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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
PUT |
700New |
$263K - $313K
|
700
$355K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-6- 0.15% |
$2.25K - $2.68K
|
4.01K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
83+ 4.46% |
$31.2K - $37.1K
|
1.94K
$987K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
224+ 1.86% |
$84.1K - $100K
|
12.3K
$6.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-89- 1.37% |
$33.4K - $39.8K
|
6.4K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
18.5K+ 2.61% |
$6.94M - $8.27M
|
726K
$368M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
229New |
$86K - $102K
|
229
$116K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-18- 0.06% |
$6.76K - $8.05K
|
29K
$14.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
404+ 2.97% |
$152K - $181K
|
14K
$7.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Gcq Funds Management Pty LTD
Sydney, C3 |
BUY
|
- |
34.3KNew |
$12.9M - $15.3M
|
34.3K
$17.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Hgk Asset Management Inc
|
BUY
|
- |
219+ 41.09% |
$82.2K - $97.9K
|
752
$382K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-340- 15.25% |
$128K - $152K
|
1.89K
$959K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-6.57K- 8.72% |
$2.46M - $2.94M
|
68.8K
$34.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-446- 25.07% |
$167K - $199K
|
1.33K
$676K
|
|
|
Apr 28, 2025
Q1 2025
|
Pb Cay One Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
421KNew |
$158M - $188M
|
421K
$213M
|
|
|
Apr 25, 2025
Q1 2025
|
Hillman CO
|
BUY
|
- |
23.8K+ 42.37% |
$8.95M - $10.7M
|
80.1K
$40.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
22KNew |
$8.26M - $9.84M
|
22K
$11.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
13.5K+ 54.48% |
$5.06M - $6.02M
|
38.2K
$19.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-300- 13.64% |
$113K - $134K
|
1.9K
$964K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
100+ 5.56% |
$37.5K - $44.7K
|
1.9K
$964K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-443- 5.03% |
$166K - $198K
|
8.36K
$4.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
5K+ 50.0% |
$1.88M - $2.24M
|
15K
$7.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
56.4KNew |
$21.2M - $25.2M
|
56.4K
$28.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
2+ 0.33% |
$751 - $894
|
611
$310K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
531+ 27.77% |
$199K - $237K
|
2.44K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-244- 1.48% |
$91.6K - $109K
|
16.2K
$8.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1.81K- 1.04% |
$681K - $811K
|
173K
$87.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-227- 3.96% |
$85.2K - $102K
|
5.5K
$2.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
400+ 4.11% |
$150K - $179K
|
10.1K
$5.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Harvey Investment CO LLC
|
BUY
|
- |
106+ 0.72% |
$39.8K - $47.4K
|
14.9K
$7.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-875- 3.12% |
$328K - $391K
|
27.2K
$13.8M
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-90- 9.63% |
$33.8K - $40.2K
|
845
$429K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-6- 0.98% |
$2.25K - $2.68K
|
608
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-35- 29.66% |
$13.1K - $15.7K
|
83
$42.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
118+ 11.84% |
$44.3K - $52.8K
|
1.12K
$566K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
PUT |
1.6KNew |
$601K - $716K
|
1.6K
$812K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.35K+ 41.93% |
$882K - $1.05M
|
7.96K
$4.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
30+ 66.67% |
$11.3K - $13.4K
|
75
$38.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
51+ 9.44% |
$19.1K - $22.8K
|
591
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7.9KNew |
$2.96M - $3.53M
|
7.9K
$4.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
121+ 1.87% |
$45.4K - $54.1K
|
6.6K
$3.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4.48K+ 21.23% |
$1.68M - $2.01M
|
25.6K
$13M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
694+ 42.79% |
$261K - $310K
|
2.32K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
6+ 0.14% |
$2.25K - $2.68K
|
4.39K
$2.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-10.7K- 76.48% |
$4.01M - $4.78M
|
3.29K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
SELL
|
- |
-9.59K- 84.28% |
$3.6M - $4.29M
|
1.79K
$907K
|
|
|
Apr 15, 2025
Q1 2025
|
Rubicon Global Capital LTD
London, X0 |
BUY
|
- |
5K+ 33.33% |
$1.88M - $2.24M
|
20K
$10.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-365- 0.24% |
$137K - $163K
|
151K
$76.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.3K- 7.07% |
$1.24M - $1.48M
|
43.4K
$22M
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-66- 4.63% |
$24.8K - $29.5K
|
1.36K
$690K
|
|