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
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
764New |
$302K - $357K
|
764
$316K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
471New |
$186K - $220K
|
471
$195K
|
|
|
Nov 07, 2024
Q3 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-27.3K- 0.83% |
$10.8M - $12.7M
|
3.25M
$1.35B
|
|
|
Nov 07, 2024
Q3 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-1.61K- 73.0% |
$637K - $753K
|
596
$246K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
624+ 0.44% |
$247K - $292K
|
144K
$59.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Jackson Hill Advisors, LLC
|
SELL
|
- |
-5.5K- 19.64% |
$2.17M - $2.57M
|
22.5K
$9.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-128- 2.74% |
$50.6K - $59.8K
|
4.54K
$1.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
932K+ 7.18% |
$368M - $436M
|
13.9M
$5.75B
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
61.8K+ 1.53% |
$24.4M - $28.9M
|
4.09M
$1.69B
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.95K+ 86.94% |
$771K - $912K
|
4.19K
$1.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
400+ 4.66% |
$158K - $187K
|
8.99K
$3.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-374- 13.99% |
$148K - $175K
|
2.3K
$951K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10.8K+ 0.93% |
$4.26M - $5.04M
|
1.17M
$485M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-84- 5.68% |
$33.2K - $39.3K
|
1.4K
$577K
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
3.8K+ 52.07% |
$1.5M - $1.78M
|
11.1K
$4.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.8K+ 1.12% |
$4.27M - $5.05M
|
971K
$401M
|
|
|
Nov 06, 2024
Q3 2024
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
357KNew |
$141M - $167M
|
357K
$148M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-8.3K- 69.69% |
$3.28M - $3.88M
|
3.61K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-2.22K- 1.02% |
$878K - $1.04M
|
215K
$88.9M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
229+ 1.26% |
$90.5K - $107K
|
18.3K
$7.58M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
29.3K+ 36.07% |
$11.6M - $13.7M
|
111K
$45.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
BUY
|
- |
18+ 0.03% |
$7.11K - $8.42K
|
52.8K
$21.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-414- 2.6% |
$164K - $194K
|
15.5K
$6.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-20- 0.06% |
$7.9K - $9.35K
|
36K
$14.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.3K+ 3.19% |
$3.28M - $3.88M
|
268K
$111M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-79- 0.44% |
$31.2K - $36.9K
|
18K
$7.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.01K- 3.48% |
$796K - $942K
|
55.9K
$23.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
649+ 5.98% |
$256K - $303K
|
11.5K
$4.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
11K+ 18.91% |
$4.35M - $5.14M
|
69.2K
$28.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-666- 3.73% |
$263K - $311K
|
17.2K
$7.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-4.7K- 20.95% |
$1.86M - $2.2M
|
17.7K
$7.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
256+ 2.6% |
$101K - $120K
|
10.1K
$4.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
876+ 4.01% |
$346K - $410K
|
22.7K
$9.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
12.9K+ 4.14% |
$5.08M - $6.01M
|
324K
$134M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.71K+ 2.8% |
$675K - $799K
|
62.7K
$25.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
146+ 3.18% |
$57.7K - $68.3K
|
4.73K
$1.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
5+ 0.11% |
$1.98K - $2.34K
|
4.43K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-27- 0.71% |
$10.7K - $12.6K
|
3.77K
$1.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
12.8KNew |
$5.06M - $5.98M
|
12.8K
$5.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-4- 0.27% |
$1.58K - $1.87K
|
1.5K
$620K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-4.76K- 50.83% |
$1.88M - $2.22M
|
4.6K
$1.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
242+ 13.13% |
$95.6K - $113K
|
2.09K
$862K
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-434- 36.62% |
$171K - $203K
|
751
$310K
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-1.12K- 2.03% |
$441K - $521K
|
53.8K
$22.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-313- 0.58% |
$124K - $146K
|
53.9K
$22.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-859- 2.95% |
$339K - $402K
|
28.2K
$11.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-7.73K- 7.29% |
$3.05M - $3.61M
|
98.3K
$40.6M
|
|
|
Nov 06, 2024
Q3 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
412+ 0.24% |
$163K - $193K
|
174K
$71.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
SELL
|
- |
-5- 0.23% |
$1.98K - $2.34K
|
2.17K
$898K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-5- 0.14% |
$1.98K - $2.34K
|
3.48K
$1.44M
|