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 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
197+ 0.48% |
$96.7K - $106K
|
40.9K
$21.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
197+ 6.31% |
$96.7K - $106K
|
3.32K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
196+ 9.8% |
$96.3K - $105K
|
2.2K
$1.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
195+ 2.31% |
$95.8K - $104K
|
8.63K
$4.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
195+ 1.31% |
$95.8K - $104K
|
15.1K
$7.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
193+ 1.15% |
$94.8K - $103K
|
16.9K
$8.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
192+ 7.83% |
$94.3K - $103K
|
2.64K
$1.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
192+ 27.12% |
$94.3K - $103K
|
900
$466K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
190+ 11.53% |
$93.3K - $102K
|
1.84K
$951K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
187+ 3.55% |
$91.8K - $100K
|
5.46K
$2.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
187+ 2.01% |
$91.8K - $100K
|
9.5K
$4.92M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
186+ 0.68% |
$91.3K - $99.6K
|
27.4K
$14.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
185+ 4.62% |
$90.9K - $99.1K
|
4.19K
$2.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
183+ 10.46% |
$89.9K - $98K
|
1.93K
$1M
|
|
|
Oct 14, 2025
Q3 2025
|
Shikiar Asset Management Inc
|
BUY
|
- |
182+ 0.54% |
$89.4K - $97.5K
|
33.6K
$17.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
181+ 1.21% |
$88.9K - $97K
|
15.1K
$7.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
179+ 8.65% |
$87.9K - $95.9K
|
2.25K
$1.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
177+ 0.95% |
$86.9K - $94.8K
|
18.8K
$9.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
177+ 9.7% |
$86.9K - $94.8K
|
2K
$1.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
174+ 2.93% |
$85.4K - $93.2K
|
6.11K
$3.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
172+ 2.43% |
$84.5K - $92.1K
|
7.25K
$3.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
171+ 1.83% |
$84K - $91.6K
|
9.5K
$4.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
168+ 3.56% |
$82.5K - $90K
|
4.88K
$2.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
168+ 2.55% |
$82.5K - $90K
|
6.75K
$3.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
166+ 16.07% |
$81.5K - $88.9K
|
1.2K
$621K
|
|
|
Oct 23, 2025
Q3 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
164+ 1.27% |
$80.5K - $87.8K
|
13.1K
$6.79M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
163+ 5.79% |
$80K - $87.3K
|
2.98K
$1.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
163+ 3.6% |
$80K - $87.3K
|
4.69K
$2.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
162+ 1.89% |
$79.6K - $86.8K
|
8.74K
$4.53M
|
|
|
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 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
155+ 0.79% |
$76.1K - $83K
|
19.7K
$10.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
154+ 8.87% |
$75.6K - $82.5K
|
1.89K
$978K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
153+ 2.77% |
$75.1K - $82K
|
5.68K
$2.94M
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
153+ 5.23% |
$75.1K - $82K
|
3.08K
$1.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
151+ 0.07% |
$74.2K - $80.9K
|
203K
$105M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
149+ 3.6% |
$73.2K - $79.8K
|
4.29K
$2.22M
|
|
|
Oct 07, 2025
Q3 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
148+ 0.5% |
$72.7K - $79.3K
|
29.8K
$15.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
147+ 0.82% |
$72.2K - $78.7K
|
18.1K
$9.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
147+ 0.81% |
$72.2K - $78.7K
|
18.3K
$9.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
147+ 2.7% |
$72.2K - $78.7K
|
5.6K
$2.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
146+ 2.43% |
$71.7K - $78.2K
|
6.16K
$3.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
146+ 0.59% |
$71.7K - $78.2K
|
24.9K
$12.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
145+ 2.28% |
$71.2K - $77.7K
|
6.51K
$3.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Asset Planning Services Inc
|
BUY
|
- |
145+ 0.3% |
$71.2K - $77.7K
|
48.7K
$25.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
145+ 0.31% |
$71.2K - $77.7K
|
47.1K
$24.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
144+ 6.27% |
$70.7K - $77.1K
|
2.44K
$1.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
144+ 0.52% |
$70.7K - $77.1K
|
28.1K
$14.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
143+ 4.68% |
$70.2K - $76.6K
|
3.2K
$1.66M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
141+ 1.2% |
$69.2K - $75.5K
|
11.9K
$6.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
141+ 1.5% |
$69.2K - $75.5K
|
9.56K
$4.95M
|