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 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
284+ 1.64% |
$112K - $133K
|
17.6K
$7.31M
|
|
Nov 14, 2024
Q3 2024
|
Lts One Management LP
|
BUY
|
- |
45KNew |
$17.8M - $21M
|
45K
$18.7M
|
|
Nov 14, 2024
Q3 2024
|
Unio Capital LLC
|
SELL
|
- |
-251- 0.83% |
$99.2K - $117K
|
29.9K
$12.4M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-993- 3.16% |
$392K - $464K
|
30.4K
$12.6M
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
6.23K+ 25.73% |
$2.46M - $2.91M
|
30.4K
$12.6M
|
|
Nov 14, 2024
Q3 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
19.3K+ 29.43% |
$7.61M - $9M
|
84.7K
$35.2M
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
23.1K+ 190.25% |
$9.12M - $10.8M
|
35.2K
$14.6M
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
523+ 0.37% |
$207K - $245K
|
142K
$59M
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
487K+ 6.41% |
$193M - $228M
|
8.09M
$3.36B
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-107- 1.37% |
$42.3K - $50K
|
7.68K
$3.19M
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-365K- 20.91% |
$144M - $171M
|
1.38M
$574M
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-71.2K- 4.48% |
$28.1M - $33.3M
|
1.52M
$631M
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.06K- 1.43% |
$417K - $494K
|
73K
$30.3M
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-16.5K- 1.85% |
$6.52M - $7.72M
|
874K
$363M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.7K+ 1.69% |
$7.77M - $9.2M
|
1.18M
$492M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
2K+ 400.0% |
$790K - $935K
|
2.5K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Dorsal Capital Management, LLC
Redwood City, CA |
SELL
|
- |
-120K- 22.02% |
$47.4M - $56.1M
|
425K
$177M
|
|
Nov 14, 2024
Q3 2024
|
Farallon Capital Management LLC
San Francisco, CA |
BUY
|
- |
264K+ 21.95% |
$104M - $123M
|
1.47M
$609M
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.23K- 21.02% |
$1.28M - $1.51M
|
12.1K
$5.04M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.4K+ 5.7% |
$3.32M - $3.93M
|
156K
$64.7M
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
12.3K+ 1.8% |
$4.86M - $5.75M
|
695K
$289M
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-551K- 11.62% |
$218M - $258M
|
4.19M
$1.74B
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
20.1K+ 123.48% |
$7.94M - $9.4M
|
36.4K
$15.1M
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.11K- 0.43% |
$832K - $984K
|
493K
$205M
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-78.9K- 12.24% |
$31.2M - $36.9M
|
566K
$235M
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.55% |
$39.5K - $46.8K
|
18K
$7.49M
|
|
Nov 14, 2024
Q3 2024
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
SELL
|
- |
-62.2K- 2.76% |
$24.6M - $29.1M
|
2.19M
$911M
|
|
Nov 14, 2024
Q3 2024
|
Terry Smith
Fundsmith LLP | London, X0
|
SELL
|
- |
-240K- 3.37% |
$95M - $112M
|
6.9M
$2.87B
|
|
Nov 14, 2024
Q3 2024
|
Josh Tarasoff
Greenlea Lane Capital Management, LLC | Weston, Ct
|
SELL
|
- |
-49.8K- 55.87% |
$19.7M - $23.3M
|
39.4K
$16.3M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-231- 0.67% |
$91.3K - $108K
|
34.3K
$14.2M
|
|
Nov 14, 2024
Q3 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-7- 0.03% |
$2.77K - $3.27K
|
23.7K
$9.83M
|
|
Nov 14, 2024
Q3 2024
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
SELL
|
- |
-33.4K- 5.55% |
$13.2M - $15.6M
|
567K
$236M
|
|
Nov 14, 2024
Q3 2024
|
In Depth Partners, LLC
Miami, FL |
SELL
|
- |
-4.13K- 14.45% |
$1.63M - $1.93M
|
24.4K
$10.1M
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
38.1K+ 438.42% |
$15.1M - $17.8M
|
46.8K
$19.5M
|
|
Nov 14, 2024
Q3 2024
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
1.34K+ 4.55% |
$531K - $628K
|
30.9K
$12.8M
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-58.3K- 6.86% |
$23.1M - $27.3M
|
792K
$329M
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 1.35% |
$19.8K - $23.4K
|
3.74K
$1.55M
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
78+ 0.61% |
$30.8K - $36.5K
|
12.9K
$5.36M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
89+ 0.32% |
$35.2K - $41.6K
|
27.9K
$11.6M
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-774- 23.26% |
$306K - $362K
|
2.55K
$1.06M
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-13.8K- 50.96% |
$5.46M - $6.47M
|
13.3K
$5.53M
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
50.3KNew |
$19.9M - $23.5M
|
50.3K
$20.9M
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
112+ 0.7% |
$44.3K - $52.4K
|
16.2K
$6.71M
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
477+ 0.96% |
$188K - $223K
|
50.4K
$20.9M
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-958- 3.41% |
$379K - $448K
|
27.2K
$11.3M
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
343+ 15.14% |
$136K - $160K
|
2.61K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-32- 0.34% |
$12.6K - $15K
|
9.32K
$3.87M
|
|
Nov 14, 2024
Q3 2024
|
Carroll Investors, Inc
|
BUY
|
- |
1.23K+ 4.11% |
$487K - $577K
|
31.3K
$13M
|
|
Nov 14, 2024
Q3 2024
|
Fortune 45 LLC
|
BUY
|
- |
24+ 0.91% |
$9.48K - $11.2K
|
2.67K
$1.11M
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
33.6K+ 4.66% |
$13.3M - $15.7M
|
754K
$313M
|