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 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1+ 0.01% |
$491 - $536
|
6.77K
$3.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Pacific Wealth Management
|
BUY
|
- |
1+ 0.11% |
$491 - $536
|
949
$491K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$491 - $536
|
21.7K
$11.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1+ 0.17% |
$491 - $536
|
583
$302K
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$491 - $536
|
807
$418K
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
1+ 0.07% |
$491 - $536
|
1.52K
$787K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.02% |
$491 - $536
|
5.01K
$2.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
1+ 0.1% |
$491 - $536
|
966
$500K
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1- 0.1% |
$491 - $536
|
1.03K
$533K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-1- 0.05% |
$491 - $536
|
2.16K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1- 0.01% |
$491 - $536
|
17.2K
$8.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1- 0.03% |
$491 - $536
|
3.13K
$1.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1- 0.18% |
$491 - $536
|
551
$285K
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-2- 0.05% |
$982 - $1.07K
|
4.01K
$2.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-2- 0.1% |
$982 - $1.07K
|
2K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-3- 0.08% |
$1.47K - $1.61K
|
3.83K
$1.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-3- 0.01% |
$1.47K - $1.61K
|
22K
$11.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-3- 0.14% |
$1.47K - $1.61K
|
2.19K
$1.14M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-3- 0.04% |
$1.47K - $1.61K
|
7.26K
$3.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3- 0.18% |
$1.47K - $1.61K
|
1.64K
$851K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-4- 0.26% |
$1.96K - $2.14K
|
1.53K
$793K
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-4- 0.03% |
$1.96K - $2.14K
|
12.2K
$6.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-4- -0.0% |
$1.96K - $2.14K
|
95.7K
$49.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-4- 0.03% |
$1.96K - $2.14K
|
15.9K
$8.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-5- 0.35% |
$2.46K - $2.68K
|
1.43K
$738K
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-5- 0.24% |
$2.46K - $2.68K
|
2.07K
$1.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-5- 0.18% |
$2.46K - $2.68K
|
2.7K
$1.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-6- 0.12% |
$2.95K - $3.21K
|
4.9K
$2.54M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-6- 0.1% |
$2.95K - $3.21K
|
6.3K
$3.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6- 0.33% |
$2.95K - $3.21K
|
1.82K
$944K
|
|
|
Oct 23, 2025
Q3 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-6- 1.15% |
$2.95K - $3.21K
|
516
$267K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-7- 0.05% |
$3.44K - $3.75K
|
13.5K
$6.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-7- 0.35% |
$3.44K - $3.75K
|
2K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-7- 0.07% |
$3.44K - $3.75K
|
10.2K
$5.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-7- 0.18% |
$3.44K - $3.75K
|
3.91K
$2.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-7- 0.36% |
$3.44K - $3.75K
|
1.92K
$995K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-8- 0.06% |
$3.93K - $4.29K
|
13.5K
$6.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-8- 0.25% |
$3.93K - $4.29K
|
3.18K
$1.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-8- 0.52% |
$3.93K - $4.29K
|
1.53K
$793K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-8- 0.07% |
$3.93K - $4.29K
|
10.8K
$5.57M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-9- 0.18% |
$4.42K - $4.82K
|
4.86K
$2.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-9- 0.06% |
$4.42K - $4.82K
|
16K
$8.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-9- 0.48% |
$4.42K - $4.82K
|
1.89K
$976K
|
|
|
Oct 24, 2025
Q3 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-9- 0.34% |
$4.42K - $4.82K
|
2.66K
$1.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-10- 0.04% |
$4.91K - $5.36K
|
24.7K
$12.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-10- 0.61% |
$4.91K - $5.36K
|
1.64K
$846K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-10- 0.69% |
$4.91K - $5.36K
|
1.44K
$745K
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
SELL
|
- |
-10- 1.41% |
$4.91K - $5.36K
|
701
$363K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-10- 0.01% |
$4.91K - $5.36K
|
74.1K
$38.4M
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-10- 0.66% |
$4.91K - $5.36K
|
1.5K
$776K
|