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 23, 2025
Q2 2025
|
Shariaportfolio, Inc.
Lake Mary, FL |
SELL
|
- |
-86- 15.81% |
$30.5K - $42.8K
|
458
$231K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-402- 0.98% |
$143K - $200K
|
40.7K
$20.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Wormser Freres Gestion
Paris, I0 |
SELL
|
- |
-658- 2.42% |
$233K - $327K
|
26.5K
$13.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-15- 0.43% |
$5.32K - $7.46K
|
3.47K
$1.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.43K- 31.65% |
$1.57M - $2.2M
|
9.57K
$4.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Spear Holdings Rsc LTD
Abu Dhabi, C0 |
SELL
|
- |
-246K- 58.51% |
$87.3M - $122M
|
175K
$88.2M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
21+ 0.1% |
$7.45K - $10.4K
|
20.5K
$10.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
242+ 0.48% |
$85.8K - $120K
|
50.4K
$25.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3.33K- 10.33% |
$1.18M - $1.66M
|
28.9K
$14.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-17- 0.16% |
$6.03K - $8.46K
|
10.5K
$5.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
89.8K+ 3.37% |
$31.8M - $44.7M
|
2.76M
$1.39B
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.87K+ 20.12% |
$662K - $929K
|
11.2K
$5.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.7KNew |
$601K - $843K
|
1.7K
$856K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
514+ 6.09% |
$182K - $256K
|
8.96K
$4.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-766- 2.77% |
$272K - $381K
|
26.9K
$13.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.92K+ 0.66% |
$1.04M - $1.45M
|
442K
$224M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
5.18K+ 79.82% |
$1.84M - $2.58M
|
11.7K
$5.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.31K+ 4.95% |
$820K - $1.15M
|
49.1K
$24.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
88+ 4.28% |
$31.2K - $43.8K
|
2.14K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-67- 0.22% |
$23.8K - $33.3K
|
30.9K
$15.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
14+ 0.51% |
$4.96K - $6.96K
|
2.75K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
92+ 1.3% |
$32.6K - $45.8K
|
7.15K
$3.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-1.55K- 39.17% |
$551K - $773K
|
2.41K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.81K+ 44.84% |
$1.71M - $2.39M
|
15.5K
$7.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-266K- 81.8% |
$94.3M - $132M
|
59.2K
$29.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Trinity Street Asset Management LLP
|
BUY
|
- |
402+ 0.46% |
$143K - $200K
|
88.5K
$44.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-54- 0.08% |
$19.1K - $26.9K
|
71.3K
$36M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
1+ 0.03% |
$355 - $497
|
3.18K
$1.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.54K+ 31.21% |
$546K - $766K
|
6.48K
$3.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
71.9K+ 25.92% |
$25.5M - $35.8M
|
349K
$177M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
86+ 2.39% |
$30.5K - $42.8K
|
3.68K
$1.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
25+ 0.64% |
$8.86K - $12.4K
|
3.94K
$1.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
583+ 4.11% |
$207K - $290K
|
14.8K
$7.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-133- 0.76% |
$47.2K - $66.2K
|
17.5K
$8.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
709+ 0.51% |
$251K - $353K
|
139K
$70.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-435- 18.9% |
$154K - $216K
|
1.87K
$943K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-276- 2.77% |
$97.9K - $137K
|
9.69K
$4.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-406- 3.86% |
$144K - $202K
|
10.1K
$5.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-19- 0.74% |
$6.74K - $9.45K
|
2.56K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
863New |
$306K - $429K
|
863
$436K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
98+ 0.96% |
$34.7K - $48.8K
|
10.3K
$5.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-425- 1.16% |
$151K - $211K
|
36.2K
$18.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.69K+ 2.74% |
$954K - $1.34M
|
101K
$50.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-48- 0.03% |
$17K - $23.9K
|
142K
$71.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-67- 0.43% |
$23.8K - $33.3K
|
15.5K
$7.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-7.4K- 1.19% |
$2.62M - $3.68M
|
613K
$310M
|
|
|
Jul 23, 2025
Q2 2025
|
Cortland Associates Inc
|
BUY
|
- |
89+ 1.35% |
$31.6K - $44.3K
|
6.66K
$3.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.1K+ 34.77% |
$388K - $545K
|
4.24K
$2.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-9.16K- 10.42% |
$3.25M - $4.55M
|
78.7K
$39.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
343+ 2.16% |
$122K - $171K
|
16.3K
$8.21M
|