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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-49- 0.66% |
$19.1K - $22.2K
|
7.36K
$3.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-47- 2.01% |
$18.3K - $21.3K
|
2.29K
$951K
|
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
19.9KNew |
$7.74M - $9.01M
|
19.9K
$8.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
400+ 44.64% |
$156K - $181K
|
1.3K
$538K
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3- 0.13% |
$1.17K - $1.36K
|
2.32K
$961K
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-54- 10.65% |
$21K - $24.5K
|
453
$188K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
167New |
$65K - $75.6K
|
167
$69.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-888- 1.76% |
$346K - $402K
|
49.7K
$20.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
942+ 61.93% |
$367K - $427K
|
2.46K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-360- 1.64% |
$140K - $163K
|
21.6K
$8.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
200New |
$77.9K - $90.6K
|
200
$83K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
51+ 1.03% |
$19.9K - $23.1K
|
4.99K
$2.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-197- 6.89% |
$76.7K - $89.2K
|
2.66K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
283+ 0.77% |
$110K - $128K
|
37.2K
$15.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
818New |
$318K - $370K
|
818
$339K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-119- 85.61% |
$46.3K - $53.9K
|
20
$8.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.37% |
$401K - $466K
|
18.2K
$7.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-20- 3.66% |
$7.79K - $9.06K
|
527
$219K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
7New |
$2.73K - $3.17K
|
7
$2.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-1.14K- 0.41% |
$442K - $514K
|
275K
$114M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Island Capital LLC
|
SELL
|
- |
-194- 0.46% |
$75.5K - $87.9K
|
42.1K
$17.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
173+ 12.81% |
$67.4K - $78.3K
|
1.52K
$632K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
41+ 0.34% |
$16K - $18.6K
|
12K
$4.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
21.3K+ 22.47% |
$8.28M - $9.63M
|
116K
$48.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Wt Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-156K- 75.05% |
$60.6M - $70.4M
|
51.7K
$21.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
300New |
$117K - $136K
|
300
$124K
|
|
|
Jul 24, 2024
Q2 2024
|
Marks Wealth, LLC
|
BUY
|
- |
2.7KNew |
$1.05M - $1.22M
|
2.7K
$1.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1- 0.04% |
$389 - $453
|
2.31K
$959K
|
|
|
Jul 23, 2024
Q2 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-164- 1.1% |
$63.9K - $74.3K
|
14.8K
$6.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
52New |
$20.2K - $23.5K
|
52
$21.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Hillman CO
|
SELL
|
- |
-23.2K- 29.2% |
$9.04M - $10.5M
|
56.3K
$23.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-421- 0.56% |
$164K - $191K
|
75.4K
$31.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
PUT |
-100- 1.3% |
$38.9K - $45.3K
|
7.6K
$3.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-23- 3.93% |
$8.95K - $10.4K
|
562
$233K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-272- 3.62% |
$106K - $123K
|
7.24K
$3M
|
|
|
Jul 22, 2024
Q2 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-5- 0.92% |
$1.95K - $2.26K
|
540
$224K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-106- 2.42% |
$41.3K - $48K
|
4.27K
$1.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
14+ 1.56% |
$5.45K - $6.34K
|
913
$379K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
542New |
$211K - $245K
|
542
$225K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-6.39K- 3.98% |
$2.49M - $2.89M
|
154K
$64M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-63.6K- 8.74% |
$24.8M - $28.8M
|
664K
$275M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
PUT |
-4.8K- 57.14% |
$1.87M - $2.17M
|
3.6K
$1.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
22.8KNew |
$8.87M - $10.3M
|
22.8K
$9.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-50- 8.7% |
$19.5K - $22.6K
|
525
$218K
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
305+ 1.81% |
$119K - $138K
|
17.2K
$7.12M
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-13.5K- 2.95% |
$5.26M - $6.12M
|
445K
$185M
|
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.05% |
$389 - $453
|
1.85K
$766K
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
761New |
$296K - $345K
|
761
$316K
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-76- 9.45% |
$29.6K - $34.4K
|
728
$302K
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
351+ 41.69% |
$137K - $159K
|
1.19K
$495K
|