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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
960+ 10.99% |
$300K - $345K
|
9.7K
$4.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-871- 7.18% |
$272K - $313K
|
11.3K
$4.98M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
74+ 0.72% |
$23.1K - $26.6K
|
10.4K
$4.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-155- 0.69% |
$48.4K - $55.7K
|
22.4K
$9.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
PUT |
-500- 38.46% |
$156K - $180K
|
800
$354K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
19+ 0.06% |
$5.93K - $6.83K
|
31.4K
$13.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-14.4K- 16.51% |
$4.49M - $5.17M
|
72.7K
$32.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
35+ 0.92% |
$10.9K - $12.6K
|
3.84K
$1.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-12.2K- 10.52% |
$3.81M - $4.38M
|
104K
$45.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Sturgeon Ventures LLP
|
SELL
|
- |
-2.9K- 13.03% |
$905K - $1.04M
|
19.3K
$8.55M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.69K- 3.82% |
$839K - $967K
|
67.7K
$30M
|
|
|
Oct 16, 2023
Q3 2023
|
Prospect Hill Management, LLC
|
BUY
|
- |
750New |
$234K - $270K
|
750
$332K
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-8- 0.18% |
$2.5K - $2.88K
|
4.56K
$2.02M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
925+ 107.06% |
$289K - $333K
|
1.79K
$791K
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
239+ 2.03% |
$74.6K - $85.9K
|
12K
$5.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
CALL |
1KNew |
$312K - $359K
|
1K
$442K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
12.6KNew |
$3.92M - $4.52M
|
12.6K
$5.56M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.26K+ 8.3% |
$393K - $452K
|
16.4K
$7.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
21.3K+ 22.07% |
$6.64M - $7.64M
|
118K
$52M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
35+ 5.2% |
$10.9K - $12.6K
|
708
$313K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-4.08K- 19.57% |
$1.27M - $1.47M
|
16.7K
$7.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Schwab Charitable Fund
|
BUY
|
- |
849New |
$265K - $305K
|
849
$376K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.8K- 24.34% |
$562K - $647K
|
5.6K
$2.48M
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-5.88K- 0.82% |
$1.62M - $2.05M
|
707K
$313M
|
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
45+ 3.81% |
$12.4K - $15.7K
|
1.23K
$542K
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-15.2K- 14.82% |
$4.18M - $5.28M
|
87.2K
$38.6M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-282K- 19.26% |
$77.6M - $98M
|
1.18M
$522M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
CALL |
2KNew |
$551K - $696K
|
2K
$885K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
14.6KNew |
$4.03M - $5.09M
|
14.6K
$6.47M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-11.9K- 10.99% |
$3.27M - $4.13M
|
96.1K
$42.5M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-488- 4.52% |
$134K - $170K
|
10.3K
$4.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
45.3K+ 919.35% |
$12.5M - $15.8M
|
50.2K
$22.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Capital LTD
|
SELL
|
- |
-8.41KClosed |
$2.32M - $2.93M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-6.2K- 62.69% |
$1.71M - $2.16M
|
3.69K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
5KNew |
$1.38M - $1.74M
|
5K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Deccan Value Investors L.P.
Greenwich, CT |
SELL
|
- |
-42.9K- 4.98% |
$11.8M - $14.9M
|
819K
$362M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
75KNew |
$20.7M - $26.1M
|
75K
$33.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.24K+ 71.64% |
$618K - $781K
|
5.37K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Investment Management, LLC
New York, NY |
BUY
|
- |
189KNew |
$52M - $65.7M
|
189K
$83.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
30.1KNew |
$8.29M - $10.5M
|
30.1K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
230+ 5.29% |
$63.3K - $80.1K
|
4.58K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Triatomic Management LP
New York, NY |
BUY
|
- |
1.44KNew |
$397K - $502K
|
1.44K
$638K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
2.76K+ 14.29% |
$759K - $959K
|
22K
$9.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Oasis Management CO Ltd.
Grand Cayman, E9 |
BUY
|
- |
6.5KNew |
$1.79M - $2.26M
|
6.5K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
35KNew |
$9.64M - $12.2M
|
35K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Xn LP
New York, NY |
BUY
|
- |
321+ 4.3% |
$88.4K - $112K
|
7.78K
$3.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Difesa Capital Management, LP
New York, NY |
BUY
|
- |
580+ 7.35% |
$160K - $202K
|
8.48K
$3.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
18.7KNew |
$5.15M - $6.51M
|
18.7K
$8.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Cavalry Management Group, LLC
San Francisco, CA |
BUY
|
- |
53.3K+ 143.24% |
$14.7M - $18.6M
|
90.6K
$40.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Venator Capital Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.65K- 13.16% |
$453K - $573K
|
10.9K
$4.8M
|
|