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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-3K- 2.45% |
$1.1M - $1.29M
|
120K
$49.6M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
829New |
$305K - $356K
|
829
$344K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
36+ 1.6% |
$13.2K - $15.5K
|
2.28K
$946K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
29.5KNew |
$10.8M - $12.7M
|
29.5K
$12.2M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
668New |
$246K - $287K
|
668
$277K
|
|
|
May 01, 2024
Q1 2024
|
Pictet Bank & Trust LTD
|
BUY
|
PUT |
964New |
$355K - $414K
|
964
$400K
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-451- 17.7% |
$166K - $194K
|
2.1K
$870K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.72K+ 3.23% |
$2.47M - $2.89M
|
215K
$89.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
385New |
$142K - $165K
|
385
$160K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-278- 2.25% |
$102K - $119K
|
12.1K
$5.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-498- 1.01% |
$183K - $214K
|
49K
$20.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
287+ 6.49% |
$106K - $123K
|
4.71K
$1.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-33- 5.38% |
$12.1K - $14.2K
|
580
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
110+ 0.37% |
$40.5K - $47.2K
|
30.1K
$12.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
1.05KNew |
$386K - $451K
|
1.05K
$436K
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.22K- 50.0% |
$1.55M - $1.81M
|
4.22K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-672- 4.55% |
$247K - $289K
|
14.1K
$5.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-287- 2.96% |
$106K - $123K
|
9.4K
$3.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Barton Investment Management
|
SELL
|
- |
-440- 1.65% |
$162K - $189K
|
26.2K
$10.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
190New |
$69.9K - $81.6K
|
190
$78.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-534- 11.07% |
$196K - $229K
|
4.29K
$1.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
293+ 2.23% |
$108K - $126K
|
13.4K
$5.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-948- 3.3% |
$349K - $407K
|
27.8K
$11.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-96- 1.06% |
$35.3K - $41.2K
|
8.96K
$3.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Focused Investors Fund L P
Los Angeles, CA |
BUY
|
- |
482KNew |
$177M - $207M
|
482K
$200M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-745- 10.3% |
$274K - $320K
|
6.49K
$2.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Af Advisors, Inc.
|
BUY
|
- |
494New |
$182K - $212K
|
494
$205K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
CALL |
2KNew |
$736K - $859K
|
2K
$830K
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-10- 6.67% |
$3.68K - $4.29K
|
140
$58.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-99- 0.16% |
$36.4K - $42.5K
|
60.3K
$25M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-7- 0.2% |
$2.57K - $3.01K
|
3.5K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-445- 23.81% |
$164K - $191K
|
1.42K
$591K
|
|
|
Apr 24, 2024
Q1 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-403- 20.17% |
$148K - $173K
|
1.6K
$662K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
39+ 0.4% |
$14.3K - $16.7K
|
9.72K
$4.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-5- 0.2% |
$1.84K - $2.15K
|
2.54K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$368 - $429
|
2.57K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
133+ 1.82% |
$48.9K - $57.1K
|
7.44K
$3.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-6.55K- 21.18% |
$2.41M - $2.81M
|
24.4K
$10.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.71K+ 73.56% |
$628K - $733K
|
4.03K
$1.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
2.4K+ 66.67% |
$883K - $1.03M
|
6K
$2.49M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
66.1KNew |
$24.3M - $28.4M
|
66.1K
$27.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.86K- 58.8% |
$682K - $796K
|
1.3K
$539K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-9.35K- 8.48% |
$3.44M - $4.02M
|
101K
$41.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
PUT |
600New |
$221K - $258K
|
600
$249K
|
|
|
Apr 16, 2024
Q1 2024
|
Guo Line Advisory Pte LTD
Singapore, U0 |
BUY
|
- |
11.8K+ 5.15% |
$4.34M - $5.07M
|
241K
$100M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-145- 2.5% |
$53.3K - $62.3K
|
5.65K
$2.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
2.33KNew |
$858K - $1M
|
2.33K
$969K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
475+ 3.64% |
$175K - $204K
|
13.5K
$5.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-143- 1.96% |
$52.6K - $61.4K
|
7.16K
$2.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.37K- 1.44% |
$1.97M - $2.3M
|
368K
$153M
|