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
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
718+ 0.87% |
$353K - $385K
|
83K
$43M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
705+ 14.17% |
$346K - $378K
|
5.68K
$2.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
697+ 19.13% |
$342K - $373K
|
4.34K
$2.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
696+ 3.53% |
$342K - $373K
|
20.4K
$10.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
695+ 28.4% |
$341K - $372K
|
3.14K
$1.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
693+ 6.4% |
$340K - $371K
|
11.5K
$5.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
693+ 19.3% |
$340K - $371K
|
4.28K
$2.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
689+ 14.29% |
$338K - $369K
|
5.51K
$2.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
685+ 22.98% |
$336K - $367K
|
3.67K
$1.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
684+ 4.39% |
$336K - $366K
|
16.3K
$8.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
677+ 9.83% |
$332K - $363K
|
7.57K
$3.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
672+ 0.9% |
$330K - $360K
|
75.3K
$39M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
669+ 0.38% |
$329K - $358K
|
177K
$91.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
650+ 1.36% |
$319K - $348K
|
48.6K
$25.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
639+ 4.81% |
$314K - $342K
|
13.9K
$7.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
633+ 3.12% |
$311K - $339K
|
20.9K
$10.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
632+ 1.03% |
$310K - $339K
|
62K
$32.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
627+ 1.96% |
$308K - $336K
|
32.7K
$16.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
626+ 2.63% |
$307K - $335K
|
24.4K
$12.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
624+ 9.78% |
$306K - $334K
|
7.01K
$3.63M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
622+ 9.9% |
$305K - $333K
|
6.9K
$3.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
620+ 2.15% |
$304K - $332K
|
29.4K
$15.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
619+ 75.86% |
$304K - $332K
|
1.44K
$743K
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
618+ 17.36% |
$303K - $331K
|
4.18K
$2.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
613+ 6.06% |
$301K - $328K
|
10.7K
$5.56M
|
|
|
Oct 01, 2025
Q3 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
603+ 57.32% |
$296K - $323K
|
1.66K
$857K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
601+ 3.26% |
$295K - $322K
|
19K
$9.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
600+ 4.95% |
$295K - $321K
|
12.7K
$6.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
577+ 17.95% |
$283K - $309K
|
3.79K
$1.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
555+ 3.72% |
$273K - $297K
|
15.5K
$8.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
553New |
$272K - $296K
|
553
$286K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
551+ 3.64% |
$271K - $295K
|
15.7K
$8.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
544+ 3.98% |
$267K - $291K
|
14.2K
$7.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
540+ 9.01% |
$265K - $289K
|
6.53K
$3.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
538+ 6.56% |
$264K - $288K
|
8.74K
$4.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
535+ 9.36% |
$263K - $287K
|
6.25K
$3.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
534+ 1.02% |
$262K - $286K
|
53K
$27.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
528+ 3.52% |
$259K - $283K
|
15.5K
$8.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
526+ 3.24% |
$258K - $282K
|
16.8K
$8.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
524+ 7.7% |
$257K - $281K
|
7.33K
$3.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
522+ 0.61% |
$256K - $280K
|
85.8K
$44.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
514+ 0.54% |
$252K - $275K
|
95.6K
$49.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
513+ 5.23% |
$252K - $275K
|
10.3K
$5.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
510+ 2.42% |
$250K - $273K
|
21.6K
$11.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
510+ 2.26% |
$250K - $273K
|
23K
$11.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
507+ 1.28% |
$249K - $272K
|
40.1K
$20.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
507+ 2.07% |
$249K - $272K
|
25K
$12.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
505+ 2.88% |
$248K - $270K
|
18K
$9.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
500+ 6.01% |
$246K - $268K
|
8.82K
$4.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
497+ 0.6% |
$244K - $266K
|
83.2K
$43M
|