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 05, 2024
Q2 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
39KNew |
$15.2M - $17.7M
|
39K
$16.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.83KNew |
$712K - $829K
|
1.83K
$755K
|
|
|
Aug 05, 2024
Q2 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
CALL |
1.1KNew |
$428K - $498K
|
1.1K
$454K
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
SELL
|
- |
-2.64K- 25.19% |
$1.03M - $1.19M
|
7.83K
$3.23M
|
|
|
Aug 05, 2024
Q2 2024
|
General American Investors CO Inc
|
BUY
|
PUT |
50KNew |
$19.5M - $22.6M
|
50K
$20.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
1.22MNew |
$475M - $552M
|
1.22M
$503M
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
20+ 1.13% |
$7.79K - $9.06K
|
1.78K
$736K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-26- 2.53% |
$10.1K - $11.8K
|
1K
$412K
|
|
|
Aug 02, 2024
Q2 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-126- 12.29% |
$49.1K - $57.1K
|
899
$371K
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
493New |
$192K - $223K
|
493
$203K
|
|
|
Aug 01, 2024
Q2 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
2.37K+ 97.29% |
$922K - $1.07M
|
4.8K
$1.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-210- 50.0% |
$81.8K - $95.1K
|
210
$86.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.78K- 8.05% |
$693K - $806K
|
20.3K
$8.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Cypress Funds LLC
|
SELL
|
- |
-68.6K- 21.6% |
$26.7M - $31.1M
|
249K
$103M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
31+ 1.61% |
$12.1K - $14K
|
1.96K
$806K
|
|
|
Aug 01, 2024
Q2 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-59- 0.12% |
$23K - $26.7K
|
50.4K
$20.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-7.25K- 68.64% |
$2.82M - $3.28M
|
3.31K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-3.17K- 47.91% |
$1.23M - $1.44M
|
3.45K
$1.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
45+ 0.56% |
$17.5K - $20.4K
|
8.11K
$3.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
4.23K+ 3.03% |
$1.65M - $1.92M
|
144K
$59.3M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
PUT |
50New |
$19.5K - $22.6K
|
50
$20.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Privium Fund Management B.V.
|
SELL
|
- |
-400- 3.85% |
$156K - $181K
|
10K
$4.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.04K+ 16.82% |
$795K - $924K
|
14.2K
$5.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-335- 1.19% |
$130K - $152K
|
27.8K
$11.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-326- 2.33% |
$127K - $148K
|
13.7K
$5.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Garland Capital Management Inc
|
BUY
|
- |
568New |
$221K - $257K
|
568
$234K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-868- 10.21% |
$338K - $393K
|
7.64K
$3.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
449+ 1.8% |
$175K - $203K
|
25.3K
$10.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-4- 0.16% |
$1.56K - $1.81K
|
2.43K
$1M
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-49- 0.66% |
$19.1K - $22.2K
|
7.36K
$3.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-47- 2.01% |
$18.3K - $21.3K
|
2.29K
$945K
|
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
19.9KNew |
$7.74M - $9.01M
|
19.9K
$8.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
400+ 44.64% |
$156K - $181K
|
1.3K
$534K
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3- 0.13% |
$1.17K - $1.36K
|
2.32K
$955K
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-54- 10.65% |
$21K - $24.5K
|
453
$187K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
167New |
$65K - $75.6K
|
167
$68.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-888- 1.76% |
$346K - $402K
|
49.7K
$20.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
942+ 61.93% |
$367K - $427K
|
2.46K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-360- 1.64% |
$140K - $163K
|
21.6K
$8.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
200New |
$77.9K - $90.6K
|
200
$82.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
51+ 1.03% |
$19.9K - $23.1K
|
4.99K
$2.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-197- 6.89% |
$76.7K - $89.2K
|
2.66K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
283+ 0.77% |
$110K - $128K
|
37.2K
$15.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
818New |
$318K - $370K
|
818
$337K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-119- 85.61% |
$46.3K - $53.9K
|
20
$8.25K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.37% |
$401K - $466K
|
18.2K
$7.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
7New |
$2.73K - $3.17K
|
7
$2.89K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-1.14K- 0.41% |
$442K - $514K
|
275K
$114M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Island Capital LLC
|
SELL
|
- |
-194- 0.46% |
$75.5K - $87.9K
|
42.1K
$17.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
173+ 12.81% |
$67.4K - $78.3K
|
1.52K
$628K
|