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 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.21K- 2.58% |
$1.09M - $1.19M
|
83.7K
$44M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-362- 0.87% |
$178K - $194K
|
41.1K
$21.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
SELL
|
- |
-496- 15.9% |
$244K - $266K
|
2.62K
$1.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
507+ 1.28% |
$249K - $272K
|
40.1K
$21.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
17K+ 13.5% |
$8.37M - $9.13M
|
143K
$75.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
14+ 0.73% |
$6.88K - $7.5K
|
1.93K
$1.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-348- 3.83% |
$171K - $186K
|
8.75K
$4.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.82K- 1.79% |
$896K - $977K
|
100K
$52.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
526+ 3.24% |
$258K - $282K
|
16.8K
$8.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
91+ 1.4% |
$44.7K - $48.7K
|
6.57K
$3.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-49- 1.76% |
$24.1K - $26.2K
|
2.73K
$1.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
814+ 3.3% |
$400K - $436K
|
25.5K
$13.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-105- 0.2% |
$51.6K - $56.2K
|
53.6K
$28.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-238- 0.08% |
$117K - $127K
|
287K
$151M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
44+ 0.38% |
$21.6K - $23.6K
|
11.6K
$6.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-12- 1.51% |
$5.89K - $6.43K
|
784
$412K
|
|
|
Oct 16, 2025
Q3 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-189- 5.83% |
$92.8K - $101K
|
3.05K
$1.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
4.11K+ 73.3% |
$2.02M - $2.2M
|
9.72K
$5.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
BUY
|
- |
323+ 0.07% |
$159K - $173K
|
476K
$250M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
35.8K+ 22.63% |
$17.6M - $19.2M
|
194K
$102M
|
|
|
Oct 16, 2025
Q3 2025
|
Asset Planning Services Inc
|
BUY
|
- |
145+ 0.3% |
$71.2K - $77.7K
|
48.7K
$25.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
44+ 1.05% |
$21.6K - $23.6K
|
4.22K
$2.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.1K+ 6.28% |
$542K - $591K
|
18.7K
$9.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
500+ 6.01% |
$246K - $268K
|
8.82K
$4.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
1.63K+ 16.29% |
$802K - $875K
|
11.7K
$6.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.67% |
$9.82K - $10.7K
|
2.98K
$1.57M
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
BUY
|
- |
333+ 1.77% |
$164K - $178K
|
19.2K
$10.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-95- 1.26% |
$46.7K - $50.9K
|
7.42K
$3.9M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-170- 0.29% |
$83.5K - $91.1K
|
58.5K
$30.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.69K+ 20.37% |
$831K - $907K
|
10K
$5.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-142- 0.97% |
$69.7K - $76.1K
|
14.5K
$7.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
45+ 1.83% |
$22.1K - $24.1K
|
2.51K
$1.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-590- 0.75% |
$290K - $316K
|
77.8K
$40.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
880+ 0.46% |
$432K - $471K
|
193K
$101M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-152- 0.08% |
$74.6K - $81.4K
|
180K
$94.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.16K+ 15.59% |
$571K - $622K
|
8.61K
$4.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-333- 1.66% |
$164K - $178K
|
19.7K
$10.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
106+ 4.11% |
$52.1K - $56.8K
|
2.68K
$1.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-306- 1.36% |
$150K - $164K
|
22.2K
$11.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-591- 0.93% |
$290K - $317K
|
63.1K
$33.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
195+ 2.31% |
$95.8K - $104K
|
8.63K
$4.53M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 2.52% |
$1.31M - $1.43M
|
109K
$57.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-621- 0.15% |
$305K - $333K
|
406K
$214M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
255+ 0.84% |
$125K - $137K
|
30.5K
$16M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
446+ 2.06% |
$219K - $239K
|
22.1K
$11.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-17- 1.42% |
$8.35K - $9.11K
|
1.18K
$621K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
633+ 3.12% |
$311K - $339K
|
20.9K
$11M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
58+ 0.12% |
$28.5K - $31.1K
|
49.4K
$26M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
475+ 11.39% |
$233K - $254K
|
4.64K
$2.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-283- 0.74% |
$139K - $152K
|
38.2K
$20.1M
|