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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30.8K+ 21.13% |
$10.9M - $15.3M
|
176K
$88.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-713- 26.43% |
$253K - $355K
|
1.99K
$999K
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-360- 1.77% |
$128K - $179K
|
19.9K
$10M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
27+ 0.17% |
$9.57K - $13.4K
|
15.8K
$7.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
161+ 0.69% |
$57.1K - $80.1K
|
23.4K
$11.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
317+ 5.99% |
$112K - $158K
|
5.61K
$2.82M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
382+ 1.63% |
$135K - $190K
|
23.9K
$12M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-50- 6.99% |
$17.7K - $24.9K
|
665
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-143- 11.04% |
$50.7K - $71.1K
|
1.15K
$580K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-300- 5.13% |
$106K - $149K
|
5.55K
$2.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
708New |
$251K - $352K
|
708
$356K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
8.03K+ 134.17% |
$2.85M - $3.99M
|
14K
$7.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.03K+ 0.94% |
$366K - $514K
|
111K
$55.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
161+ 1.49% |
$57.1K - $80.1K
|
11K
$5.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-188- 1.32% |
$66.7K - $93.5K
|
14.1K
$7.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-114- 2.84% |
$40.4K - $56.7K
|
3.9K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
338+ 1.74% |
$120K - $168K
|
19.8K
$9.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.61K- 10.87% |
$572K - $803K
|
13.2K
$6.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-28- 0.9% |
$9.93K - $13.9K
|
3.1K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
597+ 4.63% |
$212K - $297K
|
13.5K
$6.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-113- 0.71% |
$40.1K - $56.2K
|
15.8K
$7.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-207- 0.94% |
$73.4K - $103K
|
21.7K
$10.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.24K- 2.1% |
$439K - $616K
|
57.7K
$29.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.28K+ 18.07% |
$807K - $1.13M
|
14.9K
$7.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-2.48K- 5.62% |
$878K - $1.23M
|
41.6K
$21M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
4.04K+ 10.14% |
$1.43M - $2.01M
|
43.9K
$22.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
1.66K+ 9.09% |
$590K - $827K
|
20K
$10M
|
|
|
Jul 11, 2025
Q2 2025
|
Enhancing Capital LLC
|
SELL
|
- |
-1- -0.0% |
$355 - $497
|
25.1K
$12.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
90+ 0.58% |
$31.9K - $44.8K
|
15.7K
$7.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
7.77K+ 7.14% |
$2.75M - $3.87M
|
117K
$58.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
221+ 8.44% |
$78.4K - $110K
|
2.84K
$1.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
331+ 2.39% |
$117K - $165K
|
14.2K
$7.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
340+ 11.38% |
$121K - $169K
|
3.33K
$1.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
300+ 2.74% |
$106K - $149K
|
11.3K
$5.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
20.6K+ 38.38% |
$7.29M - $10.2M
|
74.1K
$37.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-450- 2.97% |
$160K - $224K
|
14.7K
$7.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.08K+ 0.86% |
$382K - $536K
|
126K
$63.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
185+ 7.47% |
$65.6K - $92K
|
2.66K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-94- 2.87% |
$33.3K - $46.8K
|
3.19K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-302- 0.64% |
$107K - $150K
|
46.9K
$23.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
454+ 13.06% |
$161K - $226K
|
3.93K
$1.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
490New |
$174K - $244K
|
490
$247K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
52.5K+ 4.29% |
$18.6M - $26.1M
|
1.27M
$642M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-123- 2.23% |
$43.6K - $61.2K
|
5.39K
$2.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
65+ 0.49% |
$23K - $32.3K
|
13.2K
$6.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
SELL
|
- |
-101- 0.24% |
$35.8K - $50.2K
|
42.7K
$21.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
66K+ 1.48% |
$23.4M - $32.8M
|
4.54M
$2.28B
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-981- 4.51% |
$348K - $488K
|
20.8K
$10.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.22K- 1.22% |
$788K - $1.11M
|
180K
$90.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
PUT |
-8K- 52.63% |
$2.84M - $3.98M
|
7.2K
$3.63M
|