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 21, 2025
Q3 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
12+ 0.73% |
$5.89K - $6.43K
|
1.65K
$852K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
31+ 0.32% |
$15.2K - $16.6K
|
9.67K
$5.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.38K+ 27.79% |
$3.13M - $3.42M
|
29.3K
$15.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
195+ 1.31% |
$95.8K - $104K
|
15.1K
$7.83M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-111- 18.02% |
$54.5K - $59.5K
|
505
$261K
|
|
|
Oct 21, 2025
Q3 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.38K- 2.53% |
$678K - $739K
|
53.3K
$27.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.91K+ 46.91% |
$1.92M - $2.09M
|
12.2K
$6.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.91K- 33.47% |
$1.92M - $2.09M
|
7.77K
$4.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
239+ 0.67% |
$117K - $128K
|
36K
$18.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-403- 6.26% |
$198K - $216K
|
6.04K
$3.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
41+ 0.42% |
$20.1K - $22K
|
9.77K
$5.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-45- 1.27% |
$22.1K - $24.1K
|
3.49K
$1.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
422+ 2.71% |
$207K - $226K
|
16K
$8.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
48+ 0.2% |
$23.6K - $25.7K
|
24.1K
$12.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
366+ 3.51% |
$180K - $196K
|
10.8K
$5.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-157- 4.44% |
$77.1K - $84.1K
|
3.38K
$1.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-122- 2.58% |
$59.9K - $65.3K
|
4.61K
$2.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
843+ 1.52% |
$414K - $452K
|
56.3K
$29.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
21.4K+ 15.26% |
$10.5M - $11.5M
|
162K
$83.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-100- 33.33% |
$49.1K - $53.6K
|
200
$104K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.93K- 16.08% |
$948K - $1.03M
|
10.1K
$5.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
697+ 19.13% |
$342K - $373K
|
4.34K
$2.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
243+ 0.2% |
$119K - $130K
|
124K
$64.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Suncoast Equity Management
|
BUY
|
- |
479+ 0.27% |
$235K - $257K
|
176K
$91.1M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-215- 1.02% |
$106K - $115K
|
20.9K
$10.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-182- 1.84% |
$89.4K - $97.5K
|
9.69K
$5.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
71+ 1.69% |
$34.9K - $38K
|
4.27K
$2.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-345- 1.5% |
$169K - $185K
|
22.6K
$11.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1+ 0.01% |
$491 - $536
|
6.77K
$3.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
211+ 2.6% |
$104K - $113K
|
8.32K
$4.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-234- 0.63% |
$115K - $125K
|
37.1K
$19.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
SELL
|
- |
-10- 1.41% |
$4.91K - $5.36K
|
701
$363K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
4.71K+ 2.73% |
$2.31M - $2.52M
|
178K
$91.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1- 0.03% |
$491 - $536
|
3.13K
$1.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
431+ 1.23% |
$212K - $231K
|
35.4K
$18.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.07K+ 1.25% |
$524K - $572K
|
86.3K
$44.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-2.7K- 3.95% |
$1.32M - $1.44M
|
65.6K
$33.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.88K+ 25.33% |
$925K - $1.01M
|
9.32K
$4.82M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.79K+ 5.54% |
$878K - $958K
|
34.1K
$17.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
154+ 8.87% |
$75.6K - $82.5K
|
1.89K
$978K
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-20- 0.61% |
$9.82K - $10.7K
|
3.28K
$1.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.72K- 4.87% |
$844K - $920K
|
33.6K
$17.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-961- 5.51% |
$472K - $515K
|
16.5K
$8.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.4K- 3.18% |
$688K - $750K
|
42.6K
$22M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 12.72% |
$536K - $585K
|
7.49K
$3.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
10K+ 21.58% |
$4.91M - $5.36M
|
56.4K
$29.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
369+ 1.2% |
$181K - $198K
|
31.2K
$16.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-579- 1.36% |
$284K - $310K
|
41.9K
$21.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3+ 0.08% |
$1.47K - $1.61K
|
3.6K
$1.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-91- 0.56% |
$44.7K - $48.7K
|
16.1K
$8.33M
|