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
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-519- 6.34% |
$205K - $243K
|
7.67K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.82K+ 2.46% |
$718K - $850K
|
75.8K
$33.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-109- 0.47% |
$43.1K - $51K
|
23.1K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-335K- 2.56% |
$132M - $157M
|
12.8M
$5.58B
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-105- 0.48% |
$41.5K - $49.1K
|
21.8K
$9.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Martin Currie LTD
Edinburgh, X0 |
SELL
|
- |
-22.3K- 7.92% |
$8.83M - $10.4M
|
260K
$114M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
338+ 2.01% |
$134K - $158K
|
17.2K
$7.5M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30.3K+ 4.07% |
$12M - $14.2M
|
774K
$338M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.1K- 2.31% |
$5.56M - $6.58M
|
595K
$260M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
PUT |
987K+ 42930.0% |
$390M - $462M
|
990K
$433M
|
|
|
Nov 12, 2024
Q3 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10.1KNew |
$3.97M - $4.7M
|
10.1K
$4.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
4.04KNew |
$1.6M - $1.89M
|
4.04K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-116K- 3.97% |
$45.8M - $54.2M
|
2.8M
$1.23B
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
29.3K+ 21.16% |
$11.6M - $13.7M
|
168K
$73.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
3.26M+ 2.02% |
$1.29B - $1.53B
|
165M
$72.2B
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
4.05K+ 36.66% |
$1.6M - $1.9M
|
15.1K
$6.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-14.1K- 29.9% |
$5.57M - $6.59M
|
33K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-862- 2.93% |
$341K - $403K
|
28.6K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
14+ 0.16% |
$5.53K - $6.55K
|
8.75K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
96+ 1.02% |
$37.9K - $44.9K
|
9.55K
$4.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-313- 13.34% |
$124K - $146K
|
2.03K
$889K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-69- 0.3% |
$27.3K - $32.3K
|
23.1K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-57.9K- 69.23% |
$22.9M - $27.1M
|
25.7K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
17.7KNew |
$6.99M - $8.28M
|
17.7K
$7.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
101+ 0.32% |
$39.9K - $47.2K
|
31.7K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-1.58K- 28.73% |
$624K - $739K
|
3.92K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
6.65K+ 72.54% |
$2.63M - $3.11M
|
15.8K
$6.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
52.8K+ 3190.69% |
$20.9M - $24.7M
|
54.4K
$23.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
318+ 2.76% |
$126K - $149K
|
11.8K
$5.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
143K+ 2.76% |
$56.6M - $67M
|
5.34M
$2.33B
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
73+ 5.09% |
$28.8K - $34.1K
|
1.51K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-23- 1.32% |
$9.09K - $10.8K
|
1.72K
$751K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.8K+ 47.02% |
$710K - $840K
|
5.62K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-6.03K- 23.19% |
$2.38M - $2.82M
|
20K
$8.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
169+ 2.07% |
$66.8K - $79K
|
8.35K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-19.6K- 2.81% |
$7.74M - $9.15M
|
678K
$296M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.55KNew |
$1.4M - $1.66M
|
3.55K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
SELL
|
- |
-312- 2.12% |
$123K - $146K
|
14.4K
$6.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
71+ 0.18% |
$28.1K - $33.2K
|
40.3K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-316- 0.43% |
$125K - $148K
|
72.5K
$31.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-402- 1.88% |
$159K - $188K
|
21K
$9.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
257+ 1.78% |
$102K - $120K
|
14.7K
$6.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-2.47K- 1.77% |
$977K - $1.16M
|
137K
$59.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.06K- 16.31% |
$1.21M - $1.43M
|
15.7K
$6.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.01KNew |
$400K - $473K
|
1.01K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-157- 1.44% |
$62K - $73.4K
|
10.8K
$4.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-20.4K- 12.02% |
$8.05M - $9.53M
|
149K
$65.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-17.2K- 15.83% |
$6.79M - $8.04M
|
91.4K
$40M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
226+ 0.73% |
$89.3K - $106K
|
31K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
171KNew |
$67.6M - $80M
|
171K
$74.8M
|