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 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-5.44K- 26.23% |
$1.21M - $1.57M
|
15.3K
$5.75M
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-951- 2.86% |
$211K - $274K
|
32.3K
$12.1M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
196+ 1.95% |
$43.6K - $56.5K
|
10.2K
$3.84M
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
PUT |
1.8KNew |
$400K - $519K
|
1.8K
$676K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.8K- 0.52% |
$400K - $519K
|
343K
$129M
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-179- 1.79% |
$39.8K - $51.6K
|
9.84K
$3.69M
|
|
Q4 2022 | |||||||
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.86K- 4.86% |
$398K - $478K
|
36.4K
$13.7M
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
CALL |
100New |
$21.4K - $25.7K
|
100
$37.5K
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-9K- 16.11% |
$1.93M - $2.31M
|
46.9K
$17.6M
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
6.16KNew |
$1.32M - $1.59M
|
6.16K
$2.31M
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.51KNew |
$1.39M - $1.67M
|
6.51K
$2.44M
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
1.37K+ 7.24% |
$293K - $351K
|
20.2K
$7.6M
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
9+ 13.43% |
$1.93K - $2.31K
|
76
$28.5K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-210- 3.13% |
$45K - $54K
|
6.51K
$2.44M
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
5.02K+ 1.17% |
$1.07M - $1.29M
|
432K
$162M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
9.49K+ 13.66% |
$2.03M - $2.44M
|
78.9K
$29.6M
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.2K+ 4.98% |
$257K - $309K
|
25.3K
$9.49M
|
|
Feb 14, 2023
Q4 2022
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-48.2K- 92.14% |
$10.3M - $12.4M
|
4.11K
$1.54M
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
992New |
$213K - $255K
|
992
$372K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.27K- 3.83% |
$700K - $841K
|
82.1K
$30.8M
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
PUT |
1.1K+ 45.83% |
$236K - $283K
|
3.5K
$1.31M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.47K+ 10.61% |
$314K - $377K
|
15.3K
$5.73M
|
|
Feb 14, 2023
Q4 2022
|
Breakline Capital LLC
New York, NY |
SELL
|
- |
-4.42K- 26.64% |
$947K - $1.14M
|
12.2K
$4.57M
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
PUT |
1+ 0.76% |
$214 - $257
|
133
$49.9K
|
|
Feb 14, 2023
Q4 2022
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-500- 2.16% |
$107K - $129K
|
22.6K
$8.48M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
77.2MNew |
$16.5B - $19.9B
|
77.2M
$29B
|
|
Feb 14, 2023
Q4 2022
|
Precept Management LLC
Dallas, TX |
BUY
|
PUT |
30KNew |
$6.43M - $7.72M
|
30K
$11.3M
|
|
Feb 14, 2023
Q4 2022
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
SELL
|
- |
-30.8K- 29.59% |
$6.6M - $7.92M
|
73.3K
$27.5M
|
|
Feb 14, 2023
Q4 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
389+ 42.42% |
$83.3K - $100K
|
1.31K
$490K
|
|
Feb 14, 2023
Q4 2022
|
Incline Global Management LLC
New York, NY |
BUY
|
- |
18.3KNew |
$3.92M - $4.71M
|
18.3K
$6.87M
|
|
Feb 14, 2023
Q4 2022
|
Arbiter Partners Capital Management LLC
New York, NY |
BUY
|
- |
1.85KNew |
$397K - $476K
|
1.85K
$695K
|
|
Feb 14, 2023
Q4 2022
|
Snowhook Capital Management LP
New York, NY |
SELL
|
- |
-60.3K- 52.34% |
$12.9M - $15.5M
|
54.9K
$20.6M
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
93+ 0.17% |
$19.9K - $23.9K
|
55.9K
$21M
|
|
Feb 14, 2023
Q4 2022
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
SELL
|
- |
-33.7K- 8.89% |
$7.21M - $8.66M
|
345K
$129M
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
SELL
|
- |
-7.23K- 51.09% |
$1.55M - $1.86M
|
6.92K
$2.6M
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
1.1KNew |
$235K - $282K
|
1.1K
$411K
|
|
Feb 14, 2023
Q4 2022
|
Islet Management, LP
New York, NY |
BUY
|
- |
7KNew |
$1.5M - $1.8M
|
7K
$2.63M
|
|
Feb 14, 2023
Q4 2022
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
PUT |
35KNew |
$7.5M - $9M
|
35K
$13.1M
|
|
Feb 14, 2023
Q4 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
CALL |
428KNew |
$91.6M - $110M
|
428K
$160M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
293KNew |
$62.7M - $75.3M
|
293K
$110M
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
10.1KNew |
$2.17M - $2.61M
|
10.1K
$3.81M
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
2.08KNew |
$445K - $534K
|
2.08K
$780K
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.14M- 99.58% |
$459M - $551M
|
8.97K
$3.37M
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-109- 1.65% |
$23.4K - $28K
|
6.48K
$2.43M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.14K- 0.26% |
$459K - $551K
|
835K
$314M
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-171- 3.89% |
$36.6K - $44K
|
4.22K
$1.58M
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.97% |
$1.29K - $1.54K
|
614
$230K
|
|
Feb 13, 2023
Q4 2022
|
Polus Capital Management LTD
London, X0 |
BUY
|
- |
9.5KNew |
$2.04M - $2.44M
|
9.5K
$3.57M
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-46- 0.94% |
$9.86K - $11.8K
|
4.85K
$1.82M
|
|
Feb 13, 2023
Q4 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
1K+ 20.0% |
$214K - $257K
|
6K
$2.25M
|