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
|
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
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
127+ 4.85% |
$45K - $63.2K
|
2.75K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.96K+ 67.42% |
$695K - $975K
|
4.87K
$2.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-849- 4.82% |
$301K - $422K
|
16.8K
$8.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
146+ 4.06% |
$51.8K - $72.6K
|
3.74K
$1.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-176- 0.32% |
$62.4K - $87.6K
|
54.9K
$28M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-32- 4.56% |
$11.3K - $15.9K
|
670
$342K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
584+ 18.62% |
$207K - $291K
|
3.72K
$1.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
196+ 12.0% |
$69.5K - $97.5K
|
1.83K
$935K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
631+ 42.24% |
$224K - $314K
|
2.13K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.16K- 26.21% |
$410K - $575K
|
3.26K
$1.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-6- 0.22% |
$2.13K - $2.98K
|
2.76K
$1.41M
|
|
|
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
$107M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.06% |
$1.77K - $2.49K
|
8.43K
$4.31M
|