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
|
Straight Path Wealth Management
|
BUY
|
- |
124+ 21.53% |
$49K - $58K
|
700
$290K
|
|
|
Nov 06, 2024
Q3 2024
|
Comgest Global Investors S.A.S.
|
BUY
|
- |
47.2K+ 3.21% |
$18.7M - $22.1M
|
1.52M
$630M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.19K- 5.91% |
$471K - $558K
|
19K
$7.88M
|
|
|
Nov 06, 2024
Q3 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-3.21K- 3.98% |
$1.27M - $1.5M
|
77.5K
$32.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
895+ 4.95% |
$354K - $418K
|
19K
$7.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.45K+ 53.63% |
$969K - $1.15M
|
7.02K
$2.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
254K+ 5.04% |
$100M - $119M
|
5.29M
$2.2B
|
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
35.1K+ 46.52% |
$13.9M - $16.4M
|
111K
$45.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
35K+ 46.67% |
$13.8M - $16.4M
|
110K
$45.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
326+ 1.51% |
$129K - $152K
|
21.8K
$9.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
50+ 0.95% |
$19.8K - $23.4K
|
5.3K
$2.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-181K- 1.77% |
$71.7M - $84.8M
|
10.1M
$4.19B
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.33K+ 210.28% |
$525K - $621K
|
1.96K
$814K
|
|
|
Nov 06, 2024
Q3 2024
|
Wim Investment Management LTD
Hong Kong, K3 |
BUY
|
- |
110KNew |
$43.6M - $51.5M
|
110K
$45.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Crystal Rock Capital Management
|
BUY
|
- |
1.11K+ 8.77% |
$437K - $517K
|
13.7K
$5.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.19K+ 29.92% |
$867K - $1.03M
|
9.52K
$3.95M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-3.4K- 1.42% |
$1.34M - $1.59M
|
235K
$97.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
57.5K+ 6.4% |
$22.7M - $26.9M
|
955K
$396M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.5K+ 81.94% |
$2.57M - $3.04M
|
14.4K
$5.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-5.06K- 0.8% |
$2M - $2.37M
|
626K
$260M
|
|
|
Nov 05, 2024
Q3 2024
|
C World Wide Group Holding A
|
SELL
|
- |
-432K- 21.23% |
$171M - $202M
|
1.6M
$665M
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
400+ 1.05% |
$158K - $187K
|
38.5K
$16M
|
|
|
Nov 05, 2024
Q3 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
BUY
|
- |
182+ 0.68% |
$71.9K - $85.1K
|
26.9K
$11.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Exane Asset Management
|
SELL
|
- |
-441- 30.0% |
$174K - $206K
|
1.03K
$427K
|
|
|
Nov 05, 2024
Q3 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
598+ 3.74% |
$236K - $280K
|
16.6K
$6.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
30.8K+ 0.89% |
$12.2M - $14.4M
|
3.49M
$1.45B
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
52+ 0.53% |
$20.5K - $24.3K
|
9.83K
$4.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-7.02K- 17.17% |
$2.77M - $3.28M
|
33.9K
$14.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
9.49K+ 8.92% |
$3.75M - $4.44M
|
116K
$48.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-16- 0.39% |
$6.32K - $7.48K
|
4.04K
$1.68M
|
|
|
Nov 05, 2024
Q3 2024
|
John Armitage
Egerton Capital (Uk) LLP
|
BUY
|
- |
231K+ 15.48% |
$91.1M - $108M
|
1.72M
$714M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-1.25K- 2.05% |
$495K - $585K
|
59.9K
$24.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
274+ 1.09% |
$108K - $128K
|
25.5K
$10.6M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
316+ 1.59% |
$125K - $148K
|
20.2K
$8.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.17K+ 10.34% |
$1.25M - $1.48M
|
33.8K
$14M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-182- 2.65% |
$71.9K - $85.1K
|
6.7K
$2.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
13+ 0.01% |
$5.14K - $6.08K
|
134K
$55.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Xxec, Inc.
|
SELL
|
- |
-75- 0.24% |
$29.6K - $35.1K
|
30.7K
$12.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
1.48K+ 0.51% |
$586K - $693K
|
292K
$121M
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-201- 14.71% |
$79.4K - $94K
|
1.17K
$483K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
908+ 0.27% |
$359K - $425K
|
332K
$138M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.85K+ 26.57% |
$1.92M - $2.27M
|
23.1K
$9.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-591- 0.49% |
$234K - $276K
|
120K
$49.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
41+ 0.92% |
$16.2K - $19.2K
|
4.52K
$1.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
109+ 1.93% |
$43.1K - $51K
|
5.74K
$2.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.34K- 4.91% |
$924K - $1.09M
|
45.3K
$18.8M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
1.25K+ 15.54% |
$494K - $584K
|
9.29K
$3.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
624+ 0.67% |
$247K - $292K
|
94.2K
$39.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-654- 20.86% |
$258K - $306K
|
2.48K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-40.7K- 73.49% |
$16.1M - $19M
|
14.7K
$6.1M
|