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 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
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-572- 0.79% |
$203K - $285K
|
72K
$36.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
105+ 3.24% |
$37.2K - $52.2K
|
3.35K
$1.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
644+ 1.72% |
$228K - $320K
|
38.1K
$19.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-958- 2.91% |
$340K - $477K
|
31.9K
$16.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.72K+ 8.99% |
$610K - $856K
|
20.9K
$10.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3+ 0.16% |
$1.06K - $1.49K
|
1.93K
$983K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-48- 2.41% |
$17K - $23.9K
|
1.95K
$994K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.22K- 2.51% |
$785K - $1.1M
|
85.9K
$43.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-38- 2.46% |
$13.5K - $18.9K
|
1.51K
$769K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
64+ 0.12% |
$22.7K - $31.8K
|
52.6K
$26.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
13+ 0.08% |
$4.61K - $6.47K
|
16.1K
$8.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
656+ 1.66% |
$233K - $326K
|
40.1K
$20.5M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-11K- 29.0% |
$3.91M - $5.49M
|
27K
$13.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
171+ 1.32% |
$60.6K - $85.1K
|
13.2K
$6.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-10- 1.12% |
$3.55K - $4.97K
|
886
$453K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
10+ 0.21% |
$3.55K - $4.97K
|
4.73K
$2.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-3.29K- 21.64% |
$1.17M - $1.64M
|
11.9K
$6.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
535+ 0.63% |
$190K - $266K
|
85.3K
$43.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-249- 2.79% |
$88.3K - $124K
|
8.66K
$4.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-18- 0.14% |
$6.38K - $8.95K
|
12.5K
$6.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-266- 3.2% |
$94.3K - $132K
|
8.04K
$4.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-789- 0.39% |
$280K - $392K
|
203K
$104M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
82.8K+ 6.3% |
$29.4M - $41.2M
|
1.4M
$714M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.85K- 1.14% |
$656K - $920K
|
160K
$81.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.02K- 2.83% |
$716K - $1M
|
69.3K
$35.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-820- 5.15% |
$291K - $408K
|
15.1K
$7.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-21- 0.52% |
$7.45K - $10.4K
|
4.06K
$2.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-301- 7.69% |
$107K - $150K
|
3.61K
$1.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-12- 0.11% |
$4.25K - $5.97K
|
10.7K
$5.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-508- 1.19% |
$180K - $253K
|
42K
$21.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.58K- 9.51% |
$560K - $786K
|
15K
$7.68M
|