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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-9- 0.16% |
$3.38K - $4.02K
|
5.57K
$2.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.73K+ 9.43% |
$648K - $771K
|
20K
$7.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
71.7K+ 24.89% |
$26.9M - $32.1M
|
360K
$140M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-111- 0.57% |
$41.7K - $49.6K
|
19.5K
$7.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
292+ 0.45% |
$110K - $131K
|
65.2K
$25.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
14.6K+ 0.7% |
$5.49M - $6.54M
|
2.11M
$818M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
101K+ 6.98% |
$37.8M - $45M
|
1.54M
$599M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-8- 1.07% |
$3K - $3.58K
|
739
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-10.2K- 1.02% |
$3.82M - $4.55M
|
992K
$385M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
233+ 7.35% |
$87.5K - $104K
|
3.4K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
39+ 1.56% |
$14.6K - $17.4K
|
2.54K
$984K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-1.69K- 7.53% |
$636K - $758K
|
20.8K
$8.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
349+ 2.51% |
$131K - $156K
|
14.3K
$5.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
145+ 0.57% |
$54.4K - $64.8K
|
25.4K
$9.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-687- 2.05% |
$258K - $307K
|
32.8K
$12.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
3.37K+ 1.86% |
$1.27M - $1.51M
|
185K
$71.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
553+ 18.14% |
$208K - $247K
|
3.6K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
4.81K+ 2.14% |
$1.81M - $2.15M
|
230K
$89.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-6.03K- 5.47% |
$2.26M - $2.7M
|
104K
$40.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
225+ 0.42% |
$84.5K - $101K
|
53.7K
$20.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
53+ 0.13% |
$19.9K - $23.7K
|
40.9K
$15.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-235- 2.67% |
$88.2K - $105K
|
8.57K
$3.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-805- 1.62% |
$302K - $360K
|
48.9K
$18.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
43.1K+ 8.87% |
$16.2M - $19.3M
|
529K
$205M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
41+ 1.77% |
$15.4K - $18.3K
|
2.36K
$915K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
749+ 0.86% |
$281K - $335K
|
88.3K
$34.2M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.06K+ 2.25% |
$2.27M - $2.71M
|
275K
$107M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1.93K+ 2.8% |
$723K - $862K
|
70.8K
$27.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-23- 0.25% |
$8.63K - $10.3K
|
9.08K
$3.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-2.97K- 63.28% |
$1.11M - $1.33M
|
1.72K
$668K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.89K+ 2.53% |
$710K - $846K
|
76.6K
$29.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
89.8K+ 3.46% |
$33.7M - $40.2M
|
2.69M
$1.04B
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
5.8K+ 24.58% |
$2.18M - $2.59M
|
29.4K
$11.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-7.16K- 3.71% |
$2.69M - $3.2M
|
186K
$72M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.81K- 1.02% |
$1.05M - $1.25M
|
273K
$106M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-429- 40.86% |
$161K - $192K
|
621
$241K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.41K+ 18.05% |
$528K - $629K
|
9.19K
$3.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-35- 1.44% |
$13.1K - $15.7K
|
2.4K
$931K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-634- 13.79% |
$238K - $284K
|
3.97K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Metropolis Capital LTD
|
BUY
|
- |
309K+ 42.84% |
$116M - $138M
|
1.03M
$400M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-46- 0.22% |
$17.3K - $20.6K
|
21.2K
$8.24M
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-249- 1.97% |
$93.5K - $111K
|
12.4K
$4.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-829- 1.28% |
$311K - $371K
|
63.8K
$24.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1K+ 14.38% |
$376K - $448K
|
7.97K
$3.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-403- 4.3% |
$151K - $180K
|
8.97K
$3.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
470+ 3.33% |
$176K - $210K
|
14.6K
$5.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-492- 5.18% |
$185K - $220K
|
9.01K
$3.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
592+ 2.45% |
$222K - $265K
|
24.8K
$9.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
783+ 1.63% |
$294K - $350K
|
49K
$19M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-915- 0.96% |
$343K - $409K
|
94.7K
$36.7M
|