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
|
Gam Holding Ag
|
BUY
|
- |
4.71K+ 2.73% |
$2.31M - $2.52M
|
178K
$94.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1- 0.03% |
$491 - $536
|
3.13K
$1.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
431+ 1.23% |
$212K - $231K
|
35.4K
$18.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.07K+ 1.25% |
$524K - $572K
|
86.3K
$45.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-2.7K- 3.95% |
$1.32M - $1.44M
|
65.6K
$34.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.88K+ 25.33% |
$925K - $1.01M
|
9.32K
$4.95M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.79K+ 5.54% |
$878K - $958K
|
34.1K
$18.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
154+ 8.87% |
$75.6K - $82.5K
|
1.89K
$1M
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-20- 0.61% |
$9.82K - $10.7K
|
3.28K
$1.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.72K- 4.87% |
$844K - $920K
|
33.6K
$17.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-961- 5.51% |
$472K - $515K
|
16.5K
$8.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.4K- 3.18% |
$688K - $750K
|
42.6K
$22.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 12.72% |
$536K - $585K
|
7.49K
$3.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
10K+ 21.58% |
$4.91M - $5.36M
|
56.4K
$30M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
369+ 1.2% |
$181K - $198K
|
31.2K
$16.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-579- 1.36% |
$284K - $310K
|
41.9K
$22.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3+ 0.08% |
$1.47K - $1.61K
|
3.6K
$1.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-91- 0.56% |
$44.7K - $48.7K
|
16.1K
$8.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
132+ 1.27% |
$64.8K - $70.7K
|
10.6K
$5.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-32- 0.59% |
$15.7K - $17.1K
|
5.35K
$2.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Thoma Capital Management LLC
Towson, MD |
SELL
|
- |
-213- 4.67% |
$105K - $114K
|
4.35K
$2.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
1.29K+ 3.4% |
$635K - $693K
|
39.3K
$20.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
534+ 1.02% |
$262K - $286K
|
53K
$28.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
340+ 0.84% |
$167K - $182K
|
40.8K
$21.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-274- 3.61% |
$135K - $147K
|
7.33K
$3.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
5.7K+ 12.57% |
$2.8M - $3.05M
|
51.1K
$27.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-470- 0.89% |
$231K - $252K
|
52.1K
$27.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.24K+ 1.96% |
$2.08M - $2.27M
|
221K
$117M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
459K+ 289.85% |
$225M - $246M
|
618K
$328M
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-5.31K- 46.05% |
$2.61M - $2.84M
|
6.22K
$3.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-75- 3.11% |
$36.8K - $40.2K
|
2.33K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-3.44K- 2.95% |
$1.69M - $1.84M
|
113K
$60.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-281- 1.04% |
$138K - $151K
|
26.8K
$14.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
392+ 1.02% |
$193K - $210K
|
38.9K
$20.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-359- 19.86% |
$176K - $192K
|
1.45K
$770K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
44+ 0.27% |
$21.6K - $23.6K
|
16.2K
$8.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
47+ 0.36% |
$23.1K - $25.2K
|
13.1K
$6.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.09K- 22.16% |
$533K - $581K
|
3.81K
$2.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-219- 1.5% |
$108K - $117K
|
14.4K
$7.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-12- 0.17% |
$5.89K - $6.43K
|
7.16K
$3.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-972- 3.01% |
$477K - $521K
|
31.3K
$16.6M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-38- 0.19% |
$18.7K - $20.4K
|
19.9K
$10.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.1K+ 43.04% |
$540K - $589K
|
3.66K
$1.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.39K- 10.94% |
$1.17M - $1.28M
|
19.5K
$10.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.65K+ 6.91% |
$809K - $883K
|
25.5K
$13.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-900- 9.0% |
$442K - $482K
|
9.1K
$4.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Pacific Wealth Management
|
BUY
|
- |
1+ 0.11% |
$491 - $536
|
949
$504K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.37K+ 8.37% |
$1.66M - $1.81M
|
43.7K
$23.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
168+ 3.56% |
$82.5K - $90K
|
4.88K
$2.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
81+ 1.51% |
$39.8K - $43.4K
|
5.46K
$2.9M
|