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 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
201+ 4.03% |
$98.7K - $108K
|
5.19K
$2.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
7+ 0.67% |
$3.44K - $3.75K
|
1.05K
$543K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
940+ 1.52% |
$462K - $504K
|
62.8K
$32.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.55% |
$10.3K - $11.2K
|
3.77K
$1.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Marathon Asset Management LTD
|
SELL
|
- |
-45.1K- 19.61% |
$22.1M - $24.1M
|
185K
$95.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
381+ 1.58% |
$187K - $204K
|
24.5K
$12.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
83+ 0.76% |
$40.8K - $44.5K
|
11.1K
$5.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
491+ 2.91% |
$241K - $263K
|
17.4K
$8.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-653- 1.34% |
$321K - $350K
|
48.2K
$24.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
85+ 11.77% |
$41.7K - $45.5K
|
807
$418K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
197+ 0.48% |
$96.7K - $106K
|
40.9K
$21.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
922+ 2.15% |
$453K - $494K
|
43.8K
$22.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
90+ 0.7% |
$44.2K - $48.2K
|
12.9K
$6.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-191- 4.36% |
$93.8K - $102K
|
4.19K
$2.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-69- 0.3% |
$33.9K - $37K
|
22.9K
$11.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
342+ 3.45% |
$168K - $183K
|
10.2K
$5.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
SELL
|
- |
-1.47K- 7.38% |
$722K - $787K
|
18.5K
$9.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-113- 0.27% |
$55.5K - $60.5K
|
42K
$21.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
100+ 18.15% |
$49.1K - $53.6K
|
651
$337K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
52+ 71.23% |
$25.5K - $27.9K
|
125
$64.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
2.49K+ 84.04% |
$1.22M - $1.33M
|
5.44K
$2.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
677+ 9.83% |
$332K - $363K
|
7.57K
$3.92M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-31- 2.28% |
$15.2K - $16.6K
|
1.33K
$687K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
301+ 0.34% |
$148K - $161K
|
88.9K
$46M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
7.45KNew |
$3.66M - $3.99M
|
7.45K
$3.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
395+ 2.93% |
$194K - $212K
|
13.9K
$7.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-30- 0.07% |
$14.7K - $16.1K
|
42.4K
$21.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
507+ 2.07% |
$249K - $272K
|
25K
$12.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-99- 1.79% |
$48.6K - $53K
|
5.42K
$2.81M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-50- 0.25% |
$24.6K - $26.8K
|
20.2K
$10.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-491- 1.65% |
$241K - $263K
|
29.4K
$15.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
62+ 2.5% |
$30.4K - $33.2K
|
2.54K
$1.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.44K+ 1.07% |
$1.2M - $1.3M
|
230K
$119M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-18.9K- 2.76% |
$9.29M - $10.1M
|
666K
$345M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
12+ 0.31% |
$5.89K - $6.43K
|
3.9K
$2.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
147+ 2.7% |
$72.2K - $78.7K
|
5.6K
$2.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
354+ 1.38% |
$174K - $190K
|
26K
$13.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
62+ 2.32% |
$30.4K - $33.2K
|
2.73K
$1.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.77K+ 4.09% |
$2.34M - $2.55M
|
121K
$62.8M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2.74K+ 26.81% |
$1.35M - $1.47M
|
13K
$6.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.18% |
$1.47K - $1.61K
|
1.7K
$882K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
398+ 5.1% |
$195K - $213K
|
8.2K
$4.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
827+ 8.34% |
$406K - $443K
|
10.7K
$5.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
149+ 3.6% |
$73.2K - $79.8K
|
4.29K
$2.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-28- 0.12% |
$13.8K - $15K
|
23.9K
$12.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-700- 0.44% |
$344K - $375K
|
157K
$81.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
8.58K+ 7.62% |
$4.21M - $4.59M
|
121K
$62.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
16+ 1.24% |
$7.86K - $8.57K
|
1.31K
$678K
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
333+ 3.7% |
$164K - $178K
|
9.33K
$4.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.47K- 4.49% |
$1.21M - $1.32M
|
52.4K
$27.1M
|