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 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-190- 0.97% |
$59.5K - $72.7K
|
19.5K
$8.06M
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
540New |
$169K - $207K
|
540
$223K
|
|
Jan 22, 2024
Q4 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-30- 0.06% |
$9.4K - $11.5K
|
53.4K
$22.1M
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-5.75K- 79.6% |
$1.8M - $2.2M
|
1.47K
$609K
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-23.3K- 22.02% |
$7.3M - $8.92M
|
82.5K
$34.1M
|
|
Jan 19, 2024
Q4 2023
|
Sicart Associates LLC
|
BUY
|
- |
26+ 2.89% |
$8.15K - $9.95K
|
926
$383K
|
|
Jan 18, 2024
Q4 2023
|
Consolidated Investment Group LLC
|
SELL
|
- |
-2.8K- 9.06% |
$877K - $1.07M
|
28.1K
$11.6M
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-278- 4.36% |
$87.1K - $106K
|
6.1K
$2.52M
|
|
Jan 18, 2024
Q4 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
12.8K+ 131.18% |
$4.01M - $4.89M
|
22.5K
$9.32M
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
180+ 12.18% |
$56.4K - $68.9K
|
1.66K
$685K
|
|
Jan 17, 2024
Q4 2023
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
2.64KNew |
$828K - $1.01M
|
2.64K
$1.09M
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.97K+ 6.06% |
$617K - $753K
|
34.5K
$14.2M
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
13KNew |
$4.09M - $4.99M
|
13K
$5.39M
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-4- 0.08% |
$1.25K - $1.53K
|
4.82K
$1.99M
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
1.18KNew |
$368K - $450K
|
1.18K
$486K
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
CALL |
-4K- 80.0% |
$1.25M - $1.53M
|
1K
$413K
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-7- 0.31% |
$2.19K - $2.68K
|
2.25K
$929K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.31K- 4.61% |
$725K - $885K
|
47.8K
$19.8M
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-1.66K- 14.66% |
$521K - $636K
|
9.67K
$4M
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$313 - $383
|
2.21K
$914K
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
CALL |
2.5KNew |
$783K - $957K
|
2.5K
$1.03M
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.05% |
$313 - $383
|
2.06K
$850K
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
BUY
|
- |
128+ 8.53% |
$40.1K - $49K
|
1.63K
$673K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
13.5K+ 20.1% |
$4.23M - $5.16M
|
80.6K
$33.3M
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
6+ 0.5% |
$1.88K - $2.3K
|
1.22K
$503K
|
|
Jan 09, 2024
Q4 2023
|
Crocodile Capital Partners Gmb H
Ursensollen, 2M |
BUY
|
- |
25KNew |
$7.83M - $9.57M
|
25K
$10.3M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.26K- 0.23% |
$707K - $863K
|
983K
$406M
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-295- 3.17% |
$92.5K - $113K
|
9K
$3.72M
|
|
Q3 2023 | |||||||
Feb 05, 2025
Q3 2023
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
BUY
|
- |
20K+ 58.62% |
$6.24M - $7.19M
|
54.1K
$22.4M
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
91.7MNew |
$28.6B - $33B
|
91.7M
$37.9B
|
|
Jul 22, 2024
Q3 2023
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
CALL |
620KNew |
$194M - $223M
|
620K
$256M
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
93.1K+ 6.42% |
$29.1M - $33.5M
|
1.54M
$638M
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.9K+ 3007.93% |
$4.03M - $4.64M
|
13.3K
$5.51M
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
1+ 0.04% |
$312 - $359
|
2.63K
$1.08M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
2.5KNew |
$780K - $899K
|
2.5K
$1.03M
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-28- 0.32% |
$8.74K - $10.1K
|
8.6K
$3.56M
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-53.3K- 73.93% |
$16.6M - $19.2M
|
18.8K
$7.77M
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
CALL |
100New |
$31.2K - $35.9K
|
100
$41.3K
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-192- 20.02% |
$59.9K - $69K
|
767
$317K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-108- 0.11% |
$33.7K - $38.8K
|
98.8K
$40.8M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-13.7K- 20.54% |
$4.28M - $4.93M
|
53K
$21.9M
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.18K+ 33.69% |
$368K - $424K
|
4.68K
$1.93M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-658- 1.89% |
$205K - $237K
|
34.1K
$14.1M
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
6.25KNew |
$1.95M - $2.25M
|
6.25K
$2.58M
|
|
Nov 14, 2023
Q3 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
CALL |
479KNew |
$149M - $172M
|
479K
$198M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
177K+ 241.78% |
$55.1M - $63.4M
|
250K
$103M
|
|
Nov 14, 2023
Q3 2023
|
Infini Capital Management LTD
Central, K3 |
BUY
|
- |
175New |
$54.6K - $62.9K
|
175
$72.3K
|
|
Nov 14, 2023
Q3 2023
|
Force Hill Capital Management LP
New York, NY |
SELL
|
- |
-25.9K- 75.63% |
$8.1M - $9.33M
|
8.36K
$3.45M
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
4.89KNew |
$1.53M - $1.76M
|
4.89K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
27.6K+ 26.26% |
$8.61M - $9.91M
|
133K
$54.8M
|