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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
68+ 0.22% |
$15.8K - $20K
|
30.6K
$13.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
51.8KNew |
$12.1M - $15.2M
|
51.8K
$22.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-2.86K- 5.82% |
$667K - $840K
|
46.3K
$20.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
748+ 13.6% |
$174K - $220K
|
6.25K
$2.71M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-21.7K- 15.4% |
$5.06M - $6.37M
|
119K
$51.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
710+ 2.54% |
$165K - $208K
|
28.7K
$12.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
5.88K+ 3.53% |
$1.37M - $1.73M
|
172K
$74.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-35- 5.27% |
$8.15K - $10.3K
|
629
$273K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
689+ 10.08% |
$160K - $202K
|
7.53K
$3.27M
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-71- 0.58% |
$16.5K - $20.8K
|
12.1K
$5.25M
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
13K+ 717.56% |
$3.04M - $3.83M
|
14.9K
$6.46M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
3.16K+ 10.14% |
$736K - $927K
|
34.3K
$14.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-23- 0.42% |
$5.36K - $6.75K
|
5.46K
$2.37M
|
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
SELL
|
- |
-45K- 93.28% |
$10.5M - $13.2M
|
3.24K
$1.41M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
77.1K+ 3932.06% |
$18M - $22.6M
|
79.1K
$34.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
5.21K+ 1.3% |
$1.21M - $1.53M
|
405K
$176M
|
|
|
Oct 26, 2022
Q3 2022
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-240- 0.98% |
$55.9K - $70.4K
|
24.2K
$10.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Scott Investment Partners LLP
|
SELL
|
- |
-22.5K- 77.05% |
$5.24M - $6.6M
|
6.7K
$2.91M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
451+ 5.18% |
$105K - $132K
|
9.16K
$3.98M
|
|
|
Oct 25, 2022
Q3 2022
|
Artemis Investment Management LLP
|
BUY
|
PUT |
2.5KNew |
$582K - $734K
|
2.5K
$1.09M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.19K+ 3.19% |
$511K - $644K
|
70.9K
$30.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
815New |
$190K - $239K
|
815
$354K
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
150+ 4.9% |
$34.9K - $44K
|
3.21K
$1.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
2.8K+ 18.27% |
$652K - $822K
|
18.1K
$7.88M
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
CALL |
200New |
$46.6K - $58.7K
|
200
$86.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
195+ 0.08% |
$45.4K - $57.2K
|
256K
$111M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-19.1K- 87.77% |
$4.44M - $5.6M
|
2.66K
$1.15M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-9.2K- 2.75% |
$2.14M - $2.7M
|
325K
$141M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
109+ 0.73% |
$25.4K - $32K
|
15.1K
$6.57M
|
|
|
Oct 17, 2022
Q3 2022
|
Junson Asset Management (Hong Kong) LTD
|
SELL
|
- |
-86.8K- 72.33% |
$20.2M - $25.5M
|
33.2K
$14.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-27.7K- 15.5% |
$6.46M - $8.14M
|
151K
$65.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-71- 20.64% |
$16.5K - $20.8K
|
273
$119K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-85- 0.6% |
$19.8K - $24.9K
|
14K
$6.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
41+ 13.85% |
$9.55K - $12K
|
337
$146K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-2.57K- 1.84% |
$598K - $753K
|
137K
$59.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
173+ 19.98% |
$40.3K - $50.8K
|
1.04K
$452K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
131+ 0.48% |
$30.5K - $38.4K
|
27.7K
$12M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-8.99K- 9.16% |
$2.09M - $2.64M
|
89.2K
$38.8M
|
|
|
Oct 03, 2022
Q3 2022
|
Tiger Eye Capital LLC
New York, NY |
SELL
|
- |
-2.02KClosed |
$470K - $592K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
39+ 1.22% |
$9.45K - $12.3K
|
3.24K
$1.41M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.63K+ 17.36% |
$394K - $512K
|
11K
$4.77M
|
|
|
Aug 16, 2022
Q2 2022
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-2.81KClosed |
$681K - $885K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
79.9KNew |
$19.4M - $25.2M
|
79.9K
$34.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Ao Asset Management, LP
New York, NY |
SELL
|
- |
-56.6K- 70.42% |
$13.7M - $17.8M
|
23.8K
$10.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
SELL
|
- |
-18.8KClosed |
$4.56M - $5.93M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-3.26KClosed |
$790K - $1.03M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kayak Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-9.89K- 45.68% |
$2.39M - $3.11M
|
11.8K
$5.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Akuna Securities LLC
Chicago, IL |
BUY
|
- |
18.6KNew |
$4.51M - $5.86M
|
18.6K
$8.08M
|
|
|
Aug 15, 2022
Q2 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
250+ 6.67% |
$60.6K - $78.7K
|
4K
$1.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
4.3K+ 358.33% |
$1.04M - $1.35M
|
5.5K
$2.39M
|
|