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 06, 2025
Q4 2024
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
SELL
|
- |
-2K- 33.33% |
$813K - $909K
|
4K
$2.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-894- 7.95% |
$363K - $406K
|
10.3K
$5.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-25- 1.34% |
$10.2K - $11.4K
|
1.84K
$936K
|
|
|
Feb 04, 2025
Q4 2024
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
SELL
|
- |
-81.7K- 12.13% |
$33.2M - $37.1M
|
592K
$300M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
1.39KNew |
$564K - $630K
|
1.39K
$704K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
4.01K+ 4.97% |
$1.63M - $1.82M
|
84.8K
$43M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.92K+ 9.56% |
$3.22M - $3.6M
|
90.7K
$46M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-27- 0.14% |
$11K - $12.3K
|
19.8K
$10.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.55K+ 8.14% |
$2.66M - $2.98M
|
87.1K
$44.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1.21KClosed |
$492K - $550K
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-23- 0.09% |
$9.35K - $10.5K
|
26.4K
$13.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.01K+ 0.53% |
$817K - $913K
|
384K
$195M
|
|
|
Feb 03, 2025
Q4 2024
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
2.3KNew |
$935K - $1.05M
|
2.3K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-5.29K- 17.5% |
$2.15M - $2.4M
|
24.9K
$12.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
2.43KNew |
$989K - $1.11M
|
2.43K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
105+ 3.71% |
$42.7K - $47.7K
|
2.94K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
5.48K+ 35.97% |
$2.23M - $2.49M
|
20.7K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
6.1K+ 52.59% |
$2.48M - $2.77M
|
17.7K
$8.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
1.5K+ 166.67% |
$610K - $682K
|
2.4K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
609+ 0.97% |
$247K - $277K
|
63.1K
$32M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
PUT |
7.6KNew |
$3.09M - $3.45M
|
7.6K
$3.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
143+ 1.43% |
$58.1K - $65K
|
10.2K
$5.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.02K+ 39.22% |
$1.23M - $1.37M
|
10.7K
$5.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-5.02K- 17.52% |
$2.04M - $2.28M
|
23.6K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
3.54KNew |
$1.44M - $1.61M
|
3.54K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
CALL |
6.1KNew |
$2.48M - $2.77M
|
6.1K
$3.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
51.4K+ 37.17% |
$20.9M - $23.4M
|
190K
$96.4M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-16- 1.37% |
$6.5K - $7.27K
|
1.15K
$583K
|
|
|
Jan 29, 2025
Q4 2024
|
Unicom Systems, Inc.
Las Vegas, NV |
BUY
|
- |
11.8KNew |
$4.79M - $5.36M
|
11.8K
$5.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-6.8K- 6.69% |
$2.76M - $3.09M
|
94.8K
$48.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-30- 0.98% |
$12.2K - $13.6K
|
3.05K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-500- 50.4% |
$203K - $227K
|
492
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-88- 11.3% |
$35.8K - $40K
|
691
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-11.8K- 76.53% |
$4.79M - $5.36M
|
3.62K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-94- 3.52% |
$38.2K - $42.7K
|
2.57K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
80+ 2.19% |
$32.5K - $36.4K
|
3.74K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
1.4KNew |
$569K - $636K
|
1.4K
$710K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-986- 1.98% |
$401K - $448K
|
48.9K
$24.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
140+ 15.71% |
$56.9K - $63.6K
|
1.03K
$523K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-985- 1.16% |
$400K - $448K
|
83.6K
$42.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-753- 9.46% |
$306K - $342K
|
7.21K
$3.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.41K- 1.15% |
$571K - $639K
|
121K
$61.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
496New |
$202K - $225K
|
496
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
100+ 0.32% |
$40.6K - $45.4K
|
31.8K
$16.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
65+ 6.39% |
$26.4K - $29.5K
|
1.08K
$549K
|
|
|
Jan 24, 2025
Q4 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-1.8KClosed |
$731K - $818K
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
542New |
$220K - $246K
|
542
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-10- 2.05% |
$4.06K - $4.54K
|
477
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
CALL |
100New |
$40.6K - $45.4K
|
100
$50.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
90New |
$36.6K - $40.9K
|
90
$45.7K
|
|