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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-30.9K- 96.76% |
$9.69M - $11.8M
|
1.04K
$430K
|
|
|
Feb 09, 2024
Q4 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
575New |
$180K - $220K
|
575
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-88- 0.16% |
$27.6K - $33.7K
|
54.1K
$22.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Cincinnati Insurance CO
|
SELL
|
- |
-24K- 1.99% |
$7.52M - $9.18M
|
1.18M
$492M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-5.83K- 10.39% |
$1.83M - $2.23M
|
50.3K
$20.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
17.6K+ 6.23% |
$5.5M - $6.72M
|
299K
$124M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-31K- 33.85% |
$9.7M - $11.8M
|
60.5K
$25.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
CALL |
-600- 14.29% |
$188K - $230K
|
3.6K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
CALL |
524KNew |
$164M - $200M
|
524K
$218M
|
|
|
Feb 06, 2024
Q4 2023
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-12K- 6.32% |
$3.76M - $4.59M
|
178K
$74M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1- 0.1% |
$313 - $383
|
1.04K
$433K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
217New |
$68K - $83K
|
217
$90.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
3.77K+ 3.25% |
$1.18M - $1.44M
|
120K
$49.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
2.66KNew |
$834K - $1.02M
|
2.66K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.54K+ 24.81% |
$796K - $972K
|
12.8K
$5.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
950+ 5.6% |
$298K - $364K
|
17.9K
$7.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
4.9KNew |
$1.54M - $1.88M
|
4.9K
$2.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Discovery Value Fund
Singapore, U0 |
BUY
|
- |
1.94KNew |
$608K - $742K
|
1.94K
$807K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-8.22K- 1.55% |
$2.58M - $3.14M
|
523K
$218M
|
|
|
Feb 05, 2024
Q4 2023
|
Merlin Capital LLC
|
BUY
|
- |
4+ 0.26% |
$1.25K - $1.53K
|
1.56K
$647K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
CALL |
1.5KNew |
$470K - $574K
|
1.5K
$624K
|
|
|
Feb 05, 2024
Q4 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-7K- 52.65% |
$2.19M - $2.68M
|
6.3K
$2.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-367- 11.54% |
$115K - $140K
|
2.81K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
SELL
|
- |
-1.6K- 16.67% |
$501K - $612K
|
8K
$3.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-1.6K- 19.28% |
$501K - $612K
|
6.7K
$2.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-85- 0.84% |
$26.6K - $32.5K
|
10K
$4.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-4.43K- 4.1% |
$1.39M - $1.69M
|
104K
$43.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-107K- 53.94% |
$33.4M - $40.8M
|
91.1K
$37.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-9.48K- 23.9% |
$2.97M - $3.63M
|
30.2K
$12.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
594+ 118.8% |
$186K - $227K
|
1.09K
$455K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
128New |
$40.1K - $49K
|
128
$53.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-29.1K- 19.46% |
$9.11M - $11.1M
|
120K
$50.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-255K- 20.84% |
$80M - $97.7M
|
970K
$403M
|
|
|
Jan 30, 2024
Q4 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
295+ 25.83% |
$92.5K - $113K
|
1.44K
$598K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-69.2K- 15.58% |
$21.7M - $26.5M
|
375K
$156M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
119New |
$37.3K - $45.5K
|
119
$49.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
5.66KNew |
$1.77M - $2.17M
|
5.66K
$2.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.8K+ 2.97% |
$2.13M - $2.6M
|
235K
$97.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Westwood Management Corp
|
SELL
|
- |
-175K- 68.65% |
$54.7M - $66.8M
|
79.7K
$33.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.13K+ 6.55% |
$355K - $434K
|
18.5K
$7.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
8+ 0.17% |
$2.51K - $3.06K
|
4.74K
$1.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
784New |
$246K - $300K
|
784
$326K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
PUT |
600New |
$188K - $230K
|
600
$249K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-250- 3.11% |
$78.3K - $95.7K
|
7.78K
$3.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-4.8K- 15.8% |
$1.5M - $1.84M
|
25.6K
$10.6M
|
|
|
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
$30.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-25- 32.47% |
$7.83K - $9.57K
|
52
$21.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-1.44K- 41.88% |
$450K - $550K
|
1.99K
$829K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-875- 21.1% |
$274K - $335K
|
3.27K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Canal Insurance CO
|
SELL
|
- |
-2K- 3.1% |
$627K - $765K
|
62.5K
$26M
|