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
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-142- 1.88% |
$50.3K - $70.6K
|
7.39K
$3.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.13K- 4.95% |
$756K - $1.06M
|
40.9K
$20.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-370- 1.98% |
$131K - $184K
|
18.3K
$9.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-248- 0.65% |
$87.9K - $123K
|
37.9K
$19M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.28K+ 0.23% |
$452K - $634K
|
560K
$280M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-639- 2.19% |
$227K - $318K
|
28.6K
$14.3M
|
|
|
Aug 05, 2025
Q2 2025
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-3.39K- 71.93% |
$1.2M - $1.68M
|
1.32K
$661K
|
|
|
Aug 05, 2025
Q2 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 32.92% |
$3.81M - $5.34M
|
43.3K
$21.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
51+ 0.07% |
$18.1K - $25.4K
|
68.8K
$34.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
10+ 1.61% |
$3.55K - $4.97K
|
631
$316K
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-417- 1.58% |
$148K - $207K
|
26K
$13M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
59+ 10.0% |
$20.9K - $29.3K
|
649
$325K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4+ 0.07% |
$1.42K - $1.99K
|
5.81K
$2.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.8K- 1.38% |
$2.06M - $2.89M
|
415K
$208M
|
|
|
Aug 05, 2025
Q2 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-28.1K- 86.88% |
$9.97M - $14M
|
4.25K
$2.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-6.93K- 6.17% |
$2.46M - $3.45M
|
105K
$52.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
777New |
$275K - $387K
|
777
$389K
|
|
|
Aug 05, 2025
Q2 2025
|
Kdt Advisors, LLC
New York, NY |
SELL
|
- |
-215- 1.77% |
$76.2K - $107K
|
11.9K
$5.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.23K+ 32.22% |
$436K - $612K
|
5.05K
$2.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-235- 0.34% |
$83.3K - $117K
|
67.9K
$34M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-33- 0.12% |
$11.7K - $16.4K
|
28.5K
$14.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Homestead Advisers Corp
|
BUY
|
- |
600+ 0.25% |
$213K - $298K
|
237K
$119M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-384- 1.34% |
$136K - $191K
|
28.3K
$14.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 6.34% |
$486K - $683K
|
20.3K
$10.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
27.8K+ 2.42% |
$9.85M - $13.8M
|
1.18M
$589M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-672- 21.34% |
$238K - $334K
|
2.48K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
173+ 0.95% |
$61.3K - $86.1K
|
18.3K
$9.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
26+ 0.22% |
$9.22K - $12.9K
|
12.1K
$6.06M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
26+ 0.99% |
$9.22K - $12.9K
|
2.65K
$1.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
99+ 2.19% |
$35.1K - $49.2K
|
4.61K
$2.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.79K+ 8.27% |
$636K - $892K
|
23.5K
$11.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
431New |
$153K - $214K
|
431
$216K
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
3.09K+ 25.82% |
$1.1M - $1.54M
|
15.1K
$7.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
58+ 0.38% |
$20.6K - $28.9K
|
15.4K
$7.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
185+ 2.26% |
$65.6K - $92K
|
8.38K
$4.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
3.22K+ 10.53% |
$1.14M - $1.6M
|
33.8K
$16.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-247- 4.6% |
$87.6K - $123K
|
5.12K
$2.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.42K+ 2.03% |
$502K - $704K
|
71.2K
$35.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
299+ 1.68% |
$106K - $149K
|
18.1K
$9.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-248- 1.03% |
$87.9K - $123K
|
23.8K
$11.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.43K- 0.57% |
$508K - $712K
|
252K
$126M
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
497+ 0.36% |
$176K - $247K
|
138K
$69.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
105KNew |
$37.2M - $52.2M
|
105K
$52.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
76+ 0.04% |
$26.9K - $37.8K
|
213K
$106M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
343+ 2.2% |
$122K - $171K
|
15.9K
$7.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
417+ 6.44% |
$148K - $207K
|
6.89K
$3.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-1.95K- 2.57% |
$693K - $972K
|
74K
$37M
|
|
|
Aug 05, 2025
Q2 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-30- 0.1% |
$10.6K - $14.9K
|
29.6K
$14.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
296+ 4.15% |
$105K - $147K
|
7.42K
$3.71M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
40+ 1.74% |
$14.2K - $19.9K
|
2.34K
$1.17M
|