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
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
127+ 4.85% |
$45K - $63.2K
|
2.75K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.96K+ 67.42% |
$695K - $975K
|
4.87K
$2.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-849- 4.82% |
$301K - $422K
|
16.8K
$8.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
146+ 4.06% |
$51.8K - $72.6K
|
3.74K
$1.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-176- 0.32% |
$62.4K - $87.6K
|
54.9K
$27.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-32- 4.56% |
$11.3K - $15.9K
|
670
$339K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
584+ 18.62% |
$207K - $291K
|
3.72K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
196+ 12.0% |
$69.5K - $97.5K
|
1.83K
$925K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
631+ 42.24% |
$224K - $314K
|
2.13K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.16K- 26.21% |
$410K - $575K
|
3.26K
$1.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-6- 0.22% |
$2.13K - $2.98K
|
2.76K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.57K+ 4.81% |
$3.39M - $4.76M
|
209K
$105M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.06% |
$1.77K - $2.49K
|
8.43K
$4.26M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-8.39K- 18.77% |
$2.98M - $4.17M
|
36.3K
$18.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-135- 0.43% |
$47.9K - $67.2K
|
31.1K
$15.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-78- 2.12% |
$27.7K - $38.8K
|
3.6K
$1.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-31.4K- 58.86% |
$11.1M - $15.6M
|
22K
$11.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.45K- 4.06% |
$514K - $721K
|
34.3K
$17.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
73+ 0.78% |
$25.9K - $36.3K
|
9.43K
$4.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
94+ 0.77% |
$33.3K - $46.8K
|
12.3K
$6.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-426- 0.91% |
$151K - $212K
|
46.6K
$23.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-288- 8.39% |
$102K - $143K
|
3.15K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
203+ 2.13% |
$72K - $101K
|
9.73K
$4.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-1.18K- 2.38% |
$417K - $585K
|
48.3K
$24.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
231+ 3.2% |
$81.9K - $115K
|
7.45K
$3.76M
|
|
|
Jul 21, 2025
Q2 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
40+ 1.27% |
$14.2K - $19.9K
|
3.2K
$1.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.35K- 1.01% |
$480K - $674K
|
132K
$66.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.99K- 0.87% |
$1.06M - $1.49M
|
340K
$172M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.04K- 2.28% |
$723K - $1.01M
|
87.4K
$44.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1K- 2.42% |
$356K - $499K
|
40.4K
$20.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-31- 0.12% |
$11K - $15.4K
|
24.9K
$12.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
32.3K+ 15.6% |
$11.5M - $16.1M
|
239K
$121M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-28- 0.35% |
$9.93K - $13.9K
|
7.93K
$4.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-139- 19.47% |
$49.3K - $69.1K
|
575
$291K
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-119- 0.4% |
$42.2K - $59.2K
|
29.7K
$15M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.67K- 14.76% |
$592K - $831K
|
9.65K
$4.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-37- 0.76% |
$13.1K - $18.4K
|
4.84K
$2.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.44K+ 74.38% |
$1.58M - $2.21M
|
10.4K
$5.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-4.49K- 36.5% |
$1.59M - $2.23M
|
7.8K
$3.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-470- 3.1% |
$167K - $234K
|
14.7K
$7.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-1- 0.04% |
$355 - $497
|
2.29K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
534+ 6.06% |
$189K - $266K
|
9.34K
$4.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-4.1K- 0.54% |
$1.45M - $2.04M
|
749K
$379M
|
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-90.5M- 99.98% |
$32.1B - $45B
|
15.6K
$7.88M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-126- 0.75% |
$44.7K - $62.7K
|
16.7K
$8.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-65.3K- 6.58% |
$23.1M - $32.5M
|
926K
$468M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-85- 0.6% |
$30.1K - $42.3K
|
14.2K
$7.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-14- 0.96% |
$4.96K - $6.96K
|
1.44K
$728K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
37.2K+ 0.89% |
$13.2M - $18.5M
|
4.21M
$2.13B
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
11+ 0.21% |
$3.9K - $5.47K
|
5.2K
$2.63M
|