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 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
586+ 18.67% |
$232K - $274K
|
3.72K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
232+ 2.65% |
$91.7K - $108K
|
8.98K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.43K- 2.43% |
$1.35M - $1.6M
|
138K
$57.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-13.7K- 1.15% |
$5.42M - $6.41M
|
1.18M
$491M
|
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
SELL
|
- |
-99- 0.75% |
$39.1K - $46.3K
|
13K
$5.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.14K+ 3.14% |
$449K - $531K
|
37.3K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.13K- 1.87% |
$1.63M - $1.93M
|
216K
$90.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-6.44K- 35.8% |
$2.55M - $3.01M
|
11.6K
$4.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-173- 0.34% |
$68.4K - $80.9K
|
50.9K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-554- 0.79% |
$219K - $259K
|
69.3K
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-249- 2.13% |
$98.4K - $116K
|
11.5K
$4.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirova Us LLC
|
BUY
|
- |
304K+ 23.57% |
$120M - $142M
|
1.59M
$664M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-798- 0.51% |
$315K - $373K
|
155K
$64.6M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-8.09K- 18.58% |
$3.2M - $3.78M
|
35.4K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-712- 2.76% |
$281K - $333K
|
25.1K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
170+ 4.84% |
$67.2K - $79.5K
|
3.68K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-617- 3.71% |
$244K - $288K
|
16K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
7.4K+ 36.23% |
$2.92M - $3.46M
|
27.8K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-33.4K- 1.71% |
$13.2M - $15.6M
|
1.92M
$799M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
476+ 1.37% |
$188K - $223K
|
35.2K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
60.3K+ 9.76% |
$23.8M - $28.2M
|
678K
$283M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-92- 0.47% |
$36.4K - $43K
|
19.7K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-1.27K- 4.36% |
$503K - $596K
|
27.9K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
636+ 4.43% |
$251K - $297K
|
15K
$6.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-45- 0.38% |
$17.8K - $21K
|
11.9K
$4.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.75K- 0.89% |
$1.09M - $1.29M
|
307K
$128M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-271- 0.3% |
$107K - $127K
|
90.5K
$37.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-450- 0.49% |
$178K - $210K
|
91.2K
$38M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
984+ 12.93% |
$389K - $460K
|
8.6K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-157- 0.13% |
$62K - $73.4K
|
120K
$50M
|
|
|
Nov 14, 2024
Q3 2024
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-125- 1.75% |
$49.4K - $58.4K
|
7K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.16K+ 1.16% |
$852K - $1.01M
|
188K
$78.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
119K+ 358.87% |
$47.2M - $55.9M
|
153K
$63.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
115+ 0.26% |
$45.4K - $53.8K
|
44.3K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
1.53M+ 71.54% |
$604M - $714M
|
3.66M
$1.53B
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
PUT |
60.8K+ 658.23% |
$24M - $28.4M
|
70K
$29.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-38K- 3.84% |
$15M - $17.7M
|
951K
$397M
|
|
|
Nov 14, 2024
Q3 2024
|
Viking Global Investors LP
|
SELL
|
- |
-248K- 10.81% |
$98M - $116M
|
2.04M
$853M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-372- 1.44% |
$147K - $174K
|
25.5K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
110+ 1.01% |
$43.5K - $51.4K
|
11K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.03M- 9.63% |
$406M - $480M
|
9.64M
$4.02B
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
442+ 1.7% |
$175K - $207K
|
26.5K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-6- 0.29% |
$2.37K - $2.81K
|
2.07K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.36K+ 2.95% |
$538K - $636K
|
47.5K
$19.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-848K- 17.23% |
$335M - $397M
|
4.07M
$1.7B
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-5.42K- 4.89% |
$2.14M - $2.53M
|
105K
$44M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
697+ 0.56% |
$275K - $326K
|
124K
$51.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Holdings Group, LLC
New York, NY |
SELL
|
- |
-2.9K- 1.73% |
$1.15M - $1.36M
|
165K
$68.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.9K- 2.76% |
$4.71M - $5.57M
|
419K
$175M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-920- 1.79% |
$364K - $430K
|
50.5K
$21.1M
|