Latest Institutional Purchases of Microsoft Corp (MSFT)
This list provides information on the latest institutional transactions involving Microsoft Corp (MSFT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
CALL |
1.2KNew |
$326K - $366K
|
1.2K
$533K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
CALL |
1KNew |
$272K - $305K
|
1K
$444K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
CALL |
1KNew |
$272K - $305K
|
1K
$444K
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
PUT |
600New |
$163K - $183K
|
600
$266K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
CALL |
600New |
$163K - $183K
|
600
$266K
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
PUT |
400New |
$109K - $122K
|
400
$178K
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
PUT |
310New |
$84.2K - $94.6K
|
310
$138K
|
|
Oct 06, 2021
Q3 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
36New |
$9.78K - $11K
|
36
$16K
|
|
Q2 2021 | |||||||
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
191KNew |
$45.6M - $51.8M
|
191K
$84.7M
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
142KNew |
$33.8M - $38.4M
|
142K
$62.9M
|
|
Aug 16, 2021
Q2 2021
|
Ten Core Partners, LP
New York, NY |
BUY
|
CALL |
100KNew |
$23.9M - $27.1M
|
100K
$44.4M
|
|
Aug 13, 2021
Q2 2021
|
Parkwood LLC
Cleveland, OH |
BUY
|
CALL |
69.9KNew |
$16.7M - $19M
|
69.9K
$31M
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
CALL |
2.36KNew |
$564K - $641K
|
2.36K
$1.05M
|
|
Aug 16, 2021
Q2 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
CALL |
1.5KNew |
$359K - $407K
|
1.5K
$666K
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
PUT |
1.1KNew |
$263K - $299K
|
1.1K
$488K
|
|
Aug 13, 2021
Q2 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
CALL |
1KNew |
$239K - $271K
|
1K
$444K
|
|
Aug 12, 2021
Q2 2021
|
Private Wealth Partners, LLC
|
BUY
|
PUT |
1K+ 2.91% |
$239K - $271K
|
35.4K
$15.7M
|
|
Aug 10, 2021
Q2 2021
|
Means Investment Co., Inc.
|
BUY
|
CALL |
400+ 400.0% |
$95.6K - $109K
|
500
$222K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
CALL |
200New |
$47.8K - $54.3K
|
200
$88.8K
|
|
Jul 09, 2021
Q2 2021
|
Mcia Inc
|
BUY
|
CALL |
200New |
$47.8K - $54.3K
|
200
$88.8K
|
|
Jul 02, 2021
Q2 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
20+ 64.52% |
$4.78K - $5.43K
|
51
$22.6K
|
|
Q1 2021 | |||||||
Apr 28, 2021
Q1 2021
|
Mizuho Markets Americas LLC
|
BUY
|
PUT |
86.7KNew |
$18.4M - $21.2M
|
86.7K
$38.5M
|
|
May 17, 2021
Q1 2021
|
Allen Operations LLC
|
BUY
|
- |
64.4K+ 268.52% |
$13.7M - $15.8M
|
88.4K
$39.2M
|
|
Apr 26, 2021
Q1 2021
|
Viking Fund Management LLC
|
BUY
|
- |
6KNew |
$1.27M - $1.47M
|
6K
$2.66M
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
CALL |
2.5K+ 33.33% |
$531K - $612K
|
10K
$4.44M
|
|
May 14, 2021
Q1 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
PUT |
1.34KNew |
$285K - $329K
|
1.34K
$596K
|
|
May 06, 2021
Q1 2021
|
Portland Hill Asset Management LTD
London, X0 |
BUY
|
- |
384+ 110.66% |
$81.5K - $94.1K
|
731
$325K
|
|
May 10, 2021
Q1 2021
|
Segment Wealth Management, LLC
|
BUY
|
CALL |
100New |
$21.2K - $24.5K
|
100
$44.4K
|
|
Apr 19, 2021
Q1 2021
|
Peterson Wealth Management
|
BUY
|
CALL |
100New |
$21.2K - $24.5K
|
100
$44.4K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Gabriel Plotkin
Melvin Capital Management LP | New York, Ny
|
BUY
|
CALL |
1.25MNew |
$253M - $281M
|
1.25M
$555M
|
|
Feb 12, 2021
Q4 2020
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
118KNew |
$23.9M - $26.5M
|
118K
$52.4M
|
|
Feb 12, 2021
Q4 2020
|
Carmignac Gestion
Paris, I0 |
BUY
|
CALL |
101KNew |
$20.5M - $22.8M
|
101K
$45M
|
|
Feb 12, 2021
Q4 2020
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
86KNew |
$17.4M - $19.3M
|
86K
$38.2M
|
|
Jan 26, 2021
Q4 2020
|
Zweig Di Menna Associates LLC
|
BUY
|
CALL |
82.5K+ 1100.0% |
$16.7M - $18.6M
|
90K
$40M
|
|
Jan 20, 2021
Q4 2020
|
Hwg Holdings LP
Houston, TX |
BUY
|
CALL |
28.3KNew |
$5.73M - $6.37M
|
28.3K
$12.6M
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
5.94KNew |
$1.2M - $1.34M
|
5.94K
$2.64M
|
|
Feb 08, 2021
Q4 2020
|
Brown University
|
BUY
|
- |
4.68KNew |
$946K - $1.05M
|
4.68K
$2.08M
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.74K+ 5.46% |
$554K - $616K
|
52.9K
$23.5M
|
|
Feb 02, 2021
Q4 2020
|
Tria Gen Wealth Management LLC
|
BUY
|
CALL |
2.2KNew |
$445K - $495K
|
2.2K
$977K
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
PUT |
1.9KNew |
$384K - $427K
|
1.9K
$844K
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
1.86K+ 1.09% |
$376K - $418K
|
173K
$76.9M
|
|
Feb 11, 2021
Q4 2020
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
CALL |
1.5K+ 187.5% |
$303K - $337K
|
2.3K
$1.02M
|
|
Mar 03, 2021
Q4 2020
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
CALL |
1KNew |
$202K - $225K
|
1K
$444K
|
|
Jan 26, 2021
Q4 2020
|
Pfg Advisors
|
BUY
|
CALL |
900New |
$182K - $202K
|
900
$400K
|
|
Jan 22, 2021
Q4 2020
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
CALL |
300New |
$60.7K - $67.5K
|
300
$133K
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
225+ 7500.0% |
$45.5K - $50.6K
|
228
$101K
|
|
Feb 08, 2021
Q4 2020
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
CALL |
200+ 200.0% |
$40.5K - $45K
|
300
$133K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
CALL |
49KNew |
$9.82M - $11.4M
|
49K
$21.8M
|
|
Nov 06, 2020
Q3 2020
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
PUT |
10KNew |
$2M - $2.32M
|
10K
$4.44M
|
|
Oct 23, 2020
Q3 2020
|
Hershey Trust CO
Hershey, PA |
BUY
|
- |
2.27KNew |
$455K - $526K
|
2.27K
$1.01M
|