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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
942+ 61.93% |
$367K - $427K
|
2.46K
$1.05M
|
|
|
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
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
200New |
$77.9K - $90.6K
|
200
$85.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
51+ 1.03% |
$19.9K - $23.1K
|
4.99K
$2.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-197- 6.89% |
$76.7K - $89.2K
|
2.66K
$1.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
283+ 0.77% |
$110K - $128K
|
37.2K
$15.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
818New |
$318K - $370K
|
818
$349K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-119- 85.61% |
$46.3K - $53.9K
|
20
$8.54K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.37% |
$401K - $466K
|
18.2K
$7.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
354+ 4.69% |
$138K - $160K
|
7.9K
$3.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-20- 3.66% |
$7.79K - $9.06K
|
527
$225K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
7New |
$2.73K - $3.17K
|
7
$2.99K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-21- 1.22% |
$8.18K - $9.51K
|
1.7K
$725K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-1.14K- 0.41% |
$442K - $514K
|
275K
$118M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Island Capital LLC
|
SELL
|
- |
-194- 0.46% |
$75.5K - $87.9K
|
42.1K
$18M
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
173+ 12.81% |
$67.4K - $78.3K
|
1.52K
$651K
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
BUY
|
- |
456New |
$178K - $206K
|
456
$195K
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-131- 19.32% |
$51K - $59.3K
|
547
$234K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
41+ 0.34% |
$16K - $18.6K
|
12K
$5.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
21.3K+ 22.47% |
$8.28M - $9.63M
|
116K
$49.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
PUT |
18KNew |
$7.01M - $8.15M
|
18K
$7.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Wt Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-156K- 75.05% |
$60.6M - $70.4M
|
51.7K
$22.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
300New |
$117K - $136K
|
300
$128K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-81- 1.11% |
$31.5K - $36.7K
|
7.21K
$3.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.88K+ 13.57% |
$732K - $851K
|
15.7K
$6.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.2K+ 59.61% |
$3.97M - $4.62M
|
27.3K
$11.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-33.1K- 1.14% |
$12.9M - $15M
|
2.86M
$1.22B
|
|
|
Jul 24, 2024
Q2 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-863- 3.3% |
$336K - $391K
|
25.3K
$10.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Marks Wealth, LLC
|
BUY
|
- |
2.7KNew |
$1.05M - $1.22M
|
2.7K
$1.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-6.21K- 4.2% |
$2.42M - $2.81M
|
142K
$60.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1- 0.04% |
$389 - $453
|
2.31K
$987K
|
|
|
Jul 23, 2024
Q2 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-164- 1.1% |
$63.9K - $74.3K
|
14.8K
$6.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-253- 1.17% |
$98.5K - $115K
|
21.4K
$9.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
52New |
$20.2K - $23.5K
|
52
$22.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Hillman CO
|
SELL
|
- |
-23.2K- 29.2% |
$9.04M - $10.5M
|
56.3K
$24M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-421- 0.56% |
$164K - $191K
|
75.4K
$32.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
PUT |
-100- 1.3% |
$38.9K - $45.3K
|
7.6K
$3.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-23- 3.93% |
$8.95K - $10.4K
|
562
$240K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-272- 3.62% |
$106K - $123K
|
7.24K
$3.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3+ 0.04% |
$1.17K - $1.36K
|
7.58K
$3.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-363- 6.31% |
$141K - $164K
|
5.39K
$2.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-5- 0.92% |
$1.95K - $2.26K
|
540
$231K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-106- 2.42% |
$41.3K - $48K
|
4.27K
$1.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
14+ 1.56% |
$5.45K - $6.34K
|
913
$390K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
542New |
$211K - $245K
|
542
$231K
|
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.11% |
$3.89K - $4.53K
|
8.82K
$3.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-24- 0.36% |
$9.34K - $10.9K
|
6.66K
$2.84M
|