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 |
|---|---|---|---|---|---|---|---|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
880+ 0.92% |
$348K - $411K
|
96K
$40.1M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-14.1K- 4.95% |
$5.55M - $6.57M
|
270K
$113M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-277- 6.38% |
$109K - $130K
|
4.07K
$1.7M
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-53- 1.36% |
$20.9K - $24.8K
|
3.83K
$1.6M
|
|
| Q2 2024 | |||||||
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
130K+ 4.91% |
$50.6M - $58.8M
|
2.78M
$1.16B
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4+ 2.78% |
$1.56K - $1.81K
|
148
$61.9K
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.04K- 1.55% |
$405K - $471K
|
66.2K
$27.7M
|
|
|
Nov 06, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-258K- 0.71% |
$100M - $117M
|
36.1M
$15.1B
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-2- 0.2% |
$779 - $906
|
1K
$418K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-515- 15.26% |
$201K - $233K
|
2.86K
$1.2M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
800New |
$311K - $362K
|
800
$334K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
88+ 2.69% |
$34.3K - $39.9K
|
3.36K
$1.41M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.03K+ 3.22% |
$401K - $466K
|
33K
$13.8M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-97- 1.43% |
$37.8K - $43.9K
|
6.67K
$2.79M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
573K+ 0.47% |
$223M - $259M
|
123M
$51.3B
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-199- 1.79% |
$77.5K - $90.1K
|
10.9K
$4.56M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-9K- 10.52% |
$3.5M - $4.08M
|
76.5K
$32M
|
|
|
Oct 07, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-57.1K- 2.42% |
$22.2M - $25.8M
|
2.3M
$962M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
42+ 0.02% |
$16.4K - $19K
|
193K
$80.9M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-166- 21.36% |
$64.6K - $75.2K
|
611
$255K
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-10.3K- 14.52% |
$4M - $4.65M
|
60.5K
$25.3M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-1.46K- 12.61% |
$570K - $663K
|
10.2K
$4.24M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
792New |
$308K - $359K
|
792
$331K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.17K+ 1.19% |
$456K - $530K
|
99.4K
$41.5M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
17.3K+ 40.25% |
$6.74M - $7.84M
|
60.3K
$25.2M
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
37.9KNew |
$14.8M - $17.2M
|
37.9K
$15.9M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-842- 2.23% |
$328K - $381K
|
37K
$15.5M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
792+ 7.08% |
$308K - $359K
|
12K
$5.01M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
87+ 0.9% |
$33.9K - $39.4K
|
9.71K
$4.06M
|
|
|
Aug 30, 2024
Q2 2024
|
Pensioenfonds Rail & Ov
|
BUY
|
- |
31.7K+ 30.73% |
$12.4M - $14.4M
|
135K
$56.5M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
12KNew |
$4.67M - $5.43M
|
12K
$5.01M
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
912+ 1.86% |
$355K - $413K
|
49.9K
$20.9M
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-120- 3.87% |
$46.7K - $54.3K
|
2.98K
$1.25M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
40.5KNew |
$15.8M - $18.4M
|
40.5K
$16.9M
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.45K- 0.61% |
$565K - $658K
|
238K
$99.7M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-196- 1.62% |
$76.3K - $88.8K
|
11.9K
$4.99M
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-48.6K- 3.98% |
$18.9M - $22M
|
1.17M
$490M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-223- 1.03% |
$86.8K - $101K
|
21.5K
$9M
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.03K+ 16.64% |
$402K - $468K
|
7.24K
$3.03M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.6K- 1.58% |
$11.9M - $13.9M
|
1.9M
$796M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
300New |
$117K - $136K
|
300
$125K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
241+ 1.1% |
$93.8K - $109K
|
22.2K
$9.29M
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$6.13M - $7.13M
|
15.7K
$6.58M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.56K+ 10.73% |
$608K - $707K
|
16.1K
$6.74M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-10.5K- 0.22% |
$4.08M - $4.75M
|
4.69M
$1.96B
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.4K- 4.93% |
$5.6M - $6.51M
|
277K
$116M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
20.9K+ 19.99% |
$8.15M - $9.48M
|
126K
$52.6M
|
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-2.08K- 2.82% |
$811K - $944K
|
71.7K
$30M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
3New |
$1.17K - $1.36K
|
3
$1.25K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
28.7K+ 4.53% |
$11.2M - $13M
|
663K
$277M
|
|