Latest Institutional Sells of Microsoft Corp (MSFT)
This list provides information on the latest institutional transactions involving Microsoft Corp (MSFT) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-806- 1.7% |
$328K - $366K
|
46.7K
$18.3M
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-806- 45.2% |
$328K - $366K
|
977
$382K
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-804- 1.16% |
$327K - $365K
|
68.5K
$26.8M
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-804- 1.76% |
$327K - $365K
|
44.9K
$17.6M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-800- 6.25% |
$325K - $364K
|
12K
$4.7M
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-799- 7.25% |
$325K - $363K
|
10.2K
$4M
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-798- 5.85% |
$324K - $363K
|
12.8K
$5.02M
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-795- 31.15% |
$323K - $361K
|
1.76K
$687K
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-794- 15.9% |
$323K - $361K
|
4.2K
$1.64M
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-794- 6.99% |
$323K - $361K
|
10.6K
$4.13M
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-790- 3.73% |
$321K - $359K
|
20.4K
$7.97M
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-786- 5.91% |
$319K - $357K
|
12.5K
$4.89M
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-783- 5.07% |
$318K - $356K
|
14.7K
$5.73M
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-778- 2.38% |
$316K - $354K
|
31.9K
$12.5M
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-773- 4.74% |
$314K - $351K
|
15.5K
$6.07M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-770- 6.99% |
$313K - $350K
|
10.2K
$4.01M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-768- 1.92% |
$312K - $349K
|
39.2K
$15.4M
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-765- 8.14% |
$311K - $348K
|
8.64K
$3.38M
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-758- 3.47% |
$308K - $344K
|
21.1K
$8.25M
|
|
Feb 13, 2025
Q4 2024
|
Herald Investment Management LTD
|
SELL
|
- |
-755- 2.9% |
$307K - $343K
|
25.2K
$9.88M
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-755- 28.96% |
$307K - $343K
|
1.85K
$725K
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-755- 3.37% |
$307K - $343K
|
21.6K
$8.47M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-755- 5.04% |
$307K - $343K
|
14.2K
$5.57M
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-753- 9.46% |
$306K - $342K
|
7.21K
$2.82M
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-751- 0.68% |
$305K - $341K
|
110K
$42.9M
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-748- 6.64% |
$304K - $340K
|
10.5K
$4.11M
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-748- 4.63% |
$304K - $340K
|
15.4K
$6.03M
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-745- 5.98% |
$303K - $339K
|
11.7K
$4.58M
|
|
Feb 14, 2025
Q4 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-742- 0.37% |
$302K - $337K
|
200K
$78.3M
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-742- 0.67% |
$302K - $337K
|
110K
$43.2M
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-742- 2.85% |
$302K - $337K
|
25.3K
$9.89M
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-740- 2.5% |
$301K - $336K
|
28.8K
$11.3M
|
|
Feb 11, 2025
Q4 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-737- 5.54% |
$299K - $335K
|
12.6K
$4.92M
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-735- 4.4% |
$299K - $334K
|
16K
$6.25M
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-734- 33.35% |
$298K - $334K
|
1.47K
$574K
|
|
Feb 12, 2025
Q4 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-727- 3.04% |
$295K - $330K
|
23.2K
$9.07M
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-726- 0.95% |
$295K - $330K
|
75.8K
$29.6M
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-721- 2.03% |
$293K - $328K
|
34.7K
$13.6M
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-718- 11.59% |
$292K - $326K
|
5.48K
$2.14M
|
|
Jan 24, 2025
Q4 2024
|
Baskin Financial Services Inc.
|
SELL
|
- |
-716- 0.48% |
$291K - $325K
|
148K
$57.8M
|
|
Feb 13, 2025
Q4 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-715- 3.92% |
$291K - $325K
|
17.5K
$6.85M
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-714- 1.22% |
$290K - $324K
|
57.8K
$22.6M
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-712- 3.01% |
$289K - $324K
|
22.9K
$8.97M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-711- 3.0% |
$289K - $323K
|
23K
$9M
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-710- 3.0% |
$289K - $323K
|
23K
$8.98M
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-706- 10.11% |
$287K - $321K
|
6.27K
$2.45M
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-705- 0.44% |
$286K - $320K
|
158K
$61.8M
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-702- 8.83% |
$285K - $319K
|
7.25K
$2.83M
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-700- 4.59% |
$284K - $318K
|
14.6K
$5.7M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-700- 8.81% |
$284K - $318K
|
7.24K
$2.83M
|