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 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-13- 0.08% |
$5.14K - $6.08K
|
15.5K
$6.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-9.34K- 2.71% |
$3.69M - $4.37M
|
335K
$147M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-58- 7.15% |
$22.9K - $27.1K
|
753
$329K
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
346+ 0.93% |
$137K - $162K
|
37.6K
$16.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
3.81K+ 2.11% |
$1.51M - $1.78M
|
184K
$80.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.17K+ 57.72% |
$858K - $1.02M
|
5.94K
$2.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.1K- 2.32% |
$831K - $983K
|
88.7K
$38.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
16.4K+ 17.44% |
$6.47M - $7.66M
|
110K
$48.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-192- 0.63% |
$75.9K - $89.8K
|
30.1K
$13.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-367- 0.95% |
$145K - $172K
|
38.1K
$16.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-57.1K- 22.79% |
$22.6M - $26.7M
|
194K
$84.6M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
15.8KNew |
$6.23M - $7.38M
|
15.8K
$6.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-12- 0.3% |
$4.74K - $5.61K
|
3.94K
$1.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.88K+ 25.79% |
$741K - $877K
|
9.15K
$4M
|
|
|
Nov 07, 2024
Q3 2024
|
William Von Mueffling
Cantillon Capital Management LLC
|
SELL
|
- |
-39.8K- 2.89% |
$15.7M - $18.6M
|
1.34M
$584M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.91K+ 2.18% |
$1.94M - $2.3M
|
230K
$101M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-437- 21.42% |
$173K - $204K
|
1.6K
$701K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
185+ 0.96% |
$73.1K - $86.5K
|
19.5K
$8.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
304+ 0.81% |
$120K - $142K
|
38K
$16.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.12K+ 1.88% |
$441K - $522K
|
60.6K
$26.5M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.34KNew |
$1.71M - $2.03M
|
4.34K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.69K+ 21.92% |
$666K - $788K
|
9.37K
$4.1M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-3.05K- 28.94% |
$1.21M - $1.43M
|
7.49K
$3.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
739+ 3.77% |
$292K - $346K
|
20.3K
$8.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-263- 2.96% |
$104K - $123K
|
8.61K
$3.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-83.4K- 4.22% |
$33M - $39M
|
1.89M
$828M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
CALL |
2K+ 33.33% |
$790K - $935K
|
8K
$3.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
764New |
$302K - $357K
|
764
$334K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
471New |
$186K - $220K
|
471
$206K
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-10- 0.35% |
$3.95K - $4.68K
|
2.85K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-27.3K- 0.83% |
$10.8M - $12.7M
|
3.25M
$1.42B
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
165+ 0.92% |
$65.2K - $77.1K
|
18.2K
$7.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.11K- 0.7% |
$438K - $519K
|
158K
$69.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-1.61K- 73.0% |
$637K - $753K
|
596
$261K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
468+ 4.37% |
$185K - $219K
|
11.2K
$4.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
624+ 0.44% |
$247K - $292K
|
144K
$63M
|
|
|
Nov 07, 2024
Q3 2024
|
Jackson Hill Advisors, LLC
|
SELL
|
- |
-5.5K- 19.64% |
$2.17M - $2.57M
|
22.5K
$9.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-95- 2.03% |
$37.5K - $44.4K
|
4.58K
$2M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-128- 2.74% |
$50.6K - $59.8K
|
4.54K
$1.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
932K+ 7.18% |
$368M - $436M
|
13.9M
$6.09B
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
61.8K+ 1.53% |
$24.4M - $28.9M
|
4.09M
$1.79B
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.95K+ 86.94% |
$771K - $912K
|
4.19K
$1.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
400+ 4.66% |
$158K - $187K
|
8.99K
$3.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-207K- 3.85% |
$81.9M - $96.9M
|
5.18M
$2.26B
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-105K- 90.24% |
$41.4M - $49M
|
11.3K
$4.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-374- 13.99% |
$148K - $175K
|
2.3K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-340- 2.36% |
$134K - $159K
|
14.1K
$6.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10.8K+ 0.93% |
$4.26M - $5.04M
|
1.17M
$513M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-84- 5.68% |
$33.2K - $39.3K
|
1.4K
$610K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
549+ 9.35% |
$217K - $257K
|
6.42K
$2.81M
|