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 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
341+ 2.89% |
$121K - $170K
|
12.1K
$6.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-488- 6.99% |
$173K - $243K
|
6.49K
$3.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
532+ 8.19% |
$189K - $265K
|
7.03K
$3.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-20- 0.13% |
$7.09K - $9.95K
|
15.1K
$7.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
125+ 1.39% |
$44.3K - $62.2K
|
9.13K
$4.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
65+ 0.47% |
$23K - $32.3K
|
13.8K
$6.97M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
583+ 3.92% |
$207K - $290K
|
15.5K
$7.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-98- 1.02% |
$34.7K - $48.8K
|
9.56K
$4.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-239- 3.58% |
$84.7K - $119K
|
6.43K
$3.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-691- 14.49% |
$245K - $344K
|
4.08K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
4.56KNew |
$1.62M - $2.27M
|
4.56K
$2.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
1.16K+ 16.16% |
$412K - $579K
|
8.36K
$4.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
SELL
|
- |
-72- 0.18% |
$25.5K - $35.8K
|
40.5K
$20.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
5.34K+ 118.61% |
$1.89M - $2.65M
|
9.83K
$4.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-315- 11.95% |
$112K - $157K
|
2.32K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
742+ 1.29% |
$263K - $369K
|
58.4K
$29.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-10.2K- 11.63% |
$3.61M - $5.06M
|
77.3K
$39.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
15+ 0.36% |
$5.32K - $7.46K
|
4.17K
$2.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-317- 0.51% |
$112K - $158K
|
61.4K
$31M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
181+ 1.96% |
$64.2K - $90K
|
9.41K
$4.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-737- 0.6% |
$261K - $367K
|
123K
$62.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.84K+ 4.66% |
$652K - $915K
|
41.3K
$20.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.2KNew |
$424K - $594K
|
1.2K
$604K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-46- 2.24% |
$16.3K - $22.9K
|
2K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
105+ 3.17% |
$37.2K - $52.2K
|
3.42K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
SELL
|
- |
-169- 21.37% |
$59.9K - $84.1K
|
622
$314K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
562New |
$199K - $280K
|
562
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
477New |
$169K - $237K
|
477
$241K
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-185- 1.07% |
$65.6K - $92K
|
17.2K
$8.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-67.4K- 18.74% |
$23.9M - $33.5M
|
292K
$148M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.33K+ 3.21% |
$1.18M - $1.66M
|
107K
$54.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
25.3K+ 11.51% |
$8.98M - $12.6M
|
245K
$124M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
110+ 0.8% |
$39K - $54.7K
|
13.8K
$6.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.44K+ 11.8% |
$511K - $717K
|
13.7K
$6.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-79- 7.32% |
$28K - $39.3K
|
1K
$505K
|
|
|
Jul 16, 2025
Q2 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
182K+ 6.23% |
$64.7M - $90.8M
|
3.11M
$1.57B
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
131+ 1.9% |
$46.4K - $65.2K
|
7.02K
$3.55M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-199- 0.2% |
$70.6K - $99K
|
101K
$50.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
522+ 20.19% |
$185K - $260K
|
3.11K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-609- 5.92% |
$216K - $303K
|
9.67K
$4.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-5.23K- 1.15% |
$1.85M - $2.6M
|
448K
$227M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
2.65K+ 0.4% |
$940K - $1.32M
|
662K
$335M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-25.5K- 2.82% |
$9.03M - $12.7M
|
879K
$444M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-18- 0.78% |
$6.38K - $8.95K
|
2.29K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-3.91K- 0.81% |
$1.38M - $1.94M
|
476K
$240M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
33.4K+ 3.75% |
$11.8M - $16.6M
|
923K
$466M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.25K- 8.86% |
$442K - $620K
|
12.8K
$6.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.11K+ 16.77% |
$394K - $553K
|
7.74K
$3.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-126- 0.34% |
$44.7K - $62.7K
|
37.4K
$18.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-669- 1.73% |
$237K - $333K
|
38K
$19.2M
|