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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2025
Q3 2025
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-30- 1.25% |
$14.7K - $16.1K
|
2.38K
$1.21M
|
|
|
Dec 01, 2025
Q3 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1+ 0.14% |
$491 - $536
|
705
$358K
|
|
|
Nov 26, 2025
Q3 2025
|
Xxec, Inc.
|
SELL
|
- |
-200- 1.02% |
$98.2K - $107K
|
19.4K
$9.83M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-168- 2.65% |
$82.5K - $90K
|
6.17K
$3.13M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-162- 1.58% |
$79.6K - $86.8K
|
10.1K
$5.11M
|
|
|
Nov 25, 2025
Q3 2025
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-62- 4.24% |
$30.4K - $33.2K
|
1.4K
$710K
|
|
|
Nov 25, 2025
Q3 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-2.04K- 1.64% |
$1M - $1.09M
|
122K
$62M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 20.61% |
$634K - $691K
|
7.55K
$3.83M
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-3.98K- 50.0% |
$1.95M - $2.13M
|
3.98K
$2.02M
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
67+ 0.74% |
$32.9K - $35.9K
|
9.1K
$4.62M
|
|
|
Nov 25, 2025
Q3 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-109- 2.47% |
$53.5K - $58.4K
|
4.3K
$2.18M
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-717- 1.28% |
$352K - $384K
|
55.5K
$28.2M
|
|
|
Nov 25, 2025
Q3 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
123+ 0.62% |
$60.4K - $65.9K
|
20.1K
$10.2M
|
|
|
Nov 25, 2025
Q3 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
105+ 0.16% |
$51.6K - $56.2K
|
65.9K
$33.4M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
2.22KNew |
$1.09M - $1.19M
|
2.22K
$1.12M
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
205+ 6.07% |
$101K - $110K
|
3.58K
$1.82M
|
|
|
Nov 24, 2025
Q3 2025
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-1.63K- 2.7% |
$799K - $871K
|
58.6K
$29.7M
|
|
|
Nov 24, 2025
Q3 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
47+ 2.76% |
$23.1K - $25.2K
|
1.75K
$888K
|
|
|
Nov 24, 2025
Q3 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-410- 2.14% |
$201K - $220K
|
18.7K
$9.49M
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-519- 1.07% |
$255K - $278K
|
48K
$24.4M
|
|
|
Nov 24, 2025
Q3 2025
|
Trust Investment Advisors
|
BUY
|
- |
18+ 0.09% |
$8.84K - $9.64K
|
19.9K
$10.1M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-69- 0.9% |
$33.9K - $37K
|
7.62K
$3.87M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-172- 2.02% |
$84.5K - $92.1K
|
8.34K
$4.23M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
120+ 1.07% |
$58.9K - $64.3K
|
11.3K
$5.76M
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-927- 4.2% |
$455K - $497K
|
21.1K
$10.7M
|
|
|
Nov 21, 2025
Q3 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
15.7K+ 1.68% |
$7.71M - $8.41M
|
949K
$482M
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.77K+ 1.86% |
$870K - $949K
|
97K
$49.2M
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.13K+ 0.82% |
$1.05M - $1.14M
|
263K
$134M
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-101K- 90.67% |
$49.4M - $53.9M
|
10.4K
$5.26M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-158- 3.48% |
$77.6K - $84.6K
|
4.38K
$2.22M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-6.82M- 74.04% |
$3.35B - $3.65B
|
2.39M
$1.21B
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-70- 0.13% |
$34.4K - $37.5K
|
53.7K
$27.2M
|
|
|
Nov 21, 2025
Q3 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-86- 1.66% |
$42.2K - $46.1K
|
5.1K
$2.59M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
SELL
|
- |
-92- 2.17% |
$45.2K - $49.3K
|
4.15K
$2.11M
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
BUY
|
- |
100+ 2.08% |
$49.1K - $53.6K
|
4.91K
$2.49M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-342K- 4.93% |
$168M - $183M
|
6.6M
$3.35B
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
SELL
|
- |
-17- 0.19% |
$8.35K - $9.11K
|
9.14K
$4.64M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-922- 2.4% |
$453K - $494K
|
37.5K
$19M
|
|
|
Nov 20, 2025
Q3 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
SELL
|
- |
-120- 6.88% |
$58.9K - $64.3K
|
1.62K
$824K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
196+ 1.53% |
$96.3K - $105K
|
13K
$6.62M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-129K- 30.92% |
$63.4M - $69.2M
|
289K
$146M
|
|
|
Nov 20, 2025
Q3 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-28- 0.37% |
$13.8K - $15K
|
7.59K
$3.85M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
73KNew |
$35.9M - $39.1M
|
73K
$37.1M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.82KNew |
$2.37M - $2.58M
|
4.82K
$2.45M
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-63- 0.43% |
$30.9K - $33.7K
|
14.5K
$7.35M
|
|
|
Nov 20, 2025
Q3 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
762+ 2.61% |
$374K - $408K
|
30K
$15.2M
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.11K- 25.55% |
$546K - $596K
|
3.24K
$1.64M
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
247+ 2.89% |
$121K - $132K
|
8.79K
$4.46M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
405+ 1.44% |
$199K - $217K
|
28.5K
$14.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-4.55K- 60.73% |
$2.23M - $2.44M
|
2.94K
$1.49M
|
|