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 08, 2025
Q3 2025
|
Nat West Group PLC
|
BUY
|
- |
11.2K+ 25.54% |
$5.49M - $5.99M
|
54.9K
$28.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.86K- 1.53% |
$912K - $995K
|
119K
$62.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Flower City Capital
|
BUY
|
- |
284+ 9.71% |
$139K - $152K
|
3.21K
$1.69M
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
6.17K+ 40.32% |
$3.03M - $3.3M
|
21.5K
$11.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.03K- 0.68% |
$503K - $549K
|
149K
$78.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11.3K- 16.68% |
$5.56M - $6.07M
|
56.6K
$29.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
4.6K+ 90.2% |
$2.26M - $2.46M
|
9.7K
$5.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
426+ 4.88% |
$209K - $228K
|
9.16K
$4.81M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
434+ 1.05% |
$213K - $232K
|
41.9K
$22M
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-85- 4.48% |
$41.7K - $45.5K
|
1.81K
$954K
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
899+ 3.56% |
$441K - $482K
|
26.2K
$13.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.39K+ 7.87% |
$1.17M - $1.28M
|
32.8K
$17.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-170- 15.67% |
$83.5K - $91.1K
|
915
$481K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
7+ 0.06% |
$3.44K - $3.75K
|
11.4K
$5.99M
|
|
|
Oct 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-612- 0.97% |
$301K - $328K
|
62.7K
$33M
|
|
|
Oct 08, 2025
Q3 2025
|
Vista Finance, LLC
|
BUY
|
- |
1+ 0.1% |
$491 - $536
|
996
$524K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
30+ 0.07% |
$14.7K - $16.1K
|
46.1K
$24.2M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
BUY
|
- |
60+ 0.81% |
$29.5K - $32.1K
|
7.45K
$3.92M
|
|
|
Oct 08, 2025
Q3 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
7.99K+ 3.34% |
$3.93M - $4.28M
|
247K
$130M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
440+ 6.84% |
$216K - $236K
|
6.87K
$3.61M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
247+ 1.48% |
$121K - $132K
|
16.9K
$8.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
51+ 0.94% |
$25K - $27.3K
|
5.46K
$2.87M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
1.31K+ 40.3% |
$642K - $700K
|
4.55K
$2.39M
|
|
|
Oct 08, 2025
Q3 2025
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-32- 0.04% |
$15.7K - $17.1K
|
74.4K
$39.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-106- 0.43% |
$52.1K - $56.8K
|
24.4K
$12.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Wilsey Asset Management Inc
|
SELL
|
- |
-65- 0.06% |
$31.9K - $34.8K
|
111K
$58.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
47+ 1.54% |
$23.1K - $25.2K
|
3.1K
$1.63M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
5+ 0.04% |
$2.46K - $2.68K
|
11.4K
$5.99M
|
|
|
Oct 07, 2025
Q3 2025
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-1.2K- 8.7% |
$589K - $643K
|
12.6K
$6.62M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-3.36K- 2.52% |
$1.65M - $1.8M
|
130K
$68.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-86.3K- 9.31% |
$42.4M - $46.2M
|
840K
$442M
|
|
|
Oct 07, 2025
Q3 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-18.4K- 3.85% |
$9.05M - $9.87M
|
461K
$242M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-15- 1.78% |
$7.37K - $8.03K
|
827
$435K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 0.0% |
$4.91K - $5.36K
|
398K
$209M
|
|
|
Oct 07, 2025
Q3 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-374- 0.42% |
$184K - $200K
|
88.2K
$46.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-158- 1.02% |
$77.6K - $84.6K
|
15.4K
$8.07M
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.56K- 3.56% |
$768K - $838K
|
42.3K
$22.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-539- 1.57% |
$265K - $289K
|
33.7K
$17.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
3.51M+ 53.21% |
$1.73B - $1.88B
|
10.1M
$5.32B
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-28- 0.4% |
$13.8K - $15K
|
6.96K
$3.66M
|
|
|
Oct 07, 2025
Q3 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-103- 0.22% |
$50.6K - $55.2K
|
46.1K
$24.2M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-63- 1.47% |
$30.9K - $33.7K
|
4.23K
$2.23M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.74K- 1.99% |
$852K - $929K
|
85.3K
$44.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-1.65K- 17.24% |
$812K - $886K
|
7.94K
$4.17M
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-740- 1.11% |
$363K - $396K
|
65.8K
$34.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
62+ 1.2% |
$30.4K - $33.2K
|
5.21K
$2.74M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-5.32K- 37.94% |
$2.61M - $2.85M
|
8.7K
$4.57M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-741- 12.03% |
$364K - $397K
|
5.42K
$2.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
10.2K+ 652.52% |
$5.02M - $5.47M
|
11.8K
$6.19M
|
|
|
Oct 07, 2025
Q3 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-2.09K- 8.66% |
$1.03M - $1.12M
|
22K
$11.6M
|