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 08, 2024
Q3 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
3.2K+ 121.4% |
$1.26M - $1.5M
|
5.84K
$2.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-766- 1.84% |
$303K - $358K
|
41K
$17.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-64- 0.99% |
$25.3K - $29.9K
|
6.38K
$2.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
SELL
|
- |
-1.53M- 6.1% |
$605M - $716M
|
23.5M
$9.97B
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-618K- 48.1% |
$244M - $289M
|
667K
$282M
|
|
|
Nov 08, 2024
Q3 2024
|
Ns Partners LTD
|
BUY
|
- |
8.69K+ 1.66% |
$3.43M - $4.06M
|
531K
$225M
|
|
|
Nov 08, 2024
Q3 2024
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
220+ 4.4% |
$86.9K - $103K
|
5.22K
$2.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-21K- 18.8% |
$8.3M - $9.82M
|
90.7K
$38.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-518- 0.18% |
$205K - $242K
|
283K
$120M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-195- 5.97% |
$77.1K - $91.2K
|
3.07K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100+ 11.15% |
$39.5K - $46.8K
|
997
$422K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.25K+ 0.11% |
$888K - $1.05M
|
2.05M
$867M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
31+ 0.56% |
$12.2K - $14.5K
|
5.52K
$2.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.08K+ 5.57% |
$1.61M - $1.91M
|
77.4K
$32.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-2.9K- 2.64% |
$1.14M - $1.35M
|
107K
$45.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
33+ 0.32% |
$13K - $15.4K
|
10.3K
$4.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
74+ 1.39% |
$29.2K - $34.6K
|
5.38K
$2.28M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
421+ 0.26% |
$166K - $197K
|
161K
$68.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-36- 0.29% |
$14.2K - $16.8K
|
12.3K
$5.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.25% |
$8.3K - $9.82K
|
8.58K
$3.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-641- 0.57% |
$253K - $300K
|
111K
$47.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
BUY
|
- |
2.4K+ 6.01% |
$948K - $1.12M
|
42.4K
$17.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
768+ 2.45% |
$303K - $359K
|
32.2K
$13.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
20.3KNew |
$8.04M - $9.51M
|
20.3K
$8.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Thornburg Investment Management Inc
|
BUY
|
- |
272+ 1.94% |
$107K - $127K
|
14.3K
$6.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
439+ 18.63% |
$173K - $205K
|
2.8K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-522- 0.63% |
$206K - $244K
|
82.6K
$35M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
552+ 14.53% |
$218K - $258K
|
4.35K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
7+ 0.41% |
$2.77K - $3.27K
|
1.73K
$732K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
453+ 5.96% |
$179K - $212K
|
8.06K
$3.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-444K- 11.6% |
$176M - $208M
|
3.39M
$1.43B
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
57.8K+ 0.28% |
$22.8M - $27M
|
21M
$8.87B
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-9.7K- 2.11% |
$3.83M - $4.53M
|
450K
$191M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.51KNew |
$1.39M - $1.64M
|
3.51K
$1.49M
|
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
7.4K+ 4.95% |
$2.92M - $3.46M
|
157K
$66.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-496- 7.36% |
$196K - $232K
|
6.25K
$2.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
73.7K+ 3.53% |
$29.1M - $34.4M
|
2.16M
$915M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
52.9K+ 1176.36% |
$20.9M - $24.8M
|
57.4K
$24.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-44K- 1.33% |
$17.4M - $20.6M
|
3.26M
$1.38B
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-404- 12.13% |
$160K - $189K
|
2.93K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
189+ 94.97% |
$74.7K - $88.4K
|
388
$164K
|
|
|
Nov 07, 2024
Q3 2024
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-1.8K- 18.23% |
$711K - $842K
|
8.07K
$3.42M
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
295+ 1.8% |
$117K - $138K
|
16.7K
$7.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-493- 10.8% |
$195K - $231K
|
4.07K
$1.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
19.2K+ 26.74% |
$7.61M - $9M
|
91.2K
$38.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-7.79K- 3.23% |
$3.08M - $3.64M
|
234K
$98.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.19K- 0.64% |
$1.26M - $1.49M
|
495K
$209M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-154- 0.96% |
$60.9K - $72K
|
15.9K
$6.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
369+ 1.32% |
$146K - $173K
|
28.3K
$12M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-69- 0.48% |
$27.3K - $32.3K
|
14.3K
$6.07M
|