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 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.37% |
$401K - $466K
|
18.2K
$9.14M
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-888- 1.76% |
$346K - $402K
|
49.7K
$25M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-868- 10.21% |
$338K - $393K
|
7.64K
$3.84M
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-850- 3.48% |
$331K - $385K
|
23.6K
$11.9M
|
|
Aug 14, 2024
Q2 2024
|
Vista Equity Partners Management, LLC
San Francisco, CA |
SELL
|
- |
-670- 1.38% |
$261K - $303K
|
48K
$24.2M
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-561- 1.19% |
$218K - $254K
|
46.4K
$23.4M
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-437- 49.05% |
$170K - $198K
|
454
$229K
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-326- 2.33% |
$127K - $148K
|
13.7K
$6.87M
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-272- 3.62% |
$106K - $123K
|
7.24K
$3.65M
|
|
Aug 08, 2024
Q2 2024
|
Union Investments & Development Ltd.
|
SELL
|
- |
-250- 27.78% |
$97.3K - $113K
|
650
$327K
|
|
Aug 15, 2024
Q2 2024
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-235- 5.99% |
$91.5K - $106K
|
3.69K
$1.86M
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-234- 10.95% |
$91.1K - $106K
|
1.9K
$958K
|
|
Aug 15, 2024
Q2 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-228- 22.18% |
$88.8K - $103K
|
800
$403K
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-224- 2.32% |
$87.2K - $101K
|
9.45K
$4.76M
|
|
Aug 14, 2024
Q2 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-212- 40.23% |
$82.5K - $96K
|
315
$159K
|
|
Aug 01, 2024
Q2 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-210- 50.0% |
$81.8K - $95.1K
|
210
$106K
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
CALL |
-200- 16.67% |
$77.9K - $90.6K
|
1K
$504K
|
|
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
$48.3M
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-172- 1.47% |
$67K - $77.9K
|
11.6K
$5.82M
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-165- 4.09% |
$64.2K - $74.7K
|
3.87K
$1.95M
|
|
Aug 14, 2024
Q2 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-159- 11.81% |
$61.9K - $72K
|
1.19K
$598K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-107- 0.58% |
$41.7K - $48.5K
|
18.3K
$9.2M
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-97- 14.7% |
$37.8K - $43.9K
|
563
$283K
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-79- 10.14% |
$30.8K - $35.8K
|
700
$352K
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-76- 9.45% |
$29.6K - $34.4K
|
728
$367K
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-51- 0.81% |
$19.9K - $23.1K
|
6.22K
$3.13M
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-50- 1.88% |
$19.5K - $22.6K
|
2.61K
$1.31M
|
|
Aug 13, 2024
Q2 2024
|
Hel Ved Capital Management LTD
Central, K3 |
SELL
|
- |
-50- 0.29% |
$19.5K - $22.6K
|
16.9K
$8.52M
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-50- 8.7% |
$19.5K - $22.6K
|
525
$264K
|
|
Jul 30, 2024
Q2 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-47- 2.01% |
$18.3K - $21.3K
|
2.29K
$1.15M
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-34- 0.95% |
$13.2K - $15.4K
|
3.53K
$1.78M
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-30- 2.73% |
$11.7K - $13.6K
|
1.07K
$539K
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-26- 2.53% |
$10.1K - $11.8K
|
1K
$504K
|
|
Aug 13, 2024
Q2 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-25- 2.59% |
$9.73K - $11.3K
|
940
$473K
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-23- 3.93% |
$8.95K - $10.4K
|
562
$283K
|
|
Aug 14, 2024
Q2 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-17- 0.79% |
$6.62K - $7.7K
|
2.14K
$1.08M
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-16- 0.3% |
$6.23K - $7.25K
|
5.4K
$2.72M
|
|
Aug 13, 2024
Q2 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-12- 2.46% |
$4.67K - $5.43K
|
476
$240K
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-6- 13.33% |
$2.34K - $2.72K
|
39
$19.6K
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-5- 0.03% |
$1.95K - $2.26K
|
16.2K
$8.18M
|
|
Jul 22, 2024
Q2 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-5- 0.92% |
$1.95K - $2.26K
|
540
$272K
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-3- 0.06% |
$1.17K - $1.36K
|
5.08K
$2.56M
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3- 0.13% |
$1.17K - $1.36K
|
2.32K
$1.17M
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-615K- 4.28% |
$226M - $264M
|
13.8M
$6.93B
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-333K- 43.75% |
$122M - $143M
|
428K
$216M
|
|
May 15, 2024
Q1 2024
|
Naya Capital Management Uk LTD
London, X0 |
SELL
|
CALL |
-233K- 29.81% |
$85.5M - $99.8M
|
548K
$276M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-177K- 7.6% |
$65.1M - $76M
|
2.15M
$1.08B
|
|
May 15, 2024
Q1 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-139K- 98.4% |
$51.3M - $59.9M
|
2.27K
$1.14M
|
|
May 13, 2024
Q1 2024
|
Castle Hook Partners LP
New York, NY |
SELL
|
- |
-127K- 46.54% |
$46.6M - $54.4M
|
145K
$73.2M
|
|
May 15, 2024
Q1 2024
|
Chescapmanager LLC
Baltimore, MD |
SELL
|
CALL |
-100K- 50.0% |
$36.8M - $42.9M
|
100K
$50.4M
|