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 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
16.2KNew |
$7.95M - $8.67M
|
16.2K
$8.38M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
16.1K+ 1.97% |
$7.9M - $8.62M
|
835K
$432M
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
15.4K+ 73466.67% |
$7.58M - $8.26M
|
15.4K
$8M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
15.1K+ 1.72% |
$7.44M - $8.11M
|
894K
$463M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.8K+ 4.19% |
$7.26M - $7.92M
|
367K
$190M
|
|
|
Oct 09, 2025
Q3 2025
|
Amiral Gestion
Paris, I0 |
BUY
|
- |
14.5K+ 23.29% |
$7.11M - $7.76M
|
76.7K
$39.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
14.2K+ 5.22% |
$6.96M - $7.6M
|
286K
$148M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
14K+ 52.9% |
$6.87M - $7.49M
|
40.4K
$20.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
13.4K+ 27.15% |
$6.58M - $7.17M
|
62.7K
$32.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
12.2K+ 8.42% |
$5.97M - $6.51M
|
156K
$81M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.8K+ 19.93% |
$5.79M - $6.32M
|
71K
$36.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
11.8K+ 4.31% |
$5.78M - $6.3M
|
285K
$148M
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
11.7K+ 40.77% |
$5.75M - $6.27M
|
40.4K
$20.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 65.08% |
$5.65M - $6.16M
|
29.2K
$15.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
11.2K+ 81.92% |
$5.5M - $6M
|
24.9K
$12.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Nat West Group PLC
|
BUY
|
- |
11.2K+ 25.54% |
$5.49M - $5.99M
|
54.9K
$28.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11K+ 47.11% |
$5.42M - $5.92M
|
34.5K
$17.9M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.6K+ 6.84% |
$5.23M - $5.7M
|
166K
$86M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
10.5K+ 536.37% |
$5.18M - $5.65M
|
12.5K
$6.48M
|
|
|
Oct 07, 2025
Q3 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
10.2K+ 652.52% |
$5.02M - $5.47M
|
11.8K
$6.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.2K+ 27.65% |
$4.99M - $5.45M
|
46.9K
$24.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
10.2K+ 25.42% |
$4.99M - $5.44M
|
50.1K
$25.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
10K+ 21.58% |
$4.91M - $5.36M
|
56.4K
$29.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.62K+ 3.64% |
$4.72M - $5.15M
|
274K
$142M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.46K+ 11.64% |
$4.64M - $5.06M
|
90.7K
$46.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
9.22KNew |
$4.53M - $4.94M
|
9.22K
$4.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
9.15K+ 2.75% |
$4.49M - $4.9M
|
341K
$177M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
9.14K+ 4.05% |
$4.49M - $4.89M
|
235K
$122M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.89K+ 14.73% |
$4.37M - $4.76M
|
69.3K
$35.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
8.58K+ 7.62% |
$4.21M - $4.59M
|
121K
$62.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.57K+ 5.37% |
$4.21M - $4.59M
|
168K
$87M
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
BUY
|
- |
8.35K+ 103.81% |
$4.1M - $4.47M
|
16.4K
$8.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
8.26K+ 1.39% |
$4.06M - $4.42M
|
603K
$312M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.15K+ 5.16% |
$4M - $4.37M
|
166K
$85.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8.12K+ 89.17% |
$3.99M - $4.35M
|
17.2K
$8.92M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
8.09K+ 189.19% |
$3.97M - $4.33M
|
12.4K
$6.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
8.06K+ 16.68% |
$3.96M - $4.32M
|
56.4K
$29.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
7.99K+ 3.34% |
$3.93M - $4.28M
|
247K
$128M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.98K+ 0.38% |
$3.92M - $4.28M
|
2.13M
$1.1B
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
7.98K+ 7.62% |
$3.92M - $4.27M
|
113K
$58.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.59K+ 4.12% |
$3.73M - $4.06M
|
192K
$99.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
7.45KNew |
$3.66M - $3.99M
|
7.45K
$3.86M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.32K+ 3.54% |
$3.59M - $3.92M
|
214K
$111M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.76K+ 4.04% |
$3.32M - $3.62M
|
174K
$90.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.38K+ 27.79% |
$3.13M - $3.42M
|
29.3K
$15.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
6.28K+ 1379.78% |
$3.08M - $3.36M
|
6.73K
$3.49M
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
6.17K+ 40.32% |
$3.03M - $3.3M
|
21.5K
$11.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
6.14KNew |
$3.01M - $3.29M
|
6.14K
$3.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
6.1K+ 15.62% |
$2.99M - $3.27M
|
45.1K
$23.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
6.09K+ 9.18% |
$2.99M - $3.26M
|
72.4K
$37.5M
|