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
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
22+ 1.0% |
$7.8K - $10.9K
|
2.22K
$1.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
SELL
|
- |
-284- 3.01% |
$101K - $141K
|
9.16K
$4.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
163+ 1.62% |
$57.8K - $81.1K
|
10.2K
$5.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-51.4K- 80.68% |
$18.2M - $25.6M
|
12.3K
$6.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-597- 1.13% |
$212K - $297K
|
52.2K
$26.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.78K- 3.29% |
$985K - $1.38M
|
81.8K
$40.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
534+ 23.44% |
$189K - $266K
|
2.81K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
662+ 0.27% |
$235K - $329K
|
243K
$121M
|
|
|
Aug 07, 2025
Q2 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-190K- 6.21% |
$67.5M - $94.6M
|
2.87M
$1.44B
|
|
|
Aug 07, 2025
Q2 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
4.17K+ 2.57% |
$1.48M - $2.07M
|
166K
$83.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-22.5K- 2.06% |
$7.98M - $11.2M
|
1.07M
$534M
|
|
|
Aug 07, 2025
Q2 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
226+ 1.17% |
$80.1K - $112K
|
19.6K
$9.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
347+ 2.75% |
$123K - $173K
|
13K
$6.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.79K- 5.41% |
$2.76M - $3.87M
|
136K
$68.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-60.8K- 24.39% |
$21.6M - $30.3M
|
189K
$94.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-239- 3.33% |
$84.7K - $119K
|
6.95K
$3.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-873- 2.09% |
$310K - $434K
|
40.9K
$20.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-621- 8.98% |
$220K - $309K
|
6.3K
$3.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-211- 1.65% |
$74.8K - $105K
|
12.5K
$6.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.24K- 10.3% |
$1.15M - $1.61M
|
28.2K
$14.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
231+ 10.68% |
$81.9K - $115K
|
2.39K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
165+ 0.72% |
$58.5K - $82.1K
|
22.9K
$11.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-183- 1.75% |
$64.9K - $91K
|
10.3K
$5.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-61- 0.92% |
$21.6K - $30.3K
|
6.57K
$3.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.44% |
$9.22K - $12.9K
|
5.96K
$2.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 9.76% |
$499K - $700K
|
13K
$6.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
24.7K+ 15.04% |
$8.77M - $12.3M
|
189K
$94.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
30.4K+ 11.03% |
$10.8M - $15.1M
|
306K
$153M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
319K+ 5.99% |
$113M - $159M
|
5.64M
$2.82B
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
325+ 0.83% |
$115K - $162K
|
39.6K
$19.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
26.3K+ 97.16% |
$9.33M - $13.1M
|
53.4K
$26.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
136+ 0.89% |
$48.2K - $67.7K
|
15.4K
$7.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
10.6K+ 2.4% |
$3.75M - $5.26M
|
452K
$226M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
458+ 4.23% |
$162K - $228K
|
11.3K
$5.65M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-51.4K- 1.73% |
$18.2M - $25.6M
|
2.92M
$1.46B
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.59K- 3.84% |
$565K - $793K
|
39.9K
$20M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
400+ 1.85% |
$142K - $199K
|
22K
$11M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
268+ 2.38% |
$95K - $133K
|
11.5K
$5.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-724- 4.72% |
$257K - $360K
|
14.6K
$7.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-450- 0.94% |
$160K - $224K
|
47.3K
$23.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-28- 0.53% |
$9.93K - $13.9K
|
5.25K
$2.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
86.8K+ 107.56% |
$30.8M - $43.2M
|
168K
$83.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
909+ 1.33% |
$322K - $452K
|
69.4K
$34.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-4.68K- 24.09% |
$1.66M - $2.33M
|
14.7K
$7.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.46K+ 2.45% |
$870K - $1.22M
|
103K
$51.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Stf Management LP
Frisco, TX |
BUY
|
- |
1.25K+ 2.85% |
$442K - $620K
|
44.9K
$22.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
45+ 0.49% |
$16K - $22.4K
|
9.32K
$4.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2+ 0.12% |
$709 - $995
|
1.63K
$816K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
70.4K+ 19.63% |
$25M - $35M
|
429K
$215M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.19K+ 7.62% |
$421K - $590K
|
16.8K
$8.39M
|