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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-6.51K- 4.58% |
$2.57M - $3.04M
|
136K
$56M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-6.21K- 9.8% |
$2.45M - $2.9M
|
57.1K
$23.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-162- 3.46% |
$64K - $75.7K
|
4.52K
$1.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
282+ 3.24% |
$111K - $132K
|
8.99K
$3.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-11.1K- 1.98% |
$4.4M - $5.21M
|
551K
$228M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-51.2K- 92.64% |
$20.2M - $24M
|
4.07K
$1.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
324+ 2.29% |
$128K - $151K
|
14.5K
$5.98M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-7.72K- 2.94% |
$3.05M - $3.61M
|
254K
$105M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
199+ 0.37% |
$78.6K - $93K
|
54.1K
$22.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-116- 3.06% |
$45.8K - $54.2K
|
3.68K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-3- 0.04% |
$1.19K - $1.4K
|
8.51K
$3.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
PUT |
-2K- 22.22% |
$790K - $935K
|
7K
$2.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-441- 0.2% |
$174K - $206K
|
217K
$89.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.3K+ 4.0% |
$514K - $608K
|
33.8K
$14M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
27.9K+ 12.25% |
$11M - $13.1M
|
256K
$106M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-947- 6.19% |
$374K - $443K
|
14.3K
$5.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.09K+ 6.11% |
$1.22M - $1.44M
|
53.6K
$22.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
21.6KNew |
$8.55M - $10.1M
|
21.6K
$8.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Hs Management Partners, LLC
New York, NY |
SELL
|
- |
-64.2K- 27.26% |
$25.4M - $30M
|
171K
$70.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.31K+ 1.22% |
$1.31M - $1.55M
|
275K
$113M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
180+ 1.61% |
$71.1K - $84.2K
|
11.4K
$4.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
919+ 1.87% |
$363K - $430K
|
49.9K
$20.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
209+ 15.4% |
$82.6K - $97.7K
|
1.57K
$647K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-9- 0.46% |
$3.56K - $4.21K
|
1.93K
$798K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-987- 6.78% |
$390K - $461K
|
13.6K
$5.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-622- 1.05% |
$246K - $291K
|
58.5K
$24.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-142- 6.09% |
$56.1K - $66.4K
|
2.19K
$905K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-133- 3.56% |
$52.6K - $62.2K
|
3.6K
$1.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
12.6K+ 28.05% |
$4.99M - $5.91M
|
57.7K
$23.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
30+ 1.33% |
$11.9K - $14K
|
2.28K
$944K
|
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
451+ 0.84% |
$178K - $211K
|
54.4K
$22.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-671- 5.46% |
$265K - $314K
|
11.6K
$4.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-236- 0.77% |
$93.3K - $110K
|
30.6K
$12.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100+ 12.5% |
$39.5K - $46.8K
|
900
$372K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
991+ 12.65% |
$392K - $463K
|
8.82K
$3.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.58K- 0.87% |
$1.02M - $1.21M
|
294K
$122M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-5.29K- 3.63% |
$2.09M - $2.47M
|
140K
$58M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
359+ 0.91% |
$142K - $168K
|
40K
$16.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
SELL
|
- |
-98- 4.25% |
$38.7K - $45.8K
|
2.21K
$913K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.2K+ 11.61% |
$1.66M - $1.96M
|
40.4K
$16.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-144- 3.97% |
$56.9K - $67.3K
|
3.49K
$1.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
135+ 1.48% |
$53.3K - $63.1K
|
9.23K
$3.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-36- 0.22% |
$14.2K - $16.8K
|
16.4K
$6.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-71- 1.12% |
$28.1K - $33.2K
|
6.25K
$2.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.47K+ 0.58% |
$1.77M - $2.09M
|
770K
$318M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
124+ 5.02% |
$49K - $58K
|
2.59K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.69K+ 0.81% |
$3.83M - $4.53M
|
1.2M
$497M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
25+ 0.58% |
$9.88K - $11.7K
|
4.31K
$1.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1+ 0.05% |
$395 - $468
|
2.16K
$894K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
125+ 3.16% |
$49.4K - $58.4K
|
4.09K
$1.69M
|