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
|
Columbus Macro, LLC
|
BUY
|
- |
914+ 6.23% |
$324K - $455K
|
15.6K
$7.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-26.2K- 0.71% |
$9.29M - $13M
|
3.68M
$1.88B
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
37.3KNew |
$13.2M - $18.6M
|
37.3K
$19.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
452+ 0.25% |
$160K - $225K
|
180K
$92M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-1.62K- 9.84% |
$576K - $808K
|
14.9K
$7.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
160+ 0.89% |
$56.7K - $79.6K
|
18.1K
$9.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-998- 7.68% |
$354K - $496K
|
12K
$6.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
7.12K+ 11.57% |
$2.52M - $3.54M
|
68.6K
$35M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
550+ 1.44% |
$195K - $274K
|
38.8K
$19.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.37K+ 21.19% |
$485K - $681K
|
7.83K
$4M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.44K+ 352.41% |
$1.22M - $1.71M
|
4.42K
$2.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-580- 3.44% |
$206K - $289K
|
16.3K
$8.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-1.87K- 7.57% |
$664K - $932K
|
22.9K
$11.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-25- 2.26% |
$8.86K - $12.4K
|
1.08K
$552K
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
18+ 2.35% |
$6.38K - $8.95K
|
785
$401K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-285- 6.8% |
$101K - $142K
|
3.91K
$1.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
BUY
|
- |
503+ 3.2% |
$178K - $250K
|
16.2K
$8.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-197- 1.17% |
$69.8K - $98K
|
16.6K
$8.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Sitrin Capital Management LLC
|
SELL
|
- |
-2.16K- 12.86% |
$767K - $1.08M
|
14.7K
$7.49M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-2.79K- 2.58% |
$990K - $1.39M
|
105K
$53.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
126+ 0.43% |
$44.7K - $62.7K
|
29.7K
$15.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
591+ 19.75% |
$210K - $294K
|
3.58K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
10.9K+ 3.12% |
$3.86M - $5.41M
|
359K
$184M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
2.17K+ 7.29% |
$768K - $1.08M
|
31.9K
$16.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-182- 0.78% |
$64.5K - $90.5K
|
23.1K
$11.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
497+ 4.28% |
$176K - $247K
|
12.1K
$6.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.72K- 4.65% |
$1.32M - $1.85M
|
76.3K
$39M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.21K+ 37.99% |
$1.14M - $1.6M
|
11.7K
$5.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
12+ 0.24% |
$4.25K - $5.97K
|
5.11K
$2.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
SELL
|
- |
-191- 19.9% |
$67.7K - $95K
|
769
$393K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.07K+ 3.67% |
$379K - $532K
|
30.2K
$15.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-796- 2.78% |
$282K - $396K
|
27.8K
$14.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-6- 0.02% |
$2.13K - $2.98K
|
37.3K
$19M
|
|
|
Jul 23, 2025
Q2 2025
|
Lattice Capital Management, LLC
|
SELL
|
- |
-32.1K- 72.3% |
$11.4M - $16M
|
12.3K
$6.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
31+ 0.29% |
$11K - $15.4K
|
10.8K
$5.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Gagnon Securities LLC
|
SELL
|
- |
-12- 1.7% |
$4.25K - $5.97K
|
692
$354K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-3.46K- 2.15% |
$1.23M - $1.72M
|
157K
$80.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.09K+ 3.52% |
$740K - $1.04M
|
61.4K
$31.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-63- 1.97% |
$22.3K - $31.3K
|
3.13K
$1.6M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
389+ 15.17% |
$138K - $194K
|
2.95K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-738- 3.96% |
$262K - $367K
|
17.9K
$9.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-153- 5.94% |
$54.2K - $76.1K
|
2.42K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
185+ 0.83% |
$65.6K - $92K
|
22.5K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
617New |
$219K - $307K
|
617
$315K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
865+ 2.11% |
$307K - $430K
|
41.9K
$21.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-9- 14.06% |
$3.19K - $4.48K
|
55
$28.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
13.7K+ 461.51% |
$4.84M - $6.79M
|
16.6K
$8.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
35+ 0.42% |
$12.4K - $17.4K
|
8.34K
$4.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
259+ 1.89% |
$91.8K - $129K
|
14K
$7.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
98+ 1.01% |
$34.7K - $48.8K
|
9.8K
$5.01M
|