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 10, 2024
Q2 2024
|
Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust
|
SELL
|
- |
-200K- 11.76% |
$77.9M - $90.6M
|
1.5M
$640M
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-70- 0.46% |
$27.3K - $31.7K
|
15K
$6.42M
|
|
Jul 10, 2024
Q2 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-25- 1.1% |
$9.73K - $11.3K
|
2.24K
$956K
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-561- 1.19% |
$218K - $254K
|
46.4K
$19.8M
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
120+ 1.88% |
$46.7K - $54.3K
|
6.49K
$2.77M
|
|
Jul 09, 2024
Q2 2024
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-10- 0.08% |
$3.89K - $4.53K
|
11.8K
$5.05M
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-1.48K- 4.17% |
$576K - $670K
|
34K
$14.5M
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
734New |
$286K - $332K
|
734
$313K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-107- 0.58% |
$41.7K - $48.5K
|
18.3K
$7.8M
|
|
Q1 2024 | |||||||
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-14- 1.3% |
$5.15K - $6.01K
|
1.06K
$453K
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-68- 3.98% |
$25K - $29.2K
|
1.64K
$700K
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-21- 1.1% |
$7.72K - $9.02K
|
1.89K
$807K
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
658+ 13.23% |
$242K - $283K
|
5.63K
$2.4M
|
|
Sep 20, 2024
Q1 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
530New |
$195K - $228K
|
530
$226K
|
|
Sep 06, 2024
Q1 2024
|
Kanen Wealth Management LLC
Coral Springs, FL |
SELL
|
- |
-12- 2.3% |
$4.41K - $5.15K
|
509
$217K
|
|
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
28KNew |
$10.3M - $12M
|
28K
$12M
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.42K- 5.59% |
$2.73M - $3.19M
|
125K
$53.5M
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
42K+ 304.2% |
$15.4M - $18M
|
55.8K
$23.8M
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
4+ 0.07% |
$1.47K - $1.72K
|
6.13K
$2.62M
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-731- 2.88% |
$269K - $314K
|
24.6K
$10.5M
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
2.81K+ 5.52% |
$1.03M - $1.21M
|
53.6K
$22.9M
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.22K+ 177.84% |
$1.55M - $1.81M
|
6.6K
$2.82M
|
|
Jun 03, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-90- 0.77% |
$33.1K - $38.6K
|
11.6K
$4.96M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6.58K- 1.64% |
$2.42M - $2.83M
|
395K
$169M
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
139+ 3.34% |
$51.1K - $59.7K
|
4.3K
$1.84M
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-78- 0.23% |
$28.7K - $33.5K
|
33.4K
$14.3M
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
663+ 3.09% |
$244K - $285K
|
22.1K
$9.45M
|
|
May 15, 2024
Q1 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
20KNew |
$7.36M - $8.59M
|
20K
$8.54M
|
|
May 15, 2024
Q1 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-139K- 98.4% |
$51.3M - $59.9M
|
2.27K
$967K
|
|
May 15, 2024
Q1 2024
|
Lakewood Capital Management, LP
New York, NY |
BUY
|
PUT |
40KNew |
$14.7M - $17.2M
|
40K
$17.1M
|
|
May 15, 2024
Q1 2024
|
Interval Partners, LP
New York, NY |
SELL
|
CALL |
-127- 67.91% |
$46.7K - $54.5K
|
60
$25.6K
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 14.99% |
$110K - $129K
|
1.7K
$727K
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
10.5K+ 98.95% |
$3.86M - $4.5M
|
21.1K
$9M
|
|
May 15, 2024
Q1 2024
|
Governors Lane LP
New York, NY |
BUY
|
- |
11.3K+ 86.92% |
$4.16M - $4.85M
|
24.3K
$10.4M
|
|
May 15, 2024
Q1 2024
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-82.1K- 2.47% |
$30.2M - $35.3M
|
3.24M
$1.38B
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
CALL |
-2.8K- 68.29% |
$1.03M - $1.2M
|
1.3K
$555K
|
|
May 15, 2024
Q1 2024
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
- |
60K+ 66.67% |
$22.1M - $25.8M
|
150K
$64M
|
|
May 15, 2024
Q1 2024
|
Wafra Inc.
New York, NY |
SELL
|
- |
-2.56K- 0.8% |
$940K - $1.1M
|
319K
$136M
|
|
May 15, 2024
Q1 2024
|
Spear Holdings Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
193KNew |
$71M - $82.9M
|
193K
$82.4M
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-21.3K- 7.47% |
$7.83M - $9.15M
|
264K
$113M
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-2.14K- 6.71% |
$788K - $920K
|
29.8K
$12.7M
|
|
May 15, 2024
Q1 2024
|
Trybe Capital Management LP
Greenwich, CT |
BUY
|
- |
23K+ 39.31% |
$8.47M - $9.89M
|
81.7K
$34.9M
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
750+ 12.4% |
$276K - $322K
|
6.8K
$2.9M
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-139- 14.69% |
$51.1K - $59.7K
|
807
$345K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
102K+ 373.36% |
$37.7M - $44M
|
130K
$55.5M
|
|
May 15, 2024
Q1 2024
|
Light Street Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-997- 2.12% |
$367K - $428K
|
46K
$19.6M
|
|
May 15, 2024
Q1 2024
|
Bornite Capital Management LP
|
SELL
|
- |
-42M- 99.76% |
$15.4B - $18B
|
100K
$42.7M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
260KNew |
$95.6M - $112M
|
260K
$111M
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
12.4KNew |
$4.56M - $5.32M
|
12.4K
$5.29M
|
|
May 15, 2024
Q1 2024
|
Chescapmanager LLC
Baltimore, MD |
SELL
|
CALL |
-100K- 50.0% |
$36.8M - $42.9M
|
100K
$42.7M
|