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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
51.2K+ 4.01% |
$25.1M - $27.4M
|
1.33M
$686M
|
|
|
Oct 24, 2025
Q3 2025
|
William Allan, LLC
|
SELL
|
- |
-319- 2.23% |
$157K - $171K
|
14K
$7.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-15- 0.12% |
$7.37K - $8.03K
|
12.7K
$6.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 2.35% |
$548K - $598K
|
48.5K
$25.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-311- 1.37% |
$153K - $167K
|
22.3K
$11.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
672+ 0.9% |
$330K - $360K
|
75.3K
$39M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-21.6K- 5.57% |
$10.6M - $11.6M
|
367K
$190M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
10.5K+ 536.37% |
$5.18M - $5.65M
|
12.5K
$6.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
40.7K+ 1.48% |
$20M - $21.8M
|
2.8M
$1.45B
|
|
|
Oct 23, 2025
Q3 2025
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
313+ 5.19% |
$154K - $168K
|
6.35K
$3.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2+ 0.13% |
$982 - $1.07K
|
1.53K
$792K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-538- 0.31% |
$264K - $288K
|
171K
$88.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
112+ 0.91% |
$55K - $60K
|
12.4K
$6.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
187+ 2.01% |
$91.8K - $100K
|
9.5K
$4.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
201+ 1.47% |
$98.7K - $108K
|
13.9K
$7.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-23- 2.28% |
$11.3K - $12.3K
|
986
$510K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.61K- 1.48% |
$792K - $863K
|
107K
$55.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
116+ 0.61% |
$57K - $62.1K
|
19.3K
$9.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.07K- 7.75% |
$526K - $574K
|
12.8K
$6.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
439+ 13.47% |
$216K - $235K
|
3.7K
$1.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-21- 0.6% |
$10.3K - $11.2K
|
3.46K
$1.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-30- 4.96% |
$14.7K - $16.1K
|
575
$298K
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
18+ 0.03% |
$8.84K - $9.64K
|
62K
$32.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-8- 0.07% |
$3.93K - $4.29K
|
10.8K
$5.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.62K+ 3.64% |
$4.72M - $5.15M
|
274K
$142M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.84K+ 13.22% |
$1.89M - $2.06M
|
32.9K
$17M
|
|
|
Oct 23, 2025
Q3 2025
|
Ht Partners LLC
|
SELL
|
- |
-159- 1.74% |
$78.1K - $85.2K
|
8.97K
$4.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.14K+ 12.05% |
$558K - $609K
|
10.6K
$5.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-24- 0.19% |
$11.8K - $12.9K
|
12.5K
$6.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
19.6K+ 21.18% |
$9.61M - $10.5M
|
112K
$57.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.05K+ 3.56% |
$1.01M - $1.1M
|
59.7K
$30.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-24- 0.41% |
$11.8K - $12.9K
|
5.85K
$3.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
46.2K+ 9.92% |
$22.7M - $24.8M
|
512K
$265M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
PUT |
800New |
$393K - $429K
|
800
$414K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
2+ 0.04% |
$982 - $1.07K
|
5.55K
$2.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
510+ 2.42% |
$250K - $273K
|
21.6K
$11.2M
|
|
|
Oct 23, 2025
Q3 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-322- 0.93% |
$158K - $172K
|
34.5K
$17.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-8.35K- 6.29% |
$4.1M - $4.47M
|
124K
$64.3M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
129+ 24.81% |
$63.4K - $69.1K
|
649
$336K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
3.76K+ 2.84% |
$1.85M - $2.01M
|
136K
$70.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
695+ 28.4% |
$341K - $372K
|
3.14K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
PUT |
700New |
$344K - $375K
|
700
$362K
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
1.6K+ 176.57% |
$785K - $856K
|
2.5K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-71- 0.36% |
$34.9K - $38K
|
19.9K
$10.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-135- 0.36% |
$66.3K - $72.3K
|
37.8K
$19.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
693+ 19.3% |
$340K - $371K
|
4.28K
$2.22M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
1.04K+ 12.77% |
$513K - $559K
|
9.22K
$4.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
SELL
|
- |
-53- 0.41% |
$26K - $28.4K
|
13K
$6.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.41K- 5.7% |
$694K - $757K
|
23.4K
$12.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-1.49K- 1.27% |
$733K - $799K
|
116K
$59.8M
|