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 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.16K- 13.17% |
$767K - $1.08M
|
14.3K
$7.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
541+ 9.36% |
$192K - $269K
|
6.32K
$3.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
943+ 34.91% |
$334K - $469K
|
3.64K
$1.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.62K+ 8.27% |
$1.99M - $2.8M
|
73.6K
$37M
|
|
|
Jul 07, 2025
Q2 2025
|
Seilern Investment Management LTD
London, X0 |
SELL
|
- |
-42.5K- 11.68% |
$15.1M - $21.1M
|
321K
$162M
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
1+ 0.07% |
$355 - $497
|
1.34K
$672K
|
|
|
Jul 07, 2025
Q2 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-12.3K- 1.85% |
$4.37M - $6.14M
|
653K
$329M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
58+ 0.21% |
$20.6K - $28.9K
|
27.2K
$13.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-189- 1.38% |
$67K - $94K
|
13.5K
$6.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
282+ 9.03% |
$100K - $140K
|
3.4K
$1.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-404- 12.59% |
$143K - $201K
|
2.81K
$1.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-23- 0.15% |
$8.15K - $11.4K
|
15.5K
$7.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-8- 0.05% |
$2.84K - $3.98K
|
16.7K
$8.4M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
434+ 5.64% |
$154K - $216K
|
8.14K
$4.1M
|
|
|
Jul 07, 2025
Q2 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.75K- 7.51% |
$620K - $871K
|
21.6K
$10.9M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-88- 0.42% |
$31.2K - $43.8K
|
20.7K
$10.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.07K+ 24.26% |
$1.09M - $1.53M
|
15.7K
$7.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
194+ 9.42% |
$68.8K - $96.5K
|
2.25K
$1.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-32- 1.2% |
$11.3K - $15.9K
|
2.63K
$1.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
587+ 5.76% |
$208K - $292K
|
10.8K
$5.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
415+ 2.79% |
$147K - $206K
|
15.3K
$7.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.43K+ 3.19% |
$507K - $711K
|
46.3K
$23.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-654- 1.71% |
$232K - $325K
|
37.5K
$18.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-58- 0.17% |
$20.6K - $28.9K
|
33.9K
$17.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-11K- 3.33% |
$3.9M - $5.47M
|
319K
$161M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-836- 18.35% |
$296K - $416K
|
3.72K
$1.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.6K+ 8.89% |
$567K - $795K
|
19.6K
$9.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
319+ 6.77% |
$113K - $159K
|
5.03K
$2.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-25.2K- 23.38% |
$8.94M - $12.5M
|
82.7K
$41.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
146+ 1.11% |
$51.8K - $72.6K
|
13.3K
$6.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
27.5K+ 68.08% |
$9.75M - $13.7M
|
67.9K
$34.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
1.9K+ 59.38% |
$674K - $945K
|
5.1K
$2.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
426+ 5.71% |
$151K - $212K
|
7.88K
$3.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
234+ 0.56% |
$83K - $116K
|
42.3K
$21.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
152+ 2.81% |
$53.9K - $75.6K
|
5.56K
$2.8M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-850- 1.55% |
$301K - $423K
|
54.1K
$27.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
16.4K+ 5.38% |
$5.82M - $8.16M
|
321K
$162M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-830- 6.33% |
$294K - $413K
|
12.3K
$6.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
253+ 6.12% |
$89.7K - $126K
|
4.39K
$2.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.22K+ 3.93% |
$786K - $1.1M
|
58.7K
$29.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.43K+ 37.15% |
$506K - $709K
|
5.26K
$2.65M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
77+ 1.05% |
$27.3K - $38.3K
|
7.39K
$3.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-394- 0.93% |
$140K - $196K
|
41.9K
$21.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-242- 0.96% |
$85.8K - $120K
|
24.9K
$12.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-32- 5.32% |
$11.3K - $15.9K
|
569
$286K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
213+ 9.35% |
$75.5K - $106K
|
2.49K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2+ 0.36% |
$709 - $995
|
551
$277K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.76% |
$8.15K - $11.4K
|
3K
$1.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
11.3K+ 3.97% |
$4.02M - $5.64M
|
297K
$149M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-484- 16.21% |
$172K - $241K
|
2.5K
$1.26M
|