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 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
3.09K+ 23.34% |
$1.22M - $1.45M
|
16.3K
$7.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
124+ 3.93% |
$49K - $58K
|
3.28K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-802- 1.22% |
$317K - $375K
|
65K
$28.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-434- 36.62% |
$171K - $203K
|
751
$328K
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-1.12K- 2.03% |
$441K - $521K
|
53.8K
$23.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-9.57K- 57.49% |
$3.78M - $4.47M
|
7.07K
$3.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-313- 0.58% |
$124K - $146K
|
53.9K
$23.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-859- 2.95% |
$339K - $402K
|
28.2K
$12.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-7.73K- 7.29% |
$3.05M - $3.61M
|
98.3K
$43M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
176+ 22.48% |
$69.5K - $82.3K
|
959
$419K
|
|
|
Nov 06, 2024
Q3 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
412+ 0.24% |
$163K - $193K
|
174K
$75.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
SELL
|
- |
-5- 0.23% |
$1.98K - $2.34K
|
2.17K
$950K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.93K+ 29.34% |
$763K - $902K
|
8.51K
$3.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
54+ 5.78% |
$21.3K - $25.2K
|
989
$432K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-5- 0.14% |
$1.98K - $2.34K
|
3.48K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-164- 0.88% |
$64.8K - $76.7K
|
18.5K
$8.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-322- 34.22% |
$127K - $151K
|
619
$271K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.43K- 0.45% |
$567K - $670K
|
316K
$138M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.66K- 2.43% |
$1.05M - $1.24M
|
107K
$46.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-11- 0.06% |
$4.35K - $5.14K
|
17.6K
$7.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1+ 0.07% |
$395 - $468
|
1.4K
$612K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
5.79K+ 2.26% |
$2.29M - $2.71M
|
262K
$115M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-4.12K- 2.44% |
$1.63M - $1.92M
|
164K
$71.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
467+ 0.63% |
$185K - $218K
|
75.2K
$32.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-310- 0.48% |
$122K - $145K
|
64.1K
$28M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-830- 6.06% |
$328K - $388K
|
12.9K
$5.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-56- 0.7% |
$22.1K - $26.2K
|
7.95K
$3.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.88K+ 2.53% |
$1.53M - $1.81M
|
157K
$68.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
14+ 0.36% |
$5.53K - $6.55K
|
3.95K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Check Capital Management Inc
|
BUY
|
- |
152+ 2.6% |
$60.1K - $71.1K
|
6K
$2.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-263- 0.77% |
$104K - $123K
|
33.9K
$14.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
266+ 1.47% |
$105K - $124K
|
18.3K
$8.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-81- 1.42% |
$32K - $37.9K
|
5.61K
$2.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
611+ 5.89% |
$241K - $286K
|
11K
$4.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
634+ 3.27% |
$251K - $296K
|
20K
$8.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-162- 14.35% |
$64K - $75.7K
|
967
$423K
|
|
|
Nov 06, 2024
Q3 2024
|
Focused Investors LLC
|
SELL
|
- |
-89.3K- 21.08% |
$35.3M - $41.8M
|
334K
$146M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-229- 1.24% |
$90.5K - $107K
|
18.3K
$8M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-121- 1.64% |
$47.8K - $56.6K
|
7.26K
$3.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
39.3K+ 382.95% |
$15.5M - $18.4M
|
49.5K
$21.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-25.3K- 2.58% |
$10M - $11.8M
|
954K
$417M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-206- 1.09% |
$81.4K - $96.3K
|
18.8K
$8.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26+ 0.69% |
$10.3K - $12.2K
|
3.78K
$1.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2.16K+ 5.37% |
$854K - $1.01M
|
42.4K
$18.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.04K+ 23.09% |
$1.99M - $2.35M
|
26.8K
$11.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-179- 0.76% |
$70.7K - $83.7K
|
23.4K
$10.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-32- 0.76% |
$12.6K - $15K
|
4.18K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
36.3K+ 288.21% |
$14.3M - $17M
|
48.8K
$21.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.98K- 3.7% |
$783K - $927K
|
51.6K
$22.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-2.65K- 1.03% |
$1.05M - $1.24M
|
253K
$111M
|