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 08, 2025
Q2 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-8.57K- 3.34% |
$3.04M - $4.26M
|
248K
$124M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-39- 0.13% |
$13.8K - $19.4K
|
31.2K
$15.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-43.5K- 59.16% |
$15.4M - $21.7M
|
30K
$15M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-4.93K- 53.42% |
$1.75M - $2.45M
|
4.3K
$2.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
117+ 6.0% |
$41.5K - $58.2K
|
2.07K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
162+ 1.34% |
$57.4K - $80.6K
|
12.3K
$6.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.6K+ 6.54% |
$3.74M - $5.25M
|
172K
$86M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
325+ 5.38% |
$115K - $162K
|
6.37K
$3.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
627+ 24.13% |
$222K - $312K
|
3.23K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-130- 0.08% |
$46.1K - $64.7K
|
161K
$80.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinnbrook Capital Management LP
|
BUY
|
- |
17.7KNew |
$6.26M - $8.78M
|
17.7K
$8.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
153KNew |
$54.4M - $76.3M
|
153K
$76.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
531+ 7.5% |
$188K - $264K
|
7.61K
$3.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Capco Asset Management, LLC
|
SELL
|
- |
-2.03K- 2.04% |
$721K - $1.01M
|
97.7K
$48.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-566- 1.12% |
$201K - $282K
|
49.8K
$24.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
123K+ 7.22% |
$43.5M - $61.1M
|
1.82M
$912M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
39.9K+ 4.45% |
$14.2M - $19.9M
|
937K
$469M
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-98- 0.62% |
$34.7K - $48.8K
|
15.7K
$7.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-501- 3.91% |
$178K - $249K
|
12.3K
$6.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-54- 1.92% |
$19.1K - $26.9K
|
2.76K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-200- 2.2% |
$70.9K - $99.5K
|
8.89K
$4.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
275+ 1.28% |
$97.5K - $137K
|
21.8K
$10.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
81+ 0.04% |
$28.7K - $40.3K
|
197K
$98.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30.3K+ 6.19% |
$10.7M - $15.1M
|
519K
$260M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.1K- 5.79% |
$391K - $549K
|
17.9K
$8.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.12K+ 1.24% |
$397K - $557K
|
91.2K
$45.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-38- 0.88% |
$13.5K - $18.9K
|
4.26K
$2.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62.2K+ 3.01% |
$22.1M - $31M
|
2.13M
$1.07B
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-115K- 20.49% |
$40.7M - $57.1M
|
445K
$223M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
131K+ 4.7% |
$46.4M - $65.1M
|
2.92M
$1.46B
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
10.9KNew |
$3.86M - $5.42M
|
10.9K
$5.45M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
58+ 3.99% |
$20.6K - $28.9K
|
1.51K
$756K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-271- 1.62% |
$96.1K - $135K
|
16.4K
$8.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
SELL
|
- |
-121- 2.74% |
$42.9K - $60.2K
|
4.3K
$2.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
2.82K+ 12.38% |
$1M - $1.4M
|
25.6K
$12.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-98.5K- 16.94% |
$34.9M - $49M
|
483K
$242M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-294- 1.54% |
$104K - $146K
|
18.8K
$9.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-775- 1.86% |
$275K - $386K
|
41K
$20.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
693+ 8.16% |
$246K - $345K
|
9.18K
$4.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
51+ 1.28% |
$18.1K - $25.4K
|
4.04K
$2.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.15K- 2.48% |
$408K - $573K
|
45.4K
$22.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-28.8K- 21.86% |
$10.2M - $14.3M
|
103K
$51.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-174- 0.52% |
$61.7K - $86.6K
|
33.6K
$16.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
80.9K+ 17.6% |
$28.7M - $40.2M
|
541K
$270M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
46.5K+ 5.91% |
$16.5M - $23.1M
|
834K
$417M
|
|
|
Aug 08, 2025
Q2 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-11K- 48.16% |
$3.89M - $5.46M
|
11.8K
$5.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Harvard Management CO Inc
Boston, MA |
BUY
|
- |
203K+ 48.4% |
$72.1M - $101M
|
623K
$312M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
13.5K+ 4.24% |
$4.79M - $6.72M
|
332K
$166M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-20.9K- 29.42% |
$7.4M - $10.4M
|
50.1K
$25.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-237K- 70.17% |
$84M - $118M
|
101K
$50.4M
|