Purchases and Sales Made in Q3 2025 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q3 2025. The information is specifically focused on institutions that hold shares of MICROSOFT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
269+ 3.18% |
$132K - $144K
|
8.72K
$4.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
268+ 0.18% |
$132K - $144K
|
151K
$78.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
266+ 7.4% |
$131K - $142K
|
3.86K
$2M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
265+ 0.35% |
$130K - $142K
|
76.5K
$39.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
264+ 6.31% |
$130K - $141K
|
4.45K
$2.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
262+ 8.19% |
$129K - $140K
|
3.46K
$1.79M
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
261+ 0.47% |
$128K - $140K
|
55.7K
$28.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
260+ 0.34% |
$128K - $139K
|
76K
$39.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
260+ 6.54% |
$128K - $139K
|
4.23K
$2.19M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
257+ 1.86% |
$126K - $138K
|
14.1K
$7.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
257+ 2.78% |
$126K - $138K
|
9.5K
$4.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
255+ 0.84% |
$125K - $137K
|
30.5K
$15.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
249+ 3.97% |
$122K - $133K
|
6.51K
$3.37M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
247+ 1.48% |
$121K - $132K
|
16.9K
$8.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
245+ 4.23% |
$120K - $131K
|
6.04K
$3.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
243+ 2.79% |
$119K - $130K
|
8.95K
$4.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
243+ 0.2% |
$119K - $130K
|
124K
$64.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
243+ 9.47% |
$119K - $130K
|
2.81K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
239+ 1.71% |
$117K - $128K
|
14.2K
$7.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
239+ 0.67% |
$117K - $128K
|
36K
$18.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
238+ 23.8% |
$117K - $127K
|
1.24K
$641K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
237+ 0.96% |
$116K - $127K
|
24.9K
$12.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
233+ 8.81% |
$114K - $125K
|
2.88K
$1.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
233+ 3.28% |
$114K - $125K
|
7.34K
$3.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
233+ 2.84% |
$114K - $125K
|
8.45K
$4.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
230+ 2.49% |
$113K - $123K
|
9.47K
$4.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
227+ 0.28% |
$111K - $122K
|
80K
$41.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
227+ 2.17% |
$111K - $122K
|
10.7K
$5.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
225+ 8.57% |
$110K - $121K
|
2.85K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
221+ 1.81% |
$109K - $118K
|
12.4K
$6.42M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
220+ 0.98% |
$108K - $118K
|
22.6K
$11.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
220+ 3.37% |
$108K - $118K
|
6.75K
$3.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
219+ 1.49% |
$108K - $117K
|
15K
$7.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
219+ 7.8% |
$108K - $117K
|
3.03K
$1.57M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
213+ 4.92% |
$105K - $114K
|
4.54K
$2.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
212+ 9.98% |
$104K - $114K
|
2.34K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
212+ 0.85% |
$104K - $114K
|
25.1K
$13M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
211+ 2.6% |
$104K - $113K
|
8.32K
$4.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
210+ 6.76% |
$103K - $112K
|
3.32K
$1.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
210+ 1.16% |
$103K - $112K
|
18.4K
$9.51M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
209+ 1.31% |
$103K - $112K
|
16.1K
$8.36M
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
206+ 4.57% |
$101K - $110K
|
4.71K
$2.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
206+ 4.07% |
$101K - $110K
|
5.26K
$2.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
205+ 10.98% |
$101K - $110K
|
2.07K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
205+ 4.44% |
$101K - $110K
|
4.82K
$2.49M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
202+ 1.87% |
$99.2K - $108K
|
11K
$5.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
201+ 4.03% |
$98.7K - $108K
|
5.19K
$2.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
201+ 1.47% |
$98.7K - $108K
|
13.9K
$7.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
200+ 6.17% |
$98.2K - $107K
|
3.44K
$1.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
200+ 0.95% |
$98.2K - $107K
|
21.1K
$10.9M
|