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 04, 2024
Q3 2024
|
Intermede Investment Partners LTD
|
SELL
|
- |
-13.9K- 1.86% |
$5.49M - $6.49M
|
733K
$303M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-264- 27.39% |
$104K - $123K
|
700
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-140- 4.25% |
$55.3K - $65.5K
|
3.16K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-129- 1.21% |
$51K - $60.3K
|
10.6K
$4.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
89+ 0.31% |
$35.2K - $41.6K
|
28.9K
$12M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-11.2K- 0.46% |
$4.43M - $5.24M
|
2.45M
$1.01B
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-3.86K- 2.03% |
$1.53M - $1.8M
|
186K
$77M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
888+ 6.43% |
$351K - $415K
|
14.7K
$6.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
552+ 1.13% |
$218K - $258K
|
49.3K
$20.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-5.46K- 80.44% |
$2.16M - $2.55M
|
1.33K
$549K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-73- 5.11% |
$28.8K - $34.1K
|
1.36K
$560K
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
77.4K+ 1199.97% |
$30.6M - $36.2M
|
83.8K
$34.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3+ 0.22% |
$1.19K - $1.4K
|
1.36K
$564K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
956+ 11.96% |
$378K - $447K
|
8.95K
$3.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-685- 1.37% |
$271K - $320K
|
49.5K
$20.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
156+ 2.15% |
$61.6K - $72.9K
|
7.4K
$3.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
311+ 1.51% |
$123K - $145K
|
20.9K
$8.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
PUT |
-19.8K- 99.0% |
$7.82M - $9.26M
|
200
$82.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.58K- 0.17% |
$625K - $739K
|
910K
$376M
|
|
|
Nov 04, 2024
Q3 2024
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-5.32K- 1.17% |
$2.1M - $2.49M
|
451K
$186M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
24+ 3.47% |
$9.48K - $11.2K
|
716
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Account Management LLC
|
SELL
|
- |
-400- 8.01% |
$158K - $187K
|
4.6K
$1.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-438- 2.44% |
$173K - $205K
|
17.5K
$7.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-135- 7.61% |
$53.3K - $63.1K
|
1.64K
$677K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
276+ 4.35% |
$109K - $129K
|
6.63K
$2.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-124- 0.57% |
$49K - $58K
|
21.5K
$8.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
74+ 0.22% |
$29.2K - $34.6K
|
33.9K
$14M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
7.1K+ 1.3% |
$2.81M - $3.32M
|
555K
$229M
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-718- 16.86% |
$284K - $336K
|
3.54K
$1.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-715- 14.43% |
$283K - $334K
|
4.24K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
805+ 12.79% |
$318K - $376K
|
7.1K
$2.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-540K- 40.61% |
$213M - $253M
|
790K
$326M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
33.1KNew |
$13.1M - $15.5M
|
33.1K
$13.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-980- 0.61% |
$387K - $458K
|
160K
$66M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-647- 10.4% |
$256K - $303K
|
5.58K
$2.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-492- 1.07% |
$194K - $230K
|
45.4K
$18.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.55K- 0.88% |
$2.59M - $3.06M
|
740K
$306M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-195- 8.74% |
$77.1K - $91.2K
|
2.04K
$842K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-91- 1.01% |
$36K - $42.5K
|
8.91K
$3.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.36K+ 27.07% |
$2.51M - $2.98M
|
29.9K
$12.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Ycg, LLC
|
SELL
|
- |
-40- 0.02% |
$15.8K - $18.7K
|
236K
$97.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-86.9K- 3.93% |
$34.3M - $40.6M
|
2.12M
$877M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
139+ 2.83% |
$54.9K - $65K
|
5.05K
$2.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-90- 3.0% |
$35.6K - $42.1K
|
2.91K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
163+ 7.42% |
$64.4K - $76.2K
|
2.36K
$975K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.11K+ 3.35% |
$835K - $988K
|
65.2K
$26.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-360- 4.99% |
$142K - $168K
|
6.85K
$2.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-203- 2.34% |
$80.2K - $94.9K
|
8.48K
$3.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
207+ 3.63% |
$81.8K - $96.8K
|
5.91K
$2.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Coalescence Partners Investment Management, LP
New York, NY |
BUY
|
- |
4.64K+ 11.92% |
$1.83M - $2.17M
|
43.6K
$18M
|