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 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.55K- 0.88% |
$2.59M - $3.06M
|
740K
$311M
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-195- 8.74% |
$77.1K - $91.2K
|
2.04K
$856K
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-91- 1.01% |
$36K - $42.5K
|
8.91K
$3.75M
|
|
Nov 04, 2024
Q3 2024
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-1.2K- 1.98% |
$474K - $561K
|
59.3K
$24.9M
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
676+ 4.33% |
$267K - $316K
|
16.3K
$6.84M
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-704K- 15.77% |
$278M - $329M
|
3.76M
$1.58B
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.36K+ 27.07% |
$2.51M - $2.98M
|
29.9K
$12.6M
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
13.6KNew |
$5.39M - $6.37M
|
13.6K
$5.73M
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.78K+ 0.07% |
$702K - $831K
|
2.6M
$1.09B
|
|
Nov 04, 2024
Q3 2024
|
Ycg, LLC
|
SELL
|
- |
-40- 0.02% |
$15.8K - $18.7K
|
236K
$99.1M
|
|
Nov 04, 2024
Q3 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-86.9K- 3.93% |
$34.3M - $40.6M
|
2.12M
$891M
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
139+ 2.83% |
$54.9K - $65K
|
5.05K
$2.12M
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
100+ 6.54% |
$39.5K - $46.8K
|
1.63K
$684K
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.48K+ 11.67% |
$1.77M - $2.09M
|
42.8K
$18M
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-699- 16.29% |
$276K - $327K
|
3.59K
$1.51M
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-90- 3.0% |
$35.6K - $42.1K
|
2.91K
$1.22M
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-406- 1.1% |
$160K - $190K
|
36.5K
$15.3M
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
163+ 7.42% |
$64.4K - $76.2K
|
2.36K
$992K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.04K- 2.33% |
$1.59M - $1.89M
|
169K
$71.1M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.11K+ 3.35% |
$835K - $988K
|
65.2K
$27.4M
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-360- 4.99% |
$142K - $168K
|
6.85K
$2.88M
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
29.3KNew |
$11.6M - $13.7M
|
29.3K
$12.3M
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
8.76KNew |
$3.46M - $4.1M
|
8.76K
$3.68M
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-203- 2.34% |
$80.2K - $94.9K
|
8.48K
$3.56M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
234+ 2.21% |
$92.5K - $109K
|
10.8K
$4.54M
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-19.2K- 0.99% |
$7.58M - $8.96M
|
1.92M
$807M
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
207+ 3.63% |
$81.8K - $96.8K
|
5.91K
$2.48M
|
|
Nov 04, 2024
Q3 2024
|
Coalescence Partners Investment Management, LP
New York, NY |
BUY
|
- |
4.64K+ 11.92% |
$1.83M - $2.17M
|
43.6K
$18.3M
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
86+ 0.54% |
$34K - $40.2K
|
16K
$6.72M
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
832+ 10.05% |
$329K - $389K
|
9.11K
$3.83M
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
81+ 0.72% |
$32K - $37.9K
|
11.3K
$4.76M
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-743- 1.17% |
$294K - $347K
|
62.5K
$26.3M
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-146- 0.53% |
$57.7K - $68.3K
|
27.5K
$11.6M
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
8+ 0.73% |
$3.16K - $3.74K
|
1.11K
$467K
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
64+ 0.16% |
$25.3K - $29.9K
|
40.3K
$16.9M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.08K+ 9.0% |
$2.8M - $3.31M
|
85.8K
$36M
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-60- 9.23% |
$23.7K - $28.1K
|
590
$248K
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-334- 10.58% |
$132K - $156K
|
2.82K
$1.19M
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-49- 0.36% |
$19.4K - $22.9K
|
13.5K
$5.68M
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-220- 3.73% |
$86.9K - $103K
|
5.68K
$2.38M
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-407- 1.32% |
$161K - $190K
|
30.4K
$12.8M
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
9.85K+ 9.57% |
$3.89M - $4.61M
|
113K
$47.4M
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-22.8K- 83.76% |
$9.02M - $10.7M
|
4.42K
$1.86M
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-581- 9.53% |
$230K - $272K
|
5.51K
$2.32M
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10+ 0.18% |
$3.95K - $4.68K
|
5.49K
$2.31M
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
131+ 0.79% |
$51.8K - $61.3K
|
16.8K
$7.05M
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-2.31K- 6.14% |
$914K - $1.08M
|
35.3K
$14.9M
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
2.14K+ 5.16% |
$846K - $1M
|
43.7K
$18.4M
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
26+ 1.23% |
$10.3K - $12.2K
|
2.14K
$898K
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-250- 15.7% |
$98.8K - $117K
|
1.34K
$564K
|