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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-120- 3.87% |
$46.7K - $54.3K
|
2.98K
$1.25M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
40.5KNew |
$15.8M - $18.4M
|
40.5K
$16.9M
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.45K- 0.61% |
$565K - $658K
|
238K
$99.7M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-196- 1.62% |
$76.3K - $88.8K
|
11.9K
$4.99M
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-48.6K- 3.98% |
$18.9M - $22M
|
1.17M
$490M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-223- 1.03% |
$86.8K - $101K
|
21.5K
$9M
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.03K+ 16.64% |
$402K - $468K
|
7.24K
$3.03M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.6K- 1.58% |
$11.9M - $13.9M
|
1.9M
$796M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
300New |
$117K - $136K
|
300
$125K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
241+ 1.1% |
$93.8K - $109K
|
22.2K
$9.29M
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$6.13M - $7.13M
|
15.7K
$6.58M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.56K+ 10.73% |
$608K - $707K
|
16.1K
$6.74M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-10.5K- 0.22% |
$4.08M - $4.75M
|
4.69M
$1.96B
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.4K- 4.93% |
$5.6M - $6.51M
|
277K
$116M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
20.9K+ 19.99% |
$8.15M - $9.48M
|
126K
$52.6M
|
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-2.08K- 2.82% |
$811K - $944K
|
71.7K
$30M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
3New |
$1.17K - $1.36K
|
3
$1.25K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
28.7K+ 4.53% |
$11.2M - $13M
|
663K
$277M
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
76+ 0.62% |
$29.6K - $34.4K
|
12.4K
$5.18M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.02K- 0.88% |
$398K - $462K
|
116K
$48.3M
|
|
|
Aug 19, 2024
Q2 2024
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-25K- 16.67% |
$9.73M - $11.3M
|
125K
$52.3M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.92K+ 14.27% |
$748K - $869K
|
15.4K
$6.43M
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.34K- 1.47% |
$520K - $605K
|
89.3K
$37.3M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.13K+ 28.33% |
$1.22M - $1.42M
|
14.2K
$5.93M
|
|
|
Aug 16, 2024
Q2 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-11K- 3.01% |
$4.29M - $4.99M
|
355K
$148M
|
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
SELL
|
- |
-3.7K- 5.05% |
$1.44M - $1.67M
|
69.6K
$29.1M
|
|
|
Aug 16, 2024
Q2 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-2.15K- 34.66% |
$838K - $975K
|
4.06K
$1.7M
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-13- 0.19% |
$5.06K - $5.89K
|
6.94K
$2.9M
|
|
|
Aug 16, 2024
Q2 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-3.46K- 18.9% |
$1.35M - $1.57M
|
14.8K
$6.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
3.99KNew |
$1.55M - $1.81M
|
3.99K
$1.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-43- 0.34% |
$16.7K - $19.5K
|
12.5K
$5.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-228- 22.18% |
$88.8K - $103K
|
800
$334K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-25.7K- 1.3% |
$9.99M - $11.6M
|
1.95M
$815M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
19.3KNew |
$7.51M - $8.74M
|
19.3K
$8.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
71+ 0.41% |
$27.6K - $32.2K
|
17.5K
$7.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
294+ 18.92% |
$114K - $133K
|
1.85K
$772K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-79- 2.96% |
$30.8K - $35.8K
|
2.59K
$1.08M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-18- 1.14% |
$7.01K - $8.15K
|
1.56K
$651K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-2.09K- 3.74% |
$813K - $946K
|
53.8K
$22.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
3.15K+ 12.49% |
$1.23M - $1.43M
|
28.4K
$11.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
204+ 3.91% |
$79.4K - $92.4K
|
5.42K
$2.26M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-126- 0.37% |
$49.1K - $57.1K
|
34K
$14.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-288- 1.13% |
$112K - $130K
|
25.3K
$10.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-509- 34.74% |
$198K - $231K
|
956
$400K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.35K+ 12.97% |
$1.31M - $1.52M
|
29.2K
$12.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-171- 0.6% |
$66.6K - $77.4K
|
28.1K
$11.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-10- 0.47% |
$3.89K - $4.53K
|
2.1K
$877K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.54M- 52.74% |
$989M - $1.15B
|
2.28M
$951M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
1.69M+ 12.6% |
$656M - $763M
|
15.1M
$6.3B
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-141- 0.46% |
$54.9K - $63.9K
|
30.5K
$12.7M
|