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 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.28% |
$709 - $995
|
708
$354K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.41K- 11.67% |
$853K - $1.2M
|
18.2K
$9.11M
|
|
|
Aug 06, 2025
Q2 2025
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-115K- 17.39% |
$40.7M - $57.1M
|
545K
$273M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.98K+ 1.14% |
$703K - $986K
|
176K
$88.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
9.49K+ 42.12% |
$3.37M - $4.72M
|
32K
$16M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-499- 3.75% |
$177K - $248K
|
12.8K
$6.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
123+ 4.02% |
$43.6K - $61.2K
|
3.18K
$1.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
325+ 1.83% |
$115K - $162K
|
18.1K
$9.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
737+ 4.38% |
$261K - $367K
|
17.6K
$8.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-310- 0.42% |
$110K - $154K
|
73.3K
$36.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-50- 7.15% |
$17.7K - $24.9K
|
649
$325K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
493New |
$175K - $245K
|
493
$247K
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-286- 0.39% |
$101K - $142K
|
73.2K
$36.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-3.64K- 6.54% |
$1.29M - $1.81M
|
52K
$26M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-63- 1.83% |
$22.3K - $31.3K
|
3.39K
$1.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.08K- 0.28% |
$382K - $535K
|
383K
$192M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
PUT |
-1.3K- 54.17% |
$461K - $647K
|
1.1K
$550K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
296+ 5.06% |
$105K - $147K
|
6.15K
$3.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
18.9K+ 8.03% |
$6.71M - $9.42M
|
255K
$127M
|
|
|
Aug 06, 2025
Q2 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
11.6K+ 20.46% |
$4.11M - $5.77M
|
68.2K
$34.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.87K+ 10.22% |
$1.02M - $1.43M
|
31K
$15.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
43+ 0.57% |
$15.2K - $21.4K
|
7.6K
$3.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
287+ 0.15% |
$102K - $143K
|
186K
$93M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.52K+ 9.24% |
$3.02M - $4.24M
|
101K
$50.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
38.2K+ 18.64% |
$13.6M - $19M
|
243K
$122M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-5- 0.25% |
$1.77K - $2.49K
|
2.02K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
336+ 35.52% |
$119K - $167K
|
1.28K
$641K
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-3.95K- 12.1% |
$1.4M - $1.96M
|
28.7K
$14.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
181+ 0.64% |
$64.2K - $90K
|
28.6K
$14.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-386- 1.06% |
$137K - $192K
|
36K
$18M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-584- 0.46% |
$207K - $291K
|
126K
$63M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-43.2K- 6.32% |
$15.3M - $21.5M
|
639K
$320M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
143+ 14.8% |
$50.7K - $71.1K
|
1.11K
$555K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-815- 0.74% |
$289K - $405K
|
109K
$54.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-14- 0.63% |
$4.96K - $6.96K
|
2.21K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
248+ 25.1% |
$87.9K - $123K
|
1.24K
$618K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
111+ 2.15% |
$39.4K - $55.2K
|
5.27K
$2.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-615- 2.21% |
$218K - $306K
|
27.2K
$13.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-12.1K- 5.53% |
$4.29M - $6.01M
|
206K
$103M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.9K+ 0.48% |
$1.38M - $1.94M
|
822K
$411M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-440- 0.78% |
$156K - $219K
|
55.7K
$27.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.65K+ 11.12% |
$939K - $1.32M
|
26.5K
$13.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
1.39K+ 1.59% |
$491K - $689K
|
88.5K
$44.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.36K- 55.94% |
$837K - $1.17M
|
1.86K
$930K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-525- 1.57% |
$186K - $261K
|
33K
$16.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.37K- 1.44% |
$1.55M - $2.18M
|
299K
$150M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
647+ 3.29% |
$229K - $322K
|
20.3K
$10.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-258- 0.77% |
$91.5K - $128K
|
33.4K
$16.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
28+ 1.92% |
$9.93K - $13.9K
|
1.49K
$745K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
79+ 0.75% |
$28K - $39.3K
|
10.7K
$5.34M
|