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
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-150- 7.4% |
$53.2K - $74.6K
|
1.88K
$940K
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
13.6K+ 45.23% |
$4.81M - $6.74M
|
43.5K
$21.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-8- -0.0% |
$2.84K - $3.98K
|
197K
$98.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-23.6K- 36.04% |
$8.38M - $11.8M
|
42K
$21M
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-125K- 4.59% |
$44.2M - $62M
|
2.59M
$1.3B
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-381- 12.83% |
$135K - $190K
|
2.59K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
85+ 1.19% |
$30.1K - $42.3K
|
7.24K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-359- 3.74% |
$127K - $179K
|
9.25K
$4.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.52K+ 32.45% |
$539K - $756K
|
6.2K
$3.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
9.36K+ 0.51% |
$3.32M - $4.66M
|
1.84M
$919M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9+ 0.18% |
$3.19K - $4.48K
|
5.06K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
13.1K+ 0.72% |
$4.65M - $6.52M
|
1.83M
$918M
|
|
|
Aug 13, 2025
Q2 2025
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
834+ 1.89% |
$296K - $415K
|
45.1K
$22.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.16K- 1.58% |
$765K - $1.07M
|
135K
$67.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
63+ 0.47% |
$22.3K - $31.3K
|
13.4K
$6.7M
|
|
|
Aug 13, 2025
Q2 2025
|
True Wealth Financial Partners
|
BUY
|
- |
670+ 10.68% |
$238K - $333K
|
6.94K
$3.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-8- 0.05% |
$2.84K - $3.98K
|
15.8K
$7.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
80+ 0.32% |
$28.4K - $39.8K
|
24.9K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-3.1K- 1.65% |
$1.1M - $1.54M
|
185K
$92.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
246+ 1.41% |
$87.2K - $122K
|
17.7K
$8.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-320- 2.01% |
$113K - $159K
|
15.6K
$7.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16.4K+ 17.33% |
$5.82M - $8.17M
|
111K
$55.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
129K+ 88.58% |
$45.7M - $64.1M
|
275K
$137M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-25.3K- 19.23% |
$8.97M - $12.6M
|
106K
$53.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-11.8K- 1.74% |
$4.19M - $5.88M
|
666K
$333M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.9K- 0.57% |
$2.09M - $2.94M
|
1.02M
$512M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
277K+ 494.07% |
$98.1M - $138M
|
333K
$167M
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
50+ 0.88% |
$17.7K - $24.9K
|
5.7K
$2.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
411New |
$146K - $204K
|
411
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
62+ 0.68% |
$22K - $30.8K
|
9.19K
$4.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
808+ 1.16% |
$286K - $402K
|
70.5K
$35.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Wishbone Management, LP
Chicago, IL |
BUY
|
- |
100KNew |
$35.5M - $49.7M
|
100K
$50M
|
|
|
Aug 13, 2025
Q2 2025
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
120+ 11.92% |
$42.5K - $59.7K
|
1.13K
$564K
|
|
|
Aug 13, 2025
Q2 2025
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
CALL |
-500K- 20.0% |
$177M - $249M
|
2M
$1B
|
|
|
Aug 13, 2025
Q2 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
18.2KNew |
$6.45M - $9.04M
|
18.2K
$9.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
392KNew |
$139M - $195M
|
392K
$196M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-23- 1.21% |
$8.15K - $11.4K
|
1.89K
$943K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.53K+ 4.41% |
$544K - $763K
|
36.3K
$18.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-711- 17.56% |
$252K - $354K
|
3.34K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
40+ 6.16% |
$14.2K - $19.9K
|
689
$345K
|
|
|
Aug 13, 2025
Q2 2025
|
Stockbridge Partners LLC
Boston, MA |
SELL
|
- |
-46.7K- 4.41% |
$16.6M - $23.3M
|
1.01M
$507M
|
|
|
Aug 13, 2025
Q2 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
8.83K+ 4.58% |
$3.13M - $4.39M
|
202K
$101M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
94+ 1.11% |
$33.3K - $46.8K
|
8.59K
$4.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-390- 1.28% |
$138K - $194K
|
30.2K
$15.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
184KNew |
$65.2M - $91.5M
|
184K
$92M
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-743- 3.44% |
$263K - $370K
|
20.8K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.2K+ 16.09% |
$426K - $598K
|
8.67K
$4.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-161- 0.94% |
$57.1K - $80.1K
|
16.9K
$8.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
10.4KNew |
$3.68M - $5.17M
|
10.4K
$5.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
2.82KNew |
$1M - $1.4M
|
2.82K
$1.41M
|