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 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
9.76K+ 34.14% |
$3.86M - $4.56M
|
38.3K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
290+ 0.8% |
$115K - $136K
|
36.5K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
221+ 0.2% |
$87.3K - $103K
|
109K
$46.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
611+ 0.46% |
$241K - $286K
|
135K
$56.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-16.3K- 3.8% |
$6.42M - $7.6M
|
411K
$174M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
109+ 1.61% |
$43.1K - $51K
|
6.9K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-2.01K- 2.78% |
$795K - $941K
|
70.4K
$29.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Point Break Capital Management, LLC
Miami, FL |
SELL
|
- |
-500- 3.88% |
$198K - $234K
|
12.4K
$5.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
137K+ 1029.23% |
$54.1M - $64M
|
150K
$63.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
70K+ 9.13% |
$27.7M - $32.7M
|
837K
$354M
|
|
|
Nov 13, 2024
Q3 2024
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-455K- 37.98% |
$180M - $213M
|
742K
$314M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
578K+ 7.59% |
$228M - $270M
|
8.19M
$3.47B
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.3K+ 0.08% |
$514K - $608K
|
1.57M
$663M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.27M- 0.34% |
$896M - $1.06B
|
674M
$285B
|
|
|
Nov 13, 2024
Q3 2024
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-4.65K- 5.34% |
$1.84M - $2.18M
|
82.6K
$34.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
1KNew |
$395K - $468K
|
1K
$423K
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-22.4K- 6.87% |
$8.86M - $10.5M
|
304K
$128M
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-118K- 84.96% |
$46.4M - $54.9M
|
20.8K
$8.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
500+ 129.53% |
$198K - $234K
|
886
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-8.9K- 4.97% |
$3.51M - $4.16M
|
170K
$71.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
20.9KNew |
$8.25M - $9.76M
|
20.9K
$8.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.13K- 16.54% |
$840K - $994K
|
10.7K
$4.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
261+ 2.77% |
$103K - $122K
|
9.69K
$4.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.23K+ 9.04% |
$486K - $575K
|
14.8K
$6.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
552+ 5.6% |
$218K - $258K
|
10.4K
$4.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.85K+ 315.53% |
$2.71M - $3.2M
|
9.02K
$3.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-9.96K- 1.36% |
$3.94M - $4.66M
|
724K
$306M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-133- 3.79% |
$52.6K - $62.2K
|
3.38K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.71K+ 12.17% |
$1.07M - $1.27M
|
25K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
656+ 10.48% |
$259K - $307K
|
6.92K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.09K- 1.23% |
$431K - $510K
|
87.2K
$36.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
53K+ 2.98% |
$20.9M - $24.8M
|
1.83M
$774M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-283- 2.59% |
$112K - $132K
|
10.7K
$4.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-21.8K- 26.98% |
$8.62M - $10.2M
|
59K
$25M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
198+ 0.42% |
$78.2K - $92.6K
|
47.8K
$20.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
SELL
|
- |
-450- 2.12% |
$178K - $210K
|
20.8K
$8.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-50.4K- 12.44% |
$19.9M - $23.6M
|
355K
$150M
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-583K- 29.18% |
$230M - $272M
|
1.41M
$598M
|
|
|
Nov 13, 2024
Q3 2024
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
822KNew |
$325M - $384M
|
822K
$348M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
22.9K+ 9.6% |
$9.05M - $10.7M
|
261K
$111M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
44+ 0.66% |
$17.4K - $20.6K
|
6.7K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
398+ 7.4% |
$157K - $186K
|
5.78K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.49KNew |
$590K - $698K
|
1.49K
$631K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-594- 1.96% |
$235K - $278K
|
29.7K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
106KNew |
$41.8M - $49.5M
|
106K
$44.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
4.55K+ 70.98% |
$1.8M - $2.13M
|
11K
$4.64M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.45K- 4.34% |
$970K - $1.15M
|
54.1K
$22.9M
|
|
|
Nov 13, 2024
Q3 2024
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-2.54K- 9.78% |
$1M - $1.19M
|
23.4K
$9.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
184+ 0.17% |
$72.7K - $86K
|
112K
$47.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 0.15% |
$39.5K - $46.8K
|
68.5K
$29M
|