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 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
23+ 0.65% |
$11.3K - $12.3K
|
3.56K
$1.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
145+ 2.28% |
$71.2K - $77.7K
|
6.51K
$3.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-2.95K- 1.17% |
$1.45M - $1.58M
|
249K
$132M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
540+ 9.01% |
$265K - $289K
|
6.53K
$3.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
12+ 1.35% |
$5.89K - $6.43K
|
898
$477K
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.43K+ 30.04% |
$701K - $765K
|
6.18K
$3.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
271+ 2.77% |
$133K - $145K
|
10.1K
$5.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-199- 2.53% |
$97.7K - $107K
|
7.68K
$4.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
383+ 12.1% |
$188K - $205K
|
3.55K
$1.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.41K- 2.06% |
$1.67M - $1.82M
|
162K
$86M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-60- 2.58% |
$29.5K - $32.1K
|
2.27K
$1.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
SELL
|
- |
-243- 0.13% |
$119K - $130K
|
191K
$102M
|
|
|
Oct 14, 2025
Q3 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-25- 0.29% |
$12.3K - $13.4K
|
8.54K
$4.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
153+ 2.77% |
$75.1K - $82K
|
5.68K
$3.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.55K- 1.15% |
$762K - $831K
|
133K
$70.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.59K+ 12.21% |
$781K - $852K
|
14.6K
$7.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-89- 1.23% |
$43.7K - $47.7K
|
7.18K
$3.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.91K+ 2.63% |
$939K - $1.02M
|
74.7K
$39.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
15+ 0.3% |
$7.37K - $8.03K
|
5K
$2.66M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
SELL
|
- |
-91- 3.1% |
$44.7K - $48.7K
|
2.84K
$1.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 2.58% |
$778K - $849K
|
59.9K
$31.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
210+ 6.76% |
$103K - $112K
|
3.32K
$1.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41.3K+ 23.43% |
$20.3M - $22.1M
|
218K
$116M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
63+ 2.09% |
$30.9K - $33.7K
|
3.08K
$1.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-164- 1.42% |
$80.5K - $87.8K
|
11.4K
$6.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5.91K+ 2.6% |
$2.9M - $3.17M
|
234K
$124M
|
|
|
Oct 14, 2025
Q3 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-4.2K- 0.86% |
$2.06M - $2.25M
|
486K
$259M
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-7- 0.35% |
$3.44K - $3.75K
|
2K
$1.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
50+ 9.98% |
$24.6K - $26.8K
|
551
$293K
|
|
|
Oct 14, 2025
Q3 2025
|
Spence Asset Management
|
BUY
|
- |
774+ 1.31% |
$380K - $415K
|
60K
$31.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Shikiar Asset Management Inc
|
BUY
|
- |
182+ 0.54% |
$89.4K - $97.5K
|
33.6K
$17.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-47.9K- 5.28% |
$23.5M - $25.7M
|
860K
$457M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-216- 3.29% |
$106K - $116K
|
6.35K
$3.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
326+ 2.02% |
$160K - $175K
|
16.5K
$8.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 0.12% |
$2.46K - $2.68K
|
4.08K
$2.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
14+ 0.08% |
$6.88K - $7.5K
|
17K
$9.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-50- 0.23% |
$24.6K - $26.8K
|
21.3K
$11.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
1.6K+ 0.48% |
$784K - $855K
|
334K
$177M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-103- 0.34% |
$50.6K - $55.2K
|
30.2K
$16.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-992- 8.47% |
$487K - $531K
|
10.7K
$5.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
2.08K+ 1.01% |
$1.02M - $1.11M
|
207K
$110M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
14K+ 52.9% |
$6.87M - $7.49M
|
40.4K
$21.5M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
SELL
|
- |
-464- 1.7% |
$228K - $249K
|
26.9K
$14.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
67+ 1.27% |
$32.9K - $35.9K
|
5.35K
$2.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-437- 2.23% |
$215K - $234K
|
19.1K
$10.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.26K+ 4.6% |
$618K - $674K
|
28.6K
$15.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-130- 0.77% |
$63.8K - $69.6K
|
16.8K
$8.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-226- 0.73% |
$111K - $121K
|
30.9K
$16.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
59+ 3.53% |
$29K - $31.6K
|
1.73K
$920K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-216- 2.59% |
$106K - $116K
|
8.14K
$4.33M
|