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 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-204- 14.74% |
$76.6K - $91.2K
|
1.18K
$458K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-284- 3.67% |
$107K - $127K
|
7.46K
$2.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
234+ 2.62% |
$87.8K - $105K
|
9.16K
$3.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-6.59K- 23.23% |
$2.47M - $2.95M
|
21.8K
$8.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
259+ 4.26% |
$97.2K - $116K
|
6.33K
$2.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
107+ 1.83% |
$40.2K - $47.9K
|
5.94K
$2.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
742+ 55.21% |
$279K - $332K
|
2.09K
$809K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.3K+ 4.97% |
$488K - $581K
|
27.5K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
716New |
$269K - $320K
|
716
$278K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
196+ 25.89% |
$73.6K - $87.7K
|
953
$370K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-506- 0.54% |
$190K - $226K
|
92.9K
$36M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
50+ 0.34% |
$18.8K - $22.4K
|
14.7K
$5.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-115- 0.07% |
$43.2K - $51.4K
|
161K
$62.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-170- 0.86% |
$63.8K - $76K
|
19.7K
$7.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-884- 1.04% |
$332K - $395K
|
84.1K
$32.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.08K- 0.89% |
$405K - $483K
|
121K
$46.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
718+ 26.02% |
$270K - $321K
|
3.48K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
618+ 0.86% |
$232K - $276K
|
72.3K
$28M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.67K- 2.78% |
$1M - $1.19M
|
93.5K
$36.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
735+ 6.11% |
$276K - $329K
|
12.8K
$4.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.4K- 50.72% |
$527K - $627K
|
1.36K
$529K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.31K- 5.81% |
$493K - $587K
|
21.3K
$8.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.09K- 1.24% |
$408K - $486K
|
86.6K
$33.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-481- 0.81% |
$181K - $215K
|
59K
$22.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Ams Capital Ltda
|
BUY
|
- |
33K+ 51.84% |
$12.4M - $14.8M
|
96.8K
$37.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9.36K+ 15.97% |
$3.51M - $4.18M
|
68K
$26.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
736+ 4.53% |
$276K - $329K
|
17K
$6.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.75K- 1.16% |
$1.03M - $1.23M
|
235K
$91.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
525+ 12.86% |
$197K - $235K
|
4.61K
$1.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
27+ 0.3% |
$10.1K - $12.1K
|
9.16K
$3.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.41K+ 3.51% |
$531K - $632K
|
41.8K
$16.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
33+ 0.06% |
$12.4K - $14.8K
|
53.4K
$20.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
3.91K+ 16.66% |
$1.47M - $1.75M
|
27.4K
$10.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-18- 0.57% |
$6.76K - $8.05K
|
3.13K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-144- 1.01% |
$54.1K - $64.4K
|
14.1K
$5.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-990- 4.31% |
$372K - $443K
|
22K
$8.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-291- 7.62% |
$109K - $130K
|
3.53K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.95K- 9.71% |
$732K - $872K
|
18.1K
$7.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
133+ 0.93% |
$49.9K - $59.5K
|
14.4K
$5.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
435+ 1.38% |
$163K - $195K
|
31.9K
$12.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-65- 8.43% |
$24.4K - $29.1K
|
706
$274K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
83+ 0.72% |
$31.2K - $37.1K
|
11.6K
$4.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-437- 43.01% |
$164K - $195K
|
579
$225K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-20.4K- 10.46% |
$7.65M - $9.11M
|
174K
$67.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
361+ 3.04% |
$136K - $161K
|
12.2K
$4.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.54K+ 18.91% |
$1.33M - $1.58M
|
22.2K
$8.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-70- 2.95% |
$26.3K - $31.3K
|
2.3K
$894K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-124- 4.15% |
$46.5K - $55.5K
|
2.87K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-1.87K- 3.56% |
$702K - $836K
|
50.6K
$19.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Bonness Enterprises Inc
|
SELL
|
- |
-200- 0.49% |
$75.1K - $89.4K
|
40.6K
$15.7M
|