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
|
Wt Wealth Management
|
SELL
|
- |
-317- 1.63% |
$156K - $170K
|
19.1K
$10.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
212+ 0.85% |
$104K - $114K
|
25.1K
$13.4M
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-30- 0.59% |
$14.7K - $16.1K
|
5.03K
$2.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Constellation Investimentos E Participacoes Ltda
|
BUY
|
- |
956New |
$469K - $512K
|
956
$508K
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-581- 3.91% |
$285K - $311K
|
14.3K
$7.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
10+ 0.07% |
$4.91K - $5.36K
|
13.7K
$7.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
553New |
$272K - $296K
|
553
$294K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-38- 0.26% |
$18.7K - $20.4K
|
14.3K
$7.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1+ 0.03% |
$491 - $536
|
3.48K
$1.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
3.23K+ 6.3% |
$1.59M - $1.73M
|
54.5K
$29M
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-3- 0.01% |
$1.47K - $1.61K
|
22K
$11.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.62K- 2.86% |
$794K - $866K
|
54.9K
$29.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
239+ 1.71% |
$117K - $128K
|
14.2K
$7.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-225- 1.49% |
$110K - $121K
|
14.9K
$7.93M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-240- 19.64% |
$118K - $129K
|
982
$522K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-39- 0.16% |
$19.2K - $20.9K
|
24.5K
$13M
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.63K- 3.76% |
$799K - $871K
|
41.6K
$22.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
762+ 5.08% |
$374K - $408K
|
15.7K
$8.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
16.6K+ 7.68% |
$8.14M - $8.88M
|
232K
$123M
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
43+ 6.76% |
$21.1K - $23K
|
679
$361K
|
|
|
Oct 20, 2025
Q3 2025
|
Metropolis Capital LTD
|
SELL
|
- |
-160K- 20.19% |
$78.4M - $85.5M
|
631K
$335M
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
522+ 0.61% |
$256K - $280K
|
85.8K
$45.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-237- 1.78% |
$116K - $127K
|
13.1K
$6.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-254- 1.61% |
$125K - $136K
|
15.6K
$8.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-333- 3.04% |
$164K - $178K
|
10.6K
$5.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-99- 0.14% |
$48.6K - $53K
|
69.2K
$36.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-318- 1.15% |
$156K - $170K
|
27.3K
$14.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.95K+ 11.54% |
$1.94M - $2.12M
|
38.2K
$20.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
341+ 4.02% |
$167K - $183K
|
8.82K
$4.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-530- 1.74% |
$260K - $284K
|
29.9K
$15.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
131+ 4.73% |
$64.3K - $70.2K
|
2.9K
$1.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
318+ 0.88% |
$156K - $170K
|
36.6K
$19.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Mirova Us LLC
|
SELL
|
- |
-78.7K- 4.01% |
$38.7M - $42.2M
|
1.89M
$1B
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
359+ 0.26% |
$176K - $192K
|
139K
$74.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-252- 1.78% |
$124K - $135K
|
13.9K
$7.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-398- 11.02% |
$195K - $213K
|
3.21K
$1.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-629- 16.03% |
$309K - $337K
|
3.3K
$1.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-34.4K- 1.54% |
$16.9M - $18.4M
|
2.2M
$1.17B
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
CALL |
140K+ 6359.09% |
$68.7M - $74.9M
|
142K
$75.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
22.3K+ 9.14% |
$10.9M - $11.9M
|
266K
$141M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
9.14K+ 4.05% |
$4.49M - $4.89M
|
235K
$125M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
492+ 3.08% |
$242K - $264K
|
16.5K
$8.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Benin Management Corp
|
SELL
|
- |
-626- 0.93% |
$307K - $335K
|
66.5K
$35.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.37K+ 3.12% |
$671K - $732K
|
45.2K
$24M
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
650+ 1.36% |
$319K - $348K
|
48.6K
$25.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
31.1K+ 28.43% |
$15.3M - $16.7M
|
141K
$74.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
11+ 0.17% |
$5.4K - $5.89K
|
6.49K
$3.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
739+ 1.54% |
$363K - $396K
|
48.6K
$25.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3+ 0.61% |
$1.47K - $1.61K
|
496
$264K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.65K+ 5.03% |
$810K - $883K
|
34.4K
$18.3M
|