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 12, 2024
Q3 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-3.94K- 8.6% |
$1.56M - $1.84M
|
41.8K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.22K+ 6.08% |
$484K - $572K
|
21.4K
$9.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
8+ 0.12% |
$3.16K - $3.74K
|
6.67K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-172- 2.17% |
$68K - $80.4K
|
7.76K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Palo Ds Manager LLC
Miami Beach, FL |
BUY
|
- |
2.49K+ 10.62% |
$986K - $1.17M
|
26K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
91+ 0.49% |
$36K - $42.5K
|
18.5K
$8.08M
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
7.54K+ 43.01% |
$2.98M - $3.52M
|
25.1K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.5K+ 5.25% |
$592K - $700K
|
30K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.63K+ 21.97% |
$644K - $762K
|
9.05K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
425+ 4.04% |
$168K - $199K
|
11K
$4.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-465K- 37.73% |
$184M - $217M
|
767K
$335M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
11KNew |
$4.33M - $5.13M
|
11K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
18+ 0.41% |
$7.11K - $8.42K
|
4.4K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
432+ 46.15% |
$171K - $202K
|
1.37K
$598K
|
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.55K- 75.3% |
$1.01M - $1.19M
|
835
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-2.01K- 1.13% |
$794K - $940K
|
175K
$76.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
314+ 4.99% |
$124K - $147K
|
6.6K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
SELL
|
- |
-399- 1.12% |
$158K - $187K
|
35.2K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-4.3K- 15.67% |
$1.7M - $2.01M
|
23.1K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
BUY
|
- |
32+ 0.08% |
$12.6K - $15K
|
39.5K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-1.14K- 1.72% |
$449K - $532K
|
64.8K
$28.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.34K- 0.63% |
$531K - $628K
|
210K
$92M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-6.89K- 2.2% |
$2.72M - $3.22M
|
307K
$134M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.86K- 0.94% |
$733K - $868K
|
197K
$85.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-4.57K- 39.81% |
$1.8M - $2.13M
|
6.9K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
110+ 0.02% |
$43.5K - $51.4K
|
498K
$218M
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
57+ 0.53% |
$22.5K - $26.7K
|
10.9K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.45K+ 12.06% |
$1.76M - $2.08M
|
41.3K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.04K- 9.72% |
$1.2M - $1.42M
|
28.2K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
205K+ 1567.41% |
$81.2M - $96M
|
218K
$95.6M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.98M+ 26.47% |
$781M - $924M
|
9.44M
$4.13B
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
3.62K+ 0.83% |
$1.43M - $1.69M
|
437K
$191M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.96K+ 12.25% |
$3.93M - $4.66M
|
91.2K
$39.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-152K- 26.22% |
$60.1M - $71.1M
|
428K
$187M
|
|
|
Nov 12, 2024
Q3 2024
|
Alta Capital Management LLC
|
BUY
|
- |
6.07K+ 3.62% |
$2.4M - $2.84M
|
174K
$76M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.1K- 58.64% |
$831K - $983K
|
1.48K
$649K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-6.88K- 3.03% |
$2.72M - $3.21M
|
220K
$96.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.6K+ 2.95% |
$19.2M - $22.7M
|
1.7M
$742M
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
BUY
|
- |
49.6K+ 5.28% |
$19.6M - $23.2M
|
989K
$432M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
11.7K+ 172.73% |
$4.64M - $5.49M
|
18.5K
$8.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.71K+ 12.56% |
$3.84M - $4.54M
|
87K
$38M
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
385+ 1.88% |
$152K - $180K
|
20.8K
$9.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-588- 2.29% |
$232K - $275K
|
25.1K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-7.39K- 9.39% |
$2.92M - $3.45M
|
71.3K
$31.2M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
53.1K+ 8.98% |
$21M - $24.8M
|
644K
$282M
|
|
|
Nov 12, 2024
Q3 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-219- 1.22% |
$86.5K - $102K
|
17.8K
$7.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-194- 0.21% |
$76.7K - $90.7K
|
91.4K
$40M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2K- 79.24% |
$792K - $937K
|
525
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-3.4K- 1.8% |
$1.34M - $1.59M
|
186K
$81.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
806+ 2.57% |
$318K - $377K
|
32.1K
$14M
|