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 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.69K- 1.86% |
$656K - $763K
|
89K
$38M
|
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
471New |
$183K - $213K
|
471
$201K
|
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
130K+ 4.91% |
$50.6M - $58.8M
|
2.78M
$1.19B
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.04K- 1.55% |
$405K - $471K
|
66.2K
$28.3M
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-515- 15.26% |
$201K - $233K
|
2.86K
$1.22M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
800New |
$311K - $362K
|
800
$342K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
88+ 2.69% |
$34.3K - $39.9K
|
3.36K
$1.44M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.03K+ 3.22% |
$401K - $466K
|
33K
$14.1M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-9K- 10.52% |
$3.5M - $4.08M
|
76.5K
$32.7M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-166- 21.36% |
$64.6K - $75.2K
|
611
$261K
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-10.3K- 14.52% |
$4M - $4.65M
|
60.5K
$25.8M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-1.46K- 12.61% |
$570K - $663K
|
10.2K
$4.33M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
792New |
$308K - $359K
|
792
$338K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.17K+ 1.19% |
$456K - $530K
|
99.4K
$42.4M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-842- 2.23% |
$328K - $381K
|
37K
$15.8M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
792+ 7.08% |
$308K - $359K
|
12K
$5.11M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
87+ 0.9% |
$33.9K - $39.4K
|
9.71K
$4.15M
|
|
|
Aug 30, 2024
Q2 2024
|
Pensioenfonds Rail & Ov
|
BUY
|
- |
31.7K+ 30.73% |
$12.4M - $14.4M
|
135K
$57.7M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
12KNew |
$4.67M - $5.43M
|
12K
$5.12M
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
912+ 1.86% |
$355K - $413K
|
49.9K
$21.3M
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-120- 3.87% |
$46.7K - $54.3K
|
2.98K
$1.27M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-196- 1.62% |
$76.3K - $88.8K
|
11.9K
$5.09M
|
|
|
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
$501M
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.03K+ 16.64% |
$402K - $468K
|
7.24K
$3.09M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
300New |
$117K - $136K
|
300
$128K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
241+ 1.1% |
$93.8K - $109K
|
22.2K
$9.49M
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$6.13M - $7.13M
|
15.7K
$6.72M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.56K+ 10.73% |
$608K - $707K
|
16.1K
$6.88M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.4K- 4.93% |
$5.6M - $6.51M
|
277K
$118M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
20.9K+ 19.99% |
$8.15M - $9.48M
|
126K
$53.7M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
3New |
$1.17K - $1.36K
|
3
$1.28K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
28.7K+ 4.53% |
$11.2M - $13M
|
663K
$283M
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
76+ 0.62% |
$29.6K - $34.4K
|
12.4K
$5.29M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.02K- 0.88% |
$398K - $462K
|
116K
$49.3M
|
|
|
Aug 19, 2024
Q2 2024
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-25K- 16.67% |
$9.73M - $11.3M
|
125K
$53.4M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.92K+ 14.27% |
$748K - $869K
|
15.4K
$6.56M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.13K+ 28.33% |
$1.22M - $1.42M
|
14.2K
$6.06M
|
|
|
Aug 16, 2024
Q2 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-11K- 3.01% |
$4.29M - $4.99M
|
355K
$151M
|
|
|
Aug 15, 2024
Q2 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-228- 22.18% |
$88.8K - $103K
|
800
$342K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
19.3KNew |
$7.51M - $8.74M
|
19.3K
$8.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
71+ 0.41% |
$27.6K - $32.2K
|
17.5K
$7.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-79- 2.96% |
$30.8K - $35.8K
|
2.59K
$1.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
3.15K+ 12.49% |
$1.23M - $1.43M
|
28.4K
$12.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-126- 0.37% |
$49.1K - $57.1K
|
34K
$14.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-288- 1.13% |
$112K - $130K
|
25.3K
$10.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-509- 34.74% |
$198K - $231K
|
956
$408K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-141- 0.46% |
$54.9K - $63.9K
|
30.5K
$13M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.5K+ 15.91% |
$584K - $679K
|
10.9K
$4.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
7.1K+ 308.7% |
$2.76M - $3.22M
|
9.4K
$4.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.39K+ 1.01% |
$542K - $630K
|
140K
$59.6M
|