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 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.79K- 9.35% |
$877K - $956K
|
17.3K
$9.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-118- 0.61% |
$57.9K - $63.2K
|
19.2K
$10.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.6K+ 6.84% |
$5.23M - $5.7M
|
166K
$87.4M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
80+ 1.75% |
$39.3K - $42.9K
|
4.65K
$2.45M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-266- 0.51% |
$131K - $142K
|
52.1K
$27.4M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
8+ 1.42% |
$3.93K - $4.29K
|
571
$300K
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-644- 2.0% |
$316K - $345K
|
31.6K
$16.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
52+ 0.19% |
$25.5K - $27.9K
|
27.6K
$14.5M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.19K+ 14.1% |
$585K - $638K
|
9.65K
$5.07M
|
|
|
Oct 01, 2025
Q3 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
603+ 57.32% |
$296K - $323K
|
1.66K
$870K
|
|
|
Oct 01, 2025
Q3 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-17.1K- 10.13% |
$8.4M - $9.16M
|
152K
$79.7M
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
SELL
|
- |
-599- 1.11% |
$294K - $321K
|
53.3K
$28M
|
|
|
Oct 01, 2025
Q3 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
101+ 7.59% |
$49.6K - $54.1K
|
1.43K
$752K
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
BUY
|
- |
35+ 0.39% |
$17.2K - $18.7K
|
9.01K
$4.74M
|
|
|
Oct 01, 2025
Q3 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-200- 1.8% |
$98.2K - $107K
|
10.9K
$5.75M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.91K- 5.71% |
$1.43M - $1.56M
|
48K
$25.3M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.26K- 3.43% |
$1.11M - $1.21M
|
63.6K
$33.4M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-7- 0.05% |
$3.44K - $3.75K
|
13.5K
$7.09M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
4.53KNew |
$2.22M - $2.42M
|
4.53K
$2.38M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-3.69K- 1.5% |
$1.81M - $1.98M
|
243K
$128M
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
SELL
|
- |
-1.16K- 1.31% |
$568K - $619K
|
86.8K
$45.6M
|
|
| Q2 2025 | |||||||
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.58K+ 9.35% |
$559K - $784K
|
18.4K
$9.69M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1+ 0.03% |
$355 - $497
|
3.31K
$1.74M
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-379- 4.91% |
$134K - $189K
|
7.35K
$3.86M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.59K+ 0.6% |
$1.98M - $2.78M
|
930K
$489M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
839+ 6.73% |
$297K - $417K
|
13.3K
$6.99M
|
|
|
Oct 16, 2025
Q2 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
149+ 4.14% |
$52.8K - $74.1K
|
3.75K
$1.97M
|
|
|
Oct 15, 2025
Q2 2025
|
Peterson Wealth Management
|
SELL
|
- |
-1.43K- 10.15% |
$506K - $709K
|
12.6K
$6.64M
|
|
|
Oct 10, 2025
Q2 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-301- 18.59% |
$107K - $150K
|
1.32K
$693K
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-94.6K- 0.96% |
$33.5M - $47.1M
|
9.76M
$5.13B
|
|
|
Oct 07, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
593KNew |
$210M - $295M
|
593K
$312M
|
|
|
Oct 07, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
27.5KNew |
$9.75M - $13.7M
|
27.5K
$14.5M
|
|
|
Oct 02, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-11- 0.19% |
$3.9K - $5.47K
|
5.78K
$3.04M
|
|
|
Sep 30, 2025
Q2 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-6.82K- 3.04% |
$2.42M - $3.39M
|
217K
$114M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.41M+ 94.65% |
$1.92B - $2.69B
|
11.1M
$5.85B
|
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
SELL
|
- |
-3.48K- 17.84% |
$1.23M - $1.73M
|
16K
$8.42M
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-3.04K- 14.15% |
$1.08M - $1.51M
|
18.4K
$9.69M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-2.68K- 78.03% |
$948K - $1.33M
|
753
$396K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-283K- 32.6% |
$100M - $141M
|
586K
$308M
|
|
|
Sep 24, 2025
Q2 2025
|
Momentum Wealth Planning, LLC
Estero, FL |
BUY
|
- |
477New |
$169K - $237K
|
477
$251K
|
|
|
Sep 23, 2025
Q2 2025
|
Rs Crum Inc.
|
BUY
|
- |
58+ 1.08% |
$20.6K - $28.9K
|
5.41K
$2.84M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
1.57K+ 3.06% |
$556K - $780K
|
52.7K
$27.7M
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5.67K+ 11.79% |
$2.01M - $2.82M
|
53.7K
$28.3M
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-292K- 58.23% |
$104M - $145M
|
210K
$110M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-6.65K- 6.41% |
$2.36M - $3.31M
|
97.1K
$51M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-171- 6.91% |
$60.6K - $85.1K
|
2.3K
$1.21M
|
|
|
Sep 05, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
168+ 10.02% |
$59.6K - $83.6K
|
1.84K
$970K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
299K+ 16.28% |
$106M - $149M
|
2.14M
$1.12B
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
2.48KNew |
$878K - $1.23M
|
2.48K
$1.3M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-756- 1.43% |
$268K - $376K
|
52.2K
$27.4M
|
|