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
|
Pds Planning, Inc
|
BUY
|
- |
6.85K+ 15.01% |
$2.43M - $3.41M
|
52.5K
$26.8M
|
|
Jul 24, 2025
Q2 2025
|
Bender Robert & Associates
|
SELL
|
- |
-386- 1.86% |
$137K - $192K
|
20.3K
$10.4M
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.49K- 1.86% |
$528K - $741K
|
78.7K
$40.2M
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-2.68K- 4.73% |
$952K - $1.34M
|
54K
$27.6M
|
|
Jul 24, 2025
Q2 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
5.66K+ 911.43% |
$2.01M - $2.82M
|
6.28K
$3.21M
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-43- 13.31% |
$15.2K - $21.4K
|
280
$143K
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-99- 1.04% |
$35.1K - $49.2K
|
9.42K
$4.81M
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.07K+ 19.41% |
$1.44M - $2.03M
|
25.1K
$12.8M
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
BUY
|
- |
336+ 1.91% |
$119K - $167K
|
18K
$9.17M
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
705+ 2.0% |
$250K - $351K
|
35.9K
$18.3M
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-5.91K- 5.51% |
$2.09M - $2.94M
|
101K
$51.7M
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-51- 2.84% |
$18.1K - $25.4K
|
1.75K
$892K
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-156- 2.2% |
$55.3K - $77.6K
|
6.94K
$3.55M
|
|
Jul 24, 2025
Q2 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-54- 0.22% |
$19.1K - $26.9K
|
24.7K
$12.6M
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
776+ 14.67% |
$275K - $386K
|
6.06K
$3.1M
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-92- 0.35% |
$32.6K - $45.8K
|
26.1K
$13.3M
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.97K- 1.29% |
$697K - $978K
|
150K
$76.7M
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
10+ 0.08% |
$3.55K - $4.97K
|
12.5K
$6.39M
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.69K+ 17.92% |
$1.31M - $1.84M
|
24.3K
$12.4M
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
50+ 0.16% |
$17.7K - $24.9K
|
31.3K
$16M
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
292+ 3.03% |
$104K - $145K
|
9.92K
$5.07M
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-799- 3.75% |
$283K - $397K
|
20.5K
$10.5M
|
|
Jul 24, 2025
Q2 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-107- 0.14% |
$37.9K - $53.2K
|
78.6K
$40.2M
|
|
Jul 24, 2025
Q2 2025
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-85.4K- 5.82% |
$30.3M - $42.5M
|
1.38M
$706M
|
|
Jul 24, 2025
Q2 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
9.18K+ 40.43% |
$3.25M - $4.57M
|
31.9K
$16.3M
|
|
Jul 24, 2025
Q2 2025
|
Adapt Investment Managers Sa
Geneva, V8 |
SELL
|
- |
-33.6K- 33.87% |
$11.9M - $16.7M
|
65.6K
$33.5M
|
|
Jul 24, 2025
Q2 2025
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
580KNew |
$206M - $289M
|
580K
$296M
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-60- 3.63% |
$21.3K - $29.8K
|
1.6K
$815K
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.91K- 3.08% |
$1.03M - $1.45M
|
91.8K
$46.9M
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-145- 1.74% |
$51.4K - $72.1K
|
8.17K
$4.18M
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
72+ 5.27% |
$25.5K - $35.8K
|
1.44K
$735K
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-73- 0.28% |
$25.9K - $36.3K
|
26.2K
$13.4M
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
319+ 0.35% |
$113K - $159K
|
90.5K
$46.3M
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
766+ 5.38% |
$272K - $381K
|
15K
$7.66M
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
SELL
|
- |
-1.18K- 2.29% |
$418K - $586K
|
50.4K
$25.7M
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$355 - $497
|
5.51K
$2.82M
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-400- 5.57% |
$142K - $199K
|
6.79K
$3.47M
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
PUT |
1.5KNew |
$532K - $746K
|
1.5K
$766K
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-160- 5.56% |
$56.7K - $79.6K
|
2.72K
$1.39M
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
121+ 2.72% |
$42.9K - $60.2K
|
4.58K
$2.34M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.3K+ 3.31% |
$4.01M - $5.62M
|
353K
$180M
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-660- 1.15% |
$234K - $328K
|
56.6K
$28.9M
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.42K+ 4.2% |
$2.63M - $3.69M
|
184K
$94.1M
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
670+ 26.33% |
$238K - $333K
|
3.22K
$1.64M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-81- 0.23% |
$28.7K - $40.3K
|
35.5K
$18.2M
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
310+ 5.29% |
$110K - $154K
|
6.17K
$3.15M
|
|
Jul 24, 2025
Q2 2025
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
SELL
|
- |
-1.95K- 1.93% |
$691K - $970K
|
99K
$50.6M
|
|
Jul 23, 2025
Q2 2025
|
Shariaportfolio, Inc.
Lake Mary, FL |
SELL
|
- |
-86- 15.81% |
$30.5K - $42.8K
|
458
$234K
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-402- 0.98% |
$143K - $200K
|
40.7K
$20.8M
|
|
Jul 23, 2025
Q2 2025
|
Wormser Freres Gestion
Paris, I0 |
SELL
|
- |
-658- 2.42% |
$233K - $327K
|
26.5K
$13.6M
|