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 |
|---|---|---|---|---|---|---|---|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.47K+ 14.29% |
$876K - $1.23M
|
19.8K
$9.86M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-642- 15.06% |
$228K - $319K
|
3.62K
$1.8M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-171- 6.91% |
$60.6K - $85.1K
|
2.3K
$1.15M
|
|
|
Sep 05, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
168+ 10.02% |
$59.6K - $83.6K
|
1.84K
$919K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
299K+ 16.28% |
$106M - $149M
|
2.14M
$1.07B
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
2.48KNew |
$878K - $1.23M
|
2.48K
$1.23M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-756- 1.43% |
$268K - $376K
|
52.2K
$26M
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2.96K- 1.53% |
$1.05M - $1.47M
|
191K
$95M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.82K+ 7.98% |
$999K - $1.4M
|
38.1K
$19M
|
|
|
Sep 02, 2025
Q2 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
324+ 24.7% |
$115K - $161K
|
1.64K
$815K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
30+ 1.75% |
$10.6K - $14.9K
|
1.74K
$868K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.93KNew |
$684K - $960K
|
1.93K
$962K
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-23.1K- 14.07% |
$8.19M - $11.5M
|
141K
$70.3M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
1.18KNew |
$419K - $587K
|
1.18K
$589K
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
697New |
$247K - $347K
|
697
$347K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-3.41M- 72.21% |
$1.21B - $1.7B
|
1.31M
$655M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-153K- 15.38% |
$54.2M - $76.1M
|
842K
$420M
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-1- 0.03% |
$355 - $497
|
3.48K
$1.74M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
155+ 0.03% |
$55K - $77.1K
|
475K
$237M
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
6.9KNew |
$2.45M - $3.43M
|
6.9K
$3.44M
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
57+ 3.14% |
$20.2K - $28.4K
|
1.87K
$934K
|
|
|
Aug 27, 2025
Q2 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
1.04KNew |
$369K - $518K
|
1.04K
$519K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
139+ 3.05% |
$49.3K - $69.1K
|
4.69K
$2.34M
|
|
|
Aug 26, 2025
Q2 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
126KNew |
$44.6M - $62.5M
|
126K
$62.7M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-3.51K- 25.72% |
$1.24M - $1.74M
|
10.1K
$5.05M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
468K+ 14.45% |
$166M - $233M
|
3.7M
$1.85B
|
|
|
Aug 26, 2025
Q2 2025
|
Zeit Capital LLC
|
SELL
|
- |
-83- 2.21% |
$29.4K - $41.3K
|
3.67K
$1.83M
|
|
|
Aug 26, 2025
Q2 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-36- 0.02% |
$12.8K - $17.9K
|
168K
$83.9M
|
|
|
Aug 26, 2025
Q2 2025
|
Munro Partners
Melbourne, C3 |
BUY
|
- |
434KNew |
$154M - $216M
|
434K
$216M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
312+ 3.4% |
$111K - $155K
|
9.48K
$4.72M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
157+ 23.12% |
$55.7K - $78.1K
|
836
$417K
|
|
|
Aug 25, 2025
Q2 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
3.15KNew |
$1.12M - $1.57M
|
3.15K
$1.57M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.02K+ 6.61% |
$1.07M - $1.5M
|
48.8K
$24.3M
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 22.29% |
$416K - $584K
|
6.44K
$3.21M
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
129+ 2.64% |
$45.7K - $64.2K
|
5.02K
$2.5M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
24.1K+ 101.83% |
$8.53M - $12M
|
47.7K
$23.8M
|
|
|
Aug 22, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-29.3K- 94.12% |
$10.4M - $14.6M
|
1.83K
$914K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
2.18K+ 48.44% |
$773K - $1.08M
|
6.68K
$3.33M
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
3.86KNew |
$1.37M - $1.92M
|
3.86K
$1.92M
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
455+ 4.66% |
$161K - $226K
|
10.2K
$5.1M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
672+ 7.02% |
$238K - $334K
|
10.2K
$5.11M
|
|
|
Aug 20, 2025
Q2 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-981- 1.96% |
$348K - $488K
|
49.2K
$24.5M
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
14.5KNew |
$5.12M - $7.19M
|
14.5K
$7.2M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-14K- 6.48% |
$4.97M - $6.98M
|
202K
$101M
|
|
|
Aug 20, 2025
Q2 2025
|
Saratoga Research & Investment Management
|
SELL
|
- |
-2.98K- 0.93% |
$1.06M - $1.48M
|
318K
$159M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-31.2K- 6.15% |
$11.1M - $15.5M
|
477K
$238M
|
|
|
Aug 20, 2025
Q2 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
246+ 15.38% |
$87.2K - $122K
|
1.85K
$920K
|
|
|
Aug 20, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-14.5K- 87.36% |
$5.14M - $7.21M
|
2.1K
$1.05M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-149- 0.39% |
$52.8K - $74.1K
|
38.4K
$19.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-220- 1.58% |
$78K - $109K
|
13.7K
$6.85M
|