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 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-237- 1.78% |
$116K - $127K
|
13.1K
$6.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-254- 1.61% |
$125K - $136K
|
15.6K
$8.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-333- 3.04% |
$164K - $178K
|
10.6K
$5.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-99- 0.14% |
$48.6K - $53K
|
69.2K
$35.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-318- 1.15% |
$156K - $170K
|
27.3K
$14.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.95K+ 11.54% |
$1.94M - $2.12M
|
38.2K
$19.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
341+ 4.02% |
$167K - $183K
|
8.82K
$4.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-530- 1.74% |
$260K - $284K
|
29.9K
$15.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
131+ 4.73% |
$64.3K - $70.2K
|
2.9K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
318+ 0.88% |
$156K - $170K
|
36.6K
$18.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Mirova Us LLC
|
SELL
|
- |
-78.7K- 4.01% |
$38.7M - $42.2M
|
1.89M
$976M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
359+ 0.26% |
$176K - $192K
|
139K
$72.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-252- 1.78% |
$124K - $135K
|
13.9K
$7.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-398- 11.02% |
$195K - $213K
|
3.21K
$1.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-629- 16.03% |
$309K - $337K
|
3.3K
$1.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-34.4K- 1.54% |
$16.9M - $18.4M
|
2.2M
$1.14B
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
CALL |
140K+ 6359.09% |
$68.7M - $74.9M
|
142K
$73.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
22.3K+ 9.14% |
$10.9M - $11.9M
|
266K
$138M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
9.14K+ 4.05% |
$4.49M - $4.89M
|
235K
$122M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
492+ 3.08% |
$242K - $264K
|
16.5K
$8.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Benin Management Corp
|
SELL
|
- |
-626- 0.93% |
$307K - $335K
|
66.5K
$34.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.37K+ 3.12% |
$671K - $732K
|
45.2K
$23.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
650+ 1.36% |
$319K - $348K
|
48.6K
$25.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
31.1K+ 28.43% |
$15.3M - $16.7M
|
141K
$72.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
11+ 0.17% |
$5.4K - $5.89K
|
6.49K
$3.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
739+ 1.54% |
$363K - $396K
|
48.6K
$25.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3+ 0.61% |
$1.47K - $1.61K
|
496
$257K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.65K+ 5.03% |
$810K - $883K
|
34.4K
$17.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
443+ 4.02% |
$218K - $237K
|
11.5K
$5.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
858+ 4.43% |
$421K - $460K
|
20.2K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-861- 4.29% |
$423K - $461K
|
19.2K
$9.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-756- 1.66% |
$371K - $405K
|
44.7K
$23.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
125+ 1.31% |
$61.4K - $67K
|
9.64K
$4.99M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
209+ 1.31% |
$103K - $112K
|
16.1K
$8.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-9- 0.06% |
$4.42K - $4.82K
|
16K
$8.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
471+ 7.36% |
$231K - $252K
|
6.87K
$3.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-772- 7.65% |
$379K - $414K
|
9.33K
$4.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-319- 40.23% |
$157K - $171K
|
474
$245K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
70K+ 4.27% |
$34.4M - $37.5M
|
1.71M
$885M
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.07K- 59.32% |
$525K - $573K
|
733
$379K
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
2+ 0.07% |
$982 - $1.07K
|
2.78K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-163- 3.69% |
$80K - $87.3K
|
4.26K
$2.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-10- 0.61% |
$4.91K - $5.36K
|
1.64K
$846K
|
|
|
Oct 20, 2025
Q3 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-3.18K- 51.19% |
$1.56M - $1.7M
|
3.03K
$1.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.38K+ 9.74% |
$677K - $738K
|
15.5K
$8.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-62- 0.49% |
$30.4K - $33.2K
|
12.7K
$6.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-3.19K- 50.51% |
$1.57M - $1.71M
|
3.13K
$1.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-7- 0.07% |
$3.44K - $3.75K
|
10.2K
$5.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-3- 0.14% |
$1.47K - $1.61K
|
2.19K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.2K+ 10.11% |
$1.08M - $1.18M
|
24K
$12.4M
|