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
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-612- 1.86% |
$301K - $328K
|
32.2K
$16.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6- 0.33% |
$2.95K - $3.21K
|
1.82K
$944K
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.2K+ 6.64% |
$590K - $643K
|
19.3K
$9.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
192+ 7.83% |
$94.3K - $103K
|
2.64K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2+ 0.03% |
$982 - $1.07K
|
6.41K
$3.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-60- 0.55% |
$29.5K - $32.1K
|
10.8K
$5.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-2.98K- 21.12% |
$1.46M - $1.6M
|
11.1K
$5.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-100- 6.64% |
$49.1K - $53.6K
|
1.41K
$727K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
524+ 7.7% |
$257K - $281K
|
7.33K
$3.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-474- 16.19% |
$233K - $254K
|
2.45K
$1.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
83+ 5.75% |
$40.8K - $44.5K
|
1.53K
$790K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
54+ 1.02% |
$26.5K - $28.9K
|
5.35K
$2.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
106+ 0.97% |
$52.1K - $56.8K
|
11K
$5.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-48- 5.81% |
$23.6K - $25.7K
|
778
$403K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.15K+ 7.29% |
$1.05M - $1.15M
|
31.6K
$16.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
118+ 5.02% |
$57.9K - $63.2K
|
2.47K
$1.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
367+ 5.07% |
$180K - $197K
|
7.61K
$3.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
84+ 2.04% |
$41.3K - $45K
|
4.19K
$2.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1+ 0.05% |
$491 - $536
|
2K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
141+ 1.2% |
$69.2K - $75.5K
|
11.9K
$6.15M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-35K- 96.49% |
$17.2M - $18.8M
|
1.28K
$661K
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 2.97% |
$552K - $603K
|
36.8K
$19M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-180- 1.1% |
$88.4K - $96.4K
|
16.2K
$8.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-177- 3.39% |
$86.9K - $94.8K
|
5.05K
$2.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
144+ 0.52% |
$70.7K - $77.1K
|
28.1K
$14.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Chico Wealth Ria
|
SELL
|
- |
-39- 1.77% |
$19.2K - $20.9K
|
2.17K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
16.2KNew |
$7.95M - $8.67M
|
16.2K
$8.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-287- 11.5% |
$141K - $154K
|
2.21K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
967+ 8.0% |
$475K - $518K
|
13.1K
$6.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-7.95K- 6.03% |
$3.9M - $4.26M
|
124K
$64.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
50+ 1.07% |
$24.6K - $26.8K
|
4.72K
$2.44M
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
261+ 0.47% |
$128K - $140K
|
55.7K
$28.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
457+ 3.0% |
$224K - $245K
|
15.7K
$8.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.96K+ 5.04% |
$1.45M - $1.58M
|
61.7K
$31.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-113- 0.38% |
$55.5K - $60.5K
|
29.7K
$15.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.56K+ 4.07% |
$1.75M - $1.91M
|
90.9K
$47.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
PUT |
-400- 15.38% |
$196K - $214K
|
2.2K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 0.07% |
$2.95K - $3.21K
|
8.39K
$4.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
406+ 1.01% |
$199K - $217K
|
40.8K
$21.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.99K+ 46.5% |
$979K - $1.07M
|
6.28K
$3.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
23+ 3.15% |
$11.3K - $12.3K
|
753
$390K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-115- 1.18% |
$56.5K - $61.6K
|
9.61K
$4.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
24+ 0.07% |
$11.8K - $12.9K
|
36K
$18.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
23+ 0.11% |
$11.3K - $12.3K
|
21K
$10.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
162+ 1.89% |
$79.6K - $86.8K
|
8.74K
$4.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
107+ 11.51% |
$52.5K - $57.3K
|
1.04K
$537K
|
|
|
Oct 17, 2025
Q3 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
200+ 6.17% |
$98.2K - $107K
|
3.44K
$1.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
5.71K+ 26.43% |
$2.8M - $3.06M
|
27.3K
$14.1M
|
|
|
Oct 17, 2025
Q3 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-18.6K- 2.37% |
$9.14M - $9.97M
|
766K
$397M
|
|
|
Oct 17, 2025
Q3 2025
|
Trb Advisors LP
New York, NY |
SELL
|
- |
-75K- 38.46% |
$36.8M - $40.2M
|
120K
$62.1M
|