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 13, 2024
Q2 2024
|
Surgo Cap Partners LP
New York, NY |
SELL
|
- |
-64.1K- 24.7% |
$25M - $29M
|
195K
$99.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Monolith Management LTD
Hong Kong, K3 |
SELL
|
- |
-45.5K- 59.24% |
$17.7M - $20.6M
|
31.3K
$15.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.78K- 1.78% |
$695K - $808K
|
98.4K
$49.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-26.5K- 20.25% |
$10.3M - $12M
|
104K
$53M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.46K+ 2.27% |
$1.74M - $2.02M
|
201K
$102M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
100New |
$38.9K - $45.3K
|
100
$50.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Varenne Capital Partners
|
BUY
|
- |
2.9K+ 4.39% |
$1.13M - $1.31M
|
69.1K
$35.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
CALL |
500New |
$195K - $226K
|
500
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-9.37K- 49.12% |
$3.65M - $4.24M
|
9.7K
$4.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Ace Management Global Ltd.
Sao Paolo, D5 |
BUY
|
- |
102KNew |
$39.9M - $46.4M
|
102K
$52M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-3- 0.06% |
$1.17K - $1.36K
|
5.08K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.86K+ 1.14% |
$1.11M - $1.3M
|
253K
$128M
|
|
|
Aug 12, 2024
Q2 2024
|
Yost Capital Management, LP
Fort Worth, TX |
SELL
|
- |
-3.98K- 50.06% |
$1.55M - $1.8M
|
3.97K
$2.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.61KNew |
$1.01M - $1.18M
|
2.61K
$1.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
330+ 18.33% |
$128K - $149K
|
2.13K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
215+ 2.0% |
$83.7K - $97.4K
|
11K
$5.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
22.2K+ 189.21% |
$8.63M - $10M
|
33.9K
$17.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
17+ 3.99% |
$6.62K - $7.7K
|
443
$225K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.26K- 4.01% |
$1.66M - $1.93M
|
102K
$51.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Union Investments & Development Ltd.
|
SELL
|
- |
-250- 27.78% |
$97.3K - $113K
|
650
$330K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.2K- 76.81% |
$5.13M - $5.97M
|
3.98K
$2.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-224- 2.32% |
$87.2K - $101K
|
9.45K
$4.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Apeiron Capital LTD
|
BUY
|
- |
24.1KNew |
$9.36M - $10.9M
|
24.1K
$12.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
1.06K+ 51.18% |
$413K - $481K
|
3.14K
$1.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1.28K- 1.0% |
$498K - $579K
|
126K
$63.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-2.85K- 7.41% |
$1.11M - $1.29M
|
35.6K
$18.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
BUY
|
- |
41.9K+ 127.01% |
$16.3M - $19M
|
74.9K
$38M
|
|
|
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
$48.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
672New |
$262K - $304K
|
672
$341K
|
|
|
Aug 05, 2024
Q2 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
39KNew |
$15.2M - $17.7M
|
39K
$19.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
CALL |
1.1KNew |
$428K - $498K
|
1.1K
$558K
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
SELL
|
- |
-2.64K- 25.19% |
$1.03M - $1.19M
|
7.83K
$3.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
1.22MNew |
$475M - $552M
|
1.22M
$619M
|
|
|
Aug 01, 2024
Q2 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
2.37K+ 97.29% |
$922K - $1.07M
|
4.8K
$2.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-210- 50.0% |
$81.8K - $95.1K
|
210
$107K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
31+ 1.61% |
$12.1K - $14K
|
1.96K
$992K
|
|
|
Jul 31, 2024
Q2 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-3.17K- 47.91% |
$1.23M - $1.44M
|
3.45K
$1.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
45+ 0.56% |
$17.5K - $20.4K
|
8.11K
$4.11M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
PUT |
50New |
$19.5K - $22.6K
|
50
$25.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-326- 2.33% |
$127K - $148K
|
13.7K
$6.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-868- 10.21% |
$338K - $393K
|
7.64K
$3.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
449+ 1.8% |
$175K - $203K
|
25.3K
$12.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-47- 2.01% |
$18.3K - $21.3K
|
2.29K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
19.9KNew |
$7.74M - $9.01M
|
19.9K
$10.1M
|
|
|
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
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
167New |
$65K - $75.6K
|
167
$84.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
51+ 1.03% |
$19.9K - $23.1K
|
4.99K
$2.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.37% |
$401K - $466K
|
18.2K
$9.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
7New |
$2.73K - $3.17K
|
7
$3.55K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-1.14K- 0.41% |
$442K - $514K
|
275K
$140M
|
|