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 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
116K+ 5.01% |
$45.8M - $54.2M
|
2.43M
$1.01B
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
81+ 1.15% |
$32K - $37.9K
|
7.14K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.92K+ 7.37% |
$757K - $895K
|
27.9K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-53.4K- 84.76% |
$21.1M - $25M
|
9.6K
$3.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-13.8K- 94.52% |
$5.45M - $6.45M
|
800
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
572+ 3.85% |
$226K - $267K
|
15.4K
$6.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-81- 0.33% |
$32K - $37.9K
|
24.8K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
33.5K+ 8.21% |
$13.2M - $15.7M
|
442K
$183M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1.11KNew |
$439K - $519K
|
1.11K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
148+ 1.15% |
$58.5K - $69.2K
|
13.1K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.92K+ 2.45% |
$759K - $898K
|
80.2K
$33.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-8- 0.04% |
$3.16K - $3.74K
|
20.9K
$8.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
46+ 3.02% |
$18.2K - $21.5K
|
1.57K
$652K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
925+ 0.23% |
$366K - $432K
|
403K
$167M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
18.8K+ 24.76% |
$7.44M - $8.81M
|
94.9K
$39.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.99K+ 4.92% |
$3.16M - $3.74M
|
171K
$70.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
159+ 3.0% |
$62.8K - $74.3K
|
5.45K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
31+ 0.24% |
$12.2K - $14.5K
|
13.2K
$5.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.05K- 1.69% |
$415K - $491K
|
61K
$25.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
5.73K+ 51.56% |
$2.26M - $2.68M
|
16.8K
$6.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
8.69K+ 9.32% |
$3.43M - $4.06M
|
102K
$42.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-1.43K- 6.41% |
$564K - $667K
|
20.8K
$8.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
6.59K+ 13.2% |
$2.61M - $3.08M
|
56.6K
$23.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-99- 2.01% |
$39.1K - $46.3K
|
4.83K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-12.3K- 1.82% |
$4.86M - $5.75M
|
662K
$275M
|
|
|
Nov 12, 2024
Q3 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
474K+ 6259.59% |
$187M - $222M
|
482K
$200M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-160- 2.31% |
$63.2K - $74.8K
|
6.77K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-7.28K- 16.52% |
$2.88M - $3.4M
|
36.8K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
739+ 2.29% |
$292K - $346K
|
33K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-238- 2.95% |
$94K - $111K
|
7.84K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-6.18K- 0.35% |
$2.44M - $2.89M
|
1.77M
$733M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-742- 0.79% |
$293K - $347K
|
93.6K
$38.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
25+ 0.15% |
$9.88K - $11.7K
|
16.3K
$6.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.03K+ 3.17% |
$405K - $479K
|
33.4K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-29.3K- 17.3% |
$11.6M - $13.7M
|
140K
$58.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
45+ 1.12% |
$17.8K - $21K
|
4.07K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
281K+ 602.01% |
$111M - $131M
|
327K
$136M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
PUT |
250KNew |
$98.8M - $117M
|
250K
$104M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
360+ 7.2% |
$142K - $168K
|
5.36K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-6- 0.01% |
$2.37K - $2.81K
|
47.2K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$1.19K - $1.4K
|
19.9K
$8.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
42.3K+ 3.48% |
$16.7M - $19.8M
|
1.26M
$522M
|
|
|
Nov 12, 2024
Q3 2024
|
Capco Asset Management, LLC
|
SELL
|
- |
-849- 0.81% |
$335K - $397K
|
104K
$43.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-319K- 3.4% |
$126M - $149M
|
9.06M
$3.76B
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
PUT |
104K+ 5.0% |
$40.9M - $48.4M
|
2.18M
$903M
|
|
|
Nov 12, 2024
Q3 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
10.6K+ 1.33% |
$4.17M - $4.94M
|
802K
$333M
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-9.84K- 1.16% |
$3.89M - $4.6M
|
842K
$350M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
60.4K+ 7.81% |
$23.9M - $28.2M
|
834K
$346M
|
|
|
Nov 12, 2024
Q3 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
87.4K+ 15.22% |
$34.5M - $40.9M
|
662K
$275M
|
|
|
Nov 12, 2024
Q3 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-1.61K- 13.51% |
$635K - $751K
|
10.3K
$4.27M
|