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 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
299+ 10.24% |
$106K - $149K
|
3.22K
$1.61M
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-898- 1.38% |
$318K - $447K
|
64.4K
$32.2M
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-3.08K- 33.65% |
$1.09M - $1.53M
|
6.06K
$3.03M
|
|
Aug 07, 2025
Q2 2025
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-81.7K- 5.7% |
$29M - $40.6M
|
1.35M
$676M
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
70+ 1.66% |
$24.8K - $34.8K
|
4.3K
$2.15M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.1K- 4.65% |
$4.29M - $6.02M
|
248K
$124M
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-2.62K- 4.82% |
$928K - $1.3M
|
51.7K
$25.9M
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-79- 1.83% |
$28K - $39.3K
|
4.24K
$2.12M
|
|
Aug 07, 2025
Q2 2025
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
1.15M+ 92.33% |
$406M - $570M
|
2.39M
$1.19B
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-181- 1.43% |
$64.2K - $90K
|
12.5K
$6.24M
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
867+ 1.69% |
$307K - $431K
|
52K
$26M
|
|
Aug 07, 2025
Q2 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
44+ 0.19% |
$15.6K - $21.9K
|
23.2K
$11.6M
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-91.6K- 6.23% |
$32.5M - $45.5M
|
1.38M
$689M
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
2.96K+ 2.14% |
$1.05M - $1.47M
|
141K
$70.6M
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
18.1K+ 1.66% |
$6.4M - $8.98M
|
1.11M
$553M
|
|
Aug 07, 2025
Q2 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
15+ 0.35% |
$5.32K - $7.46K
|
4.27K
$2.14M
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
181+ 1.87% |
$64.2K - $90K
|
9.88K
$4.94M
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-60- 0.3% |
$21.3K - $29.8K
|
19.9K
$9.97M
|
|
Aug 07, 2025
Q2 2025
|
Comgest Global Investors S.A.S.
|
SELL
|
- |
-54.9K- 4.74% |
$19.5M - $27.3M
|
1.1M
$552M
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.17K- 5.7% |
$768K - $1.08M
|
35.8K
$17.9M
|
|
Aug 07, 2025
Q2 2025
|
Veritas Asset Management LLP
|
BUY
|
- |
107K+ 3.68% |
$37.9M - $53.1M
|
3.01M
$1.51B
|
|
Aug 07, 2025
Q2 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
838+ 4.27% |
$297K - $417K
|
20.5K
$10.2M
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-25.6K- 8.61% |
$9.07M - $12.7M
|
271K
$136M
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
137+ 2.44% |
$48.6K - $68.2K
|
5.75K
$2.88M
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.54K- 1.62% |
$1.61M - $2.26M
|
275K
$138M
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
9.35K+ 6.29% |
$3.31M - $4.65M
|
158K
$79M
|
|
Aug 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-8.46K- 53.44% |
$3M - $4.21M
|
7.37K
$3.69M
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2.73K+ 6.51% |
$968K - $1.36M
|
44.7K
$22.4M
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
68+ 1.57% |
$24.1K - $33.8K
|
4.4K
$2.2M
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-23- 0.16% |
$8.15K - $11.4K
|
14.3K
$7.13M
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-99- 2.14% |
$35.1K - $49.2K
|
4.53K
$2.27M
|
|
Aug 07, 2025
Q2 2025
|
Harbor Island Capital LLC
|
SELL
|
- |
-2.74K- 6.64% |
$971K - $1.36M
|
38.5K
$19.3M
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.59K+ 5.59% |
$919K - $1.29M
|
49K
$24.5M
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-220- 3.11% |
$78K - $109K
|
6.86K
$3.43M
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
441+ 21.11% |
$156K - $219K
|
2.53K
$1.27M
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
593+ 3.54% |
$210K - $295K
|
17.3K
$8.68M
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
435+ 11.53% |
$154K - $216K
|
4.21K
$2.11M
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.07K+ 1.73% |
$379K - $532K
|
62.8K
$31.4M
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
403+ 51.53% |
$143K - $200K
|
1.19K
$593K
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
51+ 1.03% |
$18.1K - $25.4K
|
5K
$2.5M
|
|
Aug 07, 2025
Q2 2025
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-281K- 99.52% |
$99.7M - $140M
|
1.36K
$680K
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-9.56K- 33.04% |
$3.39M - $4.75M
|
19.4K
$9.69M
|
|
Aug 07, 2025
Q2 2025
|
Pembroke Management, LTD
|
BUY
|
- |
1.08KNew |
$383K - $537K
|
1.08K
$540K
|
|
Aug 07, 2025
Q2 2025
|
Gouws Capital LLC
|
SELL
|
- |
-612- 15.11% |
$217K - $304K
|
3.44K
$1.72M
|
|
Aug 07, 2025
Q2 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-181- 1.54% |
$64.2K - $90K
|
11.6K
$5.79M
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
390+ 0.23% |
$138K - $194K
|
171K
$85.4M
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.91KNew |
$678K - $951K
|
1.91K
$956K
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.21K- 3.45% |
$427K - $599K
|
33.8K
$16.9M
|
|
Aug 07, 2025
Q2 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
470+ 6.4% |
$167K - $234K
|
7.82K
$3.91M
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-134- 1.73% |
$47.5K - $66.7K
|
7.62K
$3.81M
|