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
|
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
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
213+ 0.3% |
$75.5K - $106K
|
71.7K
$36.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-50- 1.26% |
$17.7K - $24.9K
|
3.92K
$2M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
823+ 10.51% |
$292K - $409K
|
8.66K
$4.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-9.94K- 10.32% |
$3.53M - $4.95M
|
86.4K
$44.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
2.65K+ 0.34% |
$938K - $1.32M
|
782K
$400M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-143- 1.73% |
$50.7K - $71.1K
|
8.13K
$4.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-198- 0.82% |
$70.2K - $98.5K
|
23.9K
$12.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
12.1KNew |
$4.29M - $6.01M
|
12.1K
$6.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.28K- 0.94% |
$453K - $636K
|
135K
$68.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-113K- 2.01% |
$40.1M - $56.2M
|
5.52M
$2.82B
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
21+ 0.7% |
$7.45K - $10.4K
|
3.03K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-142- 1.28% |
$50.3K - $70.6K
|
10.9K
$5.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
310+ 2.42% |
$110K - $154K
|
13.1K
$6.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-39.8K- 79.37% |
$14.1M - $19.8M
|
10.3K
$5.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
29+ 29.9% |
$10.3K - $14.4K
|
126
$64.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
24K+ 143.43% |
$8.51M - $11.9M
|
40.7K
$20.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
308+ 9.23% |
$109K - $153K
|
3.65K
$1.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
119+ 2.43% |
$42.2K - $59.2K
|
5.02K
$2.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
399+ 15.01% |
$141K - $198K
|
3.06K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-165- 1.04% |
$58.5K - $82.1K
|
15.7K
$8.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
SELL
|
- |
-53.8K- 1.96% |
$19.1M - $26.8M
|
2.69M
$1.37B
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-377- 1.44% |
$134K - $188K
|
25.8K
$13.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-2.96K- 12.03% |
$1.05M - $1.47M
|
21.6K
$11M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
455+ 13.58% |
$161K - $226K
|
3.81K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-18.6K- 0.71% |
$6.6M - $9.26M
|
2.6M
$1.33B
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-10.1K- 13.26% |
$3.56M - $5M
|
65.8K
$33.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-170- 0.34% |
$60.3K - $84.6K
|
50.4K
$25.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-129- 2.14% |
$45.7K - $64.2K
|
5.9K
$3.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-14.4K- 9.01% |
$5.11M - $7.17M
|
145K
$74.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
78.8K+ 5.41% |
$27.9M - $39.2M
|
1.54M
$785M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
88+ 45.13% |
$31.2K - $43.8K
|
283
$145K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
148+ 2.49% |
$52.5K - $73.6K
|
6.09K
$3.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
221+ 5.76% |
$78.4K - $110K
|
4.06K
$2.07M
|