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 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-564- 17.54% |
$277K - $302K
|
2.65K
$1.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
118+ 2.44% |
$57.9K - $63.2K
|
4.96K
$2.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
138+ 6.97% |
$67.8K - $73.9K
|
2.12K
$1.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
74New |
$36.3K - $39.6K
|
74
$38.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
295+ 6.52% |
$145K - $158K
|
4.82K
$2.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-96- 0.66% |
$47.1K - $51.4K
|
14.5K
$7.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-1.3K- 3.12% |
$636K - $694K
|
40.2K
$20.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-374- 0.6% |
$184K - $200K
|
61.5K
$31.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-297- 2.96% |
$146K - $159K
|
9.75K
$5.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3- 0.18% |
$1.47K - $1.61K
|
1.64K
$851K
|
|
|
Oct 24, 2025
Q3 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-9- 0.34% |
$4.42K - $4.82K
|
2.66K
$1.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
65+ 1.07% |
$31.9K - $34.8K
|
6.15K
$3.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
SELL
|
- |
-275- 4.05% |
$135K - $147K
|
6.51K
$3.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-194- 0.62% |
$95.3K - $104K
|
31.2K
$16.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
12.2K+ 8.42% |
$5.97M - $6.51M
|
156K
$81M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
843+ 31.05% |
$414K - $452K
|
3.56K
$1.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4.24K+ 31.89% |
$2.08M - $2.27M
|
17.5K
$9.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-89.9K- 28.42% |
$44.1M - $48.1M
|
226K
$117M
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-180- 1.19% |
$88.4K - $96.4K
|
14.9K
$7.73M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-69.7K- 1.11% |
$34.2M - $37.3M
|
6.22M
$3.22B
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
SELL
|
- |
-69- 4.04% |
$33.9K - $37K
|
1.64K
$849K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-6.26K- 92.96% |
$3.07M - $3.35M
|
474
$245K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
19+ 2.19% |
$9.33K - $10.2K
|
885
$458K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.95K- 4.16% |
$959K - $1.05M
|
45K
$23.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
535+ 9.36% |
$263K - $287K
|
6.25K
$3.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-56- 0.39% |
$27.5K - $30K
|
14.1K
$7.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
817+ 12.64% |
$401K - $438K
|
7.28K
$3.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
749+ 16.69% |
$368K - $401K
|
5.24K
$2.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-112- 2.27% |
$55K - $60K
|
4.83K
$2.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-479- 2.91% |
$235K - $257K
|
16K
$8.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
48.2KNew |
$23.7M - $25.8M
|
48.2K
$25M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-520- 40.75% |
$255K - $279K
|
756
$391K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-31.2K- 1.66% |
$15.3M - $16.7M
|
1.85M
$959M
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
632+ 1.03% |
$310K - $339K
|
62K
$32.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Westwood Wealth Management
|
SELL
|
- |
-4.72K- 15.94% |
$2.32M - $2.53M
|
24.9K
$12.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
197+ 6.31% |
$96.7K - $106K
|
3.32K
$1.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
129+ 18.22% |
$63.4K - $69.1K
|
837
$433K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.15K+ 5.16% |
$4M - $4.37M
|
166K
$85.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-190- 5.25% |
$93.3K - $102K
|
3.43K
$1.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
260+ 6.54% |
$128K - $139K
|
4.23K
$2.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Nexus Investment Management Ulc
|
SELL
|
- |
-443- 0.57% |
$218K - $237K
|
76.7K
$39.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-5- 0.18% |
$2.46K - $2.68K
|
2.7K
$1.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
43.1K+ 7.97% |
$21.1M - $23.1M
|
584K
$302M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
14.2K+ 5.22% |
$6.96M - $7.6M
|
286K
$148M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-212- 10.04% |
$104K - $114K
|
1.9K
$984K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-2- 0.1% |
$982 - $1.07K
|
2K
$1.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-663- 2.93% |
$326K - $355K
|
22K
$11.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-828- 1.16% |
$407K - $444K
|
70.5K
$36.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-902- 3.67% |
$443K - $483K
|
23.7K
$12.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
57K+ 39.47% |
$28M - $30.5M
|
201K
$104M
|