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
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
132+ 1.27% |
$64.8K - $70.7K
|
10.6K
$5.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-32- 0.59% |
$15.7K - $17.1K
|
5.35K
$2.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Thoma Capital Management LLC
Towson, MD |
SELL
|
- |
-213- 4.67% |
$105K - $114K
|
4.35K
$2.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
1.29K+ 3.4% |
$635K - $693K
|
39.3K
$20.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
534+ 1.02% |
$262K - $286K
|
53K
$27.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
340+ 0.84% |
$167K - $182K
|
40.8K
$21.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-274- 3.61% |
$135K - $147K
|
7.33K
$3.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
5.7K+ 12.57% |
$2.8M - $3.05M
|
51.1K
$26.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-470- 0.89% |
$231K - $252K
|
52.1K
$27M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.24K+ 1.96% |
$2.08M - $2.27M
|
221K
$114M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
459K+ 289.85% |
$225M - $246M
|
618K
$320M
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-5.31K- 46.05% |
$2.61M - $2.84M
|
6.22K
$3.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-75- 3.11% |
$36.8K - $40.2K
|
2.33K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-3.44K- 2.95% |
$1.69M - $1.84M
|
113K
$58.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-281- 1.04% |
$138K - $151K
|
26.8K
$13.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
392+ 1.02% |
$193K - $210K
|
38.9K
$20.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-359- 19.86% |
$176K - $192K
|
1.45K
$750K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
44+ 0.27% |
$21.6K - $23.6K
|
16.2K
$8.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
47+ 0.36% |
$23.1K - $25.2K
|
13.1K
$6.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.09K- 22.16% |
$533K - $581K
|
3.81K
$1.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-219- 1.5% |
$108K - $117K
|
14.4K
$7.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-12- 0.17% |
$5.89K - $6.43K
|
7.16K
$3.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-972- 3.01% |
$477K - $521K
|
31.3K
$16.2M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-38- 0.19% |
$18.7K - $20.4K
|
19.9K
$10.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.1K+ 43.04% |
$540K - $589K
|
3.66K
$1.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.39K- 10.94% |
$1.17M - $1.28M
|
19.5K
$10.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.65K+ 6.91% |
$809K - $883K
|
25.5K
$13.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-900- 9.0% |
$442K - $482K
|
9.1K
$4.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Pacific Wealth Management
|
BUY
|
- |
1+ 0.11% |
$491 - $536
|
949
$491K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.37K+ 8.37% |
$1.66M - $1.81M
|
43.7K
$22.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
168+ 3.56% |
$82.5K - $90K
|
4.88K
$2.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
81+ 1.51% |
$39.8K - $43.4K
|
5.46K
$2.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
187+ 3.55% |
$91.8K - $100K
|
5.46K
$2.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.73K+ 1.5% |
$851K - $928K
|
117K
$60.7M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-1.88K- 1.86% |
$922K - $1.01M
|
98.9K
$51.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6+ 0.19% |
$2.95K - $3.21K
|
3.16K
$1.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-59- 0.12% |
$29K - $31.6K
|
47.5K
$24.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
219+ 7.8% |
$108K - $117K
|
3.03K
$1.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-24- 2.72% |
$11.8K - $12.9K
|
859
$445K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
5.8K+ 1.11% |
$2.85M - $3.11M
|
531K
$275M
|
|
|
Oct 21, 2025
Q3 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-115- 0.4% |
$56.5K - $61.6K
|
28.5K
$14.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Shares Advisors LLC
|
SELL
|
- |
-168- 1.46% |
$82.5K - $90K
|
11.3K
$5.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-285- 0.37% |
$140K - $153K
|
75.8K
$39.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
220+ 3.37% |
$108K - $118K
|
6.75K
$3.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
109+ 4.26% |
$53.5K - $58.4K
|
2.67K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-1.62K- 0.75% |
$797K - $869K
|
216K
$112M
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-120K- 8.57% |
$58.8M - $64.2M
|
1.28M
$661M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
52+ 0.85% |
$25.5K - $27.9K
|
6.17K
$3.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-228- 0.48% |
$112K - $122K
|
47.7K
$24.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
117+ 3.19% |
$57.5K - $62.7K
|
3.78K
$1.96M
|