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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-10- 6.67% |
$3.68K - $4.29K
|
140
$71K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-99- 0.16% |
$36.4K - $42.5K
|
60.3K
$30.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-445- 23.81% |
$164K - $191K
|
1.42K
$723K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
39+ 0.4% |
$14.3K - $16.7K
|
9.72K
$4.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-5- 0.2% |
$1.84K - $2.15K
|
2.54K
$1.29M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
133+ 1.82% |
$48.9K - $57.1K
|
7.44K
$3.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-6.55K- 21.18% |
$2.41M - $2.81M
|
24.4K
$12.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.71K+ 73.56% |
$628K - $733K
|
4.03K
$2.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
2.4K+ 66.67% |
$883K - $1.03M
|
6K
$3.04M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
66.1KNew |
$24.3M - $28.4M
|
66.1K
$33.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-9.35K- 8.48% |
$3.44M - $4.02M
|
101K
$51.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Guo Line Advisory Pte LTD
Singapore, U0 |
BUY
|
- |
11.8K+ 5.15% |
$4.34M - $5.07M
|
241K
$122M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-145- 2.5% |
$53.3K - $62.3K
|
5.65K
$2.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
475+ 3.64% |
$175K - $204K
|
13.5K
$6.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-143- 1.96% |
$52.6K - $61.4K
|
7.16K
$3.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.37K- 1.44% |
$1.97M - $2.3M
|
368K
$187M
|
|
|
Apr 12, 2024
Q1 2024
|
Caledonia Investments PLC
|
SELL
|
- |
-9.3K- 3.54% |
$3.42M - $3.99M
|
253K
$129M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
30.1K+ 39.24% |
$11.1M - $12.9M
|
107K
$54.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
15.3KNew |
$5.64M - $6.58M
|
15.3K
$7.78M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2.62K+ 7.52% |
$964K - $1.13M
|
37.5K
$19M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
51.2K+ 199.84% |
$18.8M - $22M
|
76.8K
$39M
|
|
|
Apr 11, 2024
Q1 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
600New |
$221K - $258K
|
600
$304K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
651+ 183.9% |
$239K - $280K
|
1.01K
$510K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-863- 3.0% |
$317K - $371K
|
28K
$14.2M
|
|
| Q4 2023 | |||||||
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.28K+ 23.14% |
$714K - $872K
|
12.1K
$6.15M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4+ 2.78% |
$1.25K - $1.53K
|
148
$75.1K
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
727New |
$228K - $278K
|
727
$369K
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
12.9KNew |
$4.04M - $4.93M
|
12.9K
$6.54M
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
1.65KNew |
$517K - $631K
|
1.65K
$837K
|
|
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
4.4KNew |
$1.38M - $1.68M
|
4.4K
$2.23M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-758- 21.81% |
$238K - $290K
|
2.72K
$1.38M
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
586+ 45.39% |
$184K - $224K
|
1.88K
$953K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
CALL |
1KNew |
$313K - $383K
|
1K
$507K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-245K- 25.89% |
$76.6M - $93.6M
|
700K
$355M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
540K+ 337.5% |
$169M - $207M
|
700K
$355M
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-73- 0.49% |
$22.9K - $27.9K
|
14.8K
$7.49M
|
|
|
Feb 16, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
CALL |
145KNew |
$45.4M - $55.5M
|
145K
$73.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
51KNew |
$16M - $19.5M
|
51K
$25.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Selkirk Management LLC
Chatham, NJ |
BUY
|
- |
5.4KNew |
$1.69M - $2.07M
|
5.4K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
21New |
$6.58K - $8.04K
|
21
$10.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
5.17K+ 9.1% |
$1.62M - $1.98M
|
62K
$31.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
1.3KNew |
$407K - $498K
|
1.3K
$660K
|
|
|
Feb 14, 2024
Q4 2023
|
Cadian Capital Management, LP
New York, NY |
SELL
|
- |
-93.5K- 87.38% |
$29.3M - $35.8M
|
13.5K
$6.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
363K+ 2.79% |
$114M - $139M
|
13.4M
$6.81B
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
2KNew |
$627K - $765K
|
2K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
748New |
$234K - $286K
|
748
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4+ 0.2% |
$1.25K - $1.53K
|
1.97K
$997K
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
1.06KNew |
$333K - $407K
|
1.06K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-24.2K- 13.83% |
$7.58M - $9.26M
|
151K
$76.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-35K- 21.88% |
$11M - $13.4M
|
125K
$63.4M
|
|