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 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-6.18K- 0.35% |
$2.44M - $2.89M
|
1.77M
$748M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-742- 0.79% |
$293K - $347K
|
93.6K
$39.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
25+ 0.15% |
$9.88K - $11.7K
|
16.3K
$6.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.03K+ 3.17% |
$405K - $479K
|
33.4K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2K+ 1.19% |
$792K - $937K
|
170K
$71.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-29.3K- 17.3% |
$11.6M - $13.7M
|
140K
$59.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
45+ 1.12% |
$17.8K - $21K
|
4.07K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
281K+ 602.01% |
$111M - $131M
|
327K
$139M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
PUT |
250KNew |
$98.8M - $117M
|
250K
$106M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
360+ 7.2% |
$142K - $168K
|
5.36K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-6- 0.01% |
$2.37K - $2.81K
|
47.2K
$20M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$1.19K - $1.4K
|
19.9K
$8.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
42.3K+ 3.48% |
$16.7M - $19.8M
|
1.26M
$533M
|
|
|
Nov 12, 2024
Q3 2024
|
Capco Asset Management, LLC
|
SELL
|
- |
-849- 0.81% |
$335K - $397K
|
104K
$44.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-319K- 3.4% |
$126M - $149M
|
9.06M
$3.84B
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
PUT |
104K+ 5.0% |
$40.9M - $48.4M
|
2.18M
$921M
|
|
|
Nov 12, 2024
Q3 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
10.6K+ 1.33% |
$4.17M - $4.94M
|
802K
$339M
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-9.84K- 1.16% |
$3.89M - $4.6M
|
842K
$357M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
60.4K+ 7.81% |
$23.9M - $28.2M
|
834K
$353M
|
|
|
Nov 12, 2024
Q3 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
87.4K+ 15.22% |
$34.5M - $40.9M
|
662K
$280M
|
|
|
Nov 12, 2024
Q3 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-1.61K- 13.51% |
$635K - $751K
|
10.3K
$4.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.65M- 4.38% |
$651M - $770M
|
35.9M
$15.2B
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-125K- 2.7% |
$49.4M - $58.4M
|
4.5M
$1.91B
|
|
|
Nov 12, 2024
Q3 2024
|
Trivest Advisors LTD
Hong Kong, K3 |
SELL
|
- |
-362K- 43.72% |
$143M - $169M
|
466K
$197M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.34K+ 11.61% |
$531K - $628K
|
12.9K
$5.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
31.9K+ 1.36% |
$12.6M - $14.9M
|
2.38M
$1.01B
|
|
|
Nov 12, 2024
Q3 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3K- 21.91% |
$1.19M - $1.4M
|
10.7K
$4.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-267- 0.36% |
$106K - $125K
|
73.4K
$31.1M
|
|
|
Nov 12, 2024
Q3 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-50- 0.05% |
$19.8K - $23.4K
|
95.4K
$40.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
578+ 0.63% |
$228K - $270K
|
92.3K
$39.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-439- 17.62% |
$173K - $205K
|
2.05K
$869K
|
|
|
Nov 12, 2024
Q3 2024
|
Telemark Asset Management, LLC
Boston, MA |
SELL
|
- |
-20K- 50.0% |
$7.9M - $9.35M
|
20K
$8.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
197+ 0.15% |
$77.8K - $92.1K
|
135K
$57.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20K- 0.53% |
$7.91M - $9.36M
|
3.77M
$1.6B
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-58.1K- 6.18% |
$23M - $27.2M
|
882K
$374M
|
|
|
Nov 12, 2024
Q3 2024
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-2.19K- 2.39% |
$866K - $1.02M
|
89.7K
$38M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
264KNew |
$104M - $123M
|
264K
$112M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-3.15K- 7.92% |
$1.24M - $1.47M
|
36.6K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-204- 1.14% |
$80.6K - $95.4K
|
17.7K
$7.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-945- 0.62% |
$373K - $442K
|
151K
$63.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-28- 0.55% |
$11.1K - $13.1K
|
5.08K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.34K+ 21.63% |
$925K - $1.09M
|
13.2K
$5.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-24.6K- 9.4% |
$9.74M - $11.5M
|
238K
$101M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.06K+ 2.75% |
$814K - $963K
|
76.9K
$32.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.62K- 16.56% |
$1.04M - $1.23M
|
13.2K
$5.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.21K+ 4.48% |
$476K - $563K
|
28.1K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-627K- 30.71% |
$248M - $293M
|
1.42M
$599M
|
|
|
Nov 12, 2024
Q3 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
PUT |
565KNew |
$223M - $264M
|
565K
$239M
|
|
|
Nov 12, 2024
Q3 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-2.07K- 0.85% |
$817K - $966K
|
241K
$102M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-52.9K- 1.04% |
$20.9M - $24.7M
|
5.01M
$2.12B
|