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
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-3.5K- 4.57% |
$1.38M - $1.64M
|
73K
$31.9M
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-75- 0.52% |
$29.6K - $35.1K
|
14.4K
$6.28M
|
|
Nov 08, 2024
Q3 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
187K+ 7.7% |
$74M - $87.6M
|
2.62M
$1.15B
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-576- 25.93% |
$228K - $269K
|
1.65K
$720K
|
|
Nov 08, 2024
Q3 2024
|
Eulav Asset Management
|
SELL
|
- |
-2.5K- 4.31% |
$989K - $1.17M
|
55.5K
$24.3M
|
|
Nov 08, 2024
Q3 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-773- 0.88% |
$305K - $361K
|
87.4K
$38.2M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.04% |
$7.9K - $9.35K
|
54.3K
$23.7M
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-3.83K- 1.57% |
$1.51M - $1.79M
|
241K
$105M
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-55- 1.03% |
$21.7K - $25.7K
|
5.27K
$2.31M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
11.9KNew |
$4.69M - $5.54M
|
11.9K
$5.19M
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
8.83K+ 27.12% |
$3.49M - $4.13M
|
41.4K
$18.1M
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
SELL
|
- |
-4K- 60.61% |
$1.58M - $1.87M
|
2.6K
$1.14M
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
51+ 0.34% |
$20.2K - $23.8K
|
15.2K
$6.63M
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-628- 3.17% |
$248K - $294K
|
19.2K
$8.38M
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
749+ 0.34% |
$296K - $350K
|
221K
$96.6M
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-6- 0.13% |
$2.37K - $2.81K
|
4.79K
$2.1M
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-129- 2.37% |
$51K - $60.3K
|
5.32K
$2.32M
|
|
Nov 08, 2024
Q3 2024
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
12.4K+ 15.62% |
$4.9M - $5.8M
|
91.9K
$40.2M
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-397- 2.04% |
$157K - $186K
|
19K
$8.32M
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-74- 3.55% |
$29.2K - $34.6K
|
2.01K
$880K
|
|
Nov 08, 2024
Q3 2024
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.09K+ 122.47% |
$431K - $510K
|
1.98K
$866K
|
|
Nov 08, 2024
Q3 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
3.2K+ 121.4% |
$1.26M - $1.5M
|
5.84K
$2.55M
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-766- 1.84% |
$303K - $358K
|
41K
$17.9M
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-64- 0.99% |
$25.3K - $29.9K
|
6.38K
$2.79M
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
SELL
|
- |
-1.53M- 6.1% |
$605M - $716M
|
23.5M
$10.3B
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-618K- 48.1% |
$244M - $289M
|
667K
$292M
|
|
Nov 08, 2024
Q3 2024
|
Ns Partners LTD
|
BUY
|
- |
8.69K+ 1.66% |
$3.43M - $4.06M
|
531K
$232M
|
|
Nov 08, 2024
Q3 2024
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
220+ 4.4% |
$86.9K - $103K
|
5.22K
$2.28M
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-21K- 18.8% |
$8.3M - $9.82M
|
90.7K
$39.7M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-518- 0.18% |
$205K - $242K
|
283K
$124M
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-195- 5.97% |
$77.1K - $91.2K
|
3.07K
$1.34M
|
|
Nov 08, 2024
Q3 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100+ 11.15% |
$39.5K - $46.8K
|
997
$436K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.25K+ 0.11% |
$888K - $1.05M
|
2.05M
$895M
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
31+ 0.56% |
$12.2K - $14.5K
|
5.52K
$2.41M
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.08K+ 5.57% |
$1.61M - $1.91M
|
77.4K
$33.9M
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-2.9K- 2.64% |
$1.14M - $1.35M
|
107K
$46.8M
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
33+ 0.32% |
$13K - $15.4K
|
10.3K
$4.49M
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
74+ 1.39% |
$29.2K - $34.6K
|
5.38K
$2.35M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
421+ 0.26% |
$166K - $197K
|
161K
$70.5M
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-36- 0.29% |
$14.2K - $16.8K
|
12.3K
$5.37M
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.25% |
$8.3K - $9.82K
|
8.58K
$3.75M
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-641- 0.57% |
$253K - $300K
|
111K
$48.6M
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
BUY
|
- |
2.4K+ 6.01% |
$948K - $1.12M
|
42.4K
$18.5M
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
768+ 2.45% |
$303K - $359K
|
32.2K
$14.1M
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
20.3KNew |
$8.04M - $9.51M
|
20.3K
$8.9M
|
|
Nov 08, 2024
Q3 2024
|
Thornburg Investment Management Inc
|
BUY
|
- |
272+ 1.94% |
$107K - $127K
|
14.3K
$6.25M
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
439+ 18.63% |
$173K - $205K
|
2.8K
$1.22M
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-522- 0.63% |
$206K - $244K
|
82.6K
$36.1M
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
552+ 14.53% |
$218K - $258K
|
4.35K
$1.9M
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
7+ 0.41% |
$2.77K - $3.27K
|
1.73K
$756K
|