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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-2.49K- 24.36% |
$778K - $896K
|
7.74K
$3.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-629- 6.8% |
$196K - $226K
|
8.62K
$3.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
744+ 12.87% |
$232K - $267K
|
6.53K
$2.54M
|
|
|
Nov 02, 2023
Q3 2023
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-7.5K- 42.86% |
$2.34M - $2.7M
|
10K
$3.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
57.7KNew |
$18M - $20.7M
|
57.7K
$22.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-5.51K- 27.66% |
$1.72M - $1.98M
|
14.4K
$5.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
1.19K+ 19.42% |
$371K - $428K
|
7.32K
$2.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-25- 0.31% |
$7.8K - $8.99K
|
7.93K
$3.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
296+ 4.97% |
$92.4K - $106K
|
6.25K
$2.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
4KNew |
$1.25M - $1.44M
|
4K
$1.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Lattice Capital Management, LLC
|
BUY
|
- |
27.7K+ 165.79% |
$8.65M - $9.96M
|
44.4K
$17.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-332- 11.83% |
$104K - $119K
|
2.48K
$962K
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.18KNew |
$369K - $425K
|
1.18K
$459K
|
|
|
Oct 27, 2023
Q3 2023
|
Valliance Asset Management LTD
|
BUY
|
- |
3.2KNew |
$999K - $1.15M
|
3.2K
$1.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
391+ 0.67% |
$122K - $141K
|
59K
$22.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-100- 2.42% |
$31.2K - $35.9K
|
4.03K
$1.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-93.2K- 90.14% |
$29.1M - $33.5M
|
10.2K
$3.96M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-9.09K- 15.17% |
$2.84M - $3.27M
|
50.8K
$19.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
16.3K+ 4.56% |
$5.08M - $5.85M
|
373K
$145M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-1.34K- 0.78% |
$417K - $481K
|
169K
$65.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-3.59K- 73.35% |
$1.12M - $1.29M
|
1.31K
$507K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
960+ 10.99% |
$300K - $345K
|
9.7K
$3.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-871- 7.18% |
$272K - $313K
|
11.3K
$4.38M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
74+ 0.72% |
$23.1K - $26.6K
|
10.4K
$4.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-155- 0.69% |
$48.4K - $55.7K
|
22.4K
$8.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
PUT |
-500- 38.46% |
$156K - $180K
|
800
$311K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
19+ 0.06% |
$5.93K - $6.83K
|
31.4K
$12.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-14.4K- 16.51% |
$4.49M - $5.17M
|
72.7K
$28.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
35+ 0.92% |
$10.9K - $12.6K
|
3.84K
$1.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-12.2K- 10.52% |
$3.81M - $4.38M
|
104K
$40.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Sturgeon Ventures LLP
|
SELL
|
- |
-2.9K- 13.03% |
$905K - $1.04M
|
19.3K
$7.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.69K- 3.82% |
$839K - $967K
|
67.7K
$26.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Prospect Hill Management, LLC
|
BUY
|
- |
750New |
$234K - $270K
|
750
$291K
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-8- 0.18% |
$2.5K - $2.88K
|
4.56K
$1.77M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
925+ 107.06% |
$289K - $333K
|
1.79K
$695K
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
239+ 2.03% |
$74.6K - $85.9K
|
12K
$4.67M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
CALL |
1KNew |
$312K - $359K
|
1K
$389K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
12.6KNew |
$3.92M - $4.52M
|
12.6K
$4.88M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.26K+ 8.3% |
$393K - $452K
|
16.4K
$6.38M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
21.3K+ 22.07% |
$6.64M - $7.64M
|
118K
$45.7M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
35+ 5.2% |
$10.9K - $12.6K
|
708
$275K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-4.08K- 19.57% |
$1.27M - $1.47M
|
16.7K
$6.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Schwab Charitable Fund
|
BUY
|
- |
849New |
$265K - $305K
|
849
$330K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.8K- 24.34% |
$562K - $647K
|
5.6K
$2.18M
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.88K+ 18.99% |
$792K - $1M
|
18K
$7M
|
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
45+ 3.81% |
$12.4K - $15.7K
|
1.23K
$476K
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-15.2K- 14.82% |
$4.18M - $5.28M
|
87.2K
$33.9M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-282K- 19.26% |
$77.6M - $98M
|
1.18M
$459M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
CALL |
2KNew |
$551K - $696K
|
2K
$777K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
14.6KNew |
$4.03M - $5.09M
|
14.6K
$5.68M
|
|