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 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-82- 1.93% |
$29.1K - $40.8K
|
4.18K
$2.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-97- 4.42% |
$34.4K - $48.3K
|
2.1K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Coerente Capital Management
|
SELL
|
- |
-2.55K- 2.11% |
$905K - $1.27M
|
118K
$60.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-59.7K- 17.61% |
$21.2M - $29.7M
|
279K
$143M
|
|
|
Jul 24, 2025
Q2 2025
|
Castellan Group
Louisville, KY |
SELL
|
- |
-35.4K- 91.7% |
$12.5M - $17.6M
|
3.2K
$1.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-97- 7.21% |
$34.4K - $48.3K
|
1.25K
$638K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-762- 2.52% |
$270K - $379K
|
29.4K
$15M
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-28.7K- 14.35% |
$10.2M - $14.3M
|
171K
$87.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.92K- 1.86% |
$682K - $957K
|
102K
$52M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
484+ 17.1% |
$172K - $241K
|
3.32K
$1.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
93+ 0.3% |
$33K - $46.3K
|
30.7K
$15.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-100- 0.6% |
$35.5K - $49.7K
|
16.7K
$8.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
547+ 15.96% |
$194K - $272K
|
3.97K
$2.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.11K- 1.57% |
$392K - $550K
|
69.5K
$35.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
67.7K+ 3.06% |
$24M - $33.7M
|
2.28M
$1.16B
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
354+ 1.61% |
$126K - $176K
|
22.4K
$11.4M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
65+ 1.55% |
$23K - $32.3K
|
4.27K
$2.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Baskin Financial Services Inc.
|
SELL
|
- |
-979- 0.66% |
$347K - $487K
|
147K
$74.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-7.44K- 11.14% |
$2.64M - $3.7M
|
59.3K
$30.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-229- 4.53% |
$81.2K - $114K
|
4.82K
$2.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-471- 1.26% |
$167K - $234K
|
37K
$18.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.53K+ 6.84% |
$3.02M - $4.24M
|
133K
$68.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
PUT |
100New |
$35.5K - $49.7K
|
100
$51.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
828+ 15.57% |
$294K - $412K
|
6.15K
$3.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-58- 1.64% |
$20.6K - $28.9K
|
3.47K
$1.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-4.67K- 12.26% |
$1.66M - $2.32M
|
33.4K
$17.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4K+ 2.44% |
$1.42M - $1.99M
|
168K
$85.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
189+ 0.61% |
$67K - $94K
|
31.1K
$15.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-173- 0.63% |
$61.3K - $86.1K
|
27.2K
$13.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
534+ 0.8% |
$189K - $266K
|
67.2K
$34.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-966- 3.09% |
$343K - $481K
|
30.3K
$15.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.07K+ 2.95% |
$1.09M - $1.53M
|
107K
$54.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-74- 3.8% |
$26.2K - $36.8K
|
1.87K
$957K
|
|
|
Jul 24, 2025
Q2 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.22K- 2.25% |
$431K - $605K
|
52.8K
$27M
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.03% |
$355 - $497
|
3.81K
$1.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-8.64K- 1.31% |
$3.06M - $4.3M
|
652K
$333M
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
SELL
|
- |
-14.5K- 24.56% |
$5.15M - $7.23M
|
44.6K
$22.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
BUY
|
PUT |
213New |
$75.5K - $106K
|
213
$109K
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
320+ 1.89% |
$113K - $159K
|
17.3K
$8.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
37+ 1.72% |
$13.1K - $18.4K
|
2.18K
$1.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
247K+ 2.88% |
$87.6M - $123M
|
8.82M
$4.51B
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
956+ 3.93% |
$339K - $476K
|
25.3K
$12.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-5.89K- 3.38% |
$2.09M - $2.93M
|
169K
$86.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.11K- 3.22% |
$393K - $551K
|
33.3K
$17M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
3.5KNew |
$1.24M - $1.74M
|
3.5K
$1.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-89- 8.11% |
$31.6K - $44.3K
|
1.01K
$515K
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-100- 0.41% |
$35.5K - $49.7K
|
24.4K
$12.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-484- 15.89% |
$172K - $241K
|
2.56K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
100+ 1.82% |
$35.5K - $49.7K
|
5.61K
$2.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-73- 0.41% |
$25.9K - $36.3K
|
17.7K
$9.03M
|