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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.96K- 14.56% |
$695K - $975K
|
11.5K
$5.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-22- 0.12% |
$7.8K - $10.9K
|
18.9K
$9.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
199+ 0.84% |
$70.6K - $99K
|
23.9K
$12.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
161+ 3.24% |
$57.1K - $80.1K
|
5.13K
$2.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
175+ 1.82% |
$62K - $87.1K
|
9.79K
$4.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
30+ 2.31% |
$10.6K - $14.9K
|
1.33K
$670K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-32- 1.36% |
$11.3K - $15.9K
|
2.32K
$1.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-944- 1.67% |
$335K - $470K
|
55.4K
$27.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
125+ 1.45% |
$44.3K - $62.2K
|
8.73K
$4.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
99+ 1.17% |
$35.1K - $49.2K
|
8.53K
$4.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
174+ 2.79% |
$61.7K - $86.6K
|
6.4K
$3.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-21- 0.29% |
$7.45K - $10.4K
|
7.24K
$3.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-1.34K- 2.75% |
$475K - $667K
|
47.4K
$23.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
2.66K+ 2.11% |
$945K - $1.33M
|
129K
$65M
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-185- 0.25% |
$65.6K - $92K
|
74.3K
$37.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
314+ 1.77% |
$111K - $156K
|
18.1K
$9.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.88% |
$3.55K - $4.97K
|
1.15K
$580K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-66- 1.01% |
$23.4K - $32.8K
|
6.49K
$3.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
7.97K+ 275.2% |
$2.82M - $3.96M
|
10.9K
$5.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
204+ 0.73% |
$72.3K - $101K
|
28.1K
$14.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
19+ 0.23% |
$6.74K - $9.45K
|
8.44K
$4.25M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
939+ 12.68% |
$333K - $467K
|
8.35K
$4.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
217+ 7.28% |
$76.9K - $108K
|
3.2K
$1.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.02K- 4.41% |
$716K - $1M
|
43.8K
$22.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.47K- 3.84% |
$521K - $731K
|
36.8K
$18.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2K+ 10.81% |
$709K - $994K
|
20.5K
$10.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-13- 1.06% |
$4.61K - $6.47K
|
1.21K
$610K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
475+ 7.18% |
$168K - $236K
|
7.09K
$3.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
22.4K+ 295.36% |
$7.94M - $11.1M
|
30K
$15.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-19- 0.57% |
$6.74K - $9.45K
|
3.33K
$1.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-78- 3.24% |
$27.7K - $38.8K
|
2.33K
$1.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
91+ 0.35% |
$32.3K - $45.3K
|
26K
$13.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
230+ 1.78% |
$81.5K - $114K
|
13.2K
$6.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-109- 1.79% |
$38.6K - $54.2K
|
5.99K
$3.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
450+ 4.6% |
$160K - $224K
|
10.2K
$5.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
531+ 42.01% |
$188K - $264K
|
1.8K
$904K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.62K+ 0.67% |
$928K - $1.3M
|
390K
$197M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-130- 4.53% |
$46.1K - $64.7K
|
2.74K
$1.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-71- 1.02% |
$25.2K - $35.3K
|
6.91K
$3.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-76- 0.19% |
$26.9K - $37.8K
|
39.9K
$20.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-109- 2.86% |
$38.6K - $54.2K
|
3.7K
$1.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-546- 1.54% |
$194K - $272K
|
34.9K
$17.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$1.77K - $2.49K
|
11.5K
$5.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-432- 4.61% |
$153K - $215K
|
8.95K
$4.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-627- 0.81% |
$222K - $312K
|
76.7K
$38.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-28.8K- 7.36% |
$10.2M - $14.3M
|
362K
$182M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$355 - $497
|
4.39K
$2.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.89K+ 3.14% |
$1.03M - $1.44M
|
95.1K
$47.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-489- 2.42% |
$173K - $243K
|
19.7K
$9.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.45K- 0.36% |
$513K - $719K
|
398K
$201M
|