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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
41+ 0.34% |
$16K - $18.6K
|
12K
$4.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
21.3K+ 22.47% |
$8.28M - $9.63M
|
116K
$47.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Wt Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-156K- 75.05% |
$60.6M - $70.4M
|
51.7K
$21.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
300New |
$117K - $136K
|
300
$124K
|
|
|
Jul 24, 2024
Q2 2024
|
Marks Wealth, LLC
|
BUY
|
- |
2.7KNew |
$1.05M - $1.22M
|
2.7K
$1.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-164- 1.1% |
$63.9K - $74.3K
|
14.8K
$6.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
52New |
$20.2K - $23.5K
|
52
$21.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Hillman CO
|
SELL
|
- |
-23.2K- 29.2% |
$9.04M - $10.5M
|
56.3K
$23.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-421- 0.56% |
$164K - $191K
|
75.4K
$31.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-23- 3.93% |
$8.95K - $10.4K
|
562
$232K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-272- 3.62% |
$106K - $123K
|
7.24K
$2.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-5- 0.92% |
$1.95K - $2.26K
|
540
$223K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-106- 2.42% |
$41.3K - $48K
|
4.27K
$1.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
14+ 1.56% |
$5.45K - $6.34K
|
913
$376K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
542New |
$211K - $245K
|
542
$224K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-6.39K- 3.98% |
$2.49M - $2.89M
|
154K
$63.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-63.6K- 8.74% |
$24.8M - $28.8M
|
664K
$274M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
PUT |
-4.8K- 57.14% |
$1.87M - $2.17M
|
3.6K
$1.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
22.8KNew |
$8.87M - $10.3M
|
22.8K
$9.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-50- 8.7% |
$19.5K - $22.6K
|
525
$216K
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-13.5K- 2.95% |
$5.26M - $6.12M
|
445K
$184M
|
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.05% |
$389 - $453
|
1.85K
$761K
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
761New |
$296K - $345K
|
761
$314K
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-76- 9.45% |
$29.6K - $34.4K
|
728
$300K
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
351+ 41.69% |
$137K - $159K
|
1.19K
$492K
|
|
|
Jul 17, 2024
Q2 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-200- 9.8% |
$77.9K - $90.6K
|
1.84K
$759K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-234- 10.95% |
$91.1K - $106K
|
1.9K
$785K
|
|
|
Jul 17, 2024
Q2 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
1.57K+ 82.3% |
$610K - $710K
|
3.47K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
225+ 9.65% |
$87.6K - $102K
|
2.56K
$1.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
2.03K+ 9.15% |
$788K - $917K
|
24.2K
$9.96M
|
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
SELL
|
- |
-112- 11.03% |
$43.6K - $50.7K
|
903
$372K
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
370+ 74.75% |
$144K - $168K
|
865
$357K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
80+ 1.32% |
$31.1K - $36.2K
|
6.16K
$2.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.17% |
$779 - $906
|
1.2K
$496K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-5.14KClosed |
$2M - $2.33M
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
PUT |
1.5KNew |
$584K - $679K
|
1.5K
$619K
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
BUY
|
CALL |
2KNew |
$779K - $906K
|
2K
$825K
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-10- 0.32% |
$3.89K - $4.53K
|
3.08K
$1.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
942New |
$367K - $427K
|
942
$388K
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
346+ 51.26% |
$135K - $157K
|
1.02K
$421K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
38.7K+ 190.14% |
$15.1M - $17.5M
|
59K
$24.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
23.3KNew |
$9.06M - $10.5M
|
23.3K
$9.59M
|
|
|
Jul 11, 2024
Q2 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
565+ 16.17% |
$220K - $256K
|
4.06K
$1.67M
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-50- 1.55% |
$19.5K - $22.6K
|
3.17K
$1.31M
|
|
|
Jul 11, 2024
Q2 2024
|
Zeit Capital LLC
|
SELL
|
- |
-2K- 32.69% |
$779K - $906K
|
4.12K
$1.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust
|
SELL
|
- |
-200K- 11.76% |
$77.9M - $90.6M
|
1.5M
$619M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-561- 1.19% |
$218K - $254K
|
46.4K
$19.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
120+ 1.88% |
$46.7K - $54.3K
|
6.49K
$2.68M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-1.48K- 4.17% |
$576K - $670K
|
34K
$14M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-107- 0.58% |
$41.7K - $48.5K
|
18.3K
$7.53M
|