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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-69.2K- 15.58% |
$21.7M - $26.5M
|
375K
$166M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
119New |
$37.3K - $45.5K
|
119
$52.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
5.66KNew |
$1.77M - $2.17M
|
5.66K
$2.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.8K+ 2.97% |
$2.13M - $2.6M
|
235K
$104M
|
|
|
Jan 29, 2024
Q4 2023
|
Westwood Management Corp
|
SELL
|
- |
-175K- 68.65% |
$54.7M - $66.8M
|
79.7K
$35.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.13K+ 6.55% |
$355K - $434K
|
18.5K
$8.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
8+ 0.17% |
$2.51K - $3.06K
|
4.74K
$2.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
784New |
$246K - $300K
|
784
$347K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
PUT |
600New |
$188K - $230K
|
600
$265K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-250- 3.11% |
$78.3K - $95.7K
|
7.78K
$3.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-4.8K- 15.8% |
$1.5M - $1.84M
|
25.6K
$11.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-13.8K- 15.92% |
$4.32M - $5.28M
|
72.8K
$32.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-25- 32.47% |
$7.83K - $9.57K
|
52
$23K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-1.44K- 41.88% |
$450K - $550K
|
1.99K
$882K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-875- 21.1% |
$274K - $335K
|
3.27K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Canal Insurance CO
|
SELL
|
- |
-2K- 3.1% |
$627K - $765K
|
62.5K
$27.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-165- 0.91% |
$51.7K - $63.1K
|
18K
$7.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1+ 0.11% |
$313 - $383
|
920
$407K
|
|
|
Jan 23, 2024
Q4 2023
|
Galibier Capital Management Ltd.
|
BUY
|
- |
58+ 2.9% |
$18.2K - $22.2K
|
2.06K
$910K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.11K- 10.09% |
$348K - $425K
|
9.89K
$4.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
PUT |
1.4K+ 77.78% |
$439K - $536K
|
3.2K
$1.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-190- 0.97% |
$59.5K - $72.7K
|
19.5K
$8.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
540New |
$169K - $207K
|
540
$239K
|
|
|
Jan 22, 2024
Q4 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-30- 0.06% |
$9.4K - $11.5K
|
53.4K
$23.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-5.75K- 79.6% |
$1.8M - $2.2M
|
1.47K
$652K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-23.3K- 22.02% |
$7.3M - $8.92M
|
82.5K
$36.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Sicart Associates LLC
|
BUY
|
- |
26+ 2.89% |
$8.15K - $9.95K
|
926
$410K
|
|
|
Jan 18, 2024
Q4 2023
|
Consolidated Investment Group LLC
|
SELL
|
- |
-2.8K- 9.06% |
$877K - $1.07M
|
28.1K
$12.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-278- 4.36% |
$87.1K - $106K
|
6.1K
$2.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
12.8K+ 131.18% |
$4.01M - $4.89M
|
22.5K
$9.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
180+ 12.18% |
$56.4K - $68.9K
|
1.66K
$733K
|
|
|
Jan 17, 2024
Q4 2023
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
2.64KNew |
$828K - $1.01M
|
2.64K
$1.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.97K+ 6.06% |
$617K - $753K
|
34.5K
$15.2M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
13KNew |
$4.09M - $4.99M
|
13K
$5.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-4- 0.08% |
$1.25K - $1.53K
|
4.82K
$2.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
1.18KNew |
$368K - $450K
|
1.18K
$520K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
CALL |
-4K- 80.0% |
$1.25M - $1.53M
|
1K
$442K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-7- 0.31% |
$2.19K - $2.68K
|
2.25K
$995K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.31K- 4.61% |
$725K - $885K
|
47.8K
$21.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-1.66K- 14.66% |
$521K - $636K
|
9.67K
$4.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$313 - $383
|
2.21K
$978K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
CALL |
2.5KNew |
$783K - $957K
|
2.5K
$1.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.05% |
$313 - $383
|
2.06K
$910K
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
BUY
|
- |
128+ 8.53% |
$40.1K - $49K
|
1.63K
$720K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
13.5K+ 20.1% |
$4.23M - $5.16M
|
80.6K
$35.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
6+ 0.5% |
$1.88K - $2.3K
|
1.22K
$539K
|
|
|
Jan 09, 2024
Q4 2023
|
Crocodile Capital Partners Gmb H
Ursensollen, 2M |
BUY
|
- |
25KNew |
$7.83M - $9.57M
|
25K
$11.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.26K- 0.23% |
$707K - $863K
|
983K
$435M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-295- 3.17% |
$92.5K - $113K
|
9K
$3.98M
|
|
| Q3 2023 | |||||||
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-18- 2.69% |
$5.62K - $6.47K
|
650
$288K
|
|