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
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-393- 2.61% |
$193K - $211K
|
14.7K
$7.71M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.04K+ 15.53% |
$509K - $555K
|
7.72K
$4.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
867+ 3.6% |
$426K - $464K
|
24.9K
$13.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-9- 0.18% |
$4.42K - $4.82K
|
4.86K
$2.55M
|
|
|
Oct 10, 2025
Q3 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-79- 1.22% |
$38.8K - $42.3K
|
6.38K
$3.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound View Advisors Inc.
Olympia, WA |
SELL
|
- |
-404- 3.44% |
$198K - $216K
|
11.3K
$5.95M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
108+ 2.3% |
$53K - $57.8K
|
4.8K
$2.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-188- 7.79% |
$92.3K - $101K
|
2.22K
$1.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
30+ 2.35% |
$14.7K - $16.1K
|
1.3K
$686K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
42+ 13.33% |
$20.6K - $22.5K
|
357
$188K
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
742+ 4.03% |
$364K - $397K
|
19.2K
$10.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
909+ 2.81% |
$446K - $487K
|
33.2K
$17.5M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-6- 0.1% |
$2.95K - $3.21K
|
6.3K
$3.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-16.2K- 4.76% |
$7.96M - $8.68M
|
324K
$170M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-200- 10.55% |
$98.2K - $107K
|
1.7K
$891K
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
SELL
|
- |
-268- 1.45% |
$132K - $144K
|
18.2K
$9.57M
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-7.45K- 21.14% |
$3.66M - $3.99M
|
27.8K
$14.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Amiral Gestion
Paris, I0 |
BUY
|
- |
14.5K+ 23.29% |
$7.11M - $7.76M
|
76.7K
$40.3M
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-527- 2.98% |
$259K - $282K
|
17.2K
$9.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 7.65% |
$538K - $587K
|
13.2K
$6.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
34+ 1.23% |
$16.7K - $18.2K
|
2.81K
$1.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
336+ 0.63% |
$165K - $180K
|
53.7K
$28.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.94% |
$20.1K - $22K
|
4.43K
$2.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.41K+ 26.45% |
$1.18M - $1.29M
|
11.5K
$6.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
893+ 11.33% |
$439K - $478K
|
8.78K
$4.61M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.81K+ 10.73% |
$887K - $967K
|
18.6K
$9.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.79K+ 106.68% |
$2.35M - $2.57M
|
9.29K
$4.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-190- 3.56% |
$93.3K - $102K
|
5.14K
$2.7M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
130+ 3.84% |
$63.8K - $69.6K
|
3.52K
$1.85M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
63+ 0.59% |
$30.9K - $33.7K
|
10.8K
$5.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-285- 6.29% |
$140K - $153K
|
4.24K
$2.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Addenda Capital Inc.
|
BUY
|
- |
31.9K+ 32.22% |
$15.7M - $17.1M
|
131K
$68.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
15.4K+ 73466.67% |
$7.58M - $8.26M
|
15.4K
$8.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.13K+ 29.87% |
$553K - $603K
|
4.9K
$2.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-108- 0.27% |
$53K - $57.8K
|
39.8K
$20.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
28+ 2.05% |
$13.8K - $15K
|
1.39K
$731K
|
|
|
Oct 09, 2025
Q3 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-222- 1.41% |
$109K - $119K
|
15.5K
$8.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
268+ 0.18% |
$132K - $144K
|
151K
$79.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
55+ 1.54% |
$27K - $29.5K
|
3.64K
$1.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
620+ 2.15% |
$304K - $332K
|
29.4K
$15.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.36K- 17.35% |
$668K - $729K
|
6.48K
$3.41M
|
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
19+ 0.63% |
$9.33K - $10.2K
|
3.02K
$1.59M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
627+ 1.96% |
$308K - $336K
|
32.7K
$17.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-326- 12.25% |
$160K - $175K
|
2.34K
$1.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
49+ 0.96% |
$24.1K - $26.2K
|
5.16K
$2.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-132- 16.04% |
$64.8K - $70.7K
|
691
$363K
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-236- 34.71% |
$116K - $126K
|
444
$233K
|
|
|
Oct 09, 2025
Q3 2025
|
Baskin Financial Services Inc.
|
SELL
|
- |
-1.52K- 1.03% |
$745K - $813K
|
145K
$76.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-939- 3.22% |
$461K - $503K
|
28.2K
$14.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-206- 0.22% |
$101K - $110K
|
95.4K
$50.1M
|