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
|
Aspire Private Capital, LLC
|
BUY
|
- |
852+ 6.48% |
$302K - $424K
|
14K
$7.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
113+ 1.51% |
$40.1K - $56.2K
|
7.61K
$3.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-6- 0.24% |
$2.13K - $2.98K
|
2.47K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-4.01K- 3.28% |
$1.42M - $1.99M
|
118K
$60.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-41- 0.9% |
$14.5K - $20.4K
|
4.52K
$2.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-253- 3.91% |
$89.7K - $126K
|
6.21K
$3.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-41- 1.17% |
$14.5K - $20.4K
|
3.46K
$1.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
17.2K+ 696.19% |
$6.1M - $8.55M
|
19.7K
$10M
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-41- 0.74% |
$14.5K - $20.4K
|
5.52K
$2.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.21K+ 0.8% |
$427K - $599K
|
153K
$78M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
933+ 9.84% |
$331K - $464K
|
10.4K
$5.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
803+ 4.96% |
$285K - $399K
|
17K
$8.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-6.19K- 3.52% |
$2.19M - $3.08M
|
170K
$86.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
228K+ 83.33% |
$80.9M - $114M
|
502K
$257M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$35.5K - $49.7K
|
100
$51.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-178- 0.98% |
$63.1K - $88.5K
|
17.9K
$9.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
24+ 0.05% |
$8.51K - $11.9K
|
48.3K
$24.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-740- 4.28% |
$262K - $368K
|
16.6K
$8.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
143+ 1.61% |
$50.7K - $71.1K
|
9K
$4.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-272- 0.5% |
$96.4K - $135K
|
54.3K
$27.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
SELL
|
- |
-33- 1.41% |
$11.7K - $16.4K
|
2.31K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
36+ 3.41% |
$12.8K - $17.9K
|
1.09K
$558K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
387+ 0.81% |
$137K - $193K
|
47.9K
$24.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
22K+ 13.64% |
$7.8M - $10.9M
|
183K
$93.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.91K+ 0.31% |
$1.03M - $1.45M
|
931K
$476M
|
|
|
Jul 22, 2025
Q2 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
21.3K+ 21.95% |
$7.56M - $10.6M
|
118K
$60.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-445- 1.37% |
$158K - $221K
|
32.1K
$16.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
448+ 0.54% |
$159K - $223K
|
82.9K
$42.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-39- 4.43% |
$13.8K - $19.4K
|
841
$430K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
165+ 22.33% |
$58.5K - $82.1K
|
904
$462K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
2.22KNew |
$788K - $1.11M
|
2.22K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.17K- 1.88% |
$1.12M - $1.57M
|
165K
$84.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-9.13K- 48.02% |
$3.24M - $4.54M
|
9.88K
$5.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-147- 0.5% |
$52.1K - $73.1K
|
29.3K
$15M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
449+ 2.96% |
$159K - $223K
|
15.6K
$7.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-28- 0.22% |
$9.93K - $13.9K
|
12.9K
$6.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
52.7K+ 21.02% |
$18.7M - $26.2M
|
303K
$155M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-3.48K- 8.5% |
$1.23M - $1.73M
|
37.5K
$19.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-26- 0.88% |
$9.22K - $12.9K
|
2.91K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
134+ 3.47% |
$47.5K - $66.7K
|
4K
$2.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
3.14K+ 15.32% |
$1.11M - $1.56M
|
23.6K
$12.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-1.01K- 5.09% |
$359K - $503K
|
18.9K
$9.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
32+ 0.38% |
$11.3K - $15.9K
|
8.45K
$4.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-114- 0.84% |
$40.4K - $56.7K
|
13.4K
$6.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.57K+ 22.92% |
$912K - $1.28M
|
13.8K
$7.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-94- 62.67% |
$33.3K - $46.8K
|
56
$28.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
468+ 4.3% |
$166K - $233K
|
11.4K
$5.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-201- 0.73% |
$71.3K - $100K
|
27.2K
$13.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
5.21K+ 82.31% |
$1.85M - $2.59M
|
11.5K
$5.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
19+ 2.2% |
$6.74K - $9.45K
|
883
$451K
|