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 10, 2023
Q1 2023
|
Strategic Vision Investment LTD
Hong Kong, K3 |
BUY
|
CALL |
130KNew |
$28.9M - $37.5M
|
130K
$54.6M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
184+ 6.78% |
$40.9K - $53K
|
2.9K
$1.22M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-231- 5.66% |
$51.4K - $66.6K
|
3.85K
$1.62M
|
|
|
May 09, 2023
Q1 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
8.3KNew |
$1.85M - $2.39M
|
8.3K
$3.49M
|
|
|
May 09, 2023
Q1 2023
|
Central Securities Corp
New York, NY |
SELL
|
- |
-10K- 11.11% |
$2.22M - $2.88M
|
80K
$33.6M
|
|
|
May 09, 2023
Q1 2023
|
Beddow Capital Management Inc
|
BUY
|
- |
775New |
$172K - $223K
|
775
$326K
|
|
|
May 09, 2023
Q1 2023
|
Ar Asset Management Inc
|
BUY
|
- |
5.06K+ 26.33% |
$1.12M - $1.46M
|
24.3K
$10.2M
|
|
|
May 08, 2023
Q1 2023
|
Boxwood Ventures, Inc.
|
SELL
|
- |
-3.42K- 14.95% |
$761K - $987K
|
19.5K
$8.18M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
553New |
$123K - $159K
|
553
$232K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
50KNew |
$11.1M - $14.4M
|
50K
$21M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-100- 2.18% |
$22.2K - $28.8K
|
4.49K
$1.89M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
24.4K+ 80.44% |
$5.42M - $7.03M
|
54.7K
$23M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
36+ 1.99% |
$8K - $10.4K
|
1.85K
$775K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-275- 0.79% |
$61.1K - $79.3K
|
34.4K
$14.5M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-346- 4.95% |
$76.9K - $99.8K
|
6.64K
$2.79M
|
|
|
May 03, 2023
Q1 2023
|
Fithian, LLC
New York, NY |
BUY
|
- |
1+ 0.09% |
$222 - $288
|
1.09K
$456K
|
|
|
May 03, 2023
Q1 2023
|
Barnett & Company, Inc.
|
BUY
|
- |
1.26KNew |
$279K - $362K
|
1.26K
$527K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
PUT |
3.5KNew |
$778K - $1.01M
|
3.5K
$1.47M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
772+ 9.25% |
$172K - $223K
|
9.12K
$3.83M
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-282- 4.62% |
$62.7K - $81.3K
|
5.83K
$2.45M
|
|
|
May 01, 2023
Q1 2023
|
Hickory Lane Capital Management LP
New York, NY |
SELL
|
- |
-3.75K- 16.48% |
$834K - $1.08M
|
19K
$7.98M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
PUT |
400+ 100.0% |
$88.9K - $115K
|
800
$336K
|
|
|
May 01, 2023
Q1 2023
|
Lane Generational LLC
|
SELL
|
- |
-662- 3.66% |
$147K - $191K
|
17.4K
$7.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
8.9KNew |
$1.98M - $2.57M
|
8.9K
$3.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-1.9K- 95.0% |
$422K - $548K
|
100
$42K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
1.02KNew |
$226K - $293K
|
1.02K
$427K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-240- 0.54% |
$53.4K - $69.2K
|
44.5K
$18.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Reinhart Partners, Inc.
|
SELL
|
- |
-290- 24.37% |
$64.5K - $83.6K
|
900
$378K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
50New |
$11.1K - $14.4K
|
50
$21K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
3.3KNew |
$734K - $951K
|
3.3K
$1.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
14+ 0.07% |
$3.11K - $4.04K
|
21.1K
$8.89M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
14.4KNew |
$3.2M - $4.15M
|
14.4K
$6.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-183- 1.68% |
$40.7K - $52.8K
|
10.7K
$4.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
PUT |
100New |
$22.2K - $28.8K
|
100
$42K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-528- 0.26% |
$117K - $152K
|
201K
$84.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-8- 0.07% |
$1.78K - $2.31K
|
11.8K
$4.97M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-57- 0.77% |
$12.7K - $16.4K
|
7.34K
$3.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-698- 47.97% |
$155K - $201K
|
757
$318K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-928- 5.24% |
$206K - $268K
|
16.8K
$7.05M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-261- 6.24% |
$58K - $75.2K
|
3.92K
$1.65M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-5.44K- 26.23% |
$1.21M - $1.57M
|
15.3K
$6.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-951- 2.86% |
$211K - $274K
|
32.3K
$13.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
196+ 1.95% |
$43.6K - $56.5K
|
10.2K
$4.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
PUT |
1.8KNew |
$400K - $519K
|
1.8K
$756K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.8K- 0.52% |
$400K - $519K
|
343K
$144M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-179- 1.79% |
$39.8K - $51.6K
|
9.84K
$4.14M
|
|
| Q4 2022 | |||||||
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
CALL |
100New |
$21.4K - $25.7K
|
100
$42K
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-9K- 16.11% |
$1.93M - $2.31M
|
46.9K
$19.7M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
6.16KNew |
$1.32M - $1.59M
|
6.16K
$2.59M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.51KNew |
$1.39M - $1.67M
|
6.51K
$2.73M
|
|