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
|
Legacy Financial Group LLC
|
BUY
|
- |
616+ 7.75% |
$218K - $306K
|
8.57K
$4.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
433New |
$154K - $215K
|
433
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
450+ 0.75% |
$160K - $224K
|
60.4K
$30.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
1.07KNew |
$379K - $532K
|
1.07K
$546K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
1.78KNew |
$631K - $885K
|
1.78K
$909K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-46.4K- 3.22% |
$16.5M - $23.1M
|
1.4M
$714M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.83K+ 26.07% |
$650K - $912K
|
8.87K
$4.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
85+ 0.94% |
$30.1K - $42.3K
|
9.09K
$4.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-31- 3.73% |
$11K - $15.4K
|
800
$409K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
537+ 9.68% |
$190K - $267K
|
6.09K
$3.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
4.63K+ 5.43% |
$1.64M - $2.3M
|
90K
$46M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-238- 23.71% |
$84.4K - $118K
|
766
$391K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
1.18K+ 11.3% |
$418K - $587K
|
11.6K
$5.94M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-627- 3.79% |
$222K - $312K
|
15.9K
$8.14M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.74K- 22.94% |
$3.1M - $4.35M
|
29.4K
$15M
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-32- 1.92% |
$11.3K - $15.9K
|
1.64K
$837K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.01K+ 3.76% |
$2.49M - $3.49M
|
193K
$98.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-13- 0.09% |
$4.61K - $6.47K
|
14.8K
$7.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
15+ 0.01% |
$5.32K - $7.46K
|
111K
$56.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.84K- 2.48% |
$653K - $916K
|
72.4K
$37M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
42+ 3.0% |
$14.9K - $20.9K
|
1.44K
$737K
|
|
|
Jul 15, 2025
Q2 2025
|
Peregrine Investment Management Inc
Toronto, A6 |
SELL
|
- |
-3.86K- 16.7% |
$1.37M - $1.92M
|
19.2K
$9.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-11- 0.53% |
$3.9K - $5.47K
|
2.06K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.85K+ 15.22% |
$1.72M - $2.41M
|
36.7K
$18.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-312- 0.96% |
$111K - $155K
|
32.3K
$16.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-8- 0.17% |
$2.84K - $3.98K
|
4.73K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
433+ 4.77% |
$154K - $215K
|
9.51K
$4.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-545- 3.85% |
$193K - $271K
|
13.6K
$6.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
218K+ 6.84% |
$77.3M - $108M
|
3.41M
$1.74B
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-83- 7.55% |
$29.4K - $41.3K
|
1.02K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
85+ 2.11% |
$30.1K - $42.3K
|
4.11K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
2.29K+ 44.36% |
$812K - $1.14M
|
7.45K
$3.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-605- 0.58% |
$215K - $301K
|
104K
$53.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
569+ 2.15% |
$202K - $283K
|
27K
$13.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
621+ 11.21% |
$220K - $309K
|
6.16K
$3.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-51- 0.68% |
$18.1K - $25.4K
|
7.47K
$3.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
72+ 1.08% |
$25.5K - $35.8K
|
6.72K
$3.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-142- 15.11% |
$50.3K - $70.6K
|
798
$408K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-158- 0.85% |
$56K - $78.6K
|
18.3K
$9.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
34.5K+ 108.03% |
$12.2M - $17.2M
|
66.5K
$34M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-135- 0.61% |
$47.9K - $67.2K
|
22.2K
$11.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-841- 7.26% |
$298K - $418K
|
10.7K
$5.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-40- 0.14% |
$14.2K - $19.9K
|
28.7K
$14.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
170+ 5.38% |
$60.3K - $84.6K
|
3.33K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20+ 0.75% |
$7.09K - $9.95K
|
2.68K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-177- 0.88% |
$62.8K - $88K
|
20K
$10.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-71- 0.89% |
$25.2K - $35.3K
|
7.9K
$4.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-177- 1.26% |
$62.8K - $88K
|
13.9K
$7.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
46+ 1.91% |
$16.3K - $22.9K
|
2.45K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
59+ 0.29% |
$20.9K - $29.3K
|
20.1K
$10.3M
|