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
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3.27K+ 7.03% |
$1.6M - $1.75M
|
49.7K
$26.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-112- 1.53% |
$55K - $60K
|
7.2K
$3.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
264+ 6.31% |
$130K - $141K
|
4.45K
$2.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
225+ 8.57% |
$110K - $121K
|
2.85K
$1.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-4.72K- 6.1% |
$2.32M - $2.53M
|
72.5K
$38.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-21- 0.77% |
$10.3K - $11.2K
|
2.72K
$1.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11K+ 47.11% |
$5.42M - $5.92M
|
34.5K
$18.3M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
190+ 11.53% |
$93.3K - $102K
|
1.84K
$977K
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-585- 0.54% |
$287K - $313K
|
109K
$57.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
62+ 0.54% |
$30.4K - $33.2K
|
11.6K
$6.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.49KNew |
$730K - $796K
|
1.49K
$790K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-3.13K- 0.23% |
$1.54M - $1.68M
|
1.38M
$733M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$982 - $1.07K
|
5.03K
$2.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-4- 0.03% |
$1.96K - $2.14K
|
12.2K
$6.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-236- 2.17% |
$116K - $126K
|
10.6K
$5.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-86- 0.78% |
$42.2K - $46.1K
|
10.9K
$5.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-189- 1.26% |
$92.8K - $101K
|
14.8K
$7.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-33- 1.38% |
$16.2K - $17.7K
|
2.36K
$1.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-116- 0.59% |
$57K - $62.1K
|
19.4K
$10.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-20- 0.45% |
$9.82K - $10.7K
|
4.44K
$2.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-4.13K- 39.65% |
$2.03M - $2.21M
|
6.29K
$3.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-291- 1.02% |
$143K - $156K
|
28.3K
$15M
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
7+ 1.13% |
$3.44K - $3.75K
|
629
$334K
|
|
|
Oct 14, 2025
Q3 2025
|
Drum Hill Capital, LLC
Westport, CT |
SELL
|
- |
-53- 1.15% |
$26K - $28.4K
|
4.56K
$2.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-175- 15.19% |
$85.9K - $93.7K
|
977
$519K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-368- 6.63% |
$181K - $197K
|
5.18K
$2.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-219- 3.57% |
$108K - $117K
|
5.91K
$3.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-37- 3.46% |
$18.2K - $19.8K
|
1.03K
$549K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-1- 0.05% |
$491 - $536
|
2.16K
$1.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
14+ 2.55% |
$6.88K - $7.5K
|
562
$299K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-3.55K- 31.7% |
$1.75M - $1.9M
|
7.66K
$4.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-333- 1.27% |
$164K - $178K
|
25.9K
$13.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
38.8K+ 8.36% |
$19.1M - $20.8M
|
504K
$268M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
130+ 1.33% |
$63.8K - $69.6K
|
9.92K
$5.27M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
24+ 0.57% |
$11.8K - $12.9K
|
4.25K
$2.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
944+ 7.73% |
$464K - $506K
|
13.2K
$6.99M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
2.01K+ 2.89% |
$986K - $1.08M
|
71.5K
$38M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
181+ 1.21% |
$88.9K - $97K
|
15.1K
$8.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-273- 2.33% |
$134K - $146K
|
11.4K
$6.08M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.68K- 1.6% |
$1.32M - $1.44M
|
165K
$87.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
128+ 2.13% |
$62.9K - $68.6K
|
6.15K
$3.27M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-669- 3.31% |
$329K - $358K
|
19.6K
$10.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-140- 1.29% |
$68.8K - $75K
|
10.7K
$5.68M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
793+ 2.29% |
$389K - $425K
|
35.4K
$18.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-38- 0.6% |
$18.7K - $20.4K
|
6.32K
$3.36M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-96- 2.09% |
$47.1K - $51.4K
|
4.5K
$2.39M
|