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 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-27- 0.47% |
$13.3K - $14.5K
|
5.75K
$2.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
1+ 0.1% |
$491 - $536
|
966
$500K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-7- 0.36% |
$3.44K - $3.75K
|
1.92K
$995K
|
|
|
Oct 23, 2025
Q3 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-2.74K- 2.43% |
$1.35M - $1.47M
|
110K
$57M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-38- 0.08% |
$18.7K - $20.4K
|
47.3K
$24.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-5.52K- 10.64% |
$2.71M - $2.96M
|
46.4K
$24M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.49K- 2.08% |
$731K - $798K
|
70.2K
$36.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
SELL
|
- |
-440- 6.6% |
$216K - $236K
|
6.22K
$3.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
941New |
$462K - $504K
|
941
$487K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-274- 6.39% |
$135K - $147K
|
4.01K
$2.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
105+ 7.27% |
$51.6K - $56.2K
|
1.55K
$802K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
36+ 1.86% |
$17.7K - $19.3K
|
1.97K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-2.78K- 17.85% |
$1.36M - $1.49M
|
12.8K
$6.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
280+ 2.42% |
$138K - $150K
|
11.8K
$6.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3+ 0.06% |
$1.47K - $1.61K
|
4.78K
$2.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-230- 0.11% |
$113K - $123K
|
211K
$109M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
705+ 14.17% |
$346K - $378K
|
5.68K
$2.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
266+ 7.4% |
$131K - $142K
|
3.86K
$2M
|
|
|
Oct 23, 2025
Q3 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
2.15K+ 1.19% |
$1.05M - $1.15M
|
182K
$94.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
230+ 2.49% |
$113K - $123K
|
9.47K
$4.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
1.29K+ 11.94% |
$631K - $688K
|
12K
$6.24M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-37.5K- 3.6% |
$18.4M - $20.1M
|
1M
$520M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-935- 23.94% |
$459K - $501K
|
2.97K
$1.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-278- 2.71% |
$137K - $149K
|
9.97K
$5.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4+ 0.04% |
$1.96K - $2.14K
|
9.11K
$4.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
207K+ 32.27% |
$102M - $111M
|
850K
$440M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-182- 5.06% |
$89.4K - $97.5K
|
3.41K
$1.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
47+ 1.66% |
$23.1K - $25.2K
|
2.89K
$1.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-1.18K- 0.75% |
$579K - $632K
|
156K
$80.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.87K- 4.67% |
$1.41M - $1.53M
|
58.5K
$30.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-129- 4.01% |
$63.4K - $69.1K
|
3.09K
$1.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-994- 2.74% |
$488K - $532K
|
35.3K
$18.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-10- 0.1% |
$4.91K - $5.36K
|
10.4K
$5.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.82K+ 74.76% |
$1.87M - $2.04M
|
8.92K
$4.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
192+ 27.12% |
$94.3K - $103K
|
900
$466K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.68K+ 7.08% |
$1.32M - $1.44M
|
40.6K
$21M
|
|
|
Oct 23, 2025
Q3 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-175- 0.26% |
$85.9K - $93.7K
|
68.3K
$35.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
755+ 11.86% |
$371K - $404K
|
7.12K
$3.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-156- 1.88% |
$76.6K - $83.6K
|
8.15K
$4.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
57+ 0.6% |
$28K - $30.5K
|
9.61K
$4.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-56- 1.31% |
$27.5K - $30K
|
4.21K
$2.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.78K- 4.26% |
$876K - $956K
|
40.1K
$20.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
16+ 0.11% |
$7.86K - $8.57K
|
14.7K
$7.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
321+ 3.6% |
$158K - $172K
|
9.24K
$4.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Fjell Capital, LLC
Fargo, ND |
SELL
|
- |
-35- 0.38% |
$17.2K - $18.7K
|
9.18K
$4.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
15+ 0.73% |
$7.37K - $8.03K
|
2.07K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
206+ 4.07% |
$101K - $110K
|
5.26K
$2.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
34.7K+ 1.05% |
$17.1M - $18.6M
|
3.34M
$1.73B
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.22K+ 35.05% |
$597K - $651K
|
4.69K
$2.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.85K+ 8.12% |
$909K - $991K
|
24.6K
$12.8M
|