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
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
480New |
$236K - $257K
|
480
$249K
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-141- 5.15% |
$69.2K - $75.5K
|
2.6K
$1.34M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
514+ 0.54% |
$252K - $275K
|
95.6K
$49.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9+ 0.1% |
$4.42K - $4.82K
|
8.97K
$4.64M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.21K- 8.64% |
$594K - $648K
|
12.8K
$6.63M
|
|
|
Oct 06, 2025
Q3 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-50- 0.91% |
$24.6K - $26.8K
|
5.42K
$2.8M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4+ 0.41% |
$1.96K - $2.14K
|
984
$510K
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-21- 1.08% |
$10.3K - $11.2K
|
1.92K
$995K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
294+ 1.28% |
$144K - $157K
|
23.2K
$12M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-21- 0.42% |
$10.3K - $11.2K
|
4.99K
$2.59M
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-222- 0.27% |
$109K - $119K
|
82.7K
$42.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-4- 0.26% |
$1.96K - $2.14K
|
1.53K
$793K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.25K+ 3.62% |
$613K - $669K
|
35.8K
$18.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-6- 0.12% |
$2.95K - $3.21K
|
4.9K
$2.54M
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-842- 4.35% |
$413K - $451K
|
18.5K
$9.59M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
392+ 13.09% |
$193K - $210K
|
3.39K
$1.75M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
156+ 0.19% |
$76.6K - $83.6K
|
82K
$42.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-487- 2.67% |
$239K - $261K
|
17.8K
$9.21M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
8.09K+ 189.19% |
$3.97M - $4.33M
|
12.4K
$6.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-270- 1.27% |
$133K - $145K
|
21.1K
$10.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
618+ 17.36% |
$303K - $331K
|
4.18K
$2.16M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-140- 0.42% |
$68.8K - $75K
|
33.4K
$17.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
357+ 3.02% |
$175K - $191K
|
12.2K
$6.31M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
143+ 4.68% |
$70.2K - $76.6K
|
3.2K
$1.66M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-76- 2.23% |
$37.3K - $40.7K
|
3.33K
$1.72M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-385- 2.99% |
$189K - $206K
|
12.5K
$6.47M
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
1+ 0.03% |
$491 - $536
|
3.42K
$1.77M
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-481- 0.89% |
$236K - $258K
|
53.6K
$27.8M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
427+ 5.25% |
$210K - $229K
|
8.56K
$4.43M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
33.9K+ 51.65% |
$16.7M - $18.2M
|
99.6K
$51.6M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 17.79% |
$887K - $968K
|
12K
$6.19M
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
21+ 0.27% |
$10.3K - $11.2K
|
7.76K
$4.02M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.35K+ 1.02% |
$661K - $720K
|
134K
$69.3M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
48+ 2.13% |
$23.6K - $25.7K
|
2.3K
$1.19M
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
SELL
|
- |
-405- 0.99% |
$199K - $217K
|
40.4K
$20.9M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-421- 6.94% |
$207K - $226K
|
5.64K
$2.92M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-77- 0.16% |
$37.8K - $41.2K
|
46.8K
$24.2M
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-12- 2.11% |
$5.89K - $6.43K
|
557
$288K
|
|
|
Oct 03, 2025
Q3 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
85+ 10.06% |
$41.7K - $45.5K
|
930
$482K
|
|
|
Oct 03, 2025
Q3 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-188- 1.17% |
$92.3K - $101K
|
15.8K
$8.2M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-109- 3.01% |
$53.5K - $58.4K
|
3.51K
$1.82M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-203- 0.79% |
$99.7K - $109K
|
25.3K
$13.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-413- 13.31% |
$203K - $221K
|
2.69K
$1.39M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
401+ 14.29% |
$197K - $215K
|
3.21K
$1.66M
|
|
|
Oct 02, 2025
Q3 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
5+ 0.03% |
$2.46K - $2.68K
|
15.4K
$8M
|
|
|
Oct 02, 2025
Q3 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-7.04K- 1.08% |
$3.46M - $3.77M
|
646K
$335M
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
BUY
|
- |
2+ 0.03% |
$982 - $1.07K
|
6.25K
$3.24M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
420+ 0.72% |
$206K - $225K
|
59.1K
$30.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
52+ 0.39% |
$25.5K - $27.9K
|
13.3K
$6.9M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-644- 1.96% |
$316K - $345K
|
32.2K
$16.7M
|