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 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-171- 3.89% |
$36.6K - $44K
|
4.22K
$2.13M
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.97% |
$1.29K - $1.54K
|
614
$310K
|
|
Feb 13, 2023
Q4 2022
|
Polus Capital Management LTD
London, X0 |
BUY
|
- |
9.5KNew |
$2.04M - $2.44M
|
9.5K
$4.8M
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-46- 0.94% |
$9.86K - $11.8K
|
4.85K
$2.45M
|
|
Feb 13, 2023
Q4 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
1K+ 20.0% |
$214K - $257K
|
6K
$3.03M
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-25- 0.6% |
$5.36K - $6.43K
|
4.17K
$2.11M
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 279.84% |
$595K - $714K
|
3.77K
$1.9M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.56K- 2.58% |
$334K - $401K
|
58.8K
$29.7M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
42.9K+ 77.13% |
$9.19M - $11M
|
98.5K
$49.8M
|
|
Feb 13, 2023
Q4 2022
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
SELL
|
- |
-599K- 69.13% |
$128M - $154M
|
268K
$135M
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-968- 7.71% |
$207K - $249K
|
11.6K
$5.85M
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
625New |
$134K - $161K
|
625
$316K
|
|
Feb 13, 2023
Q4 2022
|
Newlands Management Operations LLC
Dallas, TX |
BUY
|
- |
1.05MNew |
$225M - $270M
|
1.05M
$531M
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
549+ 17.92% |
$118K - $141K
|
3.61K
$1.83M
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-195K- 93.03% |
$41.7M - $50.1M
|
14.6K
$7.38M
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-25- 1.08% |
$5.36K - $6.43K
|
2.3K
$1.16M
|
|
Feb 09, 2023
Q4 2022
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
BUY
|
CALL |
6K+ 10.69% |
$1.29M - $1.54M
|
62.1K
$31.4M
|
|
Feb 08, 2023
Q4 2022
|
Stewart Asset Management, LLC
|
SELL
|
- |
-2.85K- 37.47% |
$610K - $732K
|
4.75K
$2.4M
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
396+ 8.66% |
$84.8K - $102K
|
4.97K
$2.51M
|
|
Feb 08, 2023
Q4 2022
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-4.7K- 75.9% |
$1.01M - $1.21M
|
1.49K
$754K
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
CALL |
200New |
$42.9K - $51.4K
|
200
$101K
|
|
Feb 07, 2023
Q4 2022
|
Granite Point Capital Management, L.P.
|
SELL
|
- |
-2K- 25.0% |
$429K - $514K
|
6K
$3.03M
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
811+ 0.79% |
$174K - $209K
|
103K
$52.1M
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
363+ 21.22% |
$77.8K - $93.4K
|
2.07K
$1.05M
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-3.7K- 1.42% |
$792K - $951K
|
256K
$130M
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-12.3K- 29.88% |
$2.63M - $3.15M
|
28.8K
$14.5M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.39K- 2.35% |
$1.58M - $1.9M
|
308K
$156M
|
|
Feb 06, 2023
Q4 2022
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-1- 0.16% |
$214 - $257
|
611
$309K
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
CALL |
100New |
$21.4K - $25.7K
|
100
$50.5K
|
|
Feb 02, 2023
Q4 2022
|
Pariax, LLC
|
BUY
|
- |
11.1KNew |
$2.37M - $2.85M
|
11.1K
$5.59M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-736- 1.98% |
$158K - $189K
|
36.5K
$18.4M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
6.16KNew |
$1.32M - $1.59M
|
6.16K
$3.11M
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
63+ 0.86% |
$13.5K - $16.2K
|
7.37K
$3.73M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
CALL |
200New |
$42.9K - $51.4K
|
200
$101K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-7.58K- 4.46% |
$1.62M - $1.95M
|
162K
$82.1M
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
BUY
|
- |
10+ 0.1% |
$2.14K - $2.57K
|
9.62K
$4.86M
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-4.52K- 5.25% |
$968K - $1.16M
|
81.6K
$41.2M
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-290- 1.11% |
$62.1K - $74.6K
|
25.8K
$13.1M
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-4.66K- 7.88% |
$998K - $1.2M
|
54.4K
$27.5M
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
325+ 0.55% |
$69.6K - $83.6K
|
59.9K
$30.3M
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
1.33KNew |
$284K - $341K
|
1.33K
$670K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
8.99K+ 10.95% |
$1.93M - $2.31M
|
91.1K
$46M
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
284+ 5.12% |
$60.8K - $73.1K
|
5.84K
$2.95M
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
25.4K+ 638.12% |
$5.44M - $6.53M
|
29.4K
$14.8M
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
22+ 0.06% |
$4.71K - $5.66K
|
36.1K
$18.2M
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-125- 2.11% |
$26.8K - $32.2K
|
5.81K
$2.93M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.09K- 3.09% |
$234K - $281K
|
34.2K
$17.3M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-201- 3.24% |
$43.1K - $51.7K
|
6K
$3.03M
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-3.4K- 0.45% |
$729K - $875K
|
748K
$378M
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
4.3KNew |
$921K - $1.11M
|
4.3K
$2.17M
|