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 03, 2025
Q3 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
85+ 10.06% |
$41.7K - $45.5K
|
930
$481K
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
85+ 1.04% |
$41.7K - $45.5K
|
8.27K
$4.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
85+ 11.77% |
$41.7K - $45.5K
|
807
$418K
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
84+ 2.04% |
$41.3K - $45K
|
4.19K
$2.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
83+ 0.76% |
$40.8K - $44.5K
|
11.1K
$5.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
83+ 5.75% |
$40.8K - $44.5K
|
1.53K
$790K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
82+ 0.38% |
$40.3K - $43.9K
|
21.4K
$11.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
81+ 1.51% |
$39.8K - $43.4K
|
5.46K
$2.82M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
80+ 1.75% |
$39.3K - $42.9K
|
4.65K
$2.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Jvl Associates LLC
|
BUY
|
- |
79+ 1.91% |
$38.8K - $42.3K
|
4.22K
$2.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
76+ 0.03% |
$37.3K - $40.7K
|
223K
$115M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
76+ 1.22% |
$37.3K - $40.7K
|
6.32K
$3.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
74New |
$36.3K - $39.6K
|
74
$38.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
73+ 0.31% |
$35.8K - $39.1K
|
23.3K
$12.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
72+ 3.15% |
$35.4K - $38.6K
|
2.36K
$1.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
71+ 0.25% |
$34.9K - $38K
|
28.5K
$14.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
71+ 1.69% |
$34.9K - $38K
|
4.27K
$2.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
69+ 5.96% |
$33.9K - $37K
|
1.23K
$635K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
69+ 0.27% |
$33.9K - $37K
|
26K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
69+ 0.6% |
$33.9K - $37K
|
11.6K
$6.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
69+ 1.44% |
$33.9K - $37K
|
4.87K
$2.52M
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
67+ 1.7% |
$32.9K - $35.9K
|
4K
$2.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
67+ 1.27% |
$32.9K - $35.9K
|
5.35K
$2.77M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
66+ 2.24% |
$32.4K - $35.4K
|
3.02K
$1.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
66+ 1.25% |
$32.4K - $35.4K
|
5.36K
$2.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
65+ 0.46% |
$31.9K - $34.8K
|
14.2K
$7.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
65+ 1.07% |
$31.9K - $34.8K
|
6.15K
$3.19M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
63+ 0.31% |
$30.9K - $33.7K
|
20.6K
$10.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
63+ 0.59% |
$30.9K - $33.7K
|
10.8K
$5.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
63+ 2.09% |
$30.9K - $33.7K
|
3.08K
$1.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
62+ 1.2% |
$30.4K - $33.2K
|
5.21K
$2.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
62+ 0.54% |
$30.4K - $33.2K
|
11.6K
$6.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
62+ 2.5% |
$30.4K - $33.2K
|
2.54K
$1.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
62+ 2.32% |
$30.4K - $33.2K
|
2.73K
$1.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
61+ 0.51% |
$30K - $32.7K
|
12.1K
$6.28M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
BUY
|
- |
60+ 0.81% |
$29.5K - $32.1K
|
7.45K
$3.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
59+ 3.53% |
$29K - $31.6K
|
1.73K
$896K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
59+ 0.79% |
$29K - $31.6K
|
7.52K
$3.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
59+ 1.23% |
$29K - $31.6K
|
4.86K
$2.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
58+ 0.09% |
$28.5K - $31.1K
|
67.5K
$34.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
58+ 0.12% |
$28.5K - $31.1K
|
49.4K
$25.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
57+ 0.6% |
$28K - $30.5K
|
9.61K
$4.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
56+ 3.77% |
$27.5K - $30K
|
1.54K
$797K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
56+ 0.36% |
$27.5K - $30K
|
15.8K
$8.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
56+ 1.64% |
$27.5K - $30K
|
3.47K
$1.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
55+ 1.54% |
$27K - $29.5K
|
3.64K
$1.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
54+ 1.02% |
$26.5K - $28.9K
|
5.35K
$2.77M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
52+ 0.39% |
$25.5K - $27.9K
|
13.3K
$6.9M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
52+ 0.19% |
$25.5K - $27.9K
|
27.6K
$14.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
52+ 3.69% |
$25.5K - $27.9K
|
1.46K
$756K
|