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
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
820+ 2.53% |
$291K - $408K
|
33.3K
$17M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
377+ 2.64% |
$134K - $188K
|
14.6K
$7.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
2.8K+ 45.74% |
$992K - $1.39M
|
8.92K
$4.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-303- 14.77% |
$107K - $151K
|
1.75K
$894K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
328+ 11.19% |
$116K - $163K
|
3.26K
$1.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.07K- 9.53% |
$380K - $533K
|
10.2K
$5.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
307+ 11.18% |
$109K - $153K
|
3.05K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
348+ 6.39% |
$123K - $173K
|
5.8K
$2.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-659- 5.54% |
$234K - $328K
|
11.2K
$5.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
SELL
|
- |
-4- 0.29% |
$1.42K - $1.99K
|
1.36K
$696K
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
194+ 3.27% |
$68.8K - $96.5K
|
6.13K
$3.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
905New |
$321K - $450K
|
905
$462K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
8.7K+ 0.88% |
$3.09M - $4.33M
|
1M
$512M
|
|
|
Jul 21, 2025
Q2 2025
|
Metropolis Capital LTD
|
SELL
|
- |
-240K- 23.31% |
$85.2M - $119M
|
790K
$404M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
652New |
$231K - $324K
|
652
$333K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-2- 0.07% |
$709 - $995
|
2.69K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2+ 0.03% |
$709 - $995
|
6.85K
$3.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ht Partners LLC
|
SELL
|
- |
-9- 0.1% |
$3.19K - $4.48K
|
9.13K
$4.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-62- 0.32% |
$22K - $30.8K
|
19.4K
$9.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.65K+ 6.82% |
$939K - $1.32M
|
41.5K
$21.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.03K- 16.81% |
$719K - $1.01M
|
10K
$5.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-186- 0.61% |
$65.9K - $92.5K
|
30.3K
$15.5M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-535- 1.42% |
$190K - $266K
|
37.2K
$19M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.93K+ 0.77% |
$1.75M - $2.45M
|
650K
$332M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
52+ 1.57% |
$18.4K - $25.9K
|
3.36K
$1.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
488+ 2.74% |
$173K - $243K
|
18.3K
$9.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
137+ 1.02% |
$48.6K - $68.2K
|
13.5K
$6.91M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
239+ 38.8% |
$84.7K - $119K
|
855
$437K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.67K+ 50.34% |
$2.72M - $3.82M
|
22.9K
$11.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.2K+ 149.5% |
$425K - $596K
|
2K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-511- 4.51% |
$181K - $254K
|
10.8K
$5.53M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$1.42K - $1.99K
|
3.54K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-737K- 18.49% |
$261M - $367M
|
3.25M
$1.66B
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-79- 0.48% |
$28K - $39.3K
|
16.5K
$8.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-10- 0.91% |
$3.55K - $4.97K
|
1.09K
$556K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
17.9K+ 497.27% |
$6.34M - $8.89M
|
21.5K
$11M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
692+ 5.27% |
$245K - $344K
|
13.8K
$7.06M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
185+ 6.75% |
$65.6K - $92K
|
2.93K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
SELL
|
- |
-700- 58.33% |
$248K - $348K
|
500
$255K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-273- 0.88% |
$96.8K - $136K
|
30.8K
$15.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Sullivan Wood Capital Management LLC
Washington, DC |
BUY
|
- |
707New |
$251K - $352K
|
707
$361K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-63- 0.34% |
$22.3K - $31.3K
|
18.6K
$9.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-6.88K- 3.66% |
$2.44M - $3.42M
|
181K
$92.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-653- 1.7% |
$232K - $325K
|
37.8K
$19.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
276+ 0.6% |
$97.9K - $137K
|
46.1K
$23.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
SELL
|
- |
-66- 0.33% |
$23.4K - $32.8K
|
19.8K
$10.1M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.07K- 16.81% |
$733K - $1.03M
|
10.2K
$5.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-19.7K- 11.06% |
$6.98M - $9.8M
|
158K
$80.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
SELL
|
- |
-91.5K- 32.31% |
$32.4M - $45.5M
|
192K
$98M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-12.8K- 18.75% |
$4.54M - $6.37M
|
55.5K
$28.3M
|