- 2.9% |
$1.64M - $1.94M
|
139K
$57.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-549- 3.22% |
$217K - $257K
|
16.5K
$6.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
741New |
$293K - $346K
|
741
$306K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-286- 1.41% |
$113K - $134K
|
20K
$8.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-7- 0.01% |
$2.77K - $3.27K
|
54.9K
$22.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-1- 0.03% |
$395 - $468
|
3.61K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
304+ 2.16% |
$120K - $142K
|
14.4K
$5.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-124- 4.81% |
$49K - $58K
|
2.46K
$1.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-298- 34.41% |
$118K - $139K
|
568
$235K
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-15- 2.02% |
$5.93K - $7.01K
|
728
$301K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
76+ 1.09% |
$30K - $35.5K
|
7.06K
$2.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1+ 0.05% |
$395 - $468
|
2.14K
$882K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.37K- 1.74% |
$542K - $641K
|
77.4K
$32M
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
6K+ 19.4% |
$2.37M - $2.81M
|
36.9K
$15.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
5+ 0.62% |
$1.98K - $2.34K
|
806
$333K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
177+ 3.14% |
$69.9K - $82.8K
|
5.82K
$2.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
43+ 0.19% |
$17K - $20.1K
|
22.5K
$9.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
104+ 3.46% |
$41.1K - $48.6K
|
3.11K
$1.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
354+ 2.02% |
$140K - $166K
|
17.9K
$7.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.4K+ 34.6% |
$13.6M - $16.1M
|
134K
$55.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.12K+ 0.53% |
$441K - $522K
|
210K
$86.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-23.1K- 44.77% |
$9.13M - $10.8M
|
28.5K
$11.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.53K- 97.15% |
$606K - $717K
|
45
$18.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
1.1KNew |
$435K - $514K
|
1.1K
$455K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
159+ 4.33% |
$62.8K - $74.3K
|
3.83K
$1.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Saybrook Capital
|
BUY
|
- |
175+ 14.98% |
$69.2K - $81.8K
|
1.34K
$555K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-5K- 37.97% |
$1.97M - $2.34M
|
8.17K
$3.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-5.03K- 60.82% |
$1.99M - $2.35M
|
3.24K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-987- 7.54% |
$390K - $461K
|
12.1K
$5M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-781- 0.76% |
$309K - $365K
|
102K
$42.2M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-724- 13.09% |
$286K - $339K
|
4.81K
$1.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.04% |
$395 - $468
|
2.31K
$956K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-384- 0.27% |
$152K - $180K
|
142K
$58.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-91- 0.78% |
$36K - $42.5K
|
11.6K
$4.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-120- 18.93% |
$47.4K - $56.1K
|
514
$212K
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-55.3K- 10.53% |
$21.9M - $25.9M
|
470K
$194M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
225+ 3.21% |
$88.9K - $105K
|
7.25K
$2.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
6.43K+ 3.27% |
$2.54M - $3M
|
203K
$83.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
8.83K+ 4.24% |
$3.49M - $4.13M
|
217K
$89.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
38.4K+ 8.23% |
$15.2M - $18M
|
505K
$209M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-5K- 94.34% |
$1.98M - $2.34M
|
300
$124K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.95K- 24.12% |
$770K - $911K
|
6.13K
$2.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.99K+ 12.03% |
$786K - $930K
|
18.5K
$7.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-566- 1.06% |
$224K - $265K
|
52.9K
$21.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
55+ 1.41% |
$21.7K - $25.7K
|
3.95K
$1.63M
|