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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-5.98K- 1.16% |
$2.12M - $2.97M
|
508K
$253M
|
|
|
Aug 13, 2025
Q2 2025
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
400+ 12.9% |
$142K - $199K
|
3.5K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Road Capital Management, L.P.
New York, NY |
SELL
|
- |
-900- 22.5% |
$319K - $448K
|
3.1K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
CALL |
60KNew |
$21.3M - $29.8M
|
60K
$29.9M
|
|
|
Aug 13, 2025
Q2 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
25+ 0.29% |
$8.86K - $12.4K
|
8.54K
$4.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
294+ 5.78% |
$104K - $146K
|
5.38K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Nzs Capital, LLC
Denver, CO |
SELL
|
- |
-90.9K- 55.1% |
$32.2M - $45.2M
|
74K
$36.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
137+ 4.14% |
$48.6K - $68.2K
|
3.45K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
748+ 23.62% |
$265K - $372K
|
3.92K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-1.32K- 2.47% |
$468K - $657K
|
52.1K
$26M
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-430- 0.63% |
$152K - $214K
|
68.2K
$34M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-900K- 3.57% |
$319M - $448M
|
24.3M
$12.1B
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
8.58K+ 28.71% |
$3.04M - $4.27M
|
38.5K
$19.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-64.8K- 10.85% |
$23M - $32.3M
|
533K
$266M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
16.5K+ 38.26% |
$5.86M - $8.22M
|
59.7K
$29.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.19K+ 8.89% |
$778K - $1.09M
|
26.9K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
57.9K+ 2.5% |
$20.5M - $28.8M
|
2.38M
$1.18B
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
114+ 52.53% |
$40.4K - $56.7K
|
331
$165K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
47+ 1.71% |
$16.7K - $23.4K
|
2.8K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Brentview Investment Management LLC
Northfield, IL |
SELL
|
- |
-515- 1.53% |
$183K - $256K
|
33.2K
$16.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
1+ 0.05% |
$355 - $497
|
1.88K
$935K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-6.57K- 36.45% |
$2.33M - $3.27M
|
11.4K
$5.71M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-5.6K- 91.5% |
$1.99M - $2.79M
|
520
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-25- 1.89% |
$8.86K - $12.4K
|
1.3K
$645K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
95+ 0.19% |
$33.7K - $47.3K
|
49.5K
$24.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-3.16K- 5.09% |
$1.12M - $1.57M
|
58.9K
$29.4M
|
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
2.67M+ 13.95% |
$947M - $1.33B
|
21.8M
$10.9B
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
74.2K+ 2.05% |
$26.3M - $36.9M
|
3.69M
$1.84B
|
|
|
Aug 13, 2025
Q2 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-515K- 8.67% |
$183M - $256M
|
5.43M
$2.7B
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-87K- 8.69% |
$30.9M - $43.3M
|
915K
$456M
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-271- 0.55% |
$96.1K - $135K
|
48.9K
$24.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
457K+ 7.29% |
$162M - $227M
|
6.73M
$3.35B
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
36+ 1.09% |
$12.8K - $17.9K
|
3.33K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
230+ 227.72% |
$81.5K - $114K
|
331
$165K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-81- 4.68% |
$28.7K - $40.3K
|
1.65K
$822K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
23.4KNew |
$8.3M - $11.6M
|
23.4K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Arjuna Capital
|
SELL
|
- |
-2.41K- 4.66% |
$853K - $1.2M
|
49.2K
$24.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-3.18K- 1.99% |
$1.13M - $1.58M
|
156K
$78M
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
SELL
|
- |
-295- 0.8% |
$105K - $147K
|
36.7K
$18.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
105+ 5.13% |
$37.2K - $52.2K
|
2.15K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-86.9K- 3.96% |
$30.8M - $43.2M
|
2.11M
$1.05B
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
739+ 7.47% |
$262K - $368K
|
10.6K
$5.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
SELL
|
- |
-850- 31.94% |
$301K - $423K
|
1.81K
$903K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-37- 0.18% |
$13.1K - $18.4K
|
20.8K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-33.6K- 87.89% |
$11.9M - $16.7M
|
4.64K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.94K- 1.28% |
$686K - $963K
|
150K
$74.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
2.48K+ 5.55% |
$881K - $1.24M
|
47.3K
$23.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Grand Managers, LLC
Bronxville, NY |
BUY
|
- |
123KNew |
$43.5M - $61.1M
|
123K
$61.2M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.64K- 5.04% |
$936K - $1.31M
|
49.8K
$24.8M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.05K+ 2.58% |
$728K - $1.02M
|
81.7K
$40.7M
|