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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
566+ 12.67% |
$208K - $243K
|
5.03K
$2.52M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
237+ 0.16% |
$87.2K - $102K
|
149K
$74.7M
|
|
|
May 07, 2024
Q1 2024
|
Paradice Investment Management LLC
|
BUY
|
- |
229+ 25.93% |
$84.2K - $98.3K
|
1.11K
$556K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
PUT |
-7- 20.59% |
$2.57K - $3.01K
|
27
$13.5K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
274New |
$101K - $118K
|
274
$137K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
5.24KNew |
$1.93M - $2.25M
|
5.24K
$2.62M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
38.6KNew |
$14.2M - $16.6M
|
38.6K
$19.3M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-175- 2.08% |
$64.4K - $75.1K
|
8.25K
$4.13M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-9.62K- 38.57% |
$3.54M - $4.13M
|
15.3K
$7.66M
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-566- 56.83% |
$208K - $243K
|
430
$215K
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-809- 34.47% |
$298K - $347K
|
1.54K
$770K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
829New |
$305K - $356K
|
829
$415K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
668New |
$246K - $287K
|
668
$334K
|
|
|
May 01, 2024
Q1 2024
|
Pictet Bank & Trust LTD
|
BUY
|
PUT |
964New |
$355K - $414K
|
964
$482K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.72K+ 3.23% |
$2.47M - $2.89M
|
215K
$107M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
385New |
$142K - $165K
|
385
$193K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-278- 2.25% |
$102K - $119K
|
12.1K
$6.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
287+ 6.49% |
$106K - $123K
|
4.71K
$2.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-33- 5.38% |
$12.1K - $14.2K
|
580
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
110+ 0.37% |
$40.5K - $47.2K
|
30.1K
$15.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
1.05KNew |
$386K - $451K
|
1.05K
$525K
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-672- 4.55% |
$247K - $289K
|
14.1K
$7.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-287- 2.96% |
$106K - $123K
|
9.4K
$4.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-534- 11.07% |
$196K - $229K
|
4.29K
$2.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
293+ 2.23% |
$108K - $126K
|
13.4K
$6.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-948- 3.3% |
$349K - $407K
|
27.8K
$13.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-96- 1.06% |
$35.3K - $41.2K
|
8.96K
$4.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Focused Investors Fund L P
Los Angeles, CA |
BUY
|
- |
482KNew |
$177M - $207M
|
482K
$241M
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-10- 6.67% |
$3.68K - $4.29K
|
140
$70.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-99- 0.16% |
$36.4K - $42.5K
|
60.3K
$30.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-445- 23.81% |
$164K - $191K
|
1.42K
$713K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
39+ 0.4% |
$14.3K - $16.7K
|
9.72K
$4.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-5- 0.2% |
$1.84K - $2.15K
|
2.54K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
133+ 1.82% |
$48.9K - $57.1K
|
7.44K
$3.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-6.55K- 21.18% |
$2.41M - $2.81M
|
24.4K
$12.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.71K+ 73.56% |
$628K - $733K
|
4.03K
$2.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
2.4K+ 66.67% |
$883K - $1.03M
|
6K
$3M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
66.1KNew |
$24.3M - $28.4M
|
66.1K
$33.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-9.35K- 8.48% |
$3.44M - $4.02M
|
101K
$50.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Guo Line Advisory Pte LTD
Singapore, U0 |
BUY
|
- |
11.8K+ 5.15% |
$4.34M - $5.07M
|
241K
$121M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-145- 2.5% |
$53.3K - $62.3K
|
5.65K
$2.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
475+ 3.64% |
$175K - $204K
|
13.5K
$6.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-143- 1.96% |
$52.6K - $61.4K
|
7.16K
$3.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.37K- 1.44% |
$1.97M - $2.3M
|
368K
$184M
|
|
|
Apr 12, 2024
Q1 2024
|
Caledonia Investments PLC
|
SELL
|
- |
-9.3K- 3.54% |
$3.42M - $3.99M
|
253K
$127M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
30.1K+ 39.24% |
$11.1M - $12.9M
|
107K
$53.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
15.3KNew |
$5.64M - $6.58M
|
15.3K
$7.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2.62K+ 7.52% |
$964K - $1.13M
|
37.5K
$18.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-200- 1.32% |
$73.6K - $85.9K
|
15K
$7.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
51.2K+ 199.84% |
$18.8M - $22M
|
76.8K
$38.4M
|