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
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.37K+ 1.04% |
$487K - $683K
|
133K
$68.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-210- 6.41% |
$74.5K - $104K
|
3.07K
$1.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
237+ 0.6% |
$84K - $118K
|
39.5K
$20.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-96- 0.95% |
$34K - $47.8K
|
9.99K
$5.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6.89K+ 19.95% |
$2.44M - $3.43M
|
41.4K
$21.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
814+ 9.22% |
$289K - $405K
|
9.64K
$4.92M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-818- 3.31% |
$290K - $407K
|
23.9K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.67K- 1.98% |
$591K - $829K
|
82.6K
$42.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
15+ 0.69% |
$5.32K - $7.46K
|
2.2K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-105- 2.55% |
$37.2K - $52.2K
|
4.01K
$2.05M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-431- 0.81% |
$153K - $214K
|
52.9K
$27M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-502- 14.99% |
$178K - $250K
|
2.85K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-968- 15.78% |
$343K - $482K
|
5.17K
$2.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-102- 1.72% |
$36.2K - $50.7K
|
5.84K
$2.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.49K- 6.74% |
$527K - $739K
|
20.6K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.19K- 7.58% |
$421K - $590K
|
14.5K
$7.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
1.47K+ 1.51% |
$523K - $733K
|
99K
$50.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Granite Shares Advisors LLC
|
SELL
|
- |
-2.77K- 19.44% |
$982K - $1.38M
|
11.5K
$5.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7.59K+ 4.08% |
$2.69M - $3.77M
|
193K
$98.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
4.8K+ 2.17% |
$1.7M - $2.39M
|
226K
$115M
|
|
|
Jul 17, 2025
Q2 2025
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
7.57K+ 9.57% |
$2.68M - $3.76M
|
86.7K
$44.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.11K- 6.26% |
$392K - $550K
|
16.6K
$8.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Exane Asset Management
|
SELL
|
- |
-7.61K- 51.9% |
$2.7M - $3.78M
|
7.05K
$3.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-3.46K- 14.17% |
$1.23M - $1.72M
|
20.9K
$10.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-2- 0.28% |
$709 - $995
|
711
$363K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
60+ 0.29% |
$21.3K - $29.8K
|
20.9K
$10.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-117- 0.53% |
$41.5K - $58.2K
|
21.9K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
235+ 0.49% |
$83.3K - $117K
|
47.8K
$24.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.4K+ 1.07% |
$852K - $1.2M
|
228K
$116M
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
1+ 0.07% |
$355 - $497
|
1.52K
$777K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-390- 2.28% |
$138K - $194K
|
16.7K
$8.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
216+ 3.48% |
$76.6K - $107K
|
6.43K
$3.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
516+ 0.72% |
$183K - $257K
|
71.9K
$36.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.49K+ 19.56% |
$882K - $1.24M
|
15.2K
$7.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-180- 1.36% |
$63.8K - $89.5K
|
13K
$6.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
32+ 0.27% |
$11.3K - $15.9K
|
12.1K
$6.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-158- 2.81% |
$56K - $78.6K
|
5.47K
$2.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.02K- 2.57% |
$362K - $508K
|
38.6K
$19.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.99K+ 9.95% |
$706K - $991K
|
22K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.01% |
$355 - $497
|
16.5K
$8.45M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-808- 0.57% |
$286K - $402K
|
141K
$72.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-231- 31.86% |
$81.9K - $115K
|
494
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
82+ 4.42% |
$29.1K - $40.8K
|
1.94K
$990K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
270+ 4.5% |
$95.7K - $134K
|
6.27K
$3.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
8K+ 13.23% |
$2.84M - $3.98M
|
68.5K
$35M
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-83- 2.74% |
$29.4K - $41.3K
|
2.95K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.99K+ 4.42% |
$707K - $992K
|
47.1K
$24M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
67K+ 129.84% |
$23.8M - $33.4M
|
119K
$60.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-132- 0.27% |
$46.8K - $65.7K
|
48.6K
$24.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
726+ 0.52% |
$257K - $361K
|
139K
$71.1M
|