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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-95- 1.46% |
$37K - $43K
|
6.43K
$2.75M
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
198+ 9.65% |
$77.1K - $89.7K
|
2.25K
$960K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-273- 1.38% |
$106K - $124K
|
19.5K
$8.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-910- 4.21% |
$354K - $412K
|
20.7K
$8.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.61KNew |
$1.01M - $1.18M
|
2.61K
$1.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
330+ 18.33% |
$128K - $149K
|
2.13K
$909K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-354- 8.55% |
$138K - $160K
|
3.79K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-5.21K- 59.91% |
$2.03M - $2.36M
|
3.49K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
215+ 2.0% |
$83.7K - $97.4K
|
11K
$4.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
BUY
|
CALL |
2.3KNew |
$895K - $1.04M
|
2.3K
$982K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
586New |
$228K - $265K
|
586
$250K
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-143- 3.95% |
$55.7K - $64.8K
|
3.48K
$1.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
200New |
$77.9K - $90.6K
|
200
$85.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
48K+ 322.74% |
$18.7M - $21.7M
|
62.9K
$26.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
22.2K+ 189.21% |
$8.63M - $10M
|
33.9K
$14.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
577+ 2.55% |
$225K - $261K
|
23.2K
$9.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-10.4K- 2.57% |
$4.04M - $4.7M
|
394K
$168M
|
|
|
Aug 09, 2024
Q2 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
20+ 2.33% |
$7.79K - $9.06K
|
878
$375K
|
|
|
Aug 09, 2024
Q2 2024
|
Ctc LLC
|
SELL
|
- |
-354K- 97.82% |
$138M - $160M
|
7.88K
$3.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Ctc LLC
|
SELL
|
PUT |
-6.07K- 7.85% |
$2.36M - $2.75M
|
71.2K
$30.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
453New |
$176K - $205K
|
453
$193K
|
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-5- 0.02% |
$1.95K - $2.26K
|
28.1K
$12M
|
|
|
Aug 09, 2024
Q2 2024
|
Trb Advisors LP
New York, NY |
SELL
|
- |
-50K- 22.73% |
$19.5M - $22.6M
|
170K
$72.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
2.44K+ 13.8% |
$949K - $1.1M
|
20.1K
$8.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
17+ 3.99% |
$6.62K - $7.7K
|
443
$189K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
154+ 6.72% |
$60K - $69.7K
|
2.44K
$1.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3.9KNew |
$1.52M - $1.77M
|
3.9K
$1.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.26K- 4.01% |
$1.66M - $1.93M
|
102K
$43.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-34- 3.99% |
$13.2K - $15.4K
|
818
$349K
|
|
|
Aug 08, 2024
Q2 2024
|
Union Investments & Development Ltd.
|
SELL
|
- |
-250- 27.78% |
$97.3K - $113K
|
650
$277K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.73K- 1.67% |
$1.84M - $2.14M
|
279K
$119M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-900- 1.05% |
$350K - $408K
|
85.2K
$36.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-766- 17.57% |
$298K - $347K
|
3.59K
$1.53M
|
|
|
Aug 08, 2024
Q2 2024
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
448New |
$174K - $203K
|
448
$191K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.2K- 76.81% |
$5.13M - $5.97M
|
3.98K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-117- 13.6% |
$45.6K - $53K
|
743
$317K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
25+ 0.09% |
$9.73K - $11.3K
|
27.3K
$11.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-224- 2.32% |
$87.2K - $101K
|
9.45K
$4.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.08% |
$389 - $453
|
1.23K
$526K
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
33+ 0.9% |
$12.8K - $14.9K
|
3.69K
$1.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Apeiron Capital LTD
|
BUY
|
- |
24.1KNew |
$9.36M - $10.9M
|
24.1K
$10.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
180+ 1.92% |
$70.1K - $81.5K
|
9.56K
$4.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-304K- 19.82% |
$119M - $138M
|
1.23M
$526M
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-6- 13.33% |
$2.34K - $2.72K
|
39
$16.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
1.06K+ 51.18% |
$413K - $481K
|
3.14K
$1.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
75.6K+ 9.76% |
$29.4M - $34.3M
|
851K
$363M
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
521New |
$203K - $236K
|
521
$222K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-147- 0.1% |
$57.2K - $66.6K
|
153K
$65.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-315- 12.28% |
$123K - $143K
|
2.25K
$961K
|
|
|
Aug 07, 2024
Q2 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-96- 0.77% |
$37.4K - $43.5K
|
12.4K
$5.28M
|