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 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
26.7K+ 82.43% |
$10.4M - $12.1M
|
59K
$25.2M
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
20.1KNew |
$7.84M - $9.12M
|
20.1K
$8.6M
|
|
Aug 14, 2024
Q2 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
5.69KNew |
$2.21M - $2.57M
|
5.69K
$2.43M
|
|
Aug 14, 2024
Q2 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-37- 6.55% |
$14.4K - $16.8K
|
528
$225K
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
8+ 0.09% |
$3.11K - $3.62K
|
8.7K
$3.71M
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-105- 0.98% |
$40.9K - $47.5K
|
10.6K
$4.54M
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-22.6K- 57.02% |
$8.8M - $10.2M
|
17K
$7.28M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
736K+ 49.28% |
$287M - $333M
|
2.23M
$952M
|
|
Aug 14, 2024
Q2 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-139- 0.26% |
$54.1K - $62.9K
|
53.6K
$22.9M
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-6- 0.07% |
$2.34K - $2.72K
|
8.49K
$3.62M
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
CALL |
-2K- 28.57% |
$779K - $906K
|
5K
$2.13M
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
1.65KNew |
$642K - $747K
|
1.65K
$704K
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-1.7K- 74.97% |
$661K - $769K
|
567
$242K
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-20.2K- 9.1% |
$7.85M - $9.13M
|
202K
$86M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.14K- 3.87% |
$443K - $515K
|
28.2K
$12M
|
|
Aug 13, 2024
Q2 2024
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-2.7K- 70.92% |
$1.05M - $1.22M
|
1.11K
$472K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.55K+ 1.61% |
$2.55M - $2.97M
|
413K
$176M
|
|
Aug 13, 2024
Q2 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
4.39K+ 13.93% |
$1.71M - $1.99M
|
35.9K
$15.3M
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8.95K- 4.0% |
$3.48M - $4.05M
|
215K
$91.6M
|
|
Aug 13, 2024
Q2 2024
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
1.05K+ 41.16% |
$410K - $477K
|
3.62K
$1.54M
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-50- 1.88% |
$19.5K - $22.6K
|
2.61K
$1.11M
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-893- 0.78% |
$348K - $404K
|
114K
$48.7M
|
|
Aug 13, 2024
Q2 2024
|
Strategic Vision Investment LTD
Hong Kong, K3 |
SELL
|
- |
-32.4K- 53.43% |
$12.6M - $14.7M
|
28.3K
$12.1M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3K+ 0.52% |
$508K - $591K
|
253K
$108M
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-246- 2.77% |
$95.8K - $111K
|
8.62K
$3.68M
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.04KNew |
$1.57M - $1.83M
|
4.04K
$1.72M
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-665- 2.21% |
$259K - $301K
|
29.4K
$12.5M
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
3+ 0.2% |
$1.17K - $1.36K
|
1.48K
$630K
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-34- 0.95% |
$13.2K - $15.4K
|
3.53K
$1.51M
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-561- 3.04% |
$218K - $254K
|
17.9K
$7.64M
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.38K+ 59.48% |
$925K - $1.08M
|
6.37K
$2.72M
|
|
Aug 13, 2024
Q2 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-25- 2.59% |
$9.73K - $11.3K
|
940
$401K
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-33K- 94.2% |
$12.8M - $14.9M
|
2.03K
$868K
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-224- 6.64% |
$87.2K - $101K
|
3.15K
$1.34M
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-1.29K- 43.57% |
$504K - $586K
|
1.68K
$715K
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.17K+ 19.21% |
$456K - $530K
|
7.26K
$3.1M
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
300New |
$117K - $136K
|
300
$128K
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
2.43K+ 100.0% |
$948K - $1.1M
|
4.87K
$2.08M
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
PUT |
400New |
$156K - $181K
|
400
$171K
|
|
Aug 13, 2024
Q2 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-4.71K- 39.19% |
$1.83M - $2.13M
|
7.31K
$3.12M
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
PUT |
2.69K+ 29900.0% |
$1.05M - $1.22M
|
2.7K
$1.15M
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
230+ 0.51% |
$89.5K - $104K
|
45K
$19.2M
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6New |
$2.34K - $2.72K
|
6
$2.56K
|
|
Aug 13, 2024
Q2 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-6.15K- 16.76% |
$2.39M - $2.79M
|
30.5K
$13M
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-6- 0.07% |
$2.34K - $2.72K
|
9.1K
$3.88M
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
215+ 0.04% |
$83.7K - $97.4K
|
514K
$219M
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-16- 0.3% |
$6.23K - $7.25K
|
5.4K
$2.3M
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.52K+ 34.31% |
$1.37M - $1.59M
|
13.8K
$5.88M
|
|
Aug 13, 2024
Q2 2024
|
Center Lake Capital Management, LLC
New York, NY |
BUY
|
- |
7.5K+ 42.86% |
$2.92M - $3.4M
|
25K
$10.7M
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
8.5K+ 90.1% |
$3.31M - $3.85M
|
17.9K
$7.65M
|