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 07, 2023
Q2 2023
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
640New |
$176K - $223K
|
640
$264K
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-6.37K- 34.34% |
$1.75M - $2.22M
|
12.2K
$5.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
16.5KNew |
$4.54M - $5.74M
|
16.5K
$6.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-4.38K- 10.6% |
$1.21M - $1.52M
|
37K
$15.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
1.11K+ 90.84% |
$306K - $387K
|
2.33K
$962K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
PUT |
1.5KNew |
$413K - $522K
|
1.5K
$619K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
PUT |
1.5KNew |
$413K - $522K
|
1.5K
$619K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
62+ 1.47% |
$17.1K - $21.6K
|
4.29K
$1.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
69.9KNew |
$19.3M - $24.3M
|
69.9K
$28.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
948+ 2.61% |
$261K - $330K
|
37.2K
$15.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Harbor Advisors LLC
|
BUY
|
- |
500+ 2.0% |
$138K - $174K
|
25.5K
$10.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3.2K+ 14.83% |
$881K - $1.11M
|
24.8K
$10.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.59K+ 0.35% |
$714K - $903K
|
735K
$303M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 20.2% |
$305K - $386K
|
4.38K
$1.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-200- 3.07% |
$55.1K - $69.6K
|
6.32K
$2.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.57K- 7.33% |
$707K - $894K
|
32.5K
$13.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
16.2K+ 93.98% |
$4.47M - $5.65M
|
33.5K
$13.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
1.26KNew |
$348K - $440K
|
1.26K
$521K
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
CALL |
100New |
$27.5K - $34.8K
|
100
$41.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
114KNew |
$31.5M - $39.8M
|
114K
$47.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-887- 13.37% |
$244K - $309K
|
5.75K
$2.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
PUT |
-782- 44.46% |
$215K - $272K
|
977
$403K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-247- 0.81% |
$68K - $86K
|
30.4K
$12.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.08K- 2.62% |
$296K - $375K
|
40.1K
$16.5M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
635+ 3.25% |
$175K - $221K
|
20.2K
$8.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 21.05% |
$665K - $841K
|
9.06K
$3.74M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
635+ 3.25% |
$175K - $221K
|
20.2K
$8.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.35K+ 3.51% |
$371K - $469K
|
39.7K
$16.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-8- 0.65% |
$2.2K - $2.78K
|
1.22K
$501K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.07KNew |
$294K - $372K
|
1.07K
$441K
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-9.5K- 99.42% |
$2.62M - $3.31M
|
55
$22.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
230+ 8.0% |
$63.3K - $80.1K
|
3.1K
$1.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-100- 1.34% |
$27.5K - $34.8K
|
7.34K
$3.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
680New |
$187K - $237K
|
680
$280K
|
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-13- 0.15% |
$3.58K - $4.53K
|
8.39K
$3.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
628New |
$173K - $219K
|
628
$259K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
CALL |
200New |
$55.1K - $69.6K
|
200
$82.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Lannebo Fonder Ab
|
BUY
|
- |
186K+ 1374.07% |
$51.1M - $64.6M
|
199K
$82.1M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-492- 2.98% |
$136K - $171K
|
16K
$6.62M
|
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-1.54K- 1.17% |
$423K - $535K
|
130K
$53.5M
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-50- 1.33% |
$13.8K - $17.4K
|
3.71K
$1.53M
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
SELL
|
- |
-550- 91.67% |
$151K - $191K
|
50
$20.6K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.44K- 6.69% |
$542K - $703K
|
34K
$14M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-232K- 6.32% |
$51.6M - $66.9M
|
3.44M
$1.42B
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
184+ 6.78% |
$40.9K - $53K
|
2.9K
$1.2M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-2.28K- 40.53% |
$508K - $658K
|
3.35K
$1.38M
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
12.7KNew |
$2.83M - $3.67M
|
12.7K
$5.25M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.3K- 7.93% |
$289K - $375K
|
15.1K
$6.22M
|
|
|
May 17, 2023
Q1 2023
|
Impala Asset Management LLC
New Canaan, CT |
BUY
|
- |
13KNew |
$2.89M - $3.75M
|
13K
$5.36M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
5.7K+ 2.32% |
$1.27M - $1.64M
|
251K
$104M
|
|