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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
63+ 0.1% |
$24.9K - $29.5K
|
61.6K
$25.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
PUT |
48.6KNew |
$19.2M - $22.7M
|
48.6K
$20.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$1.19K - $1.4K
|
2.45K
$1.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
561+ 9.04% |
$222K - $262K
|
6.77K
$2.81M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.6K+ 5.6% |
$632K - $748K
|
30.2K
$12.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
49.7K+ 1.81% |
$19.7M - $23.3M
|
2.8M
$1.16B
|
|
|
Oct 03, 2024
Q3 2024
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
5K+ 7.58% |
$1.98M - $2.34M
|
71K
$29.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Pacific Wealth Management
|
BUY
|
- |
1+ 0.13% |
$395 - $468
|
783
$325K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
18+ 0.27% |
$7.11K - $8.42K
|
6.59K
$2.73M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
742+ 2.57% |
$293K - $347K
|
29.7K
$12.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
2.45K+ 24.3% |
$967K - $1.14M
|
12.5K
$5.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.84K+ 15.33% |
$1.12M - $1.33M
|
21.4K
$8.88M
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-398- 0.57% |
$157K - $186K
|
69.6K
$28.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
204+ 2.23% |
$80.6K - $95.4K
|
9.35K
$3.88M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-277- 6.38% |
$109K - $130K
|
4.07K
$1.69M
|
|
| Q2 2024 | |||||||
|
Jan 30, 2025
Q2 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
16+ 0.12% |
$6.23K - $7.25K
|
13.5K
$5.58M
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-32- 0.18% |
$12.5K - $14.5K
|
17.8K
$7.37M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-650- 8.35% |
$253K - $294K
|
7.14K
$2.96M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.06K+ 1.86% |
$1.19M - $1.39M
|
168K
$69.7M
|
|
|
Dec 02, 2024
Q2 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
500+ 5.1% |
$195K - $226K
|
10.3K
$4.27M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11K+ 2.69% |
$4.28M - $4.98M
|
420K
$174M
|
|
|
Nov 21, 2024
Q2 2024
|
Clear Street Derivatives LLC
New York, NY |
BUY
|
- |
9.54K+ 38.28% |
$3.71M - $4.32M
|
34.4K
$14.3M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.19K+ 20.03% |
$461K - $537K
|
7.1K
$2.95M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.69K- 1.86% |
$656K - $763K
|
89K
$36.9M
|
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
471New |
$183K - $213K
|
471
$195K
|
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
130K+ 4.91% |
$50.6M - $58.8M
|
2.78M
$1.15B
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
800New |
$311K - $362K
|
800
$332K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-9K- 10.52% |
$3.5M - $4.08M
|
76.5K
$31.8M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
87+ 0.9% |
$33.9K - $39.4K
|
9.71K
$4.03M
|
|
|
Aug 30, 2024
Q2 2024
|
Pensioenfonds Rail & Ov
|
BUY
|
- |
31.7K+ 30.73% |
$12.4M - $14.4M
|
135K
$56M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
300New |
$117K - $136K
|
300
$124K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
3New |
$1.17K - $1.36K
|
3
$1.24K
|
|
|
Aug 19, 2024
Q2 2024
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-25K- 16.67% |
$9.73M - $11.3M
|
125K
$51.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-228- 22.18% |
$88.8K - $103K
|
800
$332K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
19.3KNew |
$7.51M - $8.74M
|
19.3K
$8.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
7.1K+ 308.7% |
$2.76M - $3.22M
|
9.4K
$3.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-850- 3.48% |
$331K - $385K
|
23.6K
$9.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-235- 5.99% |
$91.5K - $106K
|
3.69K
$1.53M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
3.44KNew |
$1.34M - $1.56M
|
3.44K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 38.6% |
$582K - $677K
|
2.38K
$988K
|
|
|
Aug 14, 2024
Q2 2024
|
Immersion Capital LLP
London, X0 |
SELL
|
- |
-7.3K- 26.61% |
$2.84M - $3.31M
|
20.1K
$8.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-59- 4.75% |
$23K - $26.7K
|
1.18K
$491K
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-1K- 33.33% |
$389K - $453K
|
2K
$830K
|
|
|
Aug 14, 2024
Q2 2024
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.1KNew |
$428K - $498K
|
1.1K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
CALL |
100+ 0.51% |
$38.9K - $45.3K
|
19.7K
$8.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-506- 0.68% |
$197K - $229K
|
73.5K
$30.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-437- 49.05% |
$170K - $198K
|
454
$188K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
56+ 1.22% |
$21.8K - $25.4K
|
4.64K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-172- 1.47% |
$67K - $77.9K
|
11.6K
$4.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-79- 10.14% |
$30.8K - $35.8K
|
700
$290K
|
|