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 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
140+ 2.08% |
$68.8K - $75K
|
6.87K
$3.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
140+ 3.57% |
$68.8K - $75K
|
4.06K
$2.1M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
139+ 0.92% |
$68.3K - $74.5K
|
15.3K
$7.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
138+ 6.97% |
$67.8K - $73.9K
|
2.12K
$1.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
132+ 4.26% |
$64.8K - $70.7K
|
3.23K
$1.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
132+ 1.27% |
$64.8K - $70.7K
|
10.6K
$5.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
131+ 4.73% |
$64.3K - $70.2K
|
2.9K
$1.5M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
130+ 3.84% |
$63.8K - $69.6K
|
3.52K
$1.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
130+ 1.33% |
$63.8K - $69.6K
|
9.92K
$5.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
129+ 1.14% |
$63.4K - $69.1K
|
11.4K
$5.92M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
129+ 24.81% |
$63.4K - $69.1K
|
649
$336K
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
129+ 18.22% |
$63.4K - $69.1K
|
837
$433K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
128+ 2.13% |
$62.9K - $68.6K
|
6.15K
$3.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
128+ 2.02% |
$62.9K - $68.6K
|
6.46K
$3.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
127+ 4.32% |
$62.4K - $68K
|
3.07K
$1.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
125+ 1.31% |
$61.4K - $67K
|
9.64K
$4.99M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
123+ 0.44% |
$60.4K - $65.9K
|
28K
$14.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
123+ 7.43% |
$60.4K - $65.9K
|
1.78K
$921K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
122+ 0.97% |
$59.9K - $65.3K
|
12.8K
$6.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
118+ 5.02% |
$57.9K - $63.2K
|
2.47K
$1.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
118+ 2.44% |
$57.9K - $63.2K
|
4.96K
$2.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
117+ 3.19% |
$57.5K - $62.7K
|
3.78K
$1.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
116+ 0.61% |
$57K - $62.1K
|
19.3K
$9.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
115+ 0.29% |
$56.5K - $61.6K
|
40K
$20.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
114+ 1.25% |
$56K - $61.1K
|
9.2K
$4.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
113+ 0.83% |
$55.5K - $60.5K
|
13.7K
$7.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
112+ 0.91% |
$55K - $60K
|
12.4K
$6.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
110+ 4.31% |
$54K - $58.9K
|
2.66K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
109+ 4.26% |
$53.5K - $58.4K
|
2.67K
$1.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
108+ 3.03% |
$53K - $57.8K
|
3.68K
$1.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
108+ 2.3% |
$53K - $57.8K
|
4.8K
$2.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
108+ 2.53% |
$53K - $57.8K
|
4.38K
$2.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
107+ 0.15% |
$52.5K - $57.3K
|
73.7K
$38.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
107+ 11.51% |
$52.5K - $57.3K
|
1.04K
$537K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
106+ 4.11% |
$52.1K - $56.8K
|
2.68K
$1.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
106+ 0.97% |
$52.1K - $56.8K
|
11K
$5.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
105+ 1.06% |
$51.6K - $56.2K
|
9.98K
$5.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
105+ 7.27% |
$51.6K - $56.2K
|
1.55K
$802K
|
|
|
Oct 01, 2025
Q3 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
101+ 7.59% |
$49.6K - $54.1K
|
1.43K
$741K
|
|
|
Oct 17, 2025
Q3 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
100+ 0.84% |
$49.1K - $53.6K
|
12.1K
$6.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
100+ 18.15% |
$49.1K - $53.6K
|
651
$337K
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
98+ 2.86% |
$48.1K - $52.5K
|
3.52K
$1.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
93+ 0.13% |
$45.7K - $49.8K
|
69.9K
$36.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
91+ 1.4% |
$44.7K - $48.7K
|
6.57K
$3.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
90+ 0.7% |
$44.2K - $48.2K
|
12.9K
$6.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
90+ 5.75% |
$44.2K - $48.2K
|
1.66K
$857K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
90+ 0.52% |
$44.2K - $48.2K
|
17.4K
$8.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
89+ 2.32% |
$43.7K - $47.7K
|
3.92K
$2.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
86+ 3.47% |
$42.2K - $46.1K
|
2.57K
$1.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
86+ 1.0% |
$42.2K - $46.1K
|
8.7K
$4.5M
|