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 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
8.58K+ 7.62% |
$4.21M - $4.59M
|
121K
$62.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
16+ 1.24% |
$7.86K - $8.57K
|
1.31K
$678K
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
333+ 3.7% |
$164K - $178K
|
9.33K
$4.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.47K- 4.49% |
$1.21M - $1.32M
|
52.4K
$27.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.39K- 2.55% |
$681K - $742K
|
53K
$27.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-82K- 7.21% |
$40.3M - $43.9M
|
1.05M
$546M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.98K+ 0.38% |
$3.92M - $4.28M
|
2.13M
$1.1B
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-81- 2.43% |
$39.8K - $43.4K
|
3.25K
$1.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
11.2K+ 81.92% |
$5.5M - $6M
|
24.9K
$12.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-13.7K- 5.01% |
$6.72M - $7.33M
|
259K
$134M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-562- 2.25% |
$276K - $301K
|
24.4K
$12.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
300New |
$147K - $161K
|
300
$155K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-70- 1.0% |
$34.4K - $37.5K
|
6.94K
$3.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
227+ 0.28% |
$111K - $122K
|
80K
$41.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
3+ 0.06% |
$1.47K - $1.61K
|
4.65K
$2.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-625- 1.2% |
$307K - $335K
|
51.6K
$26.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
33+ 0.18% |
$16.2K - $17.7K
|
18.3K
$9.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Covea Finance
|
BUY
|
- |
432+ 0.11% |
$212K - $231K
|
389K
$202M
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
36.8K+ 7.36% |
$18.1M - $19.7M
|
537K
$278M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.59K- 9.34% |
$783K - $854K
|
15.5K
$8.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-557- 0.52% |
$274K - $298K
|
106K
$55.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-40- 0.74% |
$19.6K - $21.4K
|
5.35K
$2.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-383- 5.73% |
$188K - $205K
|
6.3K
$3.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
219+ 1.49% |
$108K - $117K
|
15K
$7.74M
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
153+ 5.23% |
$75.1K - $82K
|
3.08K
$1.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-2.31K- 2.7% |
$1.13M - $1.24M
|
83.2K
$43.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-23.2K- 20.64% |
$11.4M - $12.4M
|
89.1K
$46.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-35- 0.44% |
$17.2K - $18.7K
|
7.86K
$4.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
128+ 2.02% |
$62.9K - $68.6K
|
6.46K
$3.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-292- 1.08% |
$143K - $156K
|
26.8K
$13.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
809+ 0.54% |
$397K - $433K
|
151K
$78.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
857+ 11.84% |
$421K - $459K
|
8.09K
$4.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
948+ 5.05% |
$466K - $508K
|
19.7K
$10.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
98+ 2.86% |
$48.1K - $52.5K
|
3.52K
$1.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
SELL
|
- |
-4.5K- 11.12% |
$2.21M - $2.41M
|
36K
$18.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
5.12K+ 1.79% |
$2.51M - $2.74M
|
291K
$151M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-819- 2.01% |
$402K - $439K
|
39.9K
$20.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-22- 1.9% |
$10.8K - $11.8K
|
1.13K
$587K
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
362+ 45.25% |
$178K - $194K
|
1.16K
$602K
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-4.84K- 1.99% |
$2.38M - $2.59M
|
239K
$124M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
212+ 9.98% |
$104K - $114K
|
2.34K
$1.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
26+ 0.65% |
$12.8K - $13.9K
|
4.04K
$2.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-473- 1.84% |
$232K - $253K
|
25.3K
$13.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-35- 0.25% |
$17.2K - $18.7K
|
13.9K
$7.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
5+ 0.11% |
$2.46K - $2.68K
|
4.44K
$2.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-2.41K- 19.97% |
$1.19M - $1.29M
|
9.67K
$5.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
2+ 0.04% |
$982 - $1.07K
|
4.76K
$2.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
3.42K+ 10.53% |
$1.68M - $1.83M
|
35.9K
$18.6M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
139+ 0.92% |
$68.3K - $74.5K
|
15.3K
$7.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 3.17% |
$2.95K - $3.21K
|
195
$101K
|