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 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
257+ 1.76% |
$91.1K - $128K
|
14.8K
$7.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-19- 0.69% |
$6.74K - $9.45K
|
2.74K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.22K- 0.77% |
$785K - $1.1M
|
286K
$146M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-1.57K- 3.26% |
$558K - $783K
|
46.7K
$23.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
47.5K+ 12.85% |
$16.9M - $23.6M
|
417K
$213M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
21+ 12.96% |
$7.45K - $10.4K
|
183
$93.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-27- 0.89% |
$9.57K - $13.4K
|
3.01K
$1.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-24- 0.18% |
$8.51K - $11.9K
|
13.7K
$6.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.68K- 53.75% |
$594K - $834K
|
1.44K
$737K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.87K+ 52.68% |
$1.37M - $1.92M
|
11.2K
$5.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
477+ 7.15% |
$169K - $237K
|
7.15K
$3.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.69K+ 4.02% |
$1.31M - $1.84M
|
95.6K
$48.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
6+ 0.22% |
$2.13K - $2.98K
|
2.67K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-630- 3.24% |
$223K - $313K
|
18.8K
$9.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
52+ 7.02% |
$18.4K - $25.9K
|
793
$405K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-593- 10.87% |
$210K - $295K
|
4.86K
$2.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
367+ 5.9% |
$130K - $183K
|
6.59K
$3.36M
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
9+ 0.66% |
$3.19K - $4.48K
|
1.37K
$700K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-335- 22.62% |
$119K - $167K
|
1.15K
$585K
|
|
|
Jul 22, 2025
Q2 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-125- 0.51% |
$44.3K - $62.2K
|
24.6K
$12.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-862- 8.25% |
$306K - $429K
|
9.59K
$4.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
243+ 26.59% |
$86.2K - $121K
|
1.16K
$591K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-549- 1.34% |
$195K - $273K
|
40.6K
$20.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.41K- 2.83% |
$1.56M - $2.19M
|
151K
$77.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.18K- 50.69% |
$1.13M - $1.58M
|
3.1K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-4- 0.5% |
$1.42K - $1.99K
|
803
$410K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
524+ 14.01% |
$186K - $261K
|
4.27K
$2.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
12+ 0.33% |
$4.25K - $5.97K
|
3.67K
$1.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-390- 21.89% |
$138K - $194K
|
1.39K
$711K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
250+ 2.16% |
$88.6K - $124K
|
11.8K
$6.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
12.1K+ 2.35% |
$4.28M - $6M
|
525K
$268M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.92K+ 3.58% |
$680K - $954K
|
55.4K
$28.3M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
372+ 3.45% |
$132K - $185K
|
11.1K
$5.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Herald Investment Management LTD
|
SELL
|
- |
-2.45K- 9.14% |
$867K - $1.22M
|
24.3K
$12.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-122- 0.3% |
$43.3K - $60.7K
|
40.8K
$20.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-204- 1.37% |
$72.3K - $101K
|
14.7K
$7.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
190+ 9.34% |
$67.4K - $94.5K
|
2.22K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-38- 5.1% |
$13.5K - $18.9K
|
707
$361K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.69K+ 11.12% |
$3.08M - $4.32M
|
86.8K
$44.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-297- 0.61% |
$105K - $148K
|
48.6K
$24.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.55% |
$1.42K - $1.99K
|
722
$369K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
40+ 0.61% |
$14.2K - $19.9K
|
6.55K
$3.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-192- 0.43% |
$68.1K - $95.5K
|
44.6K
$22.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
90+ 0.62% |
$31.9K - $44.8K
|
14.7K
$7.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-135- 0.23% |
$47.9K - $67.2K
|
59.4K
$30.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
16+ 0.1% |
$5.67K - $7.96K
|
15.4K
$7.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-848- 9.47% |
$301K - $422K
|
8.11K
$4.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
37+ 0.09% |
$13.1K - $18.4K
|
40.5K
$20.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
42.5K+ 90.55% |
$15.1M - $21.2M
|
89.5K
$45.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
24K+ 7.78% |
$8.5M - $11.9M
|
332K
$170M
|