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
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
2.61KNew |
$1.03M - $1.22M
|
2.61K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
731+ 3.34% |
$289K - $342K
|
22.6K
$9.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-4.4K- 2.49% |
$1.74M - $2.05M
|
172K
$75.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-2.01K- 1.55% |
$794K - $940K
|
128K
$55.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-261- 0.48% |
$103K - $122K
|
54.5K
$23.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
627New |
$248K - $293K
|
627
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$395 - $468
|
10.2K
$4.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-463- 0.53% |
$183K - $216K
|
87.6K
$38.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
423+ 0.13% |
$167K - $198K
|
331K
$145M
|
|
|
Nov 12, 2024
Q3 2024
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-27.1K- 99.96% |
$10.7M - $12.7M
|
10
$4.37K
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.92K+ 317.72% |
$758K - $897K
|
2.52K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
78.3K+ 32.38% |
$30.9M - $36.6M
|
320K
$140M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-292- 0.43% |
$115K - $137K
|
68.4K
$29.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-181K- 14.03% |
$71.4M - $84.4M
|
1.11M
$484M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.09M+ 2.9% |
$431M - $510M
|
38.7M
$16.9B
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-275- 0.33% |
$109K - $129K
|
82.3K
$36M
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-24- 1.06% |
$9.48K - $11.2K
|
2.25K
$983K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.7K+ 47.57% |
$6.59M - $7.79M
|
51.7K
$22.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
509+ 5.39% |
$201K - $238K
|
9.95K
$4.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
130+ 0.8% |
$51.4K - $60.8K
|
16.4K
$7.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
708+ 10.31% |
$280K - $331K
|
7.58K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.72K+ 2.22% |
$1.08M - $1.27M
|
125K
$54.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.28K+ 8.36% |
$901K - $1.07M
|
29.5K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-150- 0.73% |
$59.3K - $70.1K
|
20.3K
$8.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-66.3K- 90.14% |
$26.2M - $31M
|
7.24K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
11+ 0.15% |
$4.35K - $5.14K
|
7.16K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
140+ 26.87% |
$55.3K - $65.5K
|
661
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.87M- 99.75% |
$738M - $873M
|
4.64K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
13+ 0.04% |
$5.14K - $6.08K
|
32K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10.1K+ 126.3% |
$3.98M - $4.71M
|
18K
$7.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-36- 0.29% |
$14.2K - $16.8K
|
12.4K
$5.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
182+ 1.03% |
$71.9K - $85.1K
|
17.8K
$7.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
86+ 1.26% |
$34K - $40.2K
|
6.92K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-375- 1.12% |
$148K - $175K
|
33K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Westwood Wealth Management
|
BUY
|
- |
2.83K+ 10.25% |
$1.12M - $1.32M
|
30.5K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.42MNew |
$562M - $665M
|
1.42M
$622M
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-222- 0.35% |
$87.7K - $104K
|
64K
$28M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.01K+ 11.4% |
$2.37M - $2.81M
|
58.7K
$25.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
460K+ 16.84% |
$182M - $215M
|
3.19M
$1.4B
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
74K+ 3.31% |
$29.3M - $34.6M
|
2.31M
$1.01B
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
135KNew |
$53.2M - $63M
|
135K
$58.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.26K- 5.42% |
$1.29M - $1.52M
|
56.9K
$24.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-10- 0.09% |
$3.95K - $4.68K
|
10.8K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.87K+ 0.9% |
$739K - $875K
|
211K
$92.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
209+ 3.1% |
$82.6K - $97.7K
|
6.96K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.75K+ 2.59% |
$1.09M - $1.29M
|
109K
$47.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-101- 0.66% |
$39.9K - $47.2K
|
15.3K
$6.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.8KNew |
$711K - $842K
|
1.8K
$787K
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-351- 10.44% |
$139K - $164K
|
3.01K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
956+ 2.88% |
$378K - $447K
|
34.2K
$15M
|