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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-22.8K- 1.63% |
$8.56M - $10.2M
|
1.37M
$632M
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-749- 5.41% |
$281K - $335K
|
13.1K
$6.03M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
291+ 0.83% |
$109K - $130K
|
35.4K
$16.3M
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
193+ 0.55% |
$72.5K - $86.3K
|
35K
$16.1M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7K+ 4.93% |
$2.63M - $3.13M
|
149K
$68.6M
|
|
May 14, 2025
Q1 2025
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
10.8K+ 11.95% |
$4.04M - $4.81M
|
101K
$46.4M
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-248- 1.63% |
$93.1K - $111K
|
15K
$6.89M
|
|
May 14, 2025
Q1 2025
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-146- 0.96% |
$54.8K - $65.3K
|
15K
$6.9M
|
|
May 14, 2025
Q1 2025
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
4KNew |
$1.5M - $1.79M
|
4K
$1.84M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-38- 0.84% |
$14.3K - $17K
|
4.46K
$2.05M
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
58+ 0.97% |
$21.8K - $25.9K
|
6.06K
$2.79M
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
22+ 0.34% |
$8.26K - $9.84K
|
6.41K
$2.95M
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-25.2K- 2.81% |
$9.46M - $11.3M
|
870K
$400M
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.07K+ 12.38% |
$402K - $479K
|
9.72K
$4.48M
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.89K+ 2.74% |
$2.21M - $2.63M
|
221K
$102M
|
|
May 14, 2025
Q1 2025
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
1.14KNew |
$429K - $511K
|
1.14K
$526K
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.01K- 0.42% |
$378K - $450K
|
239K
$110M
|
|
May 14, 2025
Q1 2025
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-358K- 40.56% |
$134M - $160M
|
525K
$242M
|
|
May 14, 2025
Q1 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-304- 0.58% |
$114K - $136K
|
51.8K
$23.9M
|
|
May 14, 2025
Q1 2025
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-187K- 26.87% |
$70.3M - $83.7M
|
509K
$234M
|
|
May 14, 2025
Q1 2025
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-108- 0.54% |
$40.5K - $48.3K
|
19.8K
$9.12M
|
|
May 14, 2025
Q1 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
12KNew |
$4.49M - $5.35M
|
12K
$5.51M
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.44K- 13.64% |
$1.67M - $1.98M
|
28.1K
$12.9M
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
10.8KNew |
$4.05M - $4.83M
|
10.8K
$4.97M
|
|
May 14, 2025
Q1 2025
|
Goldstream Capital Management LTD
|
SELL
|
- |
-17.7K- 29.65% |
$6.65M - $7.92M
|
42K
$19.3M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
372+ 0.16% |
$140K - $166K
|
236K
$109M
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
251+ 0.03% |
$94.2K - $112K
|
780K
$359M
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
521+ 13.69% |
$196K - $233K
|
4.33K
$1.99M
|
|
May 14, 2025
Q1 2025
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
75+ 0.04% |
$28.2K - $33.5K
|
187K
$86.3M
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-24.9K- 1.39% |
$9.35M - $11.1M
|
1.77M
$816M
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.63K- 10.42% |
$987K - $1.18M
|
22.6K
$10.4M
|
|
May 14, 2025
Q1 2025
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-57.8K- 29.7% |
$21.7M - $25.9M
|
137K
$63M
|
|
May 14, 2025
Q1 2025
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-156K- 5.55% |
$58.4M - $69.6M
|
2.65M
$1.22B
|
|
May 14, 2025
Q1 2025
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
BUY
|
- |
10.8K+ 21.18% |
$4.05M - $4.83M
|
61.8K
$28.5M
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.03K+ 33.01% |
$761K - $906K
|
8.17K
$3.76M
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
68.8K+ 33.88% |
$25.8M - $30.8M
|
272K
$125M
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
239+ 13.67% |
$89.7K - $107K
|
1.99K
$915K
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
281+ 5.35% |
$105K - $126K
|
5.53K
$2.55M
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-78- 2.77% |
$29.3K - $34.9K
|
2.74K
$1.26M
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
267+ 2.87% |
$100K - $119K
|
9.57K
$4.41M
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-294- 11.27% |
$110K - $131K
|
2.32K
$1.07M
|
|
May 14, 2025
Q1 2025
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-26.5K- 60.57% |
$9.96M - $11.9M
|
17.3K
$7.96M
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
SELL
|
- |
-15.3K- 0.57% |
$5.74M - $6.83M
|
2.65M
$1.22B
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
4.86K+ 10.56% |
$1.83M - $2.17M
|
50.9K
$23.4M
|
|
May 14, 2025
Q1 2025
|
Fosun International LTD
|
BUY
|
- |
23+ 0.35% |
$8.63K - $10.3K
|
6.63K
$3.05M
|
|
May 14, 2025
Q1 2025
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
2.77K+ 22.91% |
$1.04M - $1.24M
|
14.9K
$6.85M
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-998- 0.77% |
$375K - $446K
|
128K
$58.8M
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
170+ 0.63% |
$63.8K - $76K
|
27.4K
$12.6M
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-2.5K- 77.47% |
$938K - $1.12M
|
727
$335K
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-6.28K- 15.64% |
$2.36M - $2.81M
|
33.9K
$15.6M
|