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 15, 2025
Q2 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
857+ 9.5% |
$304K - $426K
|
9.88K
$4.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-6.44K- 7.03% |
$2.28M - $3.2M
|
85.2K
$43.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
365+ 0.86% |
$129K - $182K
|
42.9K
$21.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
852+ 156.91% |
$302K - $424K
|
1.4K
$705K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3.51K+ 26.4% |
$1.24M - $1.75M
|
16.8K
$8.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-225- 1.66% |
$79.8K - $112K
|
13.3K
$6.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
322+ 4.09% |
$114K - $160K
|
8.2K
$4.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
271+ 2.74% |
$96.1K - $135K
|
10.2K
$5.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-69- 1.92% |
$24.5K - $34.3K
|
3.53K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-255- 15.88% |
$90.4K - $127K
|
1.35K
$683K
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
59.7K+ 18.13% |
$21.2M - $29.7M
|
389K
$197M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-162- 0.74% |
$57.4K - $80.6K
|
21.8K
$11M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
132+ 2.96% |
$46.8K - $65.7K
|
4.59K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
8.08K+ 0.52% |
$2.86M - $4.02M
|
1.55M
$784M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
553+ 1.8% |
$196K - $275K
|
31.2K
$15.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
BUY
|
- |
123K+ 20.62% |
$43.6M - $61.2M
|
720K
$364M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.48K- 16.58% |
$524K - $735K
|
7.43K
$3.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
5+ 0.11% |
$1.77K - $2.49K
|
4.54K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-593- 1.02% |
$210K - $295K
|
57.6K
$29.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
350+ 1.23% |
$124K - $174K
|
28.9K
$14.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-28- 0.07% |
$9.93K - $13.9K
|
37.8K
$19.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
4.76K+ 3.25% |
$1.69M - $2.37M
|
151K
$76.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
135+ 2.29% |
$47.9K - $67.2K
|
6.02K
$3.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-2.09K- 2.94% |
$740K - $1.04M
|
68.8K
$34.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.52K+ 9.75% |
$538K - $754K
|
17.1K
$8.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
15.4K+ 0.53% |
$5.47M - $7.68M
|
2.92M
$1.47B
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-26- 0.32% |
$9.22K - $12.9K
|
8.09K
$4.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.53K- 6.16% |
$544K - $763K
|
23.4K
$11.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-56- 1.05% |
$19.9K - $27.9K
|
5.3K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
3.52KNew |
$1.25M - $1.75M
|
3.52K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5- 0.39% |
$1.77K - $2.49K
|
1.28K
$645K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
108+ 1.51% |
$38.3K - $53.7K
|
7.26K
$3.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-69- 0.4% |
$24.5K - $34.3K
|
17K
$8.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.28K+ 28.48% |
$2.58M - $3.62M
|
32.8K
$16.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
16+ 0.58% |
$5.67K - $7.96K
|
2.8K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-5- 0.25% |
$1.77K - $2.49K
|
1.98K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
616+ 7.75% |
$218K - $306K
|
8.57K
$4.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
433New |
$154K - $215K
|
433
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
450+ 0.75% |
$160K - $224K
|
60.4K
$30.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
1.07KNew |
$379K - $532K
|
1.07K
$540K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
1.78KNew |
$631K - $885K
|
1.78K
$899K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-46.4K- 3.22% |
$16.5M - $23.1M
|
1.4M
$706M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.83K+ 26.07% |
$650K - $912K
|
8.87K
$4.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
85+ 0.94% |
$30.1K - $42.3K
|
9.09K
$4.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-31- 3.73% |
$11K - $15.4K
|
800
$404K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
537+ 9.68% |
$190K - $267K
|
6.09K
$3.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
4.63K+ 5.43% |
$1.64M - $2.3M
|
90K
$45.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-238- 23.71% |
$84.4K - $118K
|
766
$387K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
1.18K+ 11.3% |
$418K - $587K
|
11.6K
$5.87M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-627- 3.79% |
$222K - $312K
|
15.9K
$8.05M
|