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
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-57.9K- 69.23% |
$22.9M - $27.1M
|
25.7K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
17.7KNew |
$6.99M - $8.28M
|
17.7K
$7.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
101+ 0.32% |
$39.9K - $47.2K
|
31.7K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-1.58K- 28.73% |
$624K - $739K
|
3.92K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
6.65K+ 72.54% |
$2.63M - $3.11M
|
15.8K
$6.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
52.8K+ 3190.69% |
$20.9M - $24.7M
|
54.4K
$23M
|
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
318+ 2.76% |
$126K - $149K
|
11.8K
$5M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
143K+ 2.76% |
$56.6M - $67M
|
5.34M
$2.26B
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
73+ 5.09% |
$28.8K - $34.1K
|
1.51K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-23- 1.32% |
$9.09K - $10.8K
|
1.72K
$728K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.8K+ 47.02% |
$710K - $840K
|
5.62K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-6.03K- 23.19% |
$2.38M - $2.82M
|
20K
$8.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
169+ 2.07% |
$66.8K - $79K
|
8.35K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-19.6K- 2.81% |
$7.74M - $9.15M
|
678K
$287M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.55KNew |
$1.4M - $1.66M
|
3.55K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
SELL
|
- |
-312- 2.12% |
$123K - $146K
|
14.4K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
71+ 0.18% |
$28.1K - $33.2K
|
40.3K
$17.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-316- 0.43% |
$125K - $148K
|
72.5K
$30.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-402- 1.88% |
$159K - $188K
|
21K
$8.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
257+ 1.78% |
$102K - $120K
|
14.7K
$6.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-2.47K- 1.77% |
$977K - $1.16M
|
137K
$58M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.06K- 16.31% |
$1.21M - $1.43M
|
15.7K
$6.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.01KNew |
$400K - $473K
|
1.01K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-157- 1.44% |
$62K - $73.4K
|
10.8K
$4.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-20.4K- 12.02% |
$8.05M - $9.53M
|
149K
$63.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-17.2K- 15.83% |
$6.79M - $8.04M
|
91.4K
$38.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
226+ 0.73% |
$89.3K - $106K
|
31K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
171KNew |
$67.6M - $80M
|
171K
$72.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
494+ 0.56% |
$195K - $231K
|
88.3K
$37.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
1+ 0.09% |
$395 - $468
|
1.06K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
432+ 3.27% |
$171K - $202K
|
13.7K
$5.78M
|
|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-1.74K- 0.26% |
$686K - $812K
|
657K
$278M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.29K- 2.33% |
$511K - $605K
|
54.1K
$22.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-64- 0.31% |
$25.3K - $29.9K
|
20.4K
$8.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
767+ 6.82% |
$303K - $359K
|
12K
$5.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.45K+ 3.25% |
$572K - $677K
|
46K
$19.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.86K- 5.81% |
$734K - $869K
|
30.1K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
239+ 0.51% |
$94.4K - $112K
|
46.8K
$19.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
47+ 0.3% |
$18.6K - $22K
|
15.7K
$6.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.04K+ 2.07% |
$3.57M - $4.22M
|
445K
$189M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-8.1K- 87.1% |
$3.2M - $3.79M
|
1.2K
$508K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
10.8K+ 7.9% |
$4.25M - $5.03M
|
147K
$62.2M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
155K+ 0.92% |
$61.1M - $72.3M
|
17M
$7.18B
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
680New |
$269K - $318K
|
680
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-517- 0.72% |
$204K - $242K
|
71.4K
$30.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.4K+ 14.87% |
$6.08M - $7.2M
|
119K
$50.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
488+ 0.68% |
$193K - $228K
|
71.9K
$30.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.12% |
$790 - $935
|
1.62K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
PUT |
-9.2K- 52.87% |
$3.64M - $4.3M
|
8.2K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-601- 0.9% |
$237K - $281K
|
66.1K
$28M
|