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 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-4K- 0.6% |
$1.97M - $2.14M
|
658K
$341M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
163+ 5.79% |
$80K - $87.3K
|
2.98K
$1.54M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-597- 4.25% |
$293K - $320K
|
13.4K
$6.96M
|
|
|
Oct 10, 2025
Q3 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.33K- 1.08% |
$651K - $710K
|
122K
$62.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
84.1K+ 16.46% |
$41.3M - $45.1M
|
595K
$308M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
SELL
|
- |
-25- 5.19% |
$12.3K - $13.4K
|
457
$237K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
12+ 0.63% |
$5.89K - $6.43K
|
1.92K
$992K
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
24+ 3.61% |
$11.8K - $12.9K
|
689
$357K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-2.22K- 1.56% |
$1.09M - $1.19M
|
140K
$72.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Jvl Associates LLC
|
BUY
|
- |
79+ 1.91% |
$38.8K - $42.3K
|
4.22K
$2.18M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
622+ 9.9% |
$305K - $333K
|
6.9K
$3.57M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
SELL
|
- |
-455- 0.9% |
$223K - $244K
|
49.9K
$25.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.1K- 2.76% |
$540K - $589K
|
38.8K
$20.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-285- 0.96% |
$140K - $153K
|
29.4K
$15.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1- 0.1% |
$491 - $536
|
1.03K
$533K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.4K+ 2.05% |
$687K - $749K
|
69.5K
$36M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
319+ 2.26% |
$157K - $171K
|
14.4K
$7.46M
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
SELL
|
- |
-53- 0.33% |
$26K - $28.4K
|
15.9K
$8.24M
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
BUY
|
- |
46+ 2.81% |
$22.6K - $24.6K
|
1.69K
$873K
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-5.37K- 1.48% |
$2.64M - $2.88M
|
357K
$185M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
489+ 2.22% |
$240K - $262K
|
22.5K
$11.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
669+ 0.38% |
$329K - $358K
|
177K
$91.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
624+ 9.78% |
$306K - $334K
|
7.01K
$3.63M
|
|
|
Oct 10, 2025
Q3 2025
|
Sarasin & Partners LLP
|
SELL
|
- |
-115K- 5.47% |
$56.4M - $61.5M
|
1.98M
$1.03B
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
983+ 1.42% |
$483K - $527K
|
70.3K
$36.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.05K+ 1.65% |
$518K - $565K
|
65.1K
$33.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.81K+ 9.02% |
$886K - $967K
|
21.8K
$11.3M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
SELL
|
- |
-114- 0.33% |
$56K - $61.1K
|
34.6K
$17.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-320- 37.87% |
$157K - $171K
|
525
$272K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-542- 1.43% |
$266K - $290K
|
37.3K
$19.3M
|
|
|
Oct 10, 2025
Q3 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-88- 10.29% |
$43.2K - $47.1K
|
767
$397K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 5.77% |
$697K - $760K
|
23.2K
$12M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
SELL
|
- |
-134- 0.87% |
$65.8K - $71.8K
|
15.3K
$7.93M
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-562- 4.27% |
$276K - $301K
|
12.6K
$6.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-8.54K- 11.19% |
$4.2M - $4.58M
|
67.8K
$35.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
SELL
|
- |
-3.05K- 9.65% |
$1.5M - $1.63M
|
28.6K
$14.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.15K- 19.02% |
$564K - $615K
|
4.89K
$2.53M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-122- 25.21% |
$59.9K - $65.3K
|
362
$187K
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-22- 2.95% |
$10.8K - $11.8K
|
725
$375K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-393- 2.61% |
$193K - $211K
|
14.7K
$7.59M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.04K+ 15.53% |
$509K - $555K
|
7.72K
$3.99M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
867+ 3.6% |
$426K - $464K
|
24.9K
$12.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-9- 0.18% |
$4.42K - $4.82K
|
4.86K
$2.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-79- 1.22% |
$38.8K - $42.3K
|
6.38K
$3.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound View Advisors Inc.
Olympia, WA |
SELL
|
- |
-404- 3.44% |
$198K - $216K
|
11.3K
$5.86M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
108+ 2.3% |
$53K - $57.8K
|
4.8K
$2.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-188- 7.79% |
$92.3K - $101K
|
2.22K
$1.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
30+ 2.35% |
$14.7K - $16.1K
|
1.3K
$675K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
42+ 13.33% |
$20.6K - $22.5K
|
357
$185K
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
742+ 4.03% |
$364K - $397K
|
19.2K
$9.92M
|