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 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-112- 1.74% |
$39.7K - $55.7K
|
6.31K
$3.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-7.7K- 37.38% |
$2.73M - $3.83M
|
12.9K
$6.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
196+ 21.17% |
$69.5K - $97.5K
|
1.12K
$573K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-21- 0.16% |
$7.45K - $10.4K
|
13.1K
$6.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-846- 1.98% |
$300K - $421K
|
41.8K
$21.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
165+ 0.85% |
$58.5K - $82.1K
|
19.7K
$10M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-120- 1.02% |
$42.5K - $59.7K
|
11.7K
$5.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
109+ 1.05% |
$38.6K - $54.2K
|
10.5K
$5.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-80- 1.71% |
$28.4K - $39.8K
|
4.59K
$2.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
26+ 1.5% |
$9.22K - $12.9K
|
1.76K
$900K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-273- 1.59% |
$96.8K - $136K
|
16.9K
$8.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-12- 0.2% |
$4.25K - $5.97K
|
5.9K
$3.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.28K+ 3.44% |
$452K - $634K
|
38.4K
$19.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
41+ 0.37% |
$14.5K - $20.4K
|
11.1K
$5.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-251- 9.25% |
$89K - $125K
|
2.46K
$1.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.52K- 4.17% |
$538K - $755K
|
34.9K
$17.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-590- 1.3% |
$209K - $293K
|
44.8K
$22.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-100- 7.43% |
$35.5K - $49.7K
|
1.25K
$637K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.55K+ 9.61% |
$903K - $1.27M
|
29K
$14.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Whitebark Investors LP
Incline Village, NV |
SELL
|
- |
-6K- 8.32% |
$2.13M - $2.98M
|
66.1K
$33.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-150- 0.55% |
$53.2K - $74.6K
|
27.2K
$13.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-385- 0.41% |
$137K - $192K
|
94.2K
$48.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
90.7K+ 49.15% |
$32.2M - $45.1M
|
275K
$141M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
511K+ 7.32% |
$181M - $254M
|
7.5M
$3.83B
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-70- 0.01% |
$24.8K - $34.8K
|
991K
$506M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1+ 0.01% |
$355 - $497
|
9.29K
$4.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.68K+ 0.74% |
$596K - $837K
|
228K
$116M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.25K+ 7.41% |
$443K - $621K
|
18.1K
$9.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.59K- 1.0% |
$562K - $789K
|
156K
$79.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-1.81K- 7.58% |
$642K - $900K
|
22.1K
$11.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-401- 1.75% |
$142K - $199K
|
22.5K
$11.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.04K+ 17.02% |
$723K - $1.01M
|
14K
$7.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
463+ 5.44% |
$164K - $230K
|
8.98K
$4.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-6.96K- 10.11% |
$2.47M - $3.46M
|
61.9K
$31.6M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
421+ 2.03% |
$149K - $209K
|
21.1K
$10.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-52- 1.5% |
$18.4K - $25.9K
|
3.42K
$1.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
7+ 0.1% |
$2.48K - $3.48K
|
6.77K
$3.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-31- 0.78% |
$11K - $15.4K
|
3.93K
$2.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
308+ 5.72% |
$109K - $153K
|
5.7K
$2.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.82K- 2.22% |
$998K - $1.4M
|
124K
$63.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-510- 5.25% |
$181K - $254K
|
9.21K
$4.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-37- 0.3% |
$13.1K - $18.4K
|
12.3K
$6.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
449+ 0.66% |
$159K - $223K
|
68K
$34.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.06% |
$10.3K - $14.4K
|
47.4K
$24.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-884- 14.79% |
$313K - $440K
|
5.1K
$2.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
403+ 11.49% |
$143K - $200K
|
3.91K
$2M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
68+ 1.67% |
$24.1K - $33.8K
|
4.14K
$2.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-558- 7.7% |
$198K - $278K
|
6.69K
$3.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-151- 0.54% |
$53.5K - $75.1K
|
27.6K
$14.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.67K- 5.65% |
$592K - $831K
|
27.9K
$14.2M
|