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
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
184+ 0.17% |
$72.7K - $86K
|
112K
$47.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 0.15% |
$39.5K - $46.8K
|
68.5K
$29M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-26.6K- 2.63% |
$10.5M - $12.4M
|
983K
$416M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-18.1K- 2.28% |
$7.17M - $8.48M
|
777K
$329M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-2.21M- 2.8% |
$875M - $1.04B
|
76.8M
$32.5B
|
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-5.78M- 7.73% |
$2.28B - $2.7B
|
69M
$29.2B
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-2.16K- 0.71% |
$855K - $1.01M
|
302K
$128M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
53.2K+ 12.2% |
$21M - $24.9M
|
489K
$207M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-1.02M- 1.31% |
$401M - $475M
|
76.4M
$32.4B
|
|
|
Nov 13, 2024
Q3 2024
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
CALL |
200KNew |
$79M - $93.5M
|
200K
$84.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-4- 0.02% |
$1.58K - $1.87K
|
23.9K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
46.5K+ 1328.57% |
$18.4M - $21.7M
|
50K
$21.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
172+ 0.26% |
$68K - $80.4K
|
65.6K
$27.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
929+ 17.08% |
$367K - $434K
|
6.37K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-2.26K- 0.94% |
$895K - $1.06M
|
239K
$101M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
28+ 0.14% |
$11.1K - $13.1K
|
19.5K
$8.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
3.96K+ 7.42% |
$1.56M - $1.85M
|
57.3K
$24.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-51.1K- 3.41% |
$20.2M - $23.9M
|
1.45M
$614M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.49K+ 22.98% |
$589K - $697K
|
7.98K
$3.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
61.6K+ 38.31% |
$24.4M - $28.8M
|
222K
$94.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
795+ 33.43% |
$314K - $372K
|
3.17K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-180K- 3.36% |
$71.1M - $84.1M
|
5.17M
$2.19B
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-33- 0.73% |
$13K - $15.4K
|
4.47K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.07K+ 0.97% |
$819K - $969K
|
216K
$91.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-448K- 18.87% |
$177M - $210M
|
1.93M
$816M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.05M- 17.85% |
$416M - $492M
|
4.84M
$2.05B
|
|
|
Nov 13, 2024
Q3 2024
|
Gladstone Capital Management LLP
London, X0 |
BUY
|
- |
16.2K+ 5.14% |
$6.4M - $7.57M
|
331K
$140M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.13K+ 42.97% |
$1.24M - $1.46M
|
10.4K
$4.41M
|
|
|
Nov 13, 2024
Q3 2024
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-59- 0.03% |
$23.3K - $27.6K
|
194K
$82.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-343- 0.33% |
$136K - $160K
|
105K
$44.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-3.35K- 4.33% |
$1.32M - $1.57M
|
74K
$31.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
82.7K+ 21.49% |
$32.7M - $38.7M
|
467K
$198M
|
|
|
Nov 13, 2024
Q3 2024
|
J. Stern & Co. LLP
London, X0 |
SELL
|
- |
-404- 66.89% |
$160K - $189K
|
200
$84.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.45K- 2.82% |
$1.36M - $1.61M
|
119K
$50.3M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
188+ 2.55% |
$74.3K - $87.9K
|
7.57K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-100- 0.44% |
$39.5K - $46.8K
|
22.4K
$9.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
98.2KNew |
$38.8M - $45.9M
|
98.2K
$41.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
29.3K+ 12.47% |
$11.6M - $13.7M
|
264K
$112M
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
608+ 4.04% |
$240K - $284K
|
15.7K
$6.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
5.33K+ 3.33% |
$2.11M - $2.49M
|
165K
$70M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
7.23K+ 4.06% |
$2.86M - $3.38M
|
185K
$78.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-69- 0.61% |
$27.3K - $32.3K
|
11.3K
$4.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-940- 1.28% |
$371K - $440K
|
72.7K
$30.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-313K- 3.33% |
$124M - $147M
|
9.1M
$3.85B
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.52K+ 1.5% |
$1.79M - $2.12M
|
307K
$130M
|
|
|
Nov 13, 2024
Q3 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-375- 1.72% |
$148K - $175K
|
21.4K
$9.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-446- 1.54% |
$176K - $209K
|
28.5K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
353+ 5.33% |
$139K - $165K
|
6.98K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-202- 1.94% |
$79.8K - $94.4K
|
10.2K
$4.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-5.29K- 46.43% |
$2.09M - $2.47M
|
6.1K
$2.58M
|