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 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
149+ 2.1% |
$58.9K - $69.7K
|
7.24K
$3.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-7.77K- 1.42% |
$3.07M - $3.63M
|
541K
$236M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-38.5K- 7.89% |
$15.2M - $18M
|
449K
$196M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
100+ 12.5% |
$39.5K - $46.8K
|
900
$394K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-279- 3.6% |
$110K - $130K
|
7.47K
$3.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
78+ 13.18% |
$30.8K - $36.5K
|
670
$293K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-796- 2.0% |
$315K - $372K
|
39.1K
$17.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
144+ 1.74% |
$56.9K - $67.3K
|
8.42K
$3.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-841- 19.67% |
$332K - $393K
|
3.43K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-1.67K- 2.14% |
$660K - $781K
|
76.5K
$33.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
98.7KNew |
$39M - $46.2M
|
98.7K
$43.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3.28K- 0.8% |
$1.3M - $1.53M
|
408K
$178M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
30+ 1.07% |
$11.9K - $14K
|
2.84K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
18+ 0.01% |
$7.11K - $8.42K
|
258K
$113M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
616+ 2.31% |
$243K - $288K
|
27.3K
$11.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.74K+ 195.7% |
$1.87M - $2.22M
|
7.16K
$3.13M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
14.5K+ 9.53% |
$5.72M - $6.77M
|
166K
$72.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
7.88KNew |
$3.11M - $3.68M
|
7.88K
$3.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.46K+ 9.54% |
$972K - $1.15M
|
28.2K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-954- 2.04% |
$377K - $446K
|
45.9K
$20.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
459+ 1.34% |
$181K - $215K
|
34.7K
$15.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-169- 1.08% |
$66.8K - $79K
|
15.4K
$6.75M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
98.8K+ 5.98% |
$39M - $46.2M
|
1.75M
$766M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.43K+ 9.24% |
$1.35M - $1.6M
|
40.5K
$17.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-796- 25.69% |
$315K - $372K
|
2.3K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.13K- 4.0% |
$842K - $996K
|
51.1K
$22.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.61K- 9.89% |
$2.22M - $2.62M
|
51.1K
$22.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
6.6K+ 1.73% |
$2.61M - $3.09M
|
388K
$170M
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
2.16K+ 4.73% |
$854K - $1.01M
|
47.9K
$21M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
462K+ 6.7% |
$183M - $216M
|
7.35M
$3.22B
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
900+ 7.56% |
$356K - $421K
|
12.8K
$5.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-6.18K- 12.77% |
$2.44M - $2.89M
|
42.2K
$18.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
665+ 1.71% |
$263K - $311K
|
39.4K
$17.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.41K- 8.1% |
$1.35M - $1.59M
|
38.7K
$16.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.83K- 36.24% |
$724K - $857K
|
3.22K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-429- 0.51% |
$170K - $201K
|
84K
$36.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-160- 6.0% |
$63.2K - $74.8K
|
2.51K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-1.65K- 18.21% |
$651K - $770K
|
7.4K
$3.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.2K- 2.91% |
$474K - $561K
|
40.1K
$17.5M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7.34K+ 7.6% |
$2.9M - $3.43M
|
104K
$45.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.05% |
$2.37K - $2.81K
|
11.6K
$5.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.63K- 15.51% |
$644K - $762K
|
8.88K
$3.88M
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-300- 10.34% |
$119K - $140K
|
2.6K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-997- 2.88% |
$394K - $466K
|
33.6K
$14.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
10.4K+ 0.2% |
$4.1M - $4.85M
|
5.22M
$2.28B
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
39K+ 9.62% |
$15.4M - $18.2M
|
444K
$194M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-5.09K- 0.53% |
$2.01M - $2.38M
|
950K
$415M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-152K- 4.9% |
$60M - $71M
|
2.95M
$1.29B
|
|
|
Nov 08, 2024
Q3 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-197K- 1.96% |
$77.7M - $91.9M
|
9.85M
$4.31B
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
6.5K+ 1.92% |
$2.57M - $3.04M
|
345K
$151M
|