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 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.22K- 2.51% |
$785K - $1.1M
|
85.9K
$43.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-38- 2.46% |
$13.5K - $18.9K
|
1.51K
$769K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
64+ 0.12% |
$22.7K - $31.8K
|
52.6K
$26.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
13+ 0.08% |
$4.61K - $6.47K
|
16.1K
$8.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
656+ 1.66% |
$233K - $326K
|
40.1K
$20.5M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-11K- 29.0% |
$3.91M - $5.49M
|
27K
$13.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
171+ 1.32% |
$60.6K - $85.1K
|
13.2K
$6.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-10- 1.12% |
$3.55K - $4.97K
|
886
$453K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
10+ 0.21% |
$3.55K - $4.97K
|
4.73K
$2.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-3.29K- 21.64% |
$1.17M - $1.64M
|
11.9K
$6.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
535+ 0.63% |
$190K - $266K
|
85.3K
$43.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-249- 2.79% |
$88.3K - $124K
|
8.66K
$4.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-18- 0.14% |
$6.38K - $8.95K
|
12.5K
$6.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-266- 3.2% |
$94.3K - $132K
|
8.04K
$4.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-789- 0.39% |
$280K - $392K
|
203K
$104M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
82.8K+ 6.3% |
$29.4M - $41.2M
|
1.4M
$714M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.85K- 1.14% |
$656K - $920K
|
160K
$81.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.02K- 2.83% |
$716K - $1M
|
69.3K
$35.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-820- 5.15% |
$291K - $408K
|
15.1K
$7.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-21- 0.52% |
$7.45K - $10.4K
|
4.06K
$2.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-301- 7.69% |
$107K - $150K
|
3.61K
$1.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-12- 0.11% |
$4.25K - $5.97K
|
10.7K
$5.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-508- 1.19% |
$180K - $253K
|
42K
$21.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.58K- 9.51% |
$560K - $786K
|
15K
$7.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
20+ 0.28% |
$7.09K - $9.95K
|
7.11K
$3.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-42K- 5.28% |
$14.9M - $20.9M
|
752K
$384M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-5.14K- 9.97% |
$1.82M - $2.56M
|
46.4K
$23.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
764+ 3.48% |
$271K - $380K
|
22.7K
$11.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3.57K- 5.31% |
$1.27M - $1.77M
|
63.7K
$32.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-758- 2.33% |
$269K - $377K
|
31.8K
$16.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
671+ 7.36% |
$238K - $334K
|
9.79K
$5M
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-2.84K- 1.25% |
$1.01M - $1.41M
|
224K
$114M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.85K- 1.37% |
$654K - $918K
|
132K
$67.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-8.3K- 7.05% |
$2.94M - $4.13M
|
109K
$55.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.53K+ 31.72% |
$541K - $759K
|
6.33K
$3.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.8K- 0.51% |
$637K - $893K
|
348K
$178M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
551+ 6.49% |
$195K - $274K
|
9.05K
$4.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1+ 0.12% |
$355 - $497
|
826
$422K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
359+ 1.81% |
$127K - $179K
|
20.2K
$10.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-35- 0.23% |
$12.4K - $17.4K
|
15K
$7.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-158- 1.12% |
$56K - $78.6K
|
14K
$7.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-9.18K- 52.42% |
$3.26M - $4.57M
|
8.34K
$4.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
1.11K+ 13.56% |
$394K - $552K
|
9.29K
$4.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-2.62K- 1.5% |
$928K - $1.3M
|
172K
$87.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29.4K- 49.27% |
$10.4M - $14.6M
|
30.2K
$15.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-29- 0.96% |
$10.3K - $14.4K
|
2.99K
$1.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
3.69K+ 6.71% |
$1.31M - $1.83M
|
58.6K
$29.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2+ 0.05% |
$709 - $995
|
3.91K
$2M
|
|
|
Jul 21, 2025
Q2 2025
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-8.15K- 14.44% |
$2.89M - $4.06M
|
48.3K
$24.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-5.35K- 27.49% |
$1.9M - $2.66M
|
14.1K
$7.22M
|