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
|
Howland Capital Management LLC
|
SELL
|
- |
-6.89K- 2.2% |
$2.72M - $3.22M
|
307K
$130M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.86K- 0.94% |
$733K - $868K
|
197K
$83.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-4.57K- 39.81% |
$1.8M - $2.13M
|
6.9K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
110+ 0.02% |
$43.5K - $51.4K
|
498K
$211M
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
57+ 0.53% |
$22.5K - $26.7K
|
10.9K
$4.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.45K+ 12.06% |
$1.76M - $2.08M
|
41.3K
$17.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.04K- 9.72% |
$1.2M - $1.42M
|
28.2K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
205K+ 1567.41% |
$81.2M - $96M
|
218K
$92.5M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.98M+ 26.47% |
$781M - $924M
|
9.44M
$4B
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
3.62K+ 0.83% |
$1.43M - $1.69M
|
437K
$185M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.96K+ 12.25% |
$3.93M - $4.66M
|
91.2K
$38.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-152K- 26.22% |
$60.1M - $71.1M
|
428K
$181M
|
|
|
Nov 12, 2024
Q3 2024
|
Alta Capital Management LLC
|
BUY
|
- |
6.07K+ 3.62% |
$2.4M - $2.84M
|
174K
$73.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.1K- 58.64% |
$831K - $983K
|
1.48K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-6.88K- 3.03% |
$2.72M - $3.21M
|
220K
$93.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.6K+ 2.95% |
$19.2M - $22.7M
|
1.7M
$718M
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
BUY
|
- |
49.6K+ 5.28% |
$19.6M - $23.2M
|
989K
$419M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
11.7K+ 172.73% |
$4.64M - $5.49M
|
18.5K
$7.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.71K+ 12.56% |
$3.84M - $4.54M
|
87K
$36.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
385+ 1.88% |
$152K - $180K
|
20.8K
$8.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-588- 2.29% |
$232K - $275K
|
25.1K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-7.39K- 9.39% |
$2.92M - $3.45M
|
71.3K
$30.2M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
53.1K+ 8.98% |
$21M - $24.8M
|
644K
$273M
|
|
|
Nov 12, 2024
Q3 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-219- 1.22% |
$86.5K - $102K
|
17.8K
$7.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-194- 0.21% |
$76.7K - $90.7K
|
91.4K
$38.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2K- 79.24% |
$792K - $937K
|
525
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-3.4K- 1.8% |
$1.34M - $1.59M
|
186K
$78.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
806+ 2.57% |
$318K - $377K
|
32.1K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-519- 6.34% |
$205K - $243K
|
7.67K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.82K+ 2.46% |
$718K - $850K
|
75.8K
$32.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-109- 0.47% |
$43.1K - $51K
|
23.1K
$9.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-335K- 2.56% |
$132M - $157M
|
12.8M
$5.4B
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-105- 0.48% |
$41.5K - $49.1K
|
21.8K
$9.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Martin Currie LTD
Edinburgh, X0 |
SELL
|
- |
-22.3K- 7.92% |
$8.83M - $10.4M
|
260K
$110M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
338+ 2.01% |
$134K - $158K
|
17.2K
$7.26M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30.3K+ 4.07% |
$12M - $14.2M
|
774K
$328M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.1K- 2.31% |
$5.56M - $6.58M
|
595K
$252M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
PUT |
987K+ 42930.0% |
$390M - $462M
|
990K
$419M
|
|
|
Nov 12, 2024
Q3 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10.1KNew |
$3.97M - $4.7M
|
10.1K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
4.04KNew |
$1.6M - $1.89M
|
4.04K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-116K- 3.97% |
$45.8M - $54.2M
|
2.8M
$1.19B
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
29.3K+ 21.16% |
$11.6M - $13.7M
|
168K
$71.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
3.26M+ 2.02% |
$1.29B - $1.53B
|
165M
$69.9B
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
4.05K+ 36.66% |
$1.6M - $1.9M
|
15.1K
$6.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-14.1K- 29.9% |
$5.57M - $6.59M
|
33K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-862- 2.93% |
$341K - $403K
|
28.6K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
14+ 0.16% |
$5.53K - $6.55K
|
8.75K
$3.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
96+ 1.02% |
$37.9K - $44.9K
|
9.55K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-313- 13.34% |
$124K - $146K
|
2.03K
$861K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-69- 0.3% |
$27.3K - $32.3K
|
23.1K
$9.79M
|