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
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
2.65K+ 20.27% |
$1.3M - $1.42M
|
15.7K
$8.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.61K+ 8.01% |
$1.28M - $1.4M
|
35.2K
$18.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.55K+ 39.48% |
$1.25M - $1.37M
|
9.01K
$4.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.54K+ 30.2% |
$1.25M - $1.36M
|
10.9K
$5.66M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.49K+ 3.47% |
$1.22M - $1.34M
|
74.4K
$38.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
2.49K+ 84.04% |
$1.22M - $1.33M
|
5.44K
$2.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.44K+ 1.07% |
$1.2M - $1.3M
|
230K
$119M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.41K+ 26.45% |
$1.18M - $1.29M
|
11.5K
$5.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.39K+ 7.45% |
$1.18M - $1.28M
|
34.5K
$17.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.39K+ 7.87% |
$1.17M - $1.28M
|
32.8K
$17M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.39K+ 34.13% |
$1.17M - $1.28M
|
9.39K
$4.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
BUY
|
- |
2.31K+ 1.03% |
$1.14M - $1.24M
|
227K
$117M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.3K+ 5.73% |
$1.13M - $1.23M
|
42.4K
$21.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.25K+ 13.96% |
$1.1M - $1.2M
|
18.3K
$9.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.21K+ 5.22% |
$1.09M - $1.18M
|
44.6K
$23.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.2K+ 10.11% |
$1.08M - $1.18M
|
24K
$12.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.15K+ 7.29% |
$1.05M - $1.15M
|
31.6K
$16.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
2.15K+ 1.19% |
$1.05M - $1.15M
|
182K
$94.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2.1K+ 14.48% |
$1.03M - $1.12M
|
16.6K
$8.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.1K+ 7.14% |
$1.03M - $1.12M
|
31.4K
$16.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
2.08K+ 1.01% |
$1.02M - $1.11M
|
207K
$107M
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
2.07K+ 33.21% |
$1.02M - $1.11M
|
8.32K
$4.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.05K+ 3.56% |
$1.01M - $1.1M
|
59.7K
$30.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
2.04K+ 3.49% |
$1M - $1.09M
|
60.4K
$31.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
2.03K+ 35.45% |
$997K - $1.09M
|
7.76K
$4.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
2.01K+ 2.89% |
$986K - $1.08M
|
71.5K
$37M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2K+ 13.98% |
$980K - $1.07M
|
16.3K
$8.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.99K+ 46.5% |
$979K - $1.07M
|
6.28K
$3.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
1.96K+ 8.37% |
$964K - $1.05M
|
25.4K
$13.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.91K+ 2.63% |
$939K - $1.02M
|
74.7K
$38.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.88K+ 25.33% |
$925K - $1.01M
|
9.32K
$4.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.87K+ 9.45% |
$917K - $1M
|
21.6K
$11.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
1.85K+ 15.94% |
$909K - $992K
|
13.5K
$6.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.85K+ 8.12% |
$909K - $991K
|
24.6K
$12.8M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 17.79% |
$887K - $968K
|
12K
$6.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.81K+ 10.73% |
$887K - $967K
|
18.6K
$9.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.81K+ 9.02% |
$886K - $967K
|
21.8K
$11.3M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.79K+ 5.54% |
$878K - $958K
|
34.1K
$17.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.77K+ 2.55% |
$870K - $949K
|
71.2K
$36.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.73K+ 1.5% |
$851K - $928K
|
117K
$60.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.73K+ 2.5% |
$849K - $926K
|
70.9K
$36.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.72K+ 9.48% |
$844K - $920K
|
19.8K
$10.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.71K+ 2.23% |
$839K - $915K
|
78.4K
$40.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.69K+ 20.37% |
$831K - $907K
|
10K
$5.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
1.68K+ 0.77% |
$826K - $901K
|
220K
$114M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.67K+ 1.3% |
$820K - $895K
|
130K
$67.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.65K+ 5.03% |
$810K - $883K
|
34.4K
$17.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.65K+ 6.91% |
$809K - $883K
|
25.5K
$13.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
1.63K+ 16.29% |
$802K - $875K
|
11.7K
$6.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
1.6K+ 5.47% |
$787K - $859K
|
30.9K
$16M
|