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
|
Riverbridge Partners LLC
|
SELL
|
- |
-19.1K- 3.57% |
$9.39M - $10.2M
|
516K
$271M
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
61+ 0.51% |
$30K - $32.7K
|
12.1K
$6.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
442+ 4.46% |
$217K - $237K
|
10.4K
$5.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
146+ 2.43% |
$71.7K - $78.2K
|
6.16K
$3.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-40- 0.12% |
$19.6K - $21.4K
|
32.8K
$17.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-589- 7.5% |
$289K - $315K
|
7.26K
$3.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-100- 3.26% |
$49.1K - $53.6K
|
2.97K
$1.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
754+ 37.98% |
$370K - $404K
|
2.74K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
163+ 3.6% |
$80K - $87.3K
|
4.69K
$2.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-685- 1.48% |
$336K - $367K
|
45.7K
$24M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
202K+ 86.25% |
$99.1M - $108M
|
436K
$229M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
490+ 29.91% |
$241K - $262K
|
2.13K
$1.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
25.6K+ 171.44% |
$12.6M - $13.7M
|
40.5K
$21.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
173K+ 21.95% |
$84.9M - $92.6M
|
960K
$505M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-145- 0.23% |
$71.2K - $77.7K
|
64.2K
$33.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-114- 1.25% |
$56K - $61.1K
|
9.04K
$4.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-626- 5.77% |
$307K - $335K
|
10.2K
$5.38M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-205- 0.14% |
$101K - $110K
|
142K
$74.6M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
SELL
|
- |
-623- 3.91% |
$306K - $334K
|
15.3K
$8.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.71K+ 2.23% |
$839K - $915K
|
78.4K
$41.2M
|
|
|
Oct 14, 2025
Q3 2025
|
M. Kraus & CO
|
SELL
|
- |
-1.25K- 1.63% |
$613K - $669K
|
75.3K
$39.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-24- 0.06% |
$11.8K - $12.9K
|
40.5K
$21.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-76- 0.5% |
$37.3K - $40.7K
|
15.1K
$7.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-77- 7.97% |
$37.8K - $41.2K
|
889
$467K
|
|
|
Oct 14, 2025
Q3 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
577+ 17.95% |
$283K - $309K
|
3.79K
$1.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-237- 1.29% |
$116K - $127K
|
18.1K
$9.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-16- 0.08% |
$7.86K - $8.57K
|
20.5K
$10.8M
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
23+ 0.65% |
$11.3K - $12.3K
|
3.56K
$1.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
145+ 2.28% |
$71.2K - $77.7K
|
6.51K
$3.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-2.95K- 1.17% |
$1.45M - $1.58M
|
249K
$131M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
540+ 9.01% |
$265K - $289K
|
6.53K
$3.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
12+ 1.35% |
$5.89K - $6.43K
|
898
$472K
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.43K+ 30.04% |
$701K - $765K
|
6.18K
$3.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
271+ 2.77% |
$133K - $145K
|
10.1K
$5.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-199- 2.53% |
$97.7K - $107K
|
7.68K
$4.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
383+ 12.1% |
$188K - $205K
|
3.55K
$1.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.41K- 2.06% |
$1.67M - $1.82M
|
162K
$85.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-60- 2.58% |
$29.5K - $32.1K
|
2.27K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
SELL
|
- |
-243- 0.13% |
$119K - $130K
|
191K
$101M
|
|
|
Oct 14, 2025
Q3 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-25- 0.29% |
$12.3K - $13.4K
|
8.54K
$4.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
153+ 2.77% |
$75.1K - $82K
|
5.68K
$2.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.55K- 1.15% |
$762K - $831K
|
133K
$70M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.59K+ 12.21% |
$781K - $852K
|
14.6K
$7.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-89- 1.23% |
$43.7K - $47.7K
|
7.18K
$3.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.91K+ 2.63% |
$939K - $1.02M
|
74.7K
$39.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
15+ 0.3% |
$7.37K - $8.03K
|
5K
$2.63M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
SELL
|
- |
-91- 3.1% |
$44.7K - $48.7K
|
2.84K
$1.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 2.58% |
$778K - $849K
|
59.9K
$31.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
210+ 6.76% |
$103K - $112K
|
3.32K
$1.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41.3K+ 23.43% |
$20.3M - $22.1M
|
218K
$114M
|