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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
BUY
|
- |
11.5KNew |
$4.67M - $5.23M
|
11.5K
$5.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
BUY
|
CALL |
100New |
$40.6K - $45.4K
|
100
$50.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
75+ 2.71% |
$30.5K - $34.1K
|
2.84K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-5- 0.73% |
$2.03K - $2.27K
|
676
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
8.13KNew |
$3.3M - $3.69M
|
8.13K
$4.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
22KNew |
$8.94M - $10M
|
22K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
690+ 2.89% |
$280K - $314K
|
24.6K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
187+ 18.97% |
$76K - $85K
|
1.17K
$595K
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
29.3KNew |
$11.9M - $13.3M
|
29.3K
$14.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
445New |
$181K - $202K
|
445
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
700+ 28.0% |
$284K - $318K
|
3.2K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
PUT |
3.2KNew |
$1.3M - $1.45M
|
3.2K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
PUT |
500New |
$203K - $227K
|
500
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
895New |
$364K - $407K
|
895
$454K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
6+ 0.04% |
$2.44K - $2.73K
|
16K
$8.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-5.19K- 80.27% |
$2.11M - $2.36M
|
1.28K
$647K
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
732New |
$297K - $333K
|
732
$371K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.33K- 51.52% |
$2.17M - $2.42M
|
5.02K
$2.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
230+ 43.4% |
$93.5K - $105K
|
760
$386K
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-34K- 10.64% |
$13.8M - $15.5M
|
286K
$145M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-2.22K- 81.34% |
$900K - $1.01M
|
508
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-51.4K- 71.95% |
$20.9M - $23.4M
|
20K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
767New |
$312K - $349K
|
767
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.29KNew |
$1.33M - $1.49M
|
3.29K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Headwater Capital CO LTD
Hong Kong, F4 |
BUY
|
- |
38KNew |
$15.4M - $17.3M
|
38K
$19.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-554- 10.34% |
$225K - $252K
|
4.8K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
600New |
$244K - $273K
|
600
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
923+ 41.21% |
$375K - $419K
|
3.16K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-106- 2.74% |
$43.1K - $48.2K
|
3.76K
$1.91M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
175+ 1.1% |
$71.1K - $79.5K
|
16K
$8.14M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-880- 0.64% |
$358K - $400K
|
136K
$69M
|
|
|
Jan 02, 2025
Q4 2024
|
Franchise Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-510- 4.36% |
$207K - $232K
|
11.2K
$5.67M
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-2.53M- 2.49% |
$999M - $1.18B
|
99M
$50.2B
|
|
|
Aug 06, 2025
Q3 2024
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-62- 10.35% |
$24.5K - $29K
|
537
$273K
|
|
|
Mar 07, 2025
Q3 2024
|
Pensioenfonds Rail & Ov
|
BUY
|
- |
190K+ 140.69% |
$75.1M - $88.8M
|
325K
$165M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.13K- 1.57% |
$446K - $527K
|
70.7K
$35.9M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
PUT |
500New |
$198K - $234K
|
500
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-47.3K- 99.27% |
$18.7M - $22.1M
|
347
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
3KNew |
$1.19M - $1.4M
|
3K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-3.77K- 8.45% |
$1.49M - $1.76M
|
40.8K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Josh Tarasoff
Greenlea Lane Capital Management, LLC | Weston, Ct
|
SELL
|
- |
-49.8K- 55.87% |
$19.7M - $23.3M
|
39.4K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
D1 Capital Partners L.P.
New York, NY |
SELL
|
- |
-160K- 51.2% |
$63.1M - $74.7M
|
152K
$77.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 42.02% |
$729K - $863K
|
2.55K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
1.1KNew |
$435K - $514K
|
1.1K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-103- 0.96% |
$40.7K - $48.2K
|
10.6K
$5.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.96K- 8.61% |
$774K - $916K
|
20.8K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
19.1K+ 18.54% |
$7.55M - $8.93M
|
122K
$62M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.63K+ 91.79% |
$1.04M - $1.23M
|
5.49K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
100+ 8.33% |
$39.5K - $46.8K
|
1.3K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
219+ 2.59% |
$86.5K - $102K
|
8.66K
$4.4M
|
|