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 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-138- 0.73% |
$53.7K - $62.5K
|
18.9K
$8.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-6.39K- 3.98% |
$2.49M - $2.89M
|
154K
$65.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-63.6K- 8.74% |
$24.8M - $28.8M
|
664K
$283M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
56+ 2.48% |
$21.8K - $25.4K
|
2.32K
$989K
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
14.6K+ 9541.83% |
$5.68M - $6.61M
|
14.8K
$6.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.01% |
$1.95K - $2.26K
|
40.1K
$17.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
PUT |
-4.8K- 57.14% |
$1.87M - $2.17M
|
3.6K
$1.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
22.8KNew |
$8.87M - $10.3M
|
22.8K
$9.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-50- 8.7% |
$19.5K - $22.6K
|
525
$224K
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
SELL
|
- |
-112- 2.5% |
$43.6K - $50.7K
|
4.37K
$1.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
20+ 0.14% |
$7.79K - $9.06K
|
14.2K
$6.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
305+ 1.81% |
$119K - $138K
|
17.2K
$7.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
782+ 47.39% |
$304K - $354K
|
2.43K
$1.04M
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-13.5K- 2.95% |
$5.26M - $6.12M
|
445K
$190M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-50- 0.33% |
$19.5K - $22.6K
|
15.1K
$6.46M
|
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.05% |
$389 - $453
|
1.85K
$788K
|
|
|
Jul 18, 2024
Q2 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-760- 3.97% |
$296K - $344K
|
18.4K
$7.85M
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
761New |
$296K - $345K
|
761
$325K
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-76- 9.45% |
$29.6K - $34.4K
|
728
$311K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
56+ 0.65% |
$21.8K - $25.4K
|
8.65K
$3.69M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
351+ 41.69% |
$137K - $159K
|
1.19K
$509K
|
|
|
Jul 17, 2024
Q2 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-200- 9.8% |
$77.9K - $90.6K
|
1.84K
$785K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-234- 10.95% |
$91.1K - $106K
|
1.9K
$812K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
273+ 1.11% |
$106K - $124K
|
24.8K
$10.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
1.57K+ 82.3% |
$610K - $710K
|
3.47K
$1.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-2.21K- 79.21% |
$860K - $1M
|
580
$248K
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
225+ 9.65% |
$87.6K - $102K
|
2.56K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
2.03K+ 9.15% |
$788K - $917K
|
24.2K
$10.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
206+ 6.06% |
$80.2K - $93.3K
|
3.6K
$1.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
SELL
|
- |
-112- 11.03% |
$43.6K - $50.7K
|
903
$385K
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
370+ 74.75% |
$144K - $168K
|
865
$369K
|
|
|
Jul 16, 2024
Q2 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-169- 0.06% |
$65.8K - $76.5K
|
260K
$111M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.82K- 2.08% |
$1.49M - $1.73M
|
180K
$76.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
80+ 1.32% |
$31.1K - $36.2K
|
6.16K
$2.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.17% |
$779 - $906
|
1.2K
$514K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-25- 0.7% |
$9.73K - $11.3K
|
3.52K
$1.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-46- 4.86% |
$17.9K - $20.8K
|
901
$385K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-5.14KClosed |
$2M - $2.33M
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
PUT |
1.5KNew |
$584K - $679K
|
1.5K
$640K
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
BUY
|
CALL |
2KNew |
$779K - $906K
|
2K
$854K
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-10- 0.32% |
$3.89K - $4.53K
|
3.08K
$1.31M
|
|
|
Jul 15, 2024
Q2 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
942New |
$367K - $427K
|
942
$402K
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
346+ 51.26% |
$135K - $157K
|
1.02K
$436K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
38.7K+ 190.14% |
$15.1M - $17.5M
|
59K
$25.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-451- 13.4% |
$176K - $204K
|
2.91K
$1.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
22+ 0.65% |
$8.57K - $9.96K
|
3.39K
$1.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
23.3KNew |
$9.06M - $10.5M
|
23.3K
$9.93M
|
|
|
Jul 11, 2024
Q2 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
565+ 16.17% |
$220K - $256K
|
4.06K
$1.73M
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-50- 1.55% |
$19.5K - $22.6K
|
3.17K
$1.35M
|
|
|
Jul 11, 2024
Q2 2024
|
Zeit Capital LLC
|
SELL
|
- |
-2K- 32.69% |
$779K - $906K
|
4.12K
$1.76M
|