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
|
Legacy Bridge, LLC
|
SELL
|
- |
-681- 7.89% |
$269K - $318K
|
7.95K
$3.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
196K+ 1016.58% |
$77.5M - $91.7M
|
216K
$84.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
CALL |
2K+ 33.33% |
$790K - $935K
|
8K
$3.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
764New |
$302K - $357K
|
764
$299K
|
|
|
Nov 07, 2024
Q3 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-1.61K- 73.0% |
$637K - $753K
|
596
$233K
|
|
|
Nov 07, 2024
Q3 2024
|
Jackson Hill Advisors, LLC
|
SELL
|
- |
-5.5K- 19.64% |
$2.17M - $2.57M
|
22.5K
$8.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
400+ 4.66% |
$158K - $187K
|
8.99K
$3.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
357KNew |
$141M - $167M
|
357K
$140M
|
|
|
Nov 06, 2024
Q3 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
11K+ 18.91% |
$4.35M - $5.14M
|
69.2K
$27.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-27- 0.71% |
$10.7K - $12.6K
|
3.77K
$1.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
12.8KNew |
$5.06M - $5.98M
|
12.8K
$5.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-4- 0.27% |
$1.58K - $1.87K
|
1.5K
$587K
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-322- 34.22% |
$127K - $151K
|
619
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Check Capital Management Inc
|
BUY
|
- |
152+ 2.6% |
$60.1K - $71.1K
|
6K
$2.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Crystal Rock Capital Management
|
BUY
|
- |
1.11K+ 8.77% |
$437K - $517K
|
13.7K
$5.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Exane Asset Management
|
SELL
|
- |
-441- 30.0% |
$174K - $206K
|
1.03K
$403K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-16- 0.39% |
$6.32K - $7.48K
|
4.04K
$1.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-201- 14.71% |
$79.4K - $94K
|
1.17K
$456K
|
|
|
Nov 05, 2024
Q3 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
1.65K+ 9.53% |
$650K - $769K
|
18.9K
$7.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.24K- 6.17% |
$489K - $579K
|
18.8K
$7.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
CALL |
1KNew |
$395K - $468K
|
1K
$391K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-64- 1.53% |
$25.3K - $29.9K
|
4.11K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-100- 3.62% |
$39.5K - $46.8K
|
2.66K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-140- 4.25% |
$55.3K - $65.5K
|
3.16K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-129- 1.21% |
$51K - $60.3K
|
10.6K
$4.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
PUT |
-19.8K- 99.0% |
$7.82M - $9.26M
|
200
$78.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Account Management LLC
|
SELL
|
- |
-400- 8.01% |
$158K - $187K
|
4.6K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-438- 2.44% |
$173K - $205K
|
17.5K
$6.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-135- 7.61% |
$53.3K - $63.1K
|
1.64K
$641K
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-718- 16.86% |
$284K - $336K
|
3.54K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-715- 14.43% |
$283K - $334K
|
4.24K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
33.1KNew |
$13.1M - $15.5M
|
33.1K
$13M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-91- 1.01% |
$36K - $42.5K
|
8.91K
$3.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
8+ 0.73% |
$3.16K - $3.74K
|
1.11K
$435K
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-60- 9.23% |
$23.7K - $28.1K
|
590
$231K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-49- 0.36% |
$19.4K - $22.9K
|
13.5K
$5.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-250- 15.7% |
$98.8K - $117K
|
1.34K
$525K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
615+ 1.78% |
$243K - $288K
|
35.2K
$13.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-4.73K- 1.59% |
$1.87M - $2.21M
|
292K
$114M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
31.4K+ 18.31% |
$12.4M - $14.7M
|
203K
$79.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-90.8K- 2.56% |
$35.9M - $42.4M
|
3.45M
$1.35B
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
85.7K+ 13.95% |
$33.9M - $40.1M
|
700K
$274M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-53- 0.55% |
$20.9K - $24.8K
|
9.59K
$3.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
355+ 1.35% |
$140K - $166K
|
26.6K
$10.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Provident Trust CO
|
BUY
|
- |
696+ 8.39% |
$275K - $325K
|
8.99K
$3.52M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2.52K+ 6.46% |
$994K - $1.18M
|
41.4K
$16.2M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
753New |
$298K - $352K
|
753
$295K
|
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
200+ 13.38% |
$79K - $93.5K
|
1.7K
$663K
|
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-794- 3.71% |
$314K - $371K
|
20.6K
$8.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-146- 1.88% |
$57.7K - $68.3K
|
7.6K
$2.97M
|