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 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
1.6K+ 176.57% |
$785K - $856K
|
2.5K
$1.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
1.6K+ 0.48% |
$784K - $855K
|
334K
$173M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.59K+ 12.21% |
$781K - $852K
|
14.6K
$7.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.57K+ 5.96% |
$771K - $841K
|
27.9K
$14.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.53K+ 4.31% |
$753K - $821K
|
37.1K
$19.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.51K+ 7.27% |
$742K - $809K
|
22.3K
$11.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.5K+ 44.85% |
$734K - $801K
|
4.83K
$2.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.49KNew |
$730K - $796K
|
1.49K
$770K
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.43K+ 30.04% |
$701K - $765K
|
6.18K
$3.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.41K+ 8.55% |
$693K - $756K
|
17.9K
$9.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.4K+ 2.05% |
$687K - $749K
|
69.5K
$36M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.38K+ 9.74% |
$677K - $738K
|
15.5K
$8.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.37K+ 66.39% |
$674K - $735K
|
3.44K
$1.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.37K+ 3.12% |
$671K - $732K
|
45.2K
$23.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.36K+ 8.73% |
$668K - $728K
|
16.9K
$8.77M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.35K+ 1.02% |
$661K - $720K
|
134K
$69.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.33K+ 0.87% |
$651K - $710K
|
154K
$79.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
1.31K+ 40.3% |
$642K - $700K
|
4.55K
$2.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
1.29K+ 3.4% |
$635K - $693K
|
39.3K
$20.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
1.29K+ 0.13% |
$634K - $691K
|
1.02M
$527M
|
|
|
Oct 23, 2025
Q3 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
1.29K+ 11.94% |
$631K - $688K
|
12K
$6.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.28K+ 2.15% |
$630K - $687K
|
61K
$31.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.26K+ 45.12% |
$620K - $676K
|
4.06K
$2.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.26K+ 4.6% |
$618K - $674K
|
28.6K
$14.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.25K+ 3.62% |
$613K - $669K
|
35.8K
$18.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.22K+ 35.05% |
$597K - $651K
|
4.69K
$2.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.2K+ 2.5% |
$591K - $644K
|
49.3K
$25.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.2K+ 6.64% |
$590K - $643K
|
19.3K
$9.98M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.19K+ 14.1% |
$585K - $638K
|
9.65K
$4.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.18K+ 3.34% |
$580K - $633K
|
36.5K
$18.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.17K+ 29.85% |
$573K - $625K
|
5.08K
$2.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.16K+ 15.59% |
$571K - $622K
|
8.61K
$4.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.16K+ 2.96% |
$569K - $621K
|
40.3K
$20.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.14K+ 12.05% |
$558K - $609K
|
10.6K
$5.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.13K+ 29.87% |
$553K - $603K
|
4.9K
$2.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
1.13K+ 4.44% |
$553K - $603K
|
26.5K
$13.7M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
1.12K+ 0.56% |
$549K - $599K
|
200K
$104M
|
|
|
Oct 23, 2025
Q3 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 2.35% |
$548K - $598K
|
48.5K
$25.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
1.12K+ 3.79% |
$548K - $598K
|
30.6K
$15.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.1K+ 6.28% |
$542K - $591K
|
18.7K
$9.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.1K+ 43.04% |
$540K - $589K
|
3.66K
$1.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.1K+ 0.39% |
$539K - $588K
|
284K
$147M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.07K+ 1.25% |
$524K - $572K
|
86.3K
$44.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.07K+ 5.2% |
$523K - $570K
|
21.5K
$11.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
1.06K+ 35.02% |
$520K - $567K
|
4.08K
$2.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.05K+ 1.65% |
$518K - $565K
|
65.1K
$33.7M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
1.04K+ 12.77% |
$513K - $559K
|
9.22K
$4.77M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.04K+ 15.53% |
$509K - $555K
|
7.72K
$3.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.01K+ 1.82% |
$495K - $540K
|
56.4K
$29.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
1K+ 21.0% |
$491K - $536K
|
5.76K
$2.98M
|