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 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6.43K- 0.69% |
$3.16M - $3.44M
|
925K
$492M
|
|
|
Oct 15, 2025
Q3 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1- 0.01% |
$491 - $536
|
17.2K
$9.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-100- 0.7% |
$49.1K - $53.6K
|
14.2K
$7.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-352- 2.82% |
$173K - $189K
|
12.1K
$6.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
193+ 1.15% |
$94.8K - $103K
|
16.9K
$9M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-114K- 3.09% |
$55.9M - $61M
|
3.57M
$1.9B
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
6KNew |
$2.95M - $3.21M
|
6K
$3.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
456+ 1.43% |
$224K - $244K
|
32.4K
$17.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-490- 1.42% |
$241K - $262K
|
33.9K
$18M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.5K+ 44.85% |
$734K - $801K
|
4.83K
$2.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-310- 0.86% |
$152K - $166K
|
35.6K
$18.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
21+ 0.52% |
$10.3K - $11.2K
|
4.07K
$2.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.22K- 0.97% |
$601K - $656K
|
125K
$66.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-1.06K- 20.72% |
$522K - $569K
|
4.07K
$2.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-870- 10.12% |
$427K - $466K
|
7.73K
$4.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
220K+ 1.59% |
$108M - $118M
|
14.1M
$7.48B
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4+ 0.17% |
$1.96K - $2.14K
|
2.3K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-71- 1.2% |
$34.9K - $38K
|
5.85K
$3.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-28- 0.95% |
$13.8K - $15K
|
2.93K
$1.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Albert D Mason Inc
|
BUY
|
- |
38+ 7.21% |
$18.7K - $20.4K
|
565
$300K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.8K- 3.71% |
$886K - $966K
|
46.8K
$24.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-101- 0.83% |
$49.6K - $54.1K
|
12.1K
$6.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
5.87K+ 6.91% |
$2.88M - $3.14M
|
90.7K
$48.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-286- 0.82% |
$140K - $153K
|
34.5K
$18.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-198- 1.32% |
$97.2K - $106K
|
14.8K
$7.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-110- 5.66% |
$54K - $58.9K
|
1.84K
$975K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
5+ 1.25% |
$2.46K - $2.68K
|
406
$216K
|
|
|
Oct 15, 2025
Q3 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
497+ 0.6% |
$244K - $266K
|
83.2K
$44.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.57% |
$26.5K - $28.9K
|
9.48K
$5.04M
|
|
|
Oct 15, 2025
Q3 2025
|
James Hambro & Partners
|
BUY
|
- |
20.1K+ 5.21% |
$9.89M - $10.8M
|
407K
$216M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2.1K+ 14.48% |
$1.03M - $1.12M
|
16.6K
$8.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.3% |
$3.93K - $4.29K
|
2.69K
$1.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
758+ 7.52% |
$372K - $406K
|
10.8K
$5.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
5.81K+ 29.21% |
$2.85M - $3.11M
|
25.7K
$13.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-34- 0.05% |
$16.7K - $18.2K
|
75.2K
$40M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.56K- 2.22% |
$767K - $837K
|
68.7K
$36.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-935- 1.98% |
$459K - $501K
|
46.3K
$24.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-7.2K- 19.86% |
$3.53M - $3.85M
|
29K
$15.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-197- 0.68% |
$96.7K - $106K
|
28.7K
$15.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-197- 3.84% |
$96.7K - $106K
|
4.93K
$2.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
76+ 0.03% |
$37.3K - $40.7K
|
223K
$119M
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-167- 2.52% |
$82K - $89.5K
|
6.46K
$3.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-152- 0.18% |
$74.6K - $81.4K
|
82.4K
$43.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-59- 1.04% |
$29K - $31.6K
|
5.61K
$2.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.91K+ 2.86% |
$2.9M - $3.16M
|
213K
$113M
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-2- 0.05% |
$982 - $1.07K
|
4.01K
$2.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
86+ 1.0% |
$42.2K - $46.1K
|
8.7K
$4.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-385- 5.16% |
$189K - $206K
|
7.08K
$3.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
233+ 8.81% |
$114K - $125K
|
2.88K
$1.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2+ 0.09% |
$982 - $1.07K
|
2.23K
$1.18M
|