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 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.62K- 3.65% |
$575K - $807K
|
42.8K
$21.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-262- 9.65% |
$92.9K - $130K
|
2.45K
$1.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-41- 0.88% |
$14.5K - $20.4K
|
4.59K
$2.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-10- 0.29% |
$3.55K - $4.97K
|
3.42K
$1.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.07K- 0.81% |
$378K - $531K
|
131K
$66M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
651+ 2.73% |
$231K - $324K
|
24.5K
$12.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
20+ 5.9% |
$7.09K - $9.95K
|
359
$181K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-194- 1.2% |
$68.8K - $96.5K
|
16K
$8.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-124- 0.52% |
$44K - $61.7K
|
23.9K
$12M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-12- 0.06% |
$4.25K - $5.97K
|
20K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-5- 0.19% |
$1.77K - $2.49K
|
2.58K
$1.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
341+ 2.69% |
$121K - $170K
|
13K
$6.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
644+ 7.41% |
$228K - $320K
|
9.34K
$4.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
439+ 4.3% |
$156K - $218K
|
10.6K
$5.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.04K+ 1.98% |
$369K - $518K
|
53.7K
$27M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.29K+ 8.99% |
$1.17M - $1.64M
|
39.9K
$20.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
322+ 8.33% |
$114K - $160K
|
4.19K
$2.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
201+ 3.1% |
$71.3K - $100K
|
6.68K
$3.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-358- 1.6% |
$127K - $178K
|
22K
$11.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-6.61K- 24.96% |
$2.34M - $3.29M
|
19.9K
$10M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-173- 3.4% |
$61.3K - $86.1K
|
4.91K
$2.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-610- 3.1% |
$216K - $303K
|
19.1K
$9.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
137+ 1.28% |
$48.6K - $68.2K
|
10.8K
$5.46M
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
80+ 9.35% |
$28.4K - $39.8K
|
936
$471K
|
|
|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-999- 3.68% |
$354K - $497K
|
26.1K
$13.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-5.39K- 5.81% |
$1.91M - $2.68M
|
87.5K
$44.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
78.9K+ 812.63% |
$28M - $39.2M
|
88.6K
$44.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-2.6K- 2.95% |
$923K - $1.3M
|
85.7K
$43.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-523- 0.48% |
$185K - $260K
|
109K
$54.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-439- 11.41% |
$156K - $218K
|
3.41K
$1.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-25.5K- 4.21% |
$9.04M - $12.7M
|
581K
$292M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-352- 0.56% |
$125K - $175K
|
62.3K
$31.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-1.34K- 24.37% |
$474K - $665K
|
4.15K
$2.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
50.7K+ 3.81% |
$18M - $25.2M
|
1.38M
$696M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-281- 17.09% |
$99.6K - $140K
|
1.36K
$686K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.37K- 1.16% |
$486K - $682K
|
117K
$58.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-597- 1.56% |
$212K - $297K
|
37.6K
$18.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
497New |
$176K - $247K
|
497
$250K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
90.5M+ 564387.06% |
$32.1B - $45B
|
90.5M
$45.6B
|
|
|
Jul 10, 2025
Q2 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-15K- 18.94% |
$5.33M - $7.47M
|
64.3K
$32.4M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-495- 2.72% |
$176K - $246K
|
17.7K
$8.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
77KNew |
$27.3M - $38.3M
|
77K
$38.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.57K+ 11.73% |
$556K - $780K
|
14.9K
$7.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
109K+ 6.4% |
$38.8M - $54.4M
|
1.82M
$915M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
64New |
$22.7K - $31.8K
|
64
$32.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
162+ 1.2% |
$57.4K - $80.6K
|
13.7K
$6.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
364+ 1.85% |
$129K - $181K
|
20.1K
$10.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.33K- 29.04% |
$471K - $660K
|
3.24K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-108- 3.97% |
$38.3K - $53.7K
|
2.61K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-989- 25.06% |
$351K - $492K
|
2.96K
$1.49M
|