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 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
286+ 1.02% |
$116K - $130K
|
28.2K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Fact Capital, LP
New York, NY |
SELL
|
- |
-4.03K- 10.16% |
$1.64M - $1.83M
|
35.6K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
33.5K+ 26.93% |
$13.6M - $15.2M
|
158K
$61.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
996+ 5.69% |
$405K - $453K
|
18.5K
$7.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-507- 19.86% |
$206K - $230K
|
2.05K
$801K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
159K+ 75.39% |
$64.7M - $72.3M
|
370K
$145M
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Ds Manager LLC
Miami Beach, FL |
BUY
|
- |
1.47K+ 5.68% |
$599K - $670K
|
27.4K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
13.1KNew |
$5.34M - $5.97M
|
13.1K
$5.14M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
36K+ 5.32% |
$14.6M - $16.4M
|
714K
$279M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
31New |
$12.6K - $14.1K
|
31
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
BUY
|
- |
610KNew |
$248M - $277M
|
610K
$239M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
BUY
|
PUT |
610KNew |
$248M - $277M
|
610K
$239M
|
|
|
Feb 14, 2025
Q4 2024
|
Albar Capital Partners LLP
London, X0 |
BUY
|
- |
5.02KNew |
$2.04M - $2.28M
|
5.02K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
213KNew |
$86.5M - $96.7M
|
213K
$83.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
5.45KNew |
$2.21M - $2.48M
|
5.45K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
9.9KNew |
$4.02M - $4.5M
|
9.9K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
1.34MNew |
$546M - $611M
|
1.34M
$526M
|
|
|
Feb 14, 2025
Q4 2024
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
51.8KNew |
$21.1M - $23.6M
|
51.8K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1.9KNew |
$771K - $862K
|
1.9K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
300New |
$122K - $136K
|
300
$117K
|
|
|
Feb 14, 2025
Q4 2024
|
Whitebark Investors LP
Incline Village, NV |
BUY
|
- |
76.2KNew |
$31M - $34.6M
|
76.2K
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
BUY
|
- |
601KNew |
$244M - $273M
|
601K
$235M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
619K+ 4649.29% |
$251M - $281M
|
632K
$247M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
470KNew |
$191M - $214M
|
470K
$184M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
95.9K+ 191.84% |
$39M - $43.6M
|
146K
$57.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.49M- 6.18% |
$1.82B - $2.04B
|
68.1M
$26.6B
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-1.06M- 50.05% |
$432M - $484M
|
1.06M
$415M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
99+ 1.21% |
$40.2K - $45K
|
8.26K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.04K+ 9.0% |
$828K - $926K
|
24.7K
$9.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-448- 3.44% |
$182K - $204K
|
12.6K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.25K- 2.28% |
$506K - $566K
|
53.4K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.87K- 39.74% |
$760K - $850K
|
2.84K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
21.9K+ 2.76% |
$8.9M - $9.95M
|
816K
$319M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
46+ 0.12% |
$18.7K - $20.9K
|
38.1K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.68K+ 5.58% |
$681K - $762K
|
31.7K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
88+ 1.19% |
$35.8K - $40K
|
7.48K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.46K- 15.46% |
$592K - $662K
|
7.96K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-544- 14.61% |
$221K - $247K
|
3.18K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
81.4K+ 9.29% |
$33.1M - $37M
|
958K
$375M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
PUT |
-2K- 14.81% |
$813K - $909K
|
11.5K
$4.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-512- 4.25% |
$208K - $233K
|
11.5K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
251+ 2.85% |
$102K - $114K
|
9.07K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-65- 0.41% |
$26.4K - $29.5K
|
15.8K
$6.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
4.51K+ 7.87% |
$1.83M - $2.05M
|
61.8K
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.69K+ 4.12% |
$1.09M - $1.22M
|
67.8K
$26.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-11.8K- 1.0% |
$4.8M - $5.37M
|
1.16M
$456M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
3.72K+ 17.73% |
$1.51M - $1.69M
|
24.7K
$9.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-358- 3.16% |
$145K - $163K
|
11K
$4.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
9.2K+ 39.63% |
$3.74M - $4.18M
|
32.4K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.03KNew |
$420K - $469K
|
1.03K
$404K
|