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
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
218K+ 3.48% |
$86M - $102M
|
6.47M
$2.83B
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
161K+ 91.22% |
$63.7M - $75.3M
|
338K
$148M
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
56K+ 26.02% |
$22.1M - $26.2M
|
271K
$119M
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-709- 2.18% |
$280K - $332K
|
31.8K
$13.9M
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.1KNew |
$2.02M - $2.39M
|
5.1K
$2.23M
|
|
Nov 12, 2024
Q3 2024
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-77.1K- 24.57% |
$30.5M - $36M
|
237K
$104M
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
44.7K+ 7.2% |
$17.7M - $20.9M
|
666K
$291M
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
118+ 0.57% |
$46.6K - $55.2K
|
20.9K
$9.15M
|
|
Nov 12, 2024
Q3 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-951- 0.99% |
$376K - $445K
|
95.2K
$41.6M
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
28.3K+ 13.2% |
$11.2M - $13.2M
|
243K
$106M
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-90- 0.92% |
$35.6K - $42.1K
|
9.68K
$4.23M
|
|
Nov 12, 2024
Q3 2024
|
Triple Frond Partners LLC
San Francisco, CA |
BUY
|
- |
23.5K+ 10.27% |
$9.28M - $11M
|
252K
$110M
|
|
Nov 12, 2024
Q3 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-9.56K- 54.83% |
$3.78M - $4.47M
|
7.87K
$3.44M
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
608+ 4.08% |
$240K - $284K
|
15.5K
$6.79M
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-248- 1.64% |
$98K - $116K
|
14.9K
$6.52M
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
795+ 2.27% |
$314K - $372K
|
35.8K
$15.6M
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.24K+ 6.84% |
$488K - $577K
|
19.3K
$8.43M
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
CALL |
500New |
$198K - $234K
|
500
$219K
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-90- 4.29% |
$35.6K - $42.1K
|
2.01K
$878K
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
92+ 0.91% |
$36.4K - $43K
|
10.3K
$4.48M
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
74.8K+ 108.84% |
$29.6M - $35M
|
143K
$62.8M
|
|
Nov 12, 2024
Q3 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
315+ 0.3% |
$124K - $147K
|
106K
$46.2M
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
60.6KNew |
$24M - $28.3M
|
60.6K
$26.5M
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-11K- 1.17% |
$4.33M - $5.12M
|
927K
$405M
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.6K+ 4.43% |
$1.42M - $1.68M
|
84.9K
$37.1M
|
|
Nov 08, 2024
Q3 2024
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
SELL
|
- |
-1.1K- 12.12% |
$435K - $514K
|
7.98K
$3.49M
|
|
Nov 08, 2024
Q3 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
146K+ 2.41% |
$57.8M - $68.4M
|
6.21M
$2.72B
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-69.8K- 0.73% |
$27.6M - $32.6M
|
9.44M
$4.13B
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-14.7K- 5.33% |
$5.82M - $6.89M
|
261K
$114M
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-50.2K- 2.79% |
$19.9M - $23.5M
|
1.75M
$766M
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-6.82K- 3.38% |
$2.69M - $3.19M
|
195K
$85.2M
|
|
Nov 08, 2024
Q3 2024
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-74K- 10.56% |
$29.2M - $34.6M
|
627K
$274M
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
33+ 0.7% |
$13K - $15.4K
|
4.73K
$2.07M
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
193+ 5.14% |
$76.3K - $90.2K
|
3.95K
$1.73M
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5+ 0.08% |
$1.98K - $2.34K
|
6.55K
$2.86M
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-97- 1.08% |
$38.3K - $45.4K
|
8.85K
$3.87M
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.16% |
$790 - $935
|
1.24K
$543K
|
|
Nov 08, 2024
Q3 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
32+ 1.73% |
$12.6K - $15K
|
1.88K
$822K
|
|
Nov 08, 2024
Q3 2024
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
82.5K+ 3.27% |
$32.6M - $38.6M
|
2.61M
$1.14B
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-408- 1.88% |
$161K - $191K
|
21.3K
$9.3M
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
16+ 0.43% |
$6.32K - $7.48K
|
3.72K
$1.63M
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-366- 15.12% |
$145K - $171K
|
2.06K
$899K
|
|
Nov 08, 2024
Q3 2024
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
SELL
|
- |
-788K- 87.04% |
$312M - $369M
|
117K
$51.4M
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-17- 0.56% |
$6.72K - $7.95K
|
3K
$1.31M
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2.61K- 9.64% |
$1.03M - $1.22M
|
24.5K
$10.7M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.83M+ 3.64% |
$1.91B - $2.26B
|
137M
$60.1B
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
62.2K+ 5.16% |
$24.6M - $29.1M
|
1.27M
$554M
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
76+ 6.19% |
$30K - $35.5K
|
1.3K
$570K
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-12- 0.34% |
$4.74K - $5.61K
|
3.53K
$1.54M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.13K- 1.32% |
$2.82M - $3.33M
|
534K
$234M
|