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 23, 2025
Q3 2025
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-14.1K- 30.48% |
$6.9M - $7.53M
|
32.1K
$16.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
505+ 2.88% |
$248K - $270K
|
18K
$9.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
38.6K+ 42.75% |
$18.9M - $20.7M
|
129K
$66.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-15- 1.87% |
$7.37K - $8.03K
|
788
$408K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
66+ 1.25% |
$32.4K - $35.4K
|
5.36K
$2.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.1K+ 0.39% |
$539K - $588K
|
284K
$147M
|
|
|
Oct 23, 2025
Q3 2025
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-1.3K- 24.0% |
$638K - $696K
|
4.12K
$2.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
32.1K+ 9.97% |
$15.7M - $17.2M
|
354K
$183M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-285- 0.26% |
$140K - $153K
|
108K
$55.8M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.23K- 2.12% |
$1.09M - $1.19M
|
103K
$53.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
7+ 0.1% |
$3.44K - $3.75K
|
6.82K
$3.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-113- 1.55% |
$55.5K - $60.5K
|
7.16K
$3.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-175- 1.43% |
$85.9K - $93.7K
|
12K
$6.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
510+ 2.26% |
$250K - $273K
|
23K
$11.9M
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-90- 4.71% |
$44.2K - $48.2K
|
1.82K
$943K
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
21+ 0.09% |
$10.3K - $11.2K
|
24.3K
$12.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.18K+ 3.34% |
$580K - $633K
|
36.5K
$18.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-17- 0.05% |
$8.35K - $9.11K
|
33.3K
$17.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-562- 3.46% |
$276K - $301K
|
15.7K
$8.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-7- 0.18% |
$3.44K - $3.75K
|
3.91K
$2.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-9- 0.48% |
$4.42K - $4.82K
|
1.89K
$976K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
89+ 2.32% |
$43.7K - $47.7K
|
3.92K
$2.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-175- 1.76% |
$85.9K - $93.7K
|
9.74K
$5.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
59+ 1.23% |
$29K - $31.6K
|
4.86K
$2.52M
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
SELL
|
- |
-247- 2.52% |
$121K - $132K
|
9.56K
$4.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Coerente Capital Management
|
SELL
|
- |
-7.94K- 6.71% |
$3.9M - $4.25M
|
110K
$57.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-85- 1.77% |
$41.7K - $45.5K
|
4.71K
$2.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.87K+ 9.45% |
$917K - $1M
|
21.6K
$11.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.69K+ 8.93% |
$2.79M - $3.05M
|
69.4K
$35.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.8K+ 19.93% |
$5.79M - $6.32M
|
71K
$36.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
13.4K+ 27.15% |
$6.58M - $7.17M
|
62.7K
$32.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.33K- 1.81% |
$654K - $713K
|
72.2K
$37.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-4- 0.03% |
$1.96K - $2.14K
|
15.9K
$8.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
11+ 0.07% |
$5.4K - $5.89K
|
14.7K
$7.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.02% |
$491 - $536
|
5.01K
$2.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.28K+ 2.15% |
$630K - $687K
|
61K
$31.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-125- 0.45% |
$61.4K - $67K
|
27.8K
$14.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-10K- 7.57% |
$4.92M - $5.37M
|
122K
$63.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
21.9K+ 2.31% |
$10.8M - $11.7M
|
970K
$502M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.87K- 2.13% |
$920K - $1M
|
86.1K
$44.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-17- 1.43% |
$8.35K - $9.11K
|
1.18K
$608K
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
2.07K+ 33.21% |
$1.02M - $1.11M
|
8.32K
$4.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-135- 1.17% |
$66.3K - $72.3K
|
11.4K
$5.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-5- 0.24% |
$2.46K - $2.68K
|
2.07K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
SELL
|
- |
-849- 1.66% |
$417K - $455K
|
50.2K
$26M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
90+ 0.52% |
$44.2K - $48.2K
|
17.4K
$8.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
1.85K+ 15.94% |
$909K - $992K
|
13.5K
$6.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-216- 3.25% |
$106K - $116K
|
6.44K
$3.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Hs Management Partners, LLC
New York, NY |
SELL
|
- |
-53.5K- 39.58% |
$26.3M - $28.6M
|
81.6K
$42.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-82- 0.22% |
$40.3K - $43.9K
|
37.1K
$19.2M
|