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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
62+ 1.47% |
$17.1K - $21.6K
|
4.29K
$2.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
69.9KNew |
$19.3M - $24.3M
|
69.9K
$35M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
948+ 2.61% |
$261K - $330K
|
37.2K
$18.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3.2K+ 14.83% |
$881K - $1.11M
|
24.8K
$12.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.59K+ 0.35% |
$714K - $903K
|
735K
$368M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 20.2% |
$305K - $386K
|
4.38K
$2.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-200- 3.07% |
$55.1K - $69.6K
|
6.32K
$3.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.57K- 7.33% |
$707K - $894K
|
32.5K
$16.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
16.2K+ 93.98% |
$4.47M - $5.65M
|
33.5K
$16.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
1.26KNew |
$348K - $440K
|
1.26K
$632K
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
CALL |
100New |
$27.5K - $34.8K
|
100
$50K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
114KNew |
$31.5M - $39.8M
|
114K
$57.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-887- 13.37% |
$244K - $309K
|
5.75K
$2.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
PUT |
-782- 44.46% |
$215K - $272K
|
977
$489K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-247- 0.81% |
$68K - $86K
|
30.4K
$15.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.08K- 2.62% |
$296K - $375K
|
40.1K
$20.1M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
635+ 3.25% |
$175K - $221K
|
20.2K
$10.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 21.05% |
$665K - $841K
|
9.06K
$4.53M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
635+ 3.25% |
$175K - $221K
|
20.2K
$10.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.35K+ 3.51% |
$371K - $469K
|
39.7K
$19.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-8- 0.65% |
$2.2K - $2.78K
|
1.22K
$608K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.07KNew |
$294K - $372K
|
1.07K
$535K
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-9.5K- 99.42% |
$2.62M - $3.31M
|
55
$27.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
230+ 8.0% |
$63.3K - $80.1K
|
3.1K
$1.55M
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-100- 1.34% |
$27.5K - $34.8K
|
7.34K
$3.67M
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
628New |
$173K - $219K
|
628
$314K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
CALL |
200New |
$55.1K - $69.6K
|
200
$100K
|
|
|
Jul 13, 2023
Q2 2023
|
Lannebo Fonder Ab
|
BUY
|
- |
186K+ 1374.07% |
$51.1M - $64.6M
|
199K
$99.6M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-492- 2.98% |
$136K - $171K
|
16K
$8.03M
|
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-1.54K- 1.17% |
$423K - $535K
|
130K
$64.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-50- 1.33% |
$13.8K - $17.4K
|
3.71K
$1.86M
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
SELL
|
- |
-550- 91.67% |
$151K - $191K
|
50
$25K
|
|
| Q1 2023 | |||||||
|
Sep 02, 2025
Q1 2023
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
539K+ 38.52% |
$120M - $155M
|
1.94M
$969M
|
|
|
Mar 18, 2025
Q1 2023
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
BUY
|
PUT |
2.5K+ 71.43% |
$556K - $721K
|
6K
$3M
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
184+ 6.78% |
$40.9K - $53K
|
2.9K
$1.45M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-2.28K- 40.53% |
$508K - $658K
|
3.35K
$1.68M
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
12.7KNew |
$2.83M - $3.67M
|
12.7K
$6.37M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.3K- 7.93% |
$289K - $375K
|
15.1K
$7.55M
|
|
|
May 17, 2023
Q1 2023
|
Impala Asset Management LLC
New Canaan, CT |
BUY
|
- |
13KNew |
$2.89M - $3.75M
|
13K
$6.5M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
5.7K+ 2.32% |
$1.27M - $1.64M
|
251K
$126M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
PUT |
3.8KNew |
$845K - $1.1M
|
3.8K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
1.15K+ 7.14% |
$256K - $332K
|
17.3K
$8.64M
|
|
|
May 15, 2023
Q1 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
29KNew |
$6.45M - $8.36M
|
29K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Archon Partners LLC
Princeton Junction, NJ |
SELL
|
- |
-5K- 4.67% |
$1.11M - $1.44M
|
102K
$51M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
52.7K+ 19.21% |
$11.7M - $15.2M
|
327K
$164M
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-1.06K- 18.4% |
$235K - $304K
|
4.68K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
1.3K+ 76.47% |
$289K - $375K
|
3K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-960- 11.7% |
$213K - $277K
|
7.24K
$3.62M
|
|
|
May 15, 2023
Q1 2023
|
Islet Management, LP
New York, NY |
BUY
|
CALL |
50KNew |
$11.1M - $14.4M
|
50K
$25M
|
|
|
May 15, 2023
Q1 2023
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
400New |
$88.9K - $115K
|
400
$200K
|
|