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 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
401New |
$142K - $199K
|
401
$205K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
32+ 1.31% |
$11.3K - $15.9K
|
2.48K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
4.23K+ 4.28% |
$1.5M - $2.1M
|
103K
$52.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.63K+ 16.43% |
$1.64M - $2.3M
|
32.8K
$16.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.85K- 1.68% |
$657K - $921K
|
108K
$55.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
354+ 18.5% |
$126K - $176K
|
2.27K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-20- 3.04% |
$7.09K - $9.95K
|
638
$326K
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
342+ 3.78% |
$121K - $170K
|
9.38K
$4.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.66K- 24.13% |
$588K - $824K
|
5.21K
$2.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.06K+ 3.25% |
$377K - $529K
|
33.8K
$17.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Focused Investors LLC
|
SELL
|
- |
-6.8K- 2.1% |
$2.41M - $3.38M
|
317K
$162M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
540+ 2.53% |
$191K - $269K
|
21.9K
$11.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.43K- 1.03% |
$508K - $713K
|
138K
$70.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-710- 2.75% |
$252K - $353K
|
25.1K
$12.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
225+ 1.06% |
$79.8K - $112K
|
21.5K
$11M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-320- 1.4% |
$113K - $159K
|
22.5K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
411+ 2.43% |
$146K - $204K
|
17.3K
$8.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
746+ 32.82% |
$265K - $371K
|
3.02K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-406- 1.99% |
$144K - $202K
|
20K
$10.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
551+ 0.86% |
$195K - $274K
|
64.3K
$32.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
730+ 1.0% |
$259K - $363K
|
74K
$37.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
164+ 1.07% |
$58.1K - $81.6K
|
15.5K
$7.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
28.3K+ 2150.72% |
$10M - $14.1M
|
29.6K
$15.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-1.59K- 2.9% |
$562K - $789K
|
53.1K
$27.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
SELL
|
- |
-1.57K- 4.05% |
$555K - $779K
|
37.1K
$18.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7K+ 22.29% |
$2.48M - $3.48M
|
38.4K
$19.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-357- 1.0% |
$127K - $178K
|
35.3K
$18.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
SELL
|
- |
-1.44K- 8.51% |
$512K - $718K
|
15.5K
$7.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-3.36K- 9.1% |
$1.19M - $1.67M
|
33.5K
$17.1M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.76K+ 19.91% |
$623K - $874K
|
10.6K
$5.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
489+ 36.3% |
$173K - $243K
|
1.84K
$938K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-175- 1.4% |
$62K - $87.1K
|
12.3K
$6.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
SELL
|
- |
-466- 1.33% |
$165K - $232K
|
34.5K
$17.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-1.5K- 2.3% |
$533K - $747K
|
63.7K
$32.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.2K- 1.04% |
$780K - $1.09M
|
208K
$106M
|
|
|
Jul 23, 2025
Q2 2025
|
Hendley & CO Inc
|
SELL
|
- |
-292- 0.6% |
$104K - $145K
|
48.6K
$24.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-10- 0.07% |
$3.55K - $4.97K
|
14.2K
$7.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-38- 1.19% |
$13.5K - $18.9K
|
3.16K
$1.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-447- 3.07% |
$158K - $222K
|
14.1K
$7.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.52K+ 34.94% |
$892K - $1.25M
|
9.72K
$4.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-96- 1.67% |
$34K - $47.8K
|
5.65K
$2.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
91+ 2.25% |
$32.3K - $45.3K
|
4.14K
$2.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.82K+ 10.85% |
$645K - $904K
|
18.6K
$9.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
432+ 3.97% |
$153K - $215K
|
11.3K
$5.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Mirova Us LLC
|
BUY
|
- |
362K+ 22.56% |
$128M - $180M
|
1.96M
$1B
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
76+ 0.78% |
$26.9K - $37.8K
|
9.8K
$5.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25+ 0.52% |
$8.86K - $12.4K
|
4.85K
$2.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
479+ 24.99% |
$170K - $238K
|
2.4K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
94+ 0.53% |
$33.3K - $46.8K
|
17.8K
$9.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
85+ 0.39% |
$30.1K - $42.3K
|
21.8K
$11.1M
|