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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.22K+ 17.96% |
$1.27M - $1.51M
|
21.2K
$8.74M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-617- 9.06% |
$244K - $288K
|
6.19K
$2.56M
|
|
|
Dec 02, 2024
Q3 2024
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
BUY
|
- |
226KNew |
$89.3M - $106M
|
226K
$93.4M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.9K+ 15.35% |
$751K - $889K
|
14.3K
$5.9M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.63K+ 12.52% |
$1.83M - $2.16M
|
41.6K
$17.2M
|
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-835K- 2.13% |
$330M - $390M
|
38.4M
$15.9B
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.99K- 1.16% |
$2.37M - $2.8M
|
508K
$210M
|
|
|
Nov 26, 2024
Q3 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
7.21K+ 15.74% |
$2.85M - $3.37M
|
53K
$21.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.46M- 90.47% |
$576M - $682M
|
154K
$63.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-585- 0.85% |
$231K - $274K
|
68K
$28.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
24.9K+ 263.97% |
$9.86M - $11.7M
|
34.4K
$14.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-28- 0.02% |
$11.1K - $13.1K
|
142K
$58.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
34.5K+ 1972.51% |
$13.6M - $16.1M
|
36.3K
$15M
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- -0.0% |
$395 - $468
|
627K
$259M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-886- 3.5% |
$350K - $414K
|
24.4K
$10.1M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-273- 1.72% |
$108K - $128K
|
15.6K
$6.45M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
910+ 4.4% |
$360K - $425K
|
21.6K
$8.93M
|
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.71K- 3.56% |
$676K - $800K
|
46.3K
$19.1M
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
92+ 5.84% |
$36.4K - $43K
|
1.67K
$689K
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
423+ 5.84% |
$167K - $198K
|
7.66K
$3.17M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
255+ 2.33% |
$101K - $119K
|
11.2K
$4.62M
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-1.29K- 5.22% |
$508K - $601K
|
23.3K
$9.64M
|
|
|
Nov 21, 2024
Q3 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
13.8K+ 16.4% |
$5.45M - $6.45M
|
97.9K
$40.5M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.7K+ 1.71% |
$671K - $793K
|
101K
$41.8M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-776- 31.91% |
$307K - $363K
|
1.66K
$684K
|
|
|
Nov 21, 2024
Q3 2024
|
Saratoga Research & Investment Management
|
BUY
|
- |
4.7K+ 1.32% |
$1.86M - $2.2M
|
360K
$149M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-43.9K- 69.8% |
$17.3M - $20.5M
|
19K
$7.85M
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-55- 0.08% |
$21.7K - $25.7K
|
67.4K
$27.9M
|
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
BUY
|
- |
40.9K+ 27.5% |
$16.2M - $19.1M
|
190K
$78.4M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.14K+ 410.36% |
$845K - $1M
|
2.66K
$1.1M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-558- 2.17% |
$220K - $261K
|
25.1K
$10.4M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
19.3K+ 18.3% |
$7.63M - $9.02M
|
125K
$51.6M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-778- 5.06% |
$307K - $364K
|
14.6K
$6.03M
|
|
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-13.5K- 37.54% |
$5.32M - $6.3M
|
22.4K
$9.26M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.55K- 5.26% |
$611K - $722K
|
27.8K
$11.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
65+ 2.23% |
$25.7K - $30.4K
|
2.98K
$1.23M
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1+ 0.03% |
$395 - $468
|
3.34K
$1.38M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.71K+ 4.39% |
$674K - $797K
|
40.6K
$16.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-30.5K- 2.6% |
$12.1M - $14.3M
|
1.14M
$472M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
82+ 13.16% |
$32.4K - $38.3K
|
705
$291K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.76K- 20.4% |
$2.28M - $2.69M
|
22.5K
$9.29M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
92+ 1.71% |
$36.4K - $43K
|
5.48K
$2.27M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.19K+ 4.33% |
$2.05M - $2.43M
|
125K
$51.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.68K- 3.71% |
$1.06M - $1.25M
|
69.5K
$28.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
894+ 6.3% |
$353K - $418K
|
15.1K
$6.23M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-38.2K- 1.57% |
$15.1M - $17.8M
|
2.39M
$988M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
52.4K+ 4.93% |
$20.7M - $24.5M
|
1.12M
$461M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
73.7KNew |
$29.1M - $34.5M
|
73.7K
$30.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-111- 1.42% |
$43.9K - $51.9K
|
7.69K
$3.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
121K+ 14.04% |
$47.7M - $56.5M
|
981K
$406M
|