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 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.78K- 8.05% |
$693K - $806K
|
20.3K
$8.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Cypress Funds LLC
|
SELL
|
- |
-68.6K- 21.6% |
$26.7M - $31.1M
|
249K
$106M
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-389- 2.01% |
$151K - $176K
|
18.9K
$8.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
31+ 1.61% |
$12.1K - $14K
|
1.96K
$835K
|
|
|
Aug 01, 2024
Q2 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-59- 0.12% |
$23K - $26.7K
|
50.4K
$21.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-117- 0.34% |
$45.6K - $53K
|
34.1K
$14.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-7.25K- 68.64% |
$2.82M - $3.28M
|
3.31K
$1.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-29- 1.08% |
$11.3K - $13.1K
|
2.67K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-3.17K- 47.91% |
$1.23M - $1.44M
|
3.45K
$1.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Alecta Tjanstepension Omsesidigt
|
SELL
|
- |
-110K- 2.45% |
$42.8M - $49.8M
|
4.38M
$1.87B
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
45+ 0.56% |
$17.5K - $20.4K
|
8.11K
$3.46M
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
24+ 0.38% |
$9.34K - $10.9K
|
6.34K
$2.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
844+ 23.81% |
$329K - $382K
|
4.39K
$1.87M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
71.1K+ 3.01% |
$27.7M - $32.2M
|
2.43M
$1.04B
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-635- 2.79% |
$247K - $288K
|
22.1K
$9.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
4.23K+ 3.03% |
$1.65M - $1.92M
|
144K
$61.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-179- 22.32% |
$69.7K - $81.1K
|
623
$266K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
PUT |
50New |
$19.5K - $22.6K
|
50
$21.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Privium Fund Management B.V.
|
SELL
|
- |
-400- 3.85% |
$156K - $181K
|
10K
$4.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.04K+ 16.82% |
$795K - $924K
|
14.2K
$6.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
2+ 0.24% |
$779 - $906
|
838
$358K
|
|
|
Jul 31, 2024
Q2 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-335- 1.19% |
$130K - $152K
|
27.8K
$11.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
3.86K+ 1.6% |
$1.5M - $1.75M
|
245K
$105M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.29K+ 8.41% |
$2.06M - $2.4M
|
68.2K
$29.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-326- 2.33% |
$127K - $148K
|
13.7K
$5.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Garland Capital Management Inc
|
BUY
|
- |
568New |
$221K - $257K
|
568
$242K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-35- 0.81% |
$13.6K - $15.8K
|
4.29K
$1.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-868- 10.21% |
$338K - $393K
|
7.64K
$3.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-2K- 28.51% |
$779K - $906K
|
5.01K
$2.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-2.1K- 2.86% |
$816K - $949K
|
71.2K
$30.4M
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-32- 2.14% |
$12.5K - $14.5K
|
1.46K
$623K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
449+ 1.8% |
$175K - $203K
|
25.3K
$10.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-4- 0.16% |
$1.56K - $1.81K
|
2.43K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-49- 0.66% |
$19.1K - $22.2K
|
7.36K
$3.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-47- 2.01% |
$18.3K - $21.3K
|
2.29K
$978K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.49K+ 4.55% |
$1.36M - $1.58M
|
80.3K
$34.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
19.9KNew |
$7.74M - $9.01M
|
19.9K
$8.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
400+ 44.64% |
$156K - $181K
|
1.3K
$553K
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3- 0.13% |
$1.17K - $1.36K
|
2.32K
$988K
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-54- 10.65% |
$21K - $24.5K
|
453
$193K
|
|
|
Jul 29, 2024
Q2 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
31.5KNew |
$12.3M - $14.3M
|
31.5K
$13.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
546+ 2.31% |
$213K - $247K
|
24.2K
$10.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
167New |
$65K - $75.6K
|
167
$71.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-888- 1.76% |
$346K - $402K
|
49.7K
$21.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
942+ 61.93% |
$367K - $427K
|
2.46K
$1.05M
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
8.09K+ 0.74% |
$3.15M - $3.66M
|
1.1M
$468M
|
|
|
Jul 26, 2024
Q2 2024
|
Cryder Capital Partners LLP
|
SELL
|
- |
-259K- 32.52% |
$101M - $117M
|
537K
$229M
|
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-4.92K- 23.8% |
$1.91M - $2.23M
|
15.7K
$6.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-360- 1.64% |
$140K - $163K
|
21.6K
$9.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-305- 10.62% |
$119K - $138K
|
2.57K
$1.1M
|