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
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
52+ 71.23% |
$25.5K - $27.9K
|
125
$64.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
52+ 6.77% |
$25.5K - $27.9K
|
820
$424K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
52+ 0.85% |
$25.5K - $27.9K
|
6.17K
$3.19M
|
|
|
Oct 08, 2025
Q3 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
51+ 0.94% |
$25K - $27.3K
|
5.46K
$2.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
50+ 9.98% |
$24.6K - $26.8K
|
551
$285K
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
50+ 2.14% |
$24.6K - $26.8K
|
2.39K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
50+ 1.07% |
$24.6K - $26.8K
|
4.72K
$2.44M
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
49+ 0.96% |
$24.1K - $26.2K
|
5.16K
$2.67M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
48+ 2.13% |
$23.6K - $25.7K
|
2.3K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
48+ 0.2% |
$23.6K - $25.7K
|
24.1K
$12.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
47+ 1.54% |
$23.1K - $25.2K
|
3.1K
$1.61M
|
|
|
Oct 09, 2025
Q3 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
47+ 1.58% |
$23.1K - $25.2K
|
3.02K
$1.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
47+ 0.36% |
$23.1K - $25.2K
|
13.1K
$6.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
47+ 1.66% |
$23.1K - $25.2K
|
2.89K
$1.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
BUY
|
- |
46+ 2.81% |
$22.6K - $24.6K
|
1.69K
$872K
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
45+ 0.43% |
$22.1K - $24.1K
|
10.4K
$5.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
45+ 1.83% |
$22.1K - $24.1K
|
2.51K
$1.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
44+ 0.38% |
$21.6K - $23.6K
|
11.6K
$6.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
44+ 1.05% |
$21.6K - $23.6K
|
4.22K
$2.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
44+ 0.27% |
$21.6K - $23.6K
|
16.2K
$8.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
43+ 0.31% |
$21.1K - $23K
|
14.1K
$7.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
43+ 6.76% |
$21.1K - $23K
|
679
$351K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
42+ 13.33% |
$20.6K - $22.5K
|
357
$185K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.94% |
$20.1K - $22K
|
4.43K
$2.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
41+ 0.42% |
$20.1K - $22K
|
9.77K
$5.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
39+ 0.36% |
$19.2K - $20.9K
|
10.7K
$5.56M
|
|
|
Oct 09, 2025
Q3 2025
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
38+ 0.06% |
$18.7K - $20.4K
|
58.6K
$30.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Albert D Mason Inc
|
BUY
|
- |
38+ 7.21% |
$18.7K - $20.4K
|
565
$292K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
38+ 0.52% |
$18.7K - $20.4K
|
7.32K
$3.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
37+ 1.29% |
$18.2K - $19.8K
|
2.91K
$1.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
37+ 0.09% |
$18.2K - $19.8K
|
41.3K
$21.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
37+ 0.23% |
$18.2K - $19.8K
|
15.9K
$8.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
36+ 1.86% |
$17.7K - $19.3K
|
1.97K
$1.02M
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
BUY
|
- |
35+ 0.39% |
$17.2K - $18.7K
|
9.01K
$4.67M
|
|
|
Oct 15, 2025
Q3 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
35+ 1.09% |
$17.2K - $18.7K
|
3.24K
$1.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
35+ 1.0% |
$17.2K - $18.7K
|
3.53K
$1.83M
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
34+ 1.23% |
$16.7K - $18.2K
|
2.81K
$1.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
33+ 0.18% |
$16.2K - $17.7K
|
18.3K
$9.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
33+ 0.39% |
$16.2K - $17.7K
|
8.41K
$4.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
33+ 1.86% |
$16.2K - $17.7K
|
1.8K
$934K
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
31+ 0.69% |
$15.2K - $16.6K
|
4.54K
$2.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
31+ 1.22% |
$15.2K - $16.6K
|
2.57K
$1.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
31+ 2.71% |
$15.2K - $16.6K
|
1.18K
$609K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
31+ 0.32% |
$15.2K - $16.6K
|
9.67K
$5.01M
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
30+ 0.07% |
$14.7K - $16.1K
|
46.1K
$23.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
30+ 2.35% |
$14.7K - $16.1K
|
1.3K
$675K
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
29+ 3.79% |
$14.2K - $15.5K
|
794
$411K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
28+ 2.05% |
$13.8K - $15K
|
1.39K
$720K
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
28+ 1.17% |
$13.8K - $15K
|
2.41K
$1.25M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
28+ 1.03% |
$13.8K - $15K
|
2.75K
$1.42M
|