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
|
Mai Capital Management
|
SELL
|
PUT |
-1.3K- 8.78% |
$514K - $608K
|
13.5K
$5.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-64- 1.2% |
$25.3K - $29.9K
|
5.29K
$2.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-562- 17.08% |
$222K - $263K
|
2.73K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-10.8K- 13.22% |
$4.26M - $5.04M
|
70.7K
$29.2M
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
779+ 1.83% |
$308K - $364K
|
43.4K
$17.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-2.18K- 1.55% |
$863K - $1.02M
|
139K
$57.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-16.1K- 2.53% |
$6.37M - $7.54M
|
621K
$257M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
19.4K+ 75.05% |
$7.65M - $9.05M
|
45.1K
$18.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
13KNew |
$5.14M - $6.08M
|
13K
$5.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-537- 2.31% |
$212K - $251K
|
22.7K
$9.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
8.05K+ 7.82% |
$3.18M - $3.76M
|
111K
$45.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Cincinnati Financial Corp
|
SELL
|
- |
-273K- 29.83% |
$108M - $128M
|
642K
$265M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-767- 1.31% |
$303K - $359K
|
57.9K
$23.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.72K- 1.61% |
$680K - $805K
|
105K
$43.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
110+ 8.9% |
$43.5K - $51.4K
|
1.35K
$556K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.09K- 9.07% |
$827K - $978K
|
21K
$8.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
88+ 2.01% |
$34.8K - $41.1K
|
4.47K
$1.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
485+ 1.66% |
$192K - $227K
|
29.7K
$12.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.76K- 4.97% |
$695K - $822K
|
33.6K
$13.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
360K+ 1.5% |
$142M - $168M
|
24.5M
$10.1B
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
545+ 0.97% |
$215K - $255K
|
56.7K
$23.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-681- 7.89% |
$269K - $318K
|
7.95K
$3.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
24K+ 13.14% |
$9.5M - $11.2M
|
207K
$85.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.13K+ 17.05% |
$842K - $997K
|
14.6K
$6.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
97+ 4.89% |
$38.3K - $45.4K
|
2.08K
$859K
|
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
53+ 0.08% |
$20.9K - $24.8K
|
67.4K
$27.8M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4.36K- 6.93% |
$1.72M - $2.04M
|
58.5K
$24.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-412- 3.51% |
$163K - $193K
|
11.3K
$4.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
3.93K+ 7.95% |
$1.55M - $1.84M
|
53.3K
$22M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
196K+ 1016.58% |
$77.5M - $91.7M
|
216K
$89.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
9.66KNew |
$3.82M - $4.52M
|
9.66K
$3.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-13- 0.08% |
$5.14K - $6.08K
|
15.5K
$6.42M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-58- 7.15% |
$22.9K - $27.1K
|
753
$311K
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
3.81K+ 2.11% |
$1.51M - $1.78M
|
184K
$76.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.17K+ 57.72% |
$858K - $1.02M
|
5.94K
$2.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.1K- 2.32% |
$831K - $983K
|
88.7K
$36.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
16.4K+ 17.44% |
$6.47M - $7.66M
|
110K
$45.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-57.1K- 22.79% |
$22.6M - $26.7M
|
194K
$80M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
15.8KNew |
$6.23M - $7.38M
|
15.8K
$6.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-12- 0.3% |
$4.74K - $5.61K
|
3.94K
$1.63M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-437- 21.42% |
$173K - $204K
|
1.6K
$663K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
185+ 0.96% |
$73.1K - $86.5K
|
19.5K
$8.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
304+ 0.81% |
$120K - $142K
|
38K
$15.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.12K+ 1.88% |
$441K - $522K
|
60.6K
$25M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.34KNew |
$1.71M - $2.03M
|
4.34K
$1.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.69K+ 21.92% |
$666K - $788K
|
9.37K
$3.87M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-3.05K- 28.94% |
$1.21M - $1.43M
|
7.49K
$3.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
739+ 3.77% |
$292K - $346K
|
20.3K
$8.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-83.4K- 4.22% |
$33M - $39M
|
1.89M
$783M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
CALL |
2K+ 33.33% |
$790K - $935K
|
8K
$3.31M
|