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 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
41+ 1.77% |
$15.4K - $18.3K
|
2.36K
$868K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
749+ 0.86% |
$281K - $335K
|
88.3K
$32.5M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.06K+ 2.25% |
$2.27M - $2.71M
|
275K
$101M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1.93K+ 2.8% |
$723K - $862K
|
70.8K
$26M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-23- 0.25% |
$8.63K - $10.3K
|
9.08K
$3.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-2.97K- 63.28% |
$1.11M - $1.33M
|
1.72K
$634K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.89K+ 2.53% |
$710K - $846K
|
76.6K
$28.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
89.8K+ 3.46% |
$33.7M - $40.2M
|
2.69M
$989M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
5.8K+ 24.58% |
$2.18M - $2.59M
|
29.4K
$10.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-7.16K- 3.71% |
$2.69M - $3.2M
|
186K
$68.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.81K- 1.02% |
$1.05M - $1.25M
|
273K
$100M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-429- 40.86% |
$161K - $192K
|
621
$228K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.41K+ 18.05% |
$528K - $629K
|
9.19K
$3.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-35- 1.44% |
$13.1K - $15.7K
|
2.4K
$883K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-634- 13.79% |
$238K - $284K
|
3.97K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Metropolis Capital LTD
|
BUY
|
- |
309K+ 42.84% |
$116M - $138M
|
1.03M
$379M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-46- 0.22% |
$17.3K - $20.6K
|
21.2K
$7.81M
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-249- 1.97% |
$93.5K - $111K
|
12.4K
$4.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-829- 1.28% |
$311K - $371K
|
63.8K
$23.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1K+ 14.38% |
$376K - $448K
|
7.97K
$2.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-403- 4.3% |
$151K - $180K
|
8.97K
$3.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
470+ 3.33% |
$176K - $210K
|
14.6K
$5.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-492- 5.18% |
$185K - $220K
|
9.01K
$3.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
592+ 2.45% |
$222K - $265K
|
24.8K
$9.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
783+ 1.63% |
$294K - $350K
|
49K
$18M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-915- 0.96% |
$343K - $409K
|
94.7K
$34.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
209+ 4.11% |
$78.5K - $93.5K
|
5.29K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
116+ 0.82% |
$43.5K - $51.9K
|
14.3K
$5.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
201+ 11.55% |
$75.5K - $89.9K
|
1.94K
$714K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
158+ 1.36% |
$59.3K - $70.7K
|
11.8K
$4.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
73+ 0.09% |
$27.4K - $32.6K
|
85.7K
$31.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-182- 7.07% |
$68.3K - $81.4K
|
2.39K
$880K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-13.5K- 82.25% |
$5.06M - $6.03M
|
2.91K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-155- 3.36% |
$58.2K - $69.3K
|
4.45K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
317+ 18.55% |
$119K - $142K
|
2.03K
$745K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
129+ 1.43% |
$48.4K - $57.7K
|
9.14K
$3.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.75K- 6.55% |
$1.41M - $1.68M
|
53.5K
$19.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
25+ 0.14% |
$9.38K - $11.2K
|
18K
$6.61M
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
616New |
$231K - $275K
|
616
$227K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.58K- 3.98% |
$967K - $1.15M
|
62.2K
$22.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.37K- 4.04% |
$1.26M - $1.51M
|
80K
$29.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-523- 37.46% |
$196K - $234K
|
873
$321K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
307+ 0.28% |
$115K - $137K
|
109K
$40.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
694+ 42.79% |
$261K - $310K
|
2.32K
$852K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-718- 5.65% |
$270K - $321K
|
12K
$4.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-30- 1.44% |
$11.3K - $13.4K
|
2.05K
$754K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-23- 0.82% |
$8.63K - $10.3K
|
2.77K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
926+ 10.32% |
$348K - $414K
|
9.9K
$3.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-232- 2.18% |
$87.1K - $104K
|
10.4K
$3.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-12- 0.66% |
$4.5K - $5.37K
|
1.81K
$665K
|