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 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26.7K+ 5.19% |
$9.45M - $13.3M
|
540K
$270M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-52.9K- 20.22% |
$18.7M - $26.3M
|
209K
$104M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
51+ 0.79% |
$18.1K - $25.4K
|
6.51K
$3.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
138+ 1.19% |
$48.9K - $68.6K
|
11.7K
$5.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-14- 2.75% |
$4.96K - $6.96K
|
495
$248K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
202+ 9.43% |
$71.6K - $100K
|
2.35K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-2.29K- 3.2% |
$813K - $1.14M
|
69.3K
$34.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
37+ 4.87% |
$13.1K - $18.4K
|
796
$398K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.62K+ 0.56% |
$929K - $1.3M
|
474K
$237M
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-104- 2.36% |
$36.9K - $51.7K
|
4.31K
$2.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
6.35K+ 0.83% |
$2.25M - $3.16M
|
769K
$385M
|
|
|
Aug 11, 2025
Q2 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-6.52K- 15.82% |
$2.31M - $3.24M
|
34.7K
$17.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
533+ 1.28% |
$189K - $265K
|
42.3K
$21.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Artemis Investment Management LLP
|
BUY
|
- |
120K+ 23.67% |
$42.6M - $59.8M
|
628K
$314M
|
|
|
Aug 11, 2025
Q2 2025
|
Marathon Asset Management LTD
|
SELL
|
- |
-2.99K- 1.29% |
$1.06M - $1.49M
|
230K
$115M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-242- 0.73% |
$85.8K - $120K
|
32.7K
$16.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
8.62K+ 13.3% |
$3.05M - $4.29M
|
73.4K
$36.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-4.64K- 3.63% |
$1.65M - $2.31M
|
123K
$61.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
202+ 1.43% |
$71.6K - $100K
|
14.3K
$7.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-2.79K- 33.01% |
$988K - $1.39M
|
5.66K
$2.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Keystone Investors Pte LTD
Singapore, U0 |
SELL
|
- |
-29.5K- 28.86% |
$10.4M - $14.7M
|
72.6K
$36.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
67+ 1.48% |
$23.8K - $33.3K
|
4.61K
$2.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
942+ 6.65% |
$334K - $469K
|
15.1K
$7.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-197- 6.61% |
$69.8K - $98K
|
2.78K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.96K+ 1.63% |
$3.53M - $4.96M
|
620K
$310M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.38K+ 3.38% |
$490K - $688K
|
42.3K
$21.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
217+ 10.76% |
$76.9K - $108K
|
2.23K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
38+ 0.9% |
$13.5K - $18.9K
|
4.24K
$2.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-8.36K- 2.58% |
$2.96M - $4.16M
|
315K
$158M
|
|
|
Aug 11, 2025
Q2 2025
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-894- 1.14% |
$317K - $445K
|
77.4K
$38.7M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.3K+ 0.41% |
$7.18M - $10.1M
|
4.98M
$2.49B
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-3K- 2.99% |
$1.06M - $1.49M
|
97.2K
$48.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5.93K- 1.89% |
$2.1M - $2.95M
|
308K
$154M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
108K+ 6.11% |
$38.4M - $53.8M
|
1.88M
$941M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
108+ 13.25% |
$38.3K - $53.7K
|
923
$462K
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
356+ 171.15% |
$126K - $177K
|
564
$282K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
25+ 4.45% |
$8.86K - $12.4K
|
587
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.74K- 2.75% |
$1.33M - $1.86M
|
132K
$66.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.47K+ 1.88% |
$1.23M - $1.73M
|
188K
$94.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
340+ 2.41% |
$121K - $169K
|
14.5K
$7.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
472+ 3.21% |
$167K - $235K
|
15.2K
$7.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
455+ 1.71% |
$161K - $226K
|
27K
$13.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
106+ 12.93% |
$37.6K - $52.7K
|
926
$463K
|
|
|
Aug 11, 2025
Q2 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
338+ 7.08% |
$120K - $168K
|
5.11K
$2.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
2.72K+ 69.39% |
$964K - $1.35M
|
6.64K
$3.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
55+ 1.79% |
$19.5K - $27.4K
|
3.14K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
135+ 23.4% |
$47.9K - $67.2K
|
712
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-222- 6.93% |
$78.7K - $110K
|
2.98K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.9K- 30.43% |
$675K - $947K
|
4.35K
$2.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-160- 3.78% |
$56.7K - $79.6K
|
4.07K
$2.04M
|