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
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.57K+ 7.85% |
$2.6M - $3.07M
|
90.3K
$37.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
615+ 1.78% |
$243K - $288K
|
35.2K
$14.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.75K+ 5.38% |
$1.48M - $1.75M
|
73.4K
$30.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
320+ 1.71% |
$126K - $150K
|
19K
$7.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-18.4K- 24.9% |
$7.26M - $8.59M
|
55.4K
$23.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-4.73K- 1.59% |
$1.87M - $2.21M
|
292K
$123M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
11.8KNew |
$4.66M - $5.51M
|
11.8K
$4.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-29K- 30.11% |
$11.5M - $13.6M
|
67.3K
$28.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
14+ 0.05% |
$5.53K - $6.55K
|
26K
$10.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-13.7K- 13.06% |
$5.39M - $6.38M
|
90.9K
$38.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-129- 0.92% |
$51K - $60.3K
|
13.9K
$5.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
278+ 11.41% |
$110K - $130K
|
2.71K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-432- 3.24% |
$171K - $202K
|
12.9K
$5.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.32K+ 3.6% |
$3.29M - $3.89M
|
239K
$101M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
32.4K+ 7.89% |
$12.8M - $15.2M
|
443K
$186M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.25K+ 3.88% |
$492K - $583K
|
33.4K
$14M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
116+ 5.68% |
$45.8K - $54.2K
|
2.16K
$906K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
31.4K+ 18.31% |
$12.4M - $14.7M
|
203K
$85.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-11.4K- 33.82% |
$4.52M - $5.35M
|
22.4K
$9.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.33K+ 9.68% |
$525K - $621K
|
15.1K
$6.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-100- 0.04% |
$39.5K - $46.8K
|
228K
$95.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-7- 0.05% |
$2.77K - $3.27K
|
15.2K
$6.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-90.8K- 2.56% |
$35.9M - $42.4M
|
3.45M
$1.45B
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-439- 11.09% |
$173K - $205K
|
3.52K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
85.7K+ 13.95% |
$33.9M - $40.1M
|
700K
$294M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-357K- 3.58% |
$141M - $167M
|
9.6M
$4.03B
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
406+ 1.32% |
$160K - $190K
|
31.1K
$13.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
35.5K+ 59.51% |
$14M - $16.6M
|
95.3K
$40M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.85K- 2.55% |
$732K - $866K
|
70.9K
$29.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
BUY
|
- |
24K+ 240.0% |
$9.48M - $11.2M
|
34K
$14.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-16.8K- 0.97% |
$6.64M - $7.86M
|
1.72M
$721M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-4.11K- 3.29% |
$1.62M - $1.92M
|
121K
$50.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14K+ 8.02% |
$5.55M - $6.56M
|
189K
$79.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.26K+ 4.89% |
$1.68M - $1.99M
|
91.2K
$38.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-162K- 3.39% |
$63.9M - $75.7M
|
4.61M
$1.94B
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.78KNew |
$702K - $831K
|
1.78K
$747K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.13K+ 14.52% |
$445K - $527K
|
8.89K
$3.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
9.83K+ 33.11% |
$3.88M - $4.59M
|
39.5K
$16.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
2.36K+ 11.32% |
$932K - $1.1M
|
23.2K
$9.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-240- 3.8% |
$94.8K - $112K
|
6.08K
$2.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
71+ 0.98% |
$28.1K - $33.2K
|
7.35K
$3.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-53- 0.55% |
$20.9K - $24.8K
|
9.59K
$4.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
17.4KNew |
$6.86M - $8.12M
|
17.4K
$7.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-342- 15.32% |
$135K - $160K
|
1.89K
$794K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.48K+ 6.46% |
$586K - $693K
|
24.4K
$10.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
230+ 4.01% |
$90.9K - $108K
|
5.97K
$2.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-105- 4.71% |
$41.5K - $49.1K
|
2.12K
$892K
|
|
|
Nov 01, 2024
Q3 2024
|
Troy Asset Management LTD
|
SELL
|
- |
-22.8K- 2.48% |
$9.02M - $10.7M
|
898K
$377M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
155+ 3.29% |
$61.2K - $72.5K
|
4.86K
$2.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.08K+ 0.37% |
$427K - $505K
|
295K
$124M
|