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
|
Purus Wealth Management, LLC
|
BUY
|
- |
155+ 1.27% |
$61.2K - $72.5K
|
12.3K
$5.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.4K+ 8.15% |
$554K - $656K
|
18.6K
$8.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
520+ 5.87% |
$205K - $243K
|
9.38K
$4.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.37K- 3.17% |
$543K - $642K
|
41.9K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-31- 0.22% |
$12.2K - $14.5K
|
14.1K
$6.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.98K- 22.37% |
$1.57M - $1.86M
|
13.8K
$6.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-5.74K- 3.87% |
$2.27M - $2.68M
|
143K
$62.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
211K+ 55.28% |
$83.2M - $98.5M
|
592K
$259M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
560+ 25.65% |
$221K - $262K
|
2.74K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
2.41K+ 47.08% |
$953K - $1.13M
|
7.54K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-250K- 12.31% |
$98.9M - $117M
|
1.78M
$780M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
637K+ 2.34% |
$252M - $298M
|
27.9M
$12.2B
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-5.35K- 0.86% |
$2.12M - $2.5M
|
620K
$271M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-2.57K- 11.36% |
$1.01M - $1.2M
|
20K
$8.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-911- 7.71% |
$360K - $426K
|
10.9K
$4.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-3.94K- 2.27% |
$1.56M - $1.84M
|
170K
$74.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-47.9K- 6.06% |
$18.9M - $22.4M
|
743K
$325M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1.1K- 7.19% |
$435K - $514K
|
14.2K
$6.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
73+ 0.93% |
$28.8K - $34.1K
|
7.91K
$3.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
5.2K+ 8.07% |
$2.05M - $2.43M
|
69.6K
$30.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-330- 0.25% |
$130K - $154K
|
132K
$57.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-229K- 1.55% |
$90.4M - $107M
|
14.5M
$6.35B
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
9.42K+ 8.77% |
$3.72M - $4.4M
|
117K
$51.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-12.2K- 10.75% |
$4.84M - $5.73M
|
102K
$44.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
101+ 1.35% |
$39.9K - $47.2K
|
7.6K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-941- 0.41% |
$372K - $440K
|
227K
$99.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
898K+ 1024.79% |
$355M - $420M
|
985K
$431M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
350K+ 4161.9% |
$138M - $163M
|
358K
$157M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-25.9K- 25.06% |
$10.2M - $12.1M
|
77.5K
$33.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
52+ 0.09% |
$20.5K - $24.3K
|
54.9K
$24M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-522- 4.21% |
$206K - $244K
|
11.9K
$5.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.27K- 8.63% |
$501K - $593K
|
13.4K
$5.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-3- 0.12% |
$1.19K - $1.4K
|
2.57K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.89K+ 24.62% |
$746K - $882K
|
9.55K
$4.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.06K+ 49.81% |
$417K - $493K
|
3.17K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.25KNew |
$494K - $584K
|
1.25K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-22- 2.44% |
$8.69K - $10.3K
|
880
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-290- 0.52% |
$115K - $136K
|
55K
$24.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
225+ 3.24% |
$88.9K - $105K
|
7.16K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3- 0.05% |
$1.19K - $1.4K
|
5.74K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
853+ 9.35% |
$337K - $399K
|
9.97K
$4.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
731+ 1.24% |
$289K - $342K
|
59.9K
$26.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.56K+ 0.73% |
$615K - $728K
|
216K
$94.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.09K+ 47.98% |
$432K - $511K
|
3.37K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
208+ 0.78% |
$82.2K - $97.3K
|
26.8K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
59.5KNew |
$23.5M - $27.8M
|
59.5K
$26M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-1.24K- 7.58% |
$490K - $579K
|
15.1K
$6.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-111- 1.55% |
$43.9K - $51.9K
|
7.04K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-743- 3.13% |
$294K - $347K
|
23K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
646+ 3.31% |
$255K - $302K
|
20.2K
$8.83M
|