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, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-734- 55.78% |
$260K - $365K
|
582
$297K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-16.4K- 2.61% |
$5.82M - $8.17M
|
614K
$313M
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-950- 0.66% |
$337K - $473K
|
142K
$72.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
59.9KNew |
$21.2M - $29.8M
|
59.9K
$30.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-541- 0.52% |
$192K - $269K
|
104K
$52.9M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
268+ 1.64% |
$95K - $133K
|
16.6K
$8.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-30- 0.06% |
$10.6K - $14.9K
|
46.8K
$23.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-367- 1.62% |
$130K - $183K
|
22.3K
$11.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
445+ 3.94% |
$158K - $221K
|
11.7K
$6M
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-8.77K- 3.66% |
$3.11M - $4.36M
|
231K
$118M
|
|
|
Jul 25, 2025
Q2 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
170+ 0.43% |
$60.3K - $84.6K
|
40.1K
$20.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
7+ 0.02% |
$2.48K - $3.48K
|
37.8K
$19.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
1+ 0.06% |
$355 - $497
|
1.6K
$816K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-402- 2.59% |
$143K - $200K
|
15.1K
$7.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
22.2K+ 2.77% |
$7.86M - $11M
|
824K
$421M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31+ 0.7% |
$11K - $15.4K
|
4.48K
$2.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.4K+ 8.32% |
$495K - $694K
|
18.2K
$9.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
192K+ 86.71% |
$68M - $95.5M
|
413K
$211M
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
43+ 0.91% |
$15.2K - $21.4K
|
4.78K
$2.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
200+ 11.98% |
$70.9K - $99.5K
|
1.87K
$955K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
210K+ 23.69% |
$74.3M - $104M
|
1.09M
$559M
|
|
|
Jul 25, 2025
Q2 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
443+ 1.26% |
$157K - $220K
|
35.7K
$18.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
365+ 8.24% |
$129K - $182K
|
4.79K
$2.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Bsn Capital Partners LTD
|
SELL
|
- |
-269K- 32.25% |
$95.4M - $134M
|
565K
$289M
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
29.3K+ 9.96% |
$10.4M - $14.6M
|
323K
$165M
|
|
|
Jul 25, 2025
Q2 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-297- 1.56% |
$105K - $148K
|
18.8K
$9.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-6.31K- 22.48% |
$2.24M - $3.14M
|
21.8K
$11.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
SELL
|
- |
-203- 0.8% |
$72K - $101K
|
25.3K
$12.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
15+ 1.52% |
$5.32K - $7.46K
|
1K
$511K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-17.7K- 2.2% |
$6.28M - $8.81M
|
787K
$402M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
1.12KNew |
$396K - $556K
|
1.12K
$571K
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.01K- 2.28% |
$358K - $502K
|
43.3K
$22.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
107+ 0.43% |
$37.9K - $53.2K
|
24.8K
$12.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
425+ 0.42% |
$151K - $211K
|
101K
$51.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6+ 0.17% |
$2.13K - $2.98K
|
3.44K
$1.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-91- 0.96% |
$32.3K - $45.3K
|
9.39K
$4.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-4- 0.03% |
$1.42K - $1.99K
|
11.8K
$6.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-8.9K- 4.91% |
$3.16M - $4.43M
|
172K
$88M
|
|
|
Jul 25, 2025
Q2 2025
|
Check Capital Management Inc
|
BUY
|
- |
95+ 1.58% |
$33.7K - $47.3K
|
6.13K
$3.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-191- 0.66% |
$67.7K - $95K
|
28.9K
$14.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-740- 19.17% |
$262K - $368K
|
3.12K
$1.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-240- 7.53% |
$85.1K - $119K
|
2.95K
$1.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-731- 18.76% |
$259K - $364K
|
3.17K
$1.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-1.36K- 4.58% |
$481K - $675K
|
28.2K
$14.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
30.7K+ 3.38% |
$10.9M - $15.3M
|
940K
$480M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
60+ 0.3% |
$21.3K - $29.8K
|
20K
$10.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-34- 2.77% |
$12.1K - $16.9K
|
1.19K
$609K
|
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-75- 0.49% |
$26.6K - $37.3K
|
15.2K
$7.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-221- 3.62% |
$78.4K - $110K
|
5.88K
$3.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
837+ 1.54% |
$297K - $416K
|
55.2K
$28.2M
|