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 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
996+ 4.96% |
$489K - $533K
|
21.1K
$10.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
991+ 7.41% |
$487K - $531K
|
14.4K
$7.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
990+ 2.51% |
$486K - $530K
|
40.4K
$20.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
983+ 1.42% |
$483K - $527K
|
70.3K
$36.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
967+ 8.0% |
$475K - $518K
|
13.1K
$6.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Constellation Investimentos E Participacoes Ltda
|
BUY
|
- |
956New |
$469K - $512K
|
956
$495K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
948+ 5.05% |
$466K - $508K
|
19.7K
$10.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
944+ 7.73% |
$464K - $506K
|
13.2K
$6.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
941New |
$462K - $504K
|
941
$487K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
940+ 1.52% |
$462K - $504K
|
62.8K
$32.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
934+ 6.38% |
$459K - $500K
|
15.6K
$8.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
922+ 2.15% |
$453K - $494K
|
43.8K
$22.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
918+ 71.55% |
$451K - $492K
|
2.2K
$1.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
909+ 2.81% |
$446K - $487K
|
33.2K
$17.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
899+ 3.56% |
$441K - $482K
|
26.2K
$13.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
895+ 5.83% |
$440K - $479K
|
16.2K
$8.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
893+ 11.33% |
$439K - $478K
|
8.78K
$4.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
882New |
$433K - $472K
|
882
$457K
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
880+ 0.46% |
$432K - $471K
|
193K
$99.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
876+ 1.8% |
$430K - $469K
|
49.6K
$25.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
867+ 3.6% |
$426K - $464K
|
24.9K
$12.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
858+ 4.43% |
$421K - $460K
|
20.2K
$10.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
857+ 11.84% |
$421K - $459K
|
8.09K
$4.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
844+ 11.34% |
$414K - $452K
|
8.29K
$4.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
843+ 1.52% |
$414K - $452K
|
56.3K
$29.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
843+ 31.05% |
$414K - $452K
|
3.56K
$1.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
827+ 8.34% |
$406K - $443K
|
10.7K
$5.56M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
817+ 12.64% |
$401K - $438K
|
7.28K
$3.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
814+ 3.3% |
$400K - $436K
|
25.5K
$13.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
809+ 0.54% |
$397K - $433K
|
151K
$78.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
807+ 3.64% |
$396K - $432K
|
23K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
803+ 9.47% |
$394K - $430K
|
9.28K
$4.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
793+ 2.29% |
$389K - $425K
|
35.4K
$18.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
790+ 13.92% |
$388K - $423K
|
6.47K
$3.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
784New |
$385K - $420K
|
784
$406K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
776+ 63.45% |
$381K - $416K
|
2K
$1.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Spence Asset Management
|
BUY
|
- |
774+ 1.31% |
$380K - $415K
|
60K
$31M
|
|
|
Oct 20, 2025
Q3 2025
|
Tikehau Investment Management
Paris, I0 |
BUY
|
- |
769+ 4.13% |
$378K - $412K
|
19.4K
$10M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
769+ 13.76% |
$378K - $412K
|
6.36K
$3.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
766+ 3.07% |
$376K - $410K
|
25.7K
$13.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
763+ 4.03% |
$375K - $409K
|
19.7K
$10.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
762+ 5.08% |
$374K - $408K
|
15.7K
$8.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
758+ 7.52% |
$372K - $406K
|
10.8K
$5.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
755+ 11.86% |
$371K - $404K
|
7.12K
$3.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
754+ 37.98% |
$370K - $404K
|
2.74K
$1.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
749+ 16.69% |
$368K - $401K
|
5.24K
$2.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
747+ 1.95% |
$367K - $400K
|
39K
$20.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
743+ 1.14% |
$365K - $398K
|
65.9K
$34.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
742+ 4.03% |
$364K - $397K
|
19.2K
$9.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
739+ 1.54% |
$363K - $396K
|
48.6K
$25.2M
|