Microsoft (MSFT): Sumitomo Mitsui Financial Group, Inc. added to its stake +3,602 shares

85K

Shares reported · +3,602 vs prior quarter

0.94%

Disclosed portfolio weight

$36.5M

Reported value

Holdings as of

Sep 30, 2024

Filed

Nov 8, 2024

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Aug 12, 2024Congress · 1 personMembers of Congress: 1 purchase, 1 sale
2. Aug 31, 2024CongressDisclosed sale of MSFT — reported range $100,001 - $250,000
3. Sep 9, 2024CongressDisclosed purchase of MSFT — reported range $1,001 - $15,000
4. Sep 12, 2024CongressDisclosed partial sale of MSFT — reported range $1,001 - $15,000
5. Sep 20, 2024Congress · 2 peopleMembers of Congress: 1 purchase, 1 sale
6. Oct 2, 2024CongressDisclosed partial sale of MSFT — reported range $15,001 - $50,000
7. Oct 3, 2024CongressDisclosed partial sale of MSFT — reported range $1,001 - $15,000
8. Oct 21, 2024CongressDisclosed purchase of MSFT — reported range $1,001 - $15,000
9. Oct 29, 2024CongressDisclosed sale of MSFT — reported range $15,001 - $50,000
10. Oct 31, 2024CongressDisclosed purchase of MSFT — reported range $1,001 - $15,000

What came next

1. Nov 12, 2024InsiderOfficer sold ~$3.05M of MSFT shares in the open market
2. Nov 12, 2024CongressDisclosed partial sale of MSFT — reported range $1,001 - $15,000
3. Nov 13, 2024CongressDisclosed sale of MSFT — reported range $1,001 - $15,000
4. Nov 14, 2024CongressDisclosed partial sale of MSFT — reported range $1,001 - $15,000
5. Nov 19, 2024Congress · 1 personMembers of Congress: 3 purchases, 3 sales
6. Nov 22, 2024Insider · 2 peopleInsiders: 2 sales (~$10.8M)
7. Nov 25, 2024CongressDisclosed purchase of MSFT — reported range $1,001 - $15,000
8. Nov 27, 2024InsiderOfficer sold ~$423K of MSFT shares in the open market
9. Dec 2, 2024InsiderOfficer sold ~$1.08M of MSFT shares in the open market
10. Dec 4, 2024InsiderOfficer sold ~$875K of MSFT shares in the open market
11. Dec 9, 2024InsiderOfficer sold ~$1.12M of MSFT shares in the open market
12. Dec 16, 2024CongressDisclosed partial sale of MSFT — reported range $1,001 - $15,000
13. Dec 18, 2024CongressDisclosed purchase of MSFT — reported range $1,001 - $15,000
14. Dec 20, 2024Congress · 1 personMembers of Congress: 4 purchases, 4 sales
15. Dec 24, 2024CongressDisclosed purchase of MSFT — reported range $1,001 - $15,000
16. Jan 2, 2025CongressDisclosed purchase of MSFT — reported range $1,001 - $15,000
17. Jan 3, 2025CongressDisclosed partial sale of MSFT — reported range $1,001 - $15,000
18. Jan 10, 2025CongressDisclosed sale of MSFT — reported range $15,001 - $50,000
19. Jan 13, 2025CongressDisclosed sale of MSFT — reported range $1,001 - $15,000
20. Jan 16, 2025CongressDisclosed partial sale of MSFT — reported range $1,001 - $15,000

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Microsoft

For Microsoft, OQRO holds 23 insider filings (SEC Form 4 or Form 144), 16 Congress trade reports, 10 fund holdings reports (13F) and 5 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its MSFT page.

How this filing works

• SEC Form 13F

Other disclosures at Microsoft

• SEC Form 13F-HRNov 13, 2026
• SEC Form 13F-HRNov 13, 2026
• SEC Form 4Nov 12, 2026
• SEC Form 4Nov 10, 2026
• SEC Form 4Nov 10, 2026
• SEC Form 144Nov 4, 2026

Everything OQRO holds on this company is on its MSFT page.