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 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.86K+ 1.14% |
$1.11M - $1.3M
|
253K
$104M
|
|
Aug 12, 2024
Q2 2024
|
Yost Capital Management, LP
Fort Worth, TX |
SELL
|
- |
-3.98K- 50.06% |
$1.55M - $1.8M
|
3.97K
$1.64M
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
19.1K+ 271.05% |
$7.44M - $8.66M
|
26.2K
$10.8M
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
562New |
$219K - $255K
|
562
$232K
|
|
Aug 12, 2024
Q2 2024
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
10.9K+ 135.88% |
$4.23M - $4.92M
|
18.9K
$7.78M
|
|
Aug 09, 2024
Q2 2024
|
Herald Investment Management LTD
|
SELL
|
- |
-1K- 3.7% |
$389K - $453K
|
26K
$10.7M
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
198+ 9.65% |
$77.1K - $89.7K
|
2.25K
$927K
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-273- 1.38% |
$106K - $124K
|
19.5K
$8.04M
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.61KNew |
$1.01M - $1.18M
|
2.61K
$1.07M
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
330+ 18.33% |
$128K - $149K
|
2.13K
$878K
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
215+ 2.0% |
$83.7K - $97.4K
|
11K
$4.53M
|
|
Aug 09, 2024
Q2 2024
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
BUY
|
CALL |
2.3KNew |
$895K - $1.04M
|
2.3K
$948K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
586New |
$228K - $265K
|
586
$242K
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-143- 3.95% |
$55.7K - $64.8K
|
3.48K
$1.43M
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
200New |
$77.9K - $90.6K
|
200
$82.5K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
22.2K+ 189.21% |
$8.63M - $10M
|
33.9K
$14M
|
|
Aug 09, 2024
Q2 2024
|
Trb Advisors LP
New York, NY |
SELL
|
- |
-50K- 22.73% |
$19.5M - $22.6M
|
170K
$70.1M
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
17+ 3.99% |
$6.62K - $7.7K
|
443
$183K
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3.9KNew |
$1.52M - $1.77M
|
3.9K
$1.61M
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.26K- 4.01% |
$1.66M - $1.93M
|
102K
$42M
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-34- 3.99% |
$13.2K - $15.4K
|
818
$337K
|
|
Aug 08, 2024
Q2 2024
|
Union Investments & Development Ltd.
|
SELL
|
- |
-250- 27.78% |
$97.3K - $113K
|
650
$268K
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-766- 17.57% |
$298K - $347K
|
3.59K
$1.48M
|
|
Aug 08, 2024
Q2 2024
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
448New |
$174K - $203K
|
448
$185K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.2K- 76.81% |
$5.13M - $5.97M
|
3.98K
$1.64M
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-224- 2.32% |
$87.2K - $101K
|
9.45K
$3.9M
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.08% |
$389 - $453
|
1.23K
$508K
|
|
Aug 08, 2024
Q2 2024
|
Apeiron Capital LTD
|
BUY
|
- |
24.1KNew |
$9.36M - $10.9M
|
24.1K
$9.92M
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-304K- 19.82% |
$119M - $138M
|
1.23M
$508M
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-6- 13.33% |
$2.34K - $2.72K
|
39
$16.1K
|
|
Aug 07, 2024
Q2 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
1.06K+ 51.18% |
$413K - $481K
|
3.14K
$1.29M
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-315- 12.28% |
$123K - $143K
|
2.25K
$928K
|
|
Aug 07, 2024
Q2 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-96- 0.77% |
$37.4K - $43.5K
|
12.4K
$5.1M
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-30- 2.73% |
$11.7K - $13.6K
|
1.07K
$441K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1.28K- 1.0% |
$498K - $579K
|
126K
$51.9M
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-2.85K- 7.41% |
$1.11M - $1.29M
|
35.6K
$14.7M
|
|
Aug 07, 2024
Q2 2024
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
BUY
|
- |
41.9K+ 127.01% |
$16.3M - $19M
|
74.9K
$30.9M
|
|
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
$39.5M
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-5.42K- 53.49% |
$2.11M - $2.45M
|
4.71K
$1.94M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
67+ 7.29% |
$26.1K - $30.3K
|
986
$407K
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
672New |
$262K - $304K
|
672
$277K
|
|
Aug 06, 2024
Q2 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-278- 1.5% |
$108K - $126K
|
18.2K
$7.51M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
295+ 2.31% |
$115K - $134K
|
13.1K
$5.39M
|
|
Aug 06, 2024
Q2 2024
|
Corbyn Investment Management Inc
|
BUY
|
- |
813New |
$317K - $368K
|
813
$335K
|
|
Aug 06, 2024
Q2 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
248+ 4.84% |
$96.6K - $112K
|
5.38K
$2.22M
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.08K- 46.06% |
$420K - $489K
|
1.27K
$522K
|
|
Aug 06, 2024
Q2 2024
|
Freemont Management S.A.
|
SELL
|
- |
-87.7K- 83.13% |
$34.1M - $39.7M
|
17.8K
$7.34M
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
519New |
$202K - $235K
|
519
$214K
|
|
Aug 05, 2024
Q2 2024
|
Brooktree Capital Management
|
SELL
|
- |
-1.6K- 18.8% |
$621K - $722K
|
6.89K
$2.84M
|
|
Aug 05, 2024
Q2 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
40+ 2.15% |
$15.6K - $18.1K
|
1.9K
$782K
|