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 05, 2025
Q2 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-35.7K- 7.19% |
$12.7M - $17.8M
|
461K
$231M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-21- 0.27% |
$7.45K - $10.4K
|
7.72K
$3.86M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
1.1K+ 0.05% |
$390K - $547K
|
2.26M
$1.13B
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-14- 0.43% |
$4.96K - $6.96K
|
3.26K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
125+ 1.03% |
$44.3K - $62.2K
|
12.2K
$6.11M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-15.5K- 1.64% |
$5.5M - $7.71M
|
928K
$465M
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-3- 0.55% |
$1.06K - $1.49K
|
545
$273K
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
102+ 1.61% |
$36.2K - $50.7K
|
6.42K
$3.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-130- 0.33% |
$46.1K - $64.7K
|
39.4K
$19.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
SELL
|
- |
-7.91K- 14.27% |
$2.81M - $3.94M
|
47.5K
$23.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-228K- 94.19% |
$81M - $114M
|
14.1K
$7.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-168- 2.14% |
$59.6K - $83.6K
|
7.69K
$3.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-19.2K- 95.6% |
$6.81M - $9.56M
|
884
$442K
|
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-839- 12.16% |
$297K - $417K
|
6.06K
$3.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-325- 2.19% |
$115K - $162K
|
14.5K
$7.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-954- 6.01% |
$338K - $475K
|
14.9K
$7.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
616+ 0.33% |
$218K - $306K
|
185K
$92.8M
|
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
SELL
|
- |
-9- 0.15% |
$3.19K - $4.48K
|
6.12K
$3.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-356- 1.18% |
$126K - $177K
|
29.9K
$15M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.2K- 10.71% |
$5.76M - $8.08M
|
135K
$67.8M
|
|
|
Aug 05, 2025
Q2 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-700- 0.14% |
$248K - $348K
|
516K
$258M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
269+ 2.11% |
$95.4K - $134K
|
13K
$6.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
6+ 0.25% |
$2.13K - $2.98K
|
2.36K
$1.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
680New |
$241K - $338K
|
680
$340K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-308- 2.95% |
$109K - $153K
|
10.1K
$5.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-169- 13.43% |
$59.9K - $84.1K
|
1.09K
$545K
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
565+ 1.46% |
$200K - $281K
|
39.3K
$19.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Ninepoint Partners LP
|
BUY
|
- |
16+ 0.25% |
$5.67K - $7.96K
|
6.4K
$3.2M
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
9.02K+ 19.61% |
$3.2M - $4.49M
|
55K
$27.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-475- 2.43% |
$168K - $236K
|
19.1K
$9.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
120+ 11.94% |
$42.5K - $59.7K
|
1.13K
$563K
|
|
|
Aug 05, 2025
Q2 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
517+ 27.22% |
$183K - $257K
|
2.42K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
678+ 12.79% |
$240K - $337K
|
5.98K
$2.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5.03K- 24.17% |
$1.78M - $2.5M
|
15.8K
$7.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-7.46K- 48.35% |
$2.65M - $3.71M
|
7.97K
$3.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
115+ 2.63% |
$40.8K - $57.2K
|
4.49K
$2.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
284+ 3.48% |
$101K - $141K
|
8.45K
$4.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
478+ 14.67% |
$169K - $238K
|
3.74K
$1.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
84+ 0.74% |
$29.8K - $41.8K
|
11.5K
$5.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-31- 0.28% |
$11K - $15.4K
|
10.9K
$5.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.06K+ 4.21% |
$377K - $528K
|
26.3K
$13.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-479- 4.38% |
$170K - $238K
|
10.5K
$5.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.05% |
$355 - $497
|
1.85K
$924K
|
|
|
Aug 05, 2025
Q2 2025
|
Torray LLC
|
SELL
|
- |
-1.78K- 4.62% |
$629K - $883K
|
36.7K
$18.4M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-365- 0.33% |
$129K - $182K
|
111K
$55.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1M- 7.01% |
$356M - $499M
|
13.3M
$6.66B
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-5.38K- 6.1% |
$1.91M - $2.68M
|
82.9K
$41.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-304- 16.19% |
$108K - $151K
|
1.57K
$788K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
2.48K+ 2.0% |
$878K - $1.23M
|
126K
$63.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
84+ 0.43% |
$29.8K - $41.8K
|
19.6K
$9.83M
|