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
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2.16K- 33.8% |
$1.06M - $1.16M
|
4.24K
$2.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-17- 0.12% |
$8.35K - $9.11K
|
14.1K
$7.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
155+ 0.79% |
$76.1K - $83K
|
19.7K
$10.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
21K+ 2.39% |
$10.3M - $11.3M
|
901K
$479M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-335- 2.11% |
$165K - $179K
|
15.5K
$8.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
882New |
$433K - $472K
|
882
$469K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
307+ 5.04% |
$151K - $164K
|
6.39K
$3.4M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-152- 2.83% |
$74.6K - $81.4K
|
5.22K
$2.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
70.8K+ 7.53% |
$34.8M - $37.9M
|
1.01M
$537M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.24K- 0.26% |
$610K - $666K
|
483K
$256M
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-36.5K- 6.29% |
$17.9M - $19.6M
|
544K
$289M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
52+ 3.69% |
$25.5K - $27.9K
|
1.46K
$776K
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-281- 0.95% |
$138K - $151K
|
29.3K
$15.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-394- 6.09% |
$193K - $211K
|
6.08K
$3.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-710- 7.73% |
$349K - $380K
|
8.47K
$4.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-16- 0.12% |
$7.86K - $8.57K
|
13.2K
$7.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-2.2K- 7.41% |
$1.08M - $1.18M
|
27.5K
$14.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-665- 10.57% |
$327K - $356K
|
5.63K
$2.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
140+ 2.08% |
$68.8K - $75K
|
6.87K
$3.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
432+ 1.53% |
$212K - $231K
|
28.6K
$15.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-43- 0.37% |
$21.1K - $23K
|
11.5K
$6.11M
|
|
|
Oct 15, 2025
Q3 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
35+ 1.09% |
$17.2K - $18.7K
|
3.24K
$1.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-221- 1.96% |
$109K - $118K
|
11K
$5.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
387+ 18.22% |
$190K - $207K
|
2.51K
$1.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.51K- 20.6% |
$744K - $811K
|
5.83K
$3.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.03K- 38.49% |
$995K - $1.09M
|
3.24K
$1.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
298+ 0.47% |
$146K - $160K
|
64.2K
$34.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
3.12K+ 11.02% |
$1.53M - $1.67M
|
31.4K
$16.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-485- 40.59% |
$238K - $260K
|
710
$377K
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
183+ 10.46% |
$89.9K - $98K
|
1.93K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-50- 1.34% |
$24.6K - $26.8K
|
3.69K
$1.96M
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
7+ 0.28% |
$3.44K - $3.75K
|
2.48K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-43- 0.38% |
$21.1K - $23K
|
11.4K
$6.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.26K+ 45.12% |
$620K - $676K
|
4.06K
$2.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-277- 3.7% |
$136K - $148K
|
7.21K
$3.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
696+ 3.53% |
$342K - $373K
|
20.4K
$10.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
12+ 0.15% |
$5.89K - $6.43K
|
7.91K
$4.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
333+ 1.59% |
$164K - $178K
|
21.3K
$11.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-3- 0.08% |
$1.47K - $1.61K
|
3.83K
$2.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-49- 0.88% |
$24.1K - $26.2K
|
5.51K
$2.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-1.54K- 3.69% |
$756K - $825K
|
40.2K
$21.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-1.57K- 40.3% |
$772K - $841K
|
2.33K
$1.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
114+ 1.25% |
$56K - $61.1K
|
9.2K
$4.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
71+ 0.25% |
$34.9K - $38K
|
28.5K
$15.1M
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-253- 35.68% |
$124K - $136K
|
456
$242K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
177+ 9.7% |
$86.9K - $94.8K
|
2K
$1.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-392- 0.68% |
$193K - $210K
|
57.3K
$30.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-59- 0.07% |
$29K - $31.6K
|
82.9K
$44M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
341+ 2.51% |
$167K - $183K
|
13.9K
$7.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-284- 0.34% |
$139K - $152K
|
83.1K
$44.2M
|