Latest Institutional Sells of Microsoft Corp (MSFT)
This list provides information on the latest institutional transactions involving Microsoft Corp (MSFT) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-868- 10.21% |
$338K - $393K
|
7.64K
$3.23M
|
|
Jul 24, 2024
Q2 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-863- 3.3% |
$336K - $391K
|
25.3K
$10.7M
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-850- 3.48% |
$331K - $385K
|
23.6K
$9.99M
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-842- 2.23% |
$328K - $381K
|
37K
$15.6M
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-841- 32.95% |
$327K - $381K
|
1.71K
$724K
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-766- 17.57% |
$298K - $347K
|
3.59K
$1.52M
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-705- 58.17% |
$274K - $319K
|
507
$214K
|
|
Aug 14, 2024
Q2 2024
|
Vista Equity Partners Management, LLC
San Francisco, CA |
SELL
|
- |
-670- 1.38% |
$261K - $303K
|
48K
$20.3M
|
|
Aug 12, 2024
Q2 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-660- 3.36% |
$257K - $299K
|
19K
$8.03M
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-635- 2.79% |
$247K - $288K
|
22.1K
$9.34M
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-561- 1.19% |
$218K - $254K
|
46.4K
$19.6M
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-515- 15.26% |
$201K - $233K
|
2.86K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-506- 0.68% |
$197K - $229K
|
73.5K
$31.1M
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-451- 13.4% |
$176K - $204K
|
2.91K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-437- 49.05% |
$170K - $198K
|
454
$192K
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-421- 0.56% |
$164K - $191K
|
75.4K
$31.9M
|
|
Jul 31, 2024
Q2 2024
|
Privium Fund Management B.V.
|
SELL
|
- |
-400- 3.85% |
$156K - $181K
|
10K
$4.23M
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-389- 2.01% |
$151K - $176K
|
18.9K
$8.01M
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-360- 1.64% |
$140K - $163K
|
21.6K
$9.13M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-354- 8.55% |
$138K - $160K
|
3.79K
$1.6M
|
|
Jul 31, 2024
Q2 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-335- 1.19% |
$130K - $152K
|
27.8K
$11.8M
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-326- 2.33% |
$127K - $148K
|
13.7K
$5.78M
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-315- 12.28% |
$123K - $143K
|
2.25K
$952K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-300- 11.43% |
$117K - $136K
|
2.33K
$983K
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-299- 5.92% |
$116K - $135K
|
4.75K
$2.01M
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-290- 2.94% |
$113K - $131K
|
9.58K
$4.05M
|
|
Aug 06, 2024
Q2 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-278- 1.5% |
$108K - $126K
|
18.2K
$7.7M
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-273- 1.38% |
$106K - $124K
|
19.5K
$8.24M
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-272- 3.62% |
$106K - $123K
|
7.24K
$3.06M
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-253- 1.17% |
$98.5K - $115K
|
21.4K
$9.05M
|
|
Aug 08, 2024
Q2 2024
|
Union Investments & Development Ltd.
|
SELL
|
- |
-250- 27.78% |
$97.3K - $113K
|
650
$275K
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-246- 2.77% |
$95.8K - $111K
|
8.62K
$3.65M
|
|
Aug 15, 2024
Q2 2024
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-235- 5.99% |
$91.5K - $106K
|
3.69K
$1.56M
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-234- 10.95% |
$91.1K - $106K
|
1.9K
$805K
|
|
Aug 15, 2024
Q2 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-228- 22.18% |
$88.8K - $103K
|
800
$338K
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-224- 2.32% |
$87.2K - $101K
|
9.45K
$4M
|
|
Aug 14, 2024
Q2 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-212- 40.23% |
$82.5K - $96K
|
315
$133K
|
|
Aug 01, 2024
Q2 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-210- 50.0% |
$81.8K - $95.1K
|
210
$88.8K
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
CALL |
-200- 16.67% |
$77.9K - $90.6K
|
1K
$423K
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
PUT |
-200- 0.21% |
$77.9K - $90.6K
|
95.9K
$40.6M
|
|
Jul 17, 2024
Q2 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-200- 9.8% |
$77.9K - $90.6K
|
1.84K
$778K
|
|
Jul 26, 2024
Q2 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-197- 6.89% |
$76.7K - $89.2K
|
2.66K
$1.13M
|
|
Jul 25, 2024
Q2 2024
|
Harbor Island Capital LLC
|
SELL
|
- |
-194- 0.46% |
$75.5K - $87.9K
|
42.1K
$17.8M
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-172- 1.47% |
$67K - $77.9K
|
11.6K
$4.89M
|
|
Jul 16, 2024
Q2 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-169- 0.06% |
$65.8K - $76.5K
|
260K
$110M
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-166- 21.36% |
$64.6K - $75.2K
|
611
$258K
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-165- 4.09% |
$64.2K - $74.7K
|
3.87K
$1.64M
|
|
Jul 23, 2024
Q2 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-164- 1.1% |
$63.9K - $74.3K
|
14.8K
$6.25M
|
|
Aug 14, 2024
Q2 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-159- 11.81% |
$61.9K - $72K
|
1.19K
$502K
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-143- 3.95% |
$55.7K - $64.8K
|
3.48K
$1.47M
|