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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
CALL |
200New |
$42.9K - $51.4K
|
200
$83K
|
|
|
Feb 07, 2023
Q4 2022
|
Granite Point Capital Management, L.P.
|
SELL
|
- |
-2K- 25.0% |
$429K - $514K
|
6K
$2.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
811+ 0.79% |
$174K - $209K
|
103K
$42.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
363+ 21.22% |
$77.8K - $93.4K
|
2.07K
$861K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-3.7K- 1.42% |
$792K - $951K
|
256K
$106M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-12.3K- 29.88% |
$2.63M - $3.15M
|
28.8K
$11.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.39K- 2.35% |
$1.58M - $1.9M
|
308K
$128M
|
|
|
Feb 06, 2023
Q4 2022
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-1- 0.16% |
$214 - $257
|
611
$254K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
CALL |
100New |
$21.4K - $25.7K
|
100
$41.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Pariax, LLC
|
BUY
|
- |
11.1KNew |
$2.37M - $2.85M
|
11.1K
$4.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-736- 1.98% |
$158K - $189K
|
36.5K
$15.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
6.16KNew |
$1.32M - $1.59M
|
6.16K
$2.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
63+ 0.86% |
$13.5K - $16.2K
|
7.37K
$3.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
CALL |
200New |
$42.9K - $51.4K
|
200
$83K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-7.58K- 4.46% |
$1.62M - $1.95M
|
162K
$67.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
BUY
|
- |
10+ 0.1% |
$2.14K - $2.57K
|
9.62K
$3.99M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4.12KNew |
$882K - $1.06M
|
4.12K
$1.71M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-4.52K- 5.25% |
$968K - $1.16M
|
81.6K
$33.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-290- 1.11% |
$62.1K - $74.6K
|
25.8K
$10.7M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-4.66K- 7.88% |
$998K - $1.2M
|
54.4K
$22.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
325+ 0.55% |
$69.6K - $83.6K
|
59.9K
$24.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
1.33KNew |
$284K - $341K
|
1.33K
$551K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
8.99K+ 10.95% |
$1.93M - $2.31M
|
91.1K
$37.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
284+ 5.12% |
$60.8K - $73.1K
|
5.84K
$2.42M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
25.4K+ 638.12% |
$5.44M - $6.53M
|
29.4K
$12.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
22+ 0.06% |
$4.71K - $5.66K
|
36.1K
$15M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-125- 2.11% |
$26.8K - $32.2K
|
5.81K
$2.41M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.09K- 3.09% |
$234K - $281K
|
34.2K
$14.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-201- 3.24% |
$43.1K - $51.7K
|
6K
$2.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-3.4K- 0.45% |
$729K - $875K
|
748K
$310M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
4.3KNew |
$921K - $1.11M
|
4.3K
$1.78M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
374+ 3.73% |
$80.1K - $96.2K
|
10.4K
$4.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
756+ 22.02% |
$162K - $194K
|
4.19K
$1.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
94.2K+ 10.49% |
$20.2M - $24.2M
|
992K
$412M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
845+ 10.39% |
$181K - $217K
|
8.98K
$3.73M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
293+ 10.47% |
$62.8K - $75.4K
|
3.09K
$1.28M
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-366- 27.77% |
$78.4K - $94.1K
|
952
$395K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.44K- 0.18% |
$308K - $370K
|
805K
$334M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
3.4K+ 57.63% |
$728K - $875K
|
9.3K
$3.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Green Alpha Advisors, LLC
|
BUY
|
- |
3.91KNew |
$838K - $1.01M
|
3.91K
$1.62M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-508- 5.4% |
$109K - $131K
|
8.9K
$3.69M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
31+ 2.32% |
$6.64K - $7.97K
|
1.37K
$568K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-33- 0.7% |
$7.07K - $8.49K
|
4.7K
$1.95M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
665New |
$142K - $171K
|
665
$276K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
13K+ 545.76% |
$3.03M - $3.82M
|
15.4K
$6.38M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
64.8K+ 42.49% |
$15.1M - $19M
|
217K
$90.2M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
68+ 0.72% |
$15.8K - $20K
|
9.56K
$3.97M
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-7.09K- 35.91% |
$1.65M - $2.08M
|
12.6K
$5.25M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.92K- 0.65% |
$1.15M - $1.44M
|
746K
$310M
|
|
|
Nov 29, 2022
Q3 2022
|
Salem Capital Management Inc
|
SELL
|
- |
-341- 0.89% |
$79.4K - $100K
|
38.1K
$15.8M
|
|