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 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
26+ 0.65% |
$12.8K - $13.9K
|
4.04K
$2.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
26+ 0.89% |
$12.8K - $13.9K
|
2.94K
$1.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
24+ 0.57% |
$11.8K - $12.9K
|
4.25K
$2.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
24+ 3.61% |
$11.8K - $12.9K
|
689
$357K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
24+ 0.07% |
$11.8K - $12.9K
|
36K
$18.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Ti Trust, Inc
|
BUY
|
- |
24+ 0.22% |
$11.8K - $12.9K
|
10.9K
$5.63M
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
23+ 0.65% |
$11.3K - $12.3K
|
3.56K
$1.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
23+ 3.15% |
$11.3K - $12.3K
|
753
$390K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
23+ 0.11% |
$11.3K - $12.3K
|
21K
$10.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
22+ 2.65% |
$10.8K - $11.8K
|
853
$442K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.19% |
$10.8K - $11.8K
|
11.7K
$6.05M
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
21+ 0.27% |
$10.3K - $11.2K
|
7.76K
$4.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
21+ 0.52% |
$10.3K - $11.2K
|
4.07K
$2.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
21+ 0.09% |
$10.3K - $11.2K
|
24.3K
$12.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
20+ 0.09% |
$9.82K - $10.7K
|
22.5K
$11.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
19+ 0.63% |
$9.33K - $10.2K
|
3.02K
$1.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
19+ 1.68% |
$9.33K - $10.2K
|
1.15K
$594K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
19+ 2.19% |
$9.33K - $10.2K
|
885
$458K
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
18+ 0.03% |
$8.84K - $9.64K
|
62K
$32.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
16+ 1.24% |
$7.86K - $8.57K
|
1.31K
$678K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
16+ 0.11% |
$7.86K - $8.57K
|
14.7K
$7.59M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
15+ 0.42% |
$7.37K - $8.03K
|
3.61K
$1.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
15+ 0.3% |
$7.37K - $8.03K
|
5K
$2.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
15+ 0.11% |
$7.37K - $8.03K
|
13.6K
$7.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
15+ 0.17% |
$7.37K - $8.03K
|
8.66K
$4.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
15+ 11.9% |
$7.37K - $8.03K
|
141
$73K
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
15+ 0.73% |
$7.37K - $8.03K
|
2.07K
$1.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
14+ 0.08% |
$6.88K - $7.5K
|
17K
$8.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
14+ 2.55% |
$6.88K - $7.5K
|
562
$291K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
14+ 0.73% |
$6.88K - $7.5K
|
1.93K
$996K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
14+ 0.04% |
$6.88K - $7.5K
|
38.4K
$19.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
12+ 0.15% |
$5.89K - $6.43K
|
7.91K
$4.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
12+ 0.63% |
$5.89K - $6.43K
|
1.92K
$991K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
12+ 1.35% |
$5.89K - $6.43K
|
898
$465K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
12+ 0.99% |
$5.89K - $6.43K
|
1.22K
$633K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
12+ 0.31% |
$5.89K - $6.43K
|
3.9K
$2.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
12+ 0.73% |
$5.89K - $6.43K
|
1.65K
$852K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
12+ 0.07% |
$5.89K - $6.43K
|
17.9K
$9.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12+ 0.12% |
$5.89K - $6.43K
|
10.1K
$5.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
11+ 0.17% |
$5.4K - $5.89K
|
6.49K
$3.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
11+ 0.07% |
$5.4K - $5.89K
|
14.7K
$7.63M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 0.0% |
$4.91K - $5.36K
|
398K
$206M
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
10+ 0.13% |
$4.91K - $5.36K
|
7.65K
$3.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.14% |
$4.91K - $5.36K
|
7.13K
$3.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
10+ 0.07% |
$4.91K - $5.36K
|
13.7K
$7.08M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9+ 0.1% |
$4.42K - $4.82K
|
8.97K
$4.64M
|
|
|
Oct 07, 2025
Q3 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
9+ 0.03% |
$4.42K - $4.82K
|
27.7K
$14.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
9+ 0.05% |
$4.42K - $4.82K
|
19K
$9.83M
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
9+ 0.62% |
$4.42K - $4.82K
|
1.47K
$761K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
9+ 0.42% |
$4.42K - $4.82K
|
2.16K
$1.12M
|