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 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.77K+ 2.55% |
$870K - $949K
|
71.2K
$37.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
38+ 0.06% |
$18.7K - $20.4K
|
58.6K
$30.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
297+ 1.78% |
$146K - $159K
|
17K
$8.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-8- 0.06% |
$3.93K - $4.29K
|
13.5K
$7.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.73KNew |
$2.81M - $3.07M
|
5.73K
$3.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.18K- 0.53% |
$579K - $632K
|
222K
$117M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-182- 1.9% |
$89.4K - $97.5K
|
9.41K
$4.95M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.78K- 1.45% |
$876K - $956K
|
121K
$63.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
31+ 0.69% |
$15.2K - $16.6K
|
4.54K
$2.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-401- 3.11% |
$197K - $215K
|
12.5K
$6.56M
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-6.09K- 3.48% |
$2.99M - $3.26M
|
169K
$88.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-336- 0.92% |
$165K - $180K
|
36.4K
$19.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-815- 2.92% |
$400K - $437K
|
27.1K
$14.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-4.55K- 1.42% |
$2.23M - $2.44M
|
315K
$166M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.07% |
$491 - $536
|
1.4K
$737K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-13- 0.13% |
$6.38K - $6.96K
|
9.63K
$5.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-31.5K- 17.21% |
$15.5M - $16.9M
|
152K
$79.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
392+ 1.25% |
$193K - $210K
|
31.7K
$16.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
9+ 0.42% |
$4.42K - $4.82K
|
2.16K
$1.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
4.92K+ 7.9% |
$2.42M - $2.64M
|
67.2K
$35.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
108+ 3.03% |
$53K - $57.8K
|
3.68K
$1.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-117- 0.5% |
$57.5K - $62.7K
|
23.4K
$12.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-543- 3.32% |
$267K - $291K
|
15.8K
$8.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.28K- 22.57% |
$630K - $687K
|
4.4K
$2.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-22- 1.19% |
$10.8K - $11.8K
|
1.83K
$964K
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
28+ 1.17% |
$13.8K - $15K
|
2.41K
$1.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
185+ 4.62% |
$90.9K - $99.1K
|
4.19K
$2.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.65K- 2.63% |
$808K - $881K
|
60.9K
$32M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-8- 0.25% |
$3.93K - $4.29K
|
3.18K
$1.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-65- 1.77% |
$31.9K - $34.8K
|
3.6K
$1.89M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
66+ 2.24% |
$32.4K - $35.4K
|
3.02K
$1.59M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.51K+ 7.27% |
$742K - $809K
|
22.3K
$11.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
6.1K+ 15.62% |
$2.99M - $3.27M
|
45.1K
$23.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-372- 34.64% |
$183K - $199K
|
702
$369K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.18K- 0.98% |
$579K - $632K
|
119K
$62.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-939- 1.94% |
$461K - $503K
|
47.4K
$24.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2K+ 13.98% |
$980K - $1.07M
|
16.3K
$8.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-2.92K- 6.81% |
$1.43M - $1.56M
|
39.9K
$21M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.37K+ 66.39% |
$674K - $735K
|
3.44K
$1.81M
|
|
|
Oct 09, 2025
Q3 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
47+ 1.58% |
$23.1K - $25.2K
|
3.02K
$1.59M
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
349+ 5.01% |
$171K - $187K
|
7.32K
$3.85M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.89K+ 4.9% |
$1.42M - $1.55M
|
61.8K
$32.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
601+ 3.26% |
$295K - $322K
|
19K
$10M
|
|
|
Oct 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-267- 2.58% |
$131K - $143K
|
10.1K
$5.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
6.14KNew |
$3.01M - $3.29M
|
6.14K
$3.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.49K+ 3.47% |
$1.22M - $1.34M
|
74.4K
$39.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-89- 0.31% |
$43.7K - $47.7K
|
28.6K
$15M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10.1K- 1.02% |
$4.96M - $5.41M
|
981K
$516M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.67K+ 1.3% |
$820K - $895K
|
130K
$68.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-24- 0.36% |
$11.8K - $12.9K
|
6.59K
$3.46M
|