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
|
Accredited Investors Inc.
|
BUY
|
- |
16.4K+ 293.64% |
$6.5M - $7.69M
|
22K
$9.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-18.7K- 2.08% |
$7.4M - $8.75M
|
882K
$386M
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.51K- 2.99% |
$1.78M - $2.11M
|
146K
$63.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-441- 1.42% |
$174K - $206K
|
30.5K
$13.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.57K+ 14.69% |
$1.01M - $1.2M
|
20K
$8.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.21K+ 9.55% |
$478K - $565K
|
13.9K
$6.06M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
197+ 1.63% |
$77.8K - $92.1K
|
12.3K
$5.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3.06K- 10.43% |
$1.21M - $1.43M
|
26.2K
$11.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
146+ 3.7% |
$57.7K - $68.3K
|
4.09K
$1.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.17K- 2.82% |
$856K - $1.01M
|
74.5K
$32.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
124+ 21.53% |
$49K - $58K
|
700
$306K
|
|
|
Nov 06, 2024
Q3 2024
|
Comgest Global Investors S.A.S.
|
BUY
|
- |
47.2K+ 3.21% |
$18.7M - $22.1M
|
1.52M
$664M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.19K- 5.91% |
$471K - $558K
|
19K
$8.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.76K+ 39.8% |
$697K - $824K
|
6.19K
$2.71M
|
|
|
Nov 06, 2024
Q3 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-3.21K- 3.98% |
$1.27M - $1.5M
|
77.5K
$33.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
895+ 4.95% |
$354K - $418K
|
19K
$8.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.45K+ 53.63% |
$969K - $1.15M
|
7.02K
$3.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-630- 7.07% |
$249K - $295K
|
8.29K
$3.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-220- 0.8% |
$86.9K - $103K
|
27.1K
$11.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
169+ 1.88% |
$66.8K - $79K
|
9.16K
$4M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
237+ 1.94% |
$93.7K - $111K
|
12.5K
$5.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 11.61% |
$483K - $571K
|
9.3K
$4.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
254K+ 5.04% |
$100M - $119M
|
5.29M
$2.31B
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
660+ 13.75% |
$261K - $309K
|
5.46K
$2.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1K+ 3.31% |
$396K - $469K
|
31.3K
$13.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
35.1K+ 46.52% |
$13.9M - $16.4M
|
111K
$48.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
35K+ 46.67% |
$13.8M - $16.4M
|
110K
$48.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
326+ 1.51% |
$129K - $152K
|
21.8K
$9.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
SELL
|
- |
-727- 4.42% |
$287K - $340K
|
15.7K
$6.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
50+ 0.95% |
$19.8K - $23.4K
|
5.3K
$2.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
30+ 0.19% |
$11.9K - $14K
|
16K
$7.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-181K- 1.77% |
$71.7M - $84.8M
|
10.1M
$4.41B
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
3.08K+ 18.56% |
$1.22M - $1.44M
|
19.7K
$8.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.33K+ 210.28% |
$525K - $621K
|
1.96K
$857K
|
|
|
Nov 06, 2024
Q3 2024
|
Wim Investment Management LTD
Hong Kong, K3 |
BUY
|
- |
110KNew |
$43.6M - $51.5M
|
110K
$48.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.81K+ 14.0% |
$1.5M - $1.78M
|
31K
$13.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
251K+ 1.39% |
$99.3M - $118M
|
18.4M
$8.04B
|
|
|
Nov 05, 2024
Q3 2024
|
Crystal Rock Capital Management
|
BUY
|
- |
1.11K+ 8.77% |
$437K - $517K
|
13.7K
$5.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Baillie Gifford & CO
|
BUY
|
- |
2.22M+ 46.05% |
$878M - $1.04B
|
7.05M
$3.08B
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.19K+ 29.92% |
$867K - $1.03M
|
9.52K
$4.16M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-3.4K- 1.42% |
$1.34M - $1.59M
|
235K
$103M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.68K+ 12.28% |
$1.06M - $1.25M
|
24.5K
$10.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-800- 3.88% |
$316K - $374K
|
19.8K
$8.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
57.5K+ 6.4% |
$22.7M - $26.9M
|
955K
$417M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.5K+ 81.94% |
$2.57M - $3.04M
|
14.4K
$6.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-5.06K- 0.8% |
$2M - $2.37M
|
626K
$274M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
12+ 1.31% |
$4.74K - $5.61K
|
927
$405K
|
|
|
Nov 05, 2024
Q3 2024
|
C World Wide Group Holding A
|
SELL
|
- |
-432K- 21.23% |
$171M - $202M
|
1.6M
$700M
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
400+ 1.05% |
$158K - $187K
|
38.5K
$16.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
332K+ 3.01% |
$131M - $155M
|
11.4M
$4.96B
|