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 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
8+ 1.42% |
$3.93K - $4.29K
|
571
$296K
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
BUY
|
- |
8+ 1.63% |
$3.93K - $4.29K
|
498
$258K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.3% |
$3.93K - $4.29K
|
2.69K
$1.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.34% |
$3.93K - $4.29K
|
2.33K
$1.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
8+ 0.11% |
$3.93K - $4.29K
|
7.46K
$3.86M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
7+ 0.06% |
$3.44K - $3.75K
|
11.4K
$5.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
7+ 1.13% |
$3.44K - $3.75K
|
629
$326K
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
7+ 0.28% |
$3.44K - $3.75K
|
2.48K
$1.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
7+ 0.67% |
$3.44K - $3.75K
|
1.05K
$543K
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
7+ 1.63% |
$3.44K - $3.75K
|
437
$226K
|
|
|
Oct 23, 2025
Q3 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
7+ 0.1% |
$3.44K - $3.75K
|
6.82K
$3.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 3.17% |
$2.95K - $3.21K
|
195
$101K
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 0.07% |
$2.95K - $3.21K
|
8.39K
$4.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6+ 0.19% |
$2.95K - $3.21K
|
3.16K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
6+ 0.05% |
$2.95K - $3.21K
|
13.2K
$6.81M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
5+ 0.04% |
$2.46K - $2.68K
|
11.4K
$5.9M
|
|
|
Oct 02, 2025
Q3 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
5+ 0.03% |
$2.46K - $2.68K
|
15.4K
$7.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 0.12% |
$2.46K - $2.68K
|
4.08K
$2.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
5+ 1.25% |
$2.46K - $2.68K
|
406
$210K
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
5+ 0.11% |
$2.46K - $2.68K
|
4.44K
$2.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
5+ 0.02% |
$2.46K - $2.68K
|
27.2K
$14.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Kearns & Associates LLC
|
BUY
|
- |
5+ 0.12% |
$2.46K - $2.68K
|
4.31K
$2.23M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4+ 0.41% |
$1.96K - $2.14K
|
984
$509K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4+ 0.17% |
$1.96K - $2.14K
|
2.3K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4+ 0.04% |
$1.96K - $2.14K
|
9.11K
$4.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.18% |
$1.47K - $1.61K
|
1.7K
$882K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
3+ 0.06% |
$1.47K - $1.61K
|
4.65K
$2.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3+ 0.61% |
$1.47K - $1.61K
|
496
$257K
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
3+ 0.12% |
$1.47K - $1.61K
|
2.51K
$1.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3+ 0.08% |
$1.47K - $1.61K
|
3.6K
$1.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3+ 0.16% |
$1.47K - $1.61K
|
1.93K
$998K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3+ 0.06% |
$1.47K - $1.61K
|
4.78K
$2.47M
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
BUY
|
- |
2+ 0.03% |
$982 - $1.07K
|
6.25K
$3.24M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2+ 0.08% |
$982 - $1.07K
|
2.63K
$1.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$982 - $1.07K
|
5.03K
$2.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2+ 0.09% |
$982 - $1.07K
|
2.23K
$1.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
2+ 0.04% |
$982 - $1.07K
|
4.76K
$2.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
2+ 0.07% |
$982 - $1.07K
|
2.78K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2+ 0.03% |
$982 - $1.07K
|
6.41K
$3.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2+ 0.3% |
$982 - $1.07K
|
663
$343K
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2+ 0.13% |
$982 - $1.07K
|
1.53K
$792K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
2+ 0.04% |
$982 - $1.07K
|
5.55K
$2.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1+ 0.03% |
$491 - $536
|
3.48K
$1.8M
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
1+ 0.03% |
$491 - $536
|
3.42K
$1.77M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
1+ 0.07% |
$491 - $536
|
1.34K
$692K
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1+ 0.05% |
$491 - $536
|
1.83K
$945K
|
|
|
Oct 08, 2025
Q3 2025
|
Vista Finance, LLC
|
BUY
|
- |
1+ 0.1% |
$491 - $536
|
996
$516K
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.07% |
$491 - $536
|
1.4K
$726K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$491 - $536
|
8.44K
$4.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1+ 0.05% |
$491 - $536
|
2K
$1.03M
|