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 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-30- 2.73% |
$11.7K - $13.6K
|
1.07K
$457K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
458+ 0.48% |
$178K - $207K
|
95.1K
$40.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1.28K- 1.0% |
$498K - $579K
|
126K
$53.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-2.85K- 7.41% |
$1.11M - $1.29M
|
35.6K
$15.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
BUY
|
- |
41.9K+ 127.01% |
$16.3M - $19M
|
74.9K
$32M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
PUT |
-200- 0.21% |
$77.9K - $90.6K
|
95.9K
$40.9M
|
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-5.42K- 53.49% |
$2.11M - $2.45M
|
4.71K
$2.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
205+ 0.73% |
$79.8K - $92.8K
|
28.5K
$12.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
67+ 7.29% |
$26.1K - $30.3K
|
986
$421K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-41.2K- 10.46% |
$16M - $18.7M
|
353K
$150M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Investment Management Group LLC
|
BUY
|
- |
84+ 2.87% |
$32.7K - $38K
|
3.01K
$1.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
672New |
$262K - $304K
|
672
$287K
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-278- 1.5% |
$108K - $126K
|
18.2K
$7.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
295+ 2.31% |
$115K - $134K
|
13.1K
$5.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Corbyn Investment Management Inc
|
BUY
|
- |
813New |
$317K - $368K
|
813
$347K
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
248+ 4.84% |
$96.6K - $112K
|
5.38K
$2.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-705- 58.17% |
$274K - $319K
|
507
$216K
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.08K- 46.06% |
$420K - $489K
|
1.27K
$540K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-378- 1.34% |
$147K - $171K
|
27.9K
$11.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Freemont Management S.A.
|
SELL
|
- |
-87.7K- 83.13% |
$34.1M - $39.7M
|
17.8K
$7.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
519New |
$202K - $235K
|
519
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-11K- 4.96% |
$4.27M - $4.97M
|
210K
$89.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Brooktree Capital Management
|
SELL
|
- |
-1.6K- 18.8% |
$621K - $722K
|
6.89K
$2.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
40+ 2.15% |
$15.6K - $18.1K
|
1.9K
$810K
|
|
|
Aug 05, 2024
Q2 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
39KNew |
$15.2M - $17.7M
|
39K
$16.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.83KNew |
$712K - $829K
|
1.83K
$781K
|
|
|
Aug 05, 2024
Q2 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
CALL |
1.1KNew |
$428K - $498K
|
1.1K
$470K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-300- 11.43% |
$117K - $136K
|
2.33K
$993K
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
143+ 0.25% |
$55.7K - $64.8K
|
56.4K
$24.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
479New |
$186K - $217K
|
479
$204K
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
SELL
|
- |
-2.64K- 25.19% |
$1.03M - $1.19M
|
7.83K
$3.34M
|
|
|
Aug 05, 2024
Q2 2024
|
General American Investors CO Inc
|
BUY
|
PUT |
50KNew |
$19.5M - $22.6M
|
50K
$21.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
4.4K+ 213.39% |
$1.71M - $1.99M
|
6.46K
$2.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-63- 0.76% |
$24.5K - $28.5K
|
8.19K
$3.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-659- 1.35% |
$257K - $298K
|
48K
$20.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-5.16K- 37.55% |
$2.01M - $2.33M
|
8.57K
$3.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
1.22MNew |
$475M - $552M
|
1.22M
$520M
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
20+ 1.13% |
$7.79K - $9.06K
|
1.78K
$762K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-26- 2.53% |
$10.1K - $11.8K
|
1K
$427K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
PUT |
6.5KNew |
$2.53M - $2.94M
|
6.5K
$2.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
SELL
|
- |
-50- 0.72% |
$19.5K - $22.6K
|
6.93K
$2.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6.86K+ 10.5% |
$2.67M - $3.1M
|
72.1K
$30.8M
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
4.2K+ 25.87% |
$1.63M - $1.9M
|
20.4K
$8.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-136- 0.93% |
$52.9K - $61.6K
|
14.4K
$6.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-126- 12.29% |
$49.1K - $57.1K
|
899
$384K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
25+ 0.77% |
$9.73K - $11.3K
|
3.26K
$1.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
493New |
$192K - $223K
|
493
$210K
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.41K- 2.22% |
$548K - $638K
|
62.1K
$26.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
2.37K+ 97.29% |
$922K - $1.07M
|
4.8K
$2.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-210- 50.0% |
$81.8K - $95.1K
|
210
$89.6K
|