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 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-1.8K- 16.65% |
$882K - $962K
|
8.99K
$4.73M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
174+ 2.93% |
$85.4K - $93.2K
|
6.11K
$3.21M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.26K+ 15.22% |
$2.58M - $2.82M
|
39.8K
$20.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-194- 1.31% |
$95.3K - $104K
|
14.6K
$7.67M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-405- 1.49% |
$199K - $217K
|
26.8K
$14.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-50- 0.31% |
$24.6K - $26.8K
|
16.1K
$8.48M
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-67- 1.05% |
$32.9K - $35.9K
|
6.34K
$3.33M
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
689+ 14.29% |
$338K - $369K
|
5.51K
$2.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.32K+ 3.54% |
$3.59M - $3.92M
|
214K
$113M
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-146- 1.56% |
$71.7K - $78.2K
|
9.19K
$4.83M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1.28K- 3.41% |
$631K - $688K
|
36.3K
$19.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.5K- 1.73% |
$738K - $805K
|
85.2K
$44.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
147+ 0.82% |
$72.2K - $78.7K
|
18.1K
$9.53M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
56+ 0.36% |
$27.5K - $30K
|
15.8K
$8.29M
|
|
|
Oct 06, 2025
Q3 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-24- 2.86% |
$11.8K - $12.9K
|
816
$429K
|
|
|
Oct 06, 2025
Q3 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-278- 1.79% |
$137K - $149K
|
15.2K
$8M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-299- 0.96% |
$147K - $160K
|
30.8K
$16.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-26- 0.56% |
$12.8K - $13.9K
|
4.64K
$2.44M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
238+ 23.8% |
$117K - $127K
|
1.24K
$651K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.65K- 5.09% |
$1.3M - $1.42M
|
49.5K
$26M
|
|
|
Oct 06, 2025
Q3 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-270- 75.21% |
$133K - $145K
|
89
$46.8K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-109- 1.89% |
$53.5K - $58.4K
|
5.66K
$2.98M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
BUY
|
- |
8+ 1.63% |
$3.93K - $4.29K
|
498
$262K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
472+ 9.17% |
$232K - $253K
|
5.62K
$2.95M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
11.8K+ 4.31% |
$5.78M - $6.3M
|
285K
$150M
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
480New |
$236K - $257K
|
480
$252K
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-141- 5.15% |
$69.2K - $75.5K
|
2.6K
$1.36M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
514+ 0.54% |
$252K - $275K
|
95.6K
$50.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9+ 0.1% |
$4.42K - $4.82K
|
8.97K
$4.72M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.21K- 8.64% |
$594K - $648K
|
12.8K
$6.73M
|
|
|
Oct 06, 2025
Q3 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-50- 0.91% |
$24.6K - $26.8K
|
5.42K
$2.85M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4+ 0.41% |
$1.96K - $2.14K
|
984
$517K
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-21- 1.08% |
$10.3K - $11.2K
|
1.92K
$1.01M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
294+ 1.28% |
$144K - $157K
|
23.2K
$12.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-21- 0.42% |
$10.3K - $11.2K
|
4.99K
$2.63M
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-222- 0.27% |
$109K - $119K
|
82.7K
$43.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-4- 0.26% |
$1.96K - $2.14K
|
1.53K
$805K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.25K+ 3.62% |
$613K - $669K
|
35.8K
$18.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-6- 0.12% |
$2.95K - $3.21K
|
4.9K
$2.58M
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-842- 4.35% |
$413K - $451K
|
18.5K
$9.74M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
392+ 13.09% |
$193K - $210K
|
3.39K
$1.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
156+ 0.19% |
$76.6K - $83.6K
|
82K
$43.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-487- 2.67% |
$239K - $261K
|
17.8K
$9.35M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
8.09K+ 189.19% |
$3.97M - $4.33M
|
12.4K
$6.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-270- 1.27% |
$133K - $145K
|
21.1K
$11.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
618+ 17.36% |
$303K - $331K
|
4.18K
$2.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-140- 0.42% |
$68.8K - $75K
|
33.4K
$17.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
357+ 3.02% |
$175K - $191K
|
12.2K
$6.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
143+ 4.68% |
$70.2K - $76.6K
|
3.2K
$1.68M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-76- 2.23% |
$37.3K - $40.7K
|
3.33K
$1.75M
|