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
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
315+ 0.3% |
$124K - $147K
|
106K
$44.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
60.6KNew |
$24M - $28.3M
|
60.6K
$25.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-11K- 1.17% |
$4.33M - $5.12M
|
927K
$393M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.6K+ 4.43% |
$1.42M - $1.68M
|
84.9K
$36M
|
|
|
Nov 08, 2024
Q3 2024
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
SELL
|
- |
-1.1K- 12.12% |
$435K - $514K
|
7.98K
$3.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
146K+ 2.41% |
$57.8M - $68.4M
|
6.21M
$2.63B
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-69.8K- 0.73% |
$27.6M - $32.6M
|
9.44M
$4B
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-14.7K- 5.33% |
$5.82M - $6.89M
|
261K
$111M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-50.2K- 2.79% |
$19.9M - $23.5M
|
1.75M
$741M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-6.82K- 3.38% |
$2.69M - $3.19M
|
195K
$82.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-74K- 10.56% |
$29.2M - $34.6M
|
627K
$265M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
33+ 0.7% |
$13K - $15.4K
|
4.73K
$2M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
193+ 5.14% |
$76.3K - $90.2K
|
3.95K
$1.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5+ 0.08% |
$1.98K - $2.34K
|
6.55K
$2.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-97- 1.08% |
$38.3K - $45.4K
|
8.85K
$3.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.16% |
$790 - $935
|
1.24K
$526K
|
|
|
Nov 08, 2024
Q3 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
32+ 1.73% |
$12.6K - $15K
|
1.88K
$796K
|
|
|
Nov 08, 2024
Q3 2024
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
82.5K+ 3.27% |
$32.6M - $38.6M
|
2.61M
$1.1B
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-408- 1.88% |
$161K - $191K
|
21.3K
$9.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
16+ 0.43% |
$6.32K - $7.48K
|
3.72K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-366- 15.12% |
$145K - $171K
|
2.06K
$870K
|
|
|
Nov 08, 2024
Q3 2024
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
SELL
|
- |
-788K- 87.04% |
$312M - $369M
|
117K
$49.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-17- 0.56% |
$6.72K - $7.95K
|
3K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2.61K- 9.64% |
$1.03M - $1.22M
|
24.5K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.83M+ 3.64% |
$1.91B - $2.26B
|
137M
$58.2B
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
62.2K+ 5.16% |
$24.6M - $29.1M
|
1.27M
$537M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
76+ 6.19% |
$30K - $35.5K
|
1.3K
$552K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-12- 0.34% |
$4.74K - $5.61K
|
3.53K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.13K- 1.32% |
$2.82M - $3.33M
|
534K
$226M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
99+ 4.07% |
$39.1K - $46.3K
|
2.53K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
3.15KNew |
$1.25M - $1.47M
|
3.15K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-5- 0.23% |
$1.98K - $2.34K
|
2.16K
$916K
|
|
|
Nov 08, 2024
Q3 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-2.1K- 0.11% |
$830K - $982K
|
1.83M
$775M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.71K- 1.06% |
$674K - $797K
|
159K
$67.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
502+ 7.18% |
$198K - $235K
|
7.49K
$3.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
27+ 0.41% |
$10.7K - $12.6K
|
6.59K
$2.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.45KNew |
$573K - $677K
|
1.45K
$614K
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
BUY
|
- |
141K+ 9.96% |
$55.7M - $65.9M
|
1.56M
$659M
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
300+ 1.45% |
$119K - $140K
|
21K
$8.89M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-166K- 2.28% |
$65.7M - $77.7M
|
7.12M
$3.02B
|
|
|
Nov 08, 2024
Q3 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
18.2K+ 0.55% |
$7.19M - $8.51M
|
3.36M
$1.42B
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
91+ 50.56% |
$36K - $42.5K
|
271
$115K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-964- 5.11% |
$381K - $451K
|
17.9K
$7.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
6.96KNew |
$2.75M - $3.26M
|
6.96K
$2.95M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-190- 0.94% |
$75.1K - $88.8K
|
20K
$8.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-993- 2.52% |
$392K - $464K
|
38.5K
$16.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
783+ 56.17% |
$309K - $366K
|
2.18K
$922K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.47K- 1.85% |
$977K - $1.16M
|
131K
$55.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-1.47K- 2.25% |
$580K - $687K
|
63.7K
$27M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
27.9K+ 551.28% |
$11M - $13M
|
32.9K
$13.9M
|