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 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-626- 8.54% |
$235K - $280K
|
6.71K
$2.52M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
89+ 0.71% |
$33.4K - $39.8K
|
12.6K
$4.75M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
114+ 0.47% |
$42.8K - $51K
|
24.4K
$9.18M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
13.2K+ 9.24% |
$4.95M - $5.89M
|
156K
$58.5M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.48K- 4.17% |
$1.31M - $1.56M
|
80.1K
$30.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-7.31K- 12.68% |
$2.74M - $3.27M
|
50.3K
$18.9M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
9.63K+ 27.37% |
$3.62M - $4.31M
|
44.8K
$16.8M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-163- 4.91% |
$61.2K - $72.9K
|
3.16K
$1.19M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-19K- 35.58% |
$7.15M - $8.52M
|
34.5K
$12.9M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
67+ 2.13% |
$25.2K - $30K
|
3.21K
$1.21M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
3.85K+ 7.63% |
$1.45M - $1.72M
|
54.3K
$20.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
30+ 2.36% |
$11.3K - $13.4K
|
1.3K
$488K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
274+ 5.96% |
$103K - $123K
|
4.87K
$1.83M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.43K+ 9.48% |
$535K - $637K
|
16.5K
$6.18M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
347+ 23.51% |
$130K - $155K
|
1.82K
$684K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-3.77K- 1.43% |
$1.42M - $1.69M
|
260K
$97.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
357+ 1.4% |
$134K - $160K
|
25.9K
$9.72M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-4.16K- 4.39% |
$1.56M - $1.86M
|
90.6K
$34M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
8.9K+ 20.24% |
$3.34M - $3.98M
|
52.9K
$19.8M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.68K- 9.21% |
$2.51M - $2.99M
|
65.9K
$24.7M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-1.91K- 11.23% |
$717K - $854K
|
15.1K
$5.66M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
544+ 0.31% |
$204K - $243K
|
173K
$65.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.3K+ 2.74% |
$3.88M - $4.63M
|
388K
$146M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-57- 9.45% |
$21.4K - $25.5K
|
546
$205K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-148K- 46.91% |
$55.5M - $66.2M
|
167K
$62.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
81+ 0.49% |
$30.4K - $36.2K
|
16.7K
$6.26M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-544- 2.8% |
$204K - $243K
|
18.9K
$7.08M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
7.95K+ 17.31% |
$2.98M - $3.55M
|
53.8K
$20.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.34K+ 61.18% |
$503K - $600K
|
3.53K
$1.33M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-364- 0.41% |
$137K - $163K
|
87.9K
$33M
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-796- 2.97% |
$299K - $356K
|
26K
$9.76M
|
|
|
Apr 01, 2025
Q1 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-3.94K- 5.39% |
$1.48M - $1.76M
|
69.1K
$25.9M
|
|
| Q4 2024 | |||||||
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
1.29KNew |
$523K - $584K
|
1.29K
$483K
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
11.8KNew |
$4.8M - $5.37M
|
11.8K
$4.44M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
2.89KNew |
$1.18M - $1.32M
|
2.89K
$1.09M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
172KNew |
$70.1M - $78.4M
|
172K
$64.7M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
9.65KNew |
$3.92M - $4.38M
|
9.65K
$3.62M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
11.4KNew |
$4.65M - $5.2M
|
11.4K
$4.29M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
131+ 1.24% |
$53.2K - $59.5K
|
10.7K
$4.02M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
607K+ 837.49% |
$247M - $276M
|
679K
$255M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
29+ 0.13% |
$11.8K - $13.2K
|
21.8K
$8.19M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-9.28K- 49.99% |
$3.77M - $4.22M
|
9.28K
$3.48M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
7.19KNew |
$2.92M - $3.27M
|
7.19K
$2.7M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-58- 3.63% |
$23.6K - $26.4K
|
1.54K
$578K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
286+ 17.27% |
$116K - $130K
|
1.94K
$729K
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
12.5KNew |
$5.08M - $5.68M
|
12.5K
$4.69M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
3.87KNew |
$1.57M - $1.76M
|
3.87K
$1.45M
|
|
|
Mar 21, 2025
Q4 2024
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
10.6KNew |
$4.29M - $4.8M
|
10.6K
$3.96M
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
964New |
$392K - $438K
|
964
$362K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
112+ 1.9% |
$45.5K - $50.9K
|
6.01K
$2.25M
|
|