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
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.39K+ 77.32% |
$2.62M - $3.68M
|
16.9K
$8.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.16K+ 4.83% |
$1.12M - $1.57M
|
68.7K
$34.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1+ 0.05% |
$355 - $497
|
2.09K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
471New |
$167K - $234K
|
471
$236K
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
69+ 1.46% |
$24.5K - $34.3K
|
4.81K
$2.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
800+ 26.37% |
$284K - $398K
|
3.83K
$1.92M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2.16K+ 11.47% |
$766K - $1.07M
|
21K
$10.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-7.67K- 21.63% |
$2.72M - $3.82M
|
27.8K
$13.9M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.41K+ 7.64% |
$1.21M - $1.7M
|
48.1K
$24M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
305+ 3.39% |
$108K - $152K
|
9.31K
$4.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
137+ 2.17% |
$48.6K - $68.2K
|
6.46K
$3.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
114+ 0.2% |
$40.4K - $56.7K
|
56.1K
$28.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-15- 0.9% |
$5.32K - $7.46K
|
1.66K
$830K
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
208+ 0.54% |
$73.7K - $103K
|
38.5K
$19.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-12.2K- 22.66% |
$4.34M - $6.09M
|
41.8K
$20.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
73+ 0.9% |
$25.9K - $36.3K
|
8.19K
$4.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-344- 3.65% |
$122K - $171K
|
9.09K
$4.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.09K- 7.94% |
$1.09M - $1.53M
|
35.8K
$17.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
BUY
|
- |
431+ 2.53% |
$153K - $214K
|
17.5K
$8.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Once Capital Management, LLC
|
BUY
|
- |
1.1K+ 3.43% |
$390K - $547K
|
33.2K
$16.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
255+ 4.58% |
$90.4K - $127K
|
5.82K
$2.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-101K- 62.64% |
$35.8M - $50.2M
|
60.2K
$30.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
PUT |
-100K- 62.5% |
$35.5M - $49.7M
|
60K
$30M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
42+ 2.22% |
$14.9K - $20.9K
|
1.94K
$969K
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
501New |
$178K - $249K
|
501
$251K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
525+ 2.23% |
$186K - $261K
|
24.1K
$12.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-284- 2.5% |
$101K - $141K
|
11.1K
$5.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
159+ 2.27% |
$56.4K - $79.1K
|
7.15K
$3.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
553+ 11.16% |
$196K - $275K
|
5.51K
$2.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-38.9K- 29.13% |
$13.8M - $19.4M
|
94.7K
$47.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.07% |
$6.74K - $9.45K
|
29.2K
$14.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
34+ 0.8% |
$12.1K - $16.9K
|
4.28K
$2.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-150- 1.09% |
$53.2K - $74.6K
|
13.7K
$6.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
SELL
|
- |
-4.73K- 38.2% |
$1.68M - $2.35M
|
7.64K
$3.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-14- 0.96% |
$4.96K - $6.96K
|
1.44K
$722K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-314- 1.1% |
$111K - $156K
|
28.2K
$14.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
195+ 0.99% |
$69.1K - $97K
|
19.8K
$9.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.18K- 1.98% |
$419K - $588K
|
58.6K
$29.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-335- 0.34% |
$119K - $167K
|
97.7K
$48.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-336- 5.88% |
$119K - $167K
|
5.38K
$2.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-196- 0.86% |
$69.5K - $97.5K
|
22.7K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.58K- 1.61% |
$915K - $1.28M
|
158K
$78.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Ar Asset Management Inc
|
BUY
|
- |
120+ 0.49% |
$42.5K - $59.7K
|
24.4K
$12.2M
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
SELL
|
- |
-84- 1.48% |
$29.8K - $41.8K
|
5.61K
$2.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
52.6K+ 1.06% |
$18.7M - $26.2M
|
5M
$2.5B
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.92K- 1.38% |
$1.03M - $1.45M
|
208K
$104M
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-23.6K- 4.08% |
$8.37M - $11.7M
|
555K
$278M
|
|
|
Aug 05, 2025
Q2 2025
|
Ten Core Partners, LP
New York, NY |
SELL
|
- |
-8.11K- 7.32% |
$2.87M - $4.03M
|
103K
$51.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-81- 2.37% |
$28.7K - $40.3K
|
3.34K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3.11K+ 10.77% |
$1.1M - $1.55M
|
32K
$16M
|