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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-1.24K- 40.77% |
$457K - $533K
|
1.8K
$770K
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
579+ 33.26% |
$213K - $249K
|
2.32K
$990K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-3- 0.17% |
$1.1K - $1.29K
|
1.8K
$769K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
31.7K+ 238.45% |
$11.7M - $13.6M
|
45K
$19.2M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
396+ 1.87% |
$146K - $170K
|
21.6K
$9.22M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-30- 0.41% |
$11K - $12.9K
|
7.25K
$3.09M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-615K- 4.28% |
$226M - $264M
|
13.8M
$5.87B
|
|
|
May 10, 2024
Q1 2024
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-18.6K- 35.19% |
$6.85M - $8M
|
34.3K
$14.6M
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
5.21KNew |
$1.92M - $2.24M
|
5.21K
$2.22M
|
|
|
May 09, 2024
Q1 2024
|
Long Walk Management LP
|
BUY
|
- |
1K+ 3.45% |
$368K - $429K
|
30K
$12.8M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
10.9KNew |
$4.01M - $4.68M
|
10.9K
$4.65M
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.1KNew |
$406K - $474K
|
1.1K
$471K
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
10+ 1.05% |
$3.68K - $4.29K
|
965
$412K
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Cayman LP
|
SELL
|
PUT |
-30.4K- 87.69% |
$11.2M - $13M
|
4.26K
$1.82M
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
909New |
$334K - $390K
|
909
$388K
|
|
|
May 08, 2024
Q1 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
170+ 27.64% |
$62.5K - $73K
|
785
$335K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-74- 3.59% |
$27.2K - $31.8K
|
1.99K
$847K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
CALL |
4.2KNew |
$1.54M - $1.8M
|
4.2K
$1.79M
|
|
|
May 08, 2024
Q1 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-36- 0.01% |
$13.2K - $15.5K
|
569K
$243M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
PUT |
3.6KNew |
$1.32M - $1.55M
|
3.6K
$1.54M
|
|
|
May 08, 2024
Q1 2024
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
SELL
|
- |
-1.17K- 5.75% |
$431K - $503K
|
19.2K
$8.19M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
PUT |
500New |
$184K - $215K
|
500
$213K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
8.23KNew |
$3.03M - $3.54M
|
8.23K
$3.51M
|
|
|
May 08, 2024
Q1 2024
|
Summit Rock Advisors, LP
|
BUY
|
- |
14.1KNew |
$5.17M - $6.03M
|
14.1K
$6M
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
500+ 24.11% |
$184K - $215K
|
2.57K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-25- 1.5% |
$9.19K - $10.7K
|
1.64K
$701K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
566+ 12.67% |
$208K - $243K
|
5.03K
$2.15M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
237+ 0.16% |
$87.2K - $102K
|
149K
$63.8M
|
|
|
May 07, 2024
Q1 2024
|
Paradice Investment Management LLC
|
BUY
|
- |
229+ 25.93% |
$84.2K - $98.3K
|
1.11K
$475K
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
302+ 8.58% |
$111K - $130K
|
3.82K
$1.63M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
PUT |
-7- 20.59% |
$2.57K - $3.01K
|
27
$11.5K
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
854New |
$314K - $367K
|
854
$365K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
274New |
$101K - $118K
|
274
$117K
|
|
|
May 06, 2024
Q1 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-13.8K- 18.6% |
$5.07M - $5.93M
|
60.4K
$25.8M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
5.24KNew |
$1.93M - $2.25M
|
5.24K
$2.23M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
38.6KNew |
$14.2M - $16.6M
|
38.6K
$16.5M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-175- 2.08% |
$64.4K - $75.1K
|
8.25K
$3.52M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-9.62K- 38.57% |
$3.54M - $4.13M
|
15.3K
$6.54M
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-566- 56.83% |
$208K - $243K
|
430
$184K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-109- 0.41% |
$40.1K - $46.8K
|
26.3K
$11.2M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.38K- 8.52% |
$507K - $592K
|
14.8K
$6.32M
|
|
|
May 03, 2024
Q1 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
1.38KNew |
$508K - $593K
|
1.38K
$590K
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
532New |
$196K - $228K
|
532
$227K
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
87+ 10.26% |
$32K - $37.4K
|
935
$399K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-5- 0.79% |
$1.84K - $2.15K
|
625
$267K
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-809- 34.47% |
$298K - $347K
|
1.54K
$657K
|
|
|
May 02, 2024
Q1 2024
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-3K- 2.45% |
$1.1M - $1.29M
|
120K
$51M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
829New |
$305K - $356K
|
829
$354K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
36+ 1.6% |
$13.2K - $15.5K
|
2.28K
$973K
|
|
|
May 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-1K- 3.06% |
$368K - $429K
|
31.7K
$13.5M
|