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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.29K+ 22.85% |
$474K - $553K
|
6.92K
$2.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.86K- 58.8% |
$682K - $796K
|
1.3K
$555K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-9.35K- 8.48% |
$3.44M - $4.02M
|
101K
$43.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-150- 4.11% |
$55.2K - $64.4K
|
3.5K
$1.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
PUT |
600New |
$221K - $258K
|
600
$256K
|
|
|
Apr 16, 2024
Q1 2024
|
Guo Line Advisory Pte LTD
Singapore, U0 |
BUY
|
- |
11.8K+ 5.15% |
$4.34M - $5.07M
|
241K
$103M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-145- 2.5% |
$53.3K - $62.3K
|
5.65K
$2.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
2.33KNew |
$858K - $1M
|
2.33K
$996K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
475+ 3.64% |
$175K - $204K
|
13.5K
$5.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-143- 1.96% |
$52.6K - $61.4K
|
7.16K
$3.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.37K- 1.44% |
$1.97M - $2.3M
|
368K
$157M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.23K+ 16.14% |
$1.19M - $1.39M
|
23.2K
$9.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Caledonia Investments PLC
|
SELL
|
- |
-9.3K- 3.54% |
$3.42M - $3.99M
|
253K
$108M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
30.1K+ 39.24% |
$11.1M - $12.9M
|
107K
$45.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Bonness Enterprises Inc
|
SELL
|
- |
-100- 0.24% |
$36.8K - $42.9K
|
40.8K
$17.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
15.3KNew |
$5.64M - $6.58M
|
15.3K
$6.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
PUT |
1KNew |
$368K - $429K
|
1K
$427K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2.62K+ 7.52% |
$964K - $1.13M
|
37.5K
$16M
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-200- 1.32% |
$73.6K - $85.9K
|
15K
$6.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
51.2K+ 199.84% |
$18.8M - $22M
|
76.8K
$32.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
600New |
$221K - $258K
|
600
$256K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-759- 4.52% |
$279K - $326K
|
16K
$6.85M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-155- 3.74% |
$57K - $66.6K
|
3.99K
$1.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.31K- 4.53% |
$483K - $564K
|
27.7K
$11.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
651+ 183.9% |
$239K - $280K
|
1.01K
$429K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
70+ 1.0% |
$25.7K - $30.1K
|
7.09K
$3.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
312+ 0.8% |
$115K - $134K
|
39.2K
$16.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-313- 38.64% |
$115K - $134K
|
497
$212K
|
|
|
Apr 10, 2024
Q1 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
489New |
$180K - $210K
|
489
$209K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
288+ 5.66% |
$106K - $124K
|
5.38K
$2.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-863- 3.0% |
$317K - $371K
|
28K
$11.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$368 - $429
|
1.29K
$549K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-230- 26.59% |
$84.6K - $98.8K
|
635
$271K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-178- 26.61% |
$65.5K - $76.4K
|
491
$210K
|
|
| Q4 2023 | |||||||
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4+ 2.78% |
$1.25K - $1.53K
|
148
$63.2K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
117K+ 36.58% |
$36.6M - $44.7M
|
436K
$186M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-494- 2.45% |
$155K - $189K
|
19.6K
$8.38M
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
727New |
$228K - $278K
|
727
$310K
|
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
CALL |
15KNew |
$4.7M - $5.74M
|
15K
$6.4M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
85+ 1.18% |
$26.6K - $32.5K
|
7.28K
$3.11M
|
|
|
Jun 07, 2024
Q4 2023
|
Pb Cay One Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
45.5KNew |
$14.3M - $17.4M
|
45.5K
$19.4M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
12.9KNew |
$4.04M - $4.93M
|
12.9K
$5.5M
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
1.65KNew |
$517K - $631K
|
1.65K
$704K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
15.6KNew |
$4.87M - $5.95M
|
15.6K
$6.64M
|
|
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
4.4KNew |
$1.38M - $1.68M
|
4.4K
$1.88M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-758- 21.81% |
$238K - $290K
|
2.72K
$1.16M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
459+ 14.79% |
$144K - $176K
|
3.56K
$1.52M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
229New |
$71.8K - $87.6K
|
229
$97.8K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.7K+ 167.05% |
$2.41M - $2.95M
|
12.3K
$5.25M
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
586+ 45.39% |
$184K - $224K
|
1.88K
$801K
|
|