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
|
Shilanski & Associates, Inc.
|
BUY
|
- |
492+ 3.08% |
$242K - $264K
|
16.5K
$8.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
491+ 2.91% |
$241K - $263K
|
17.4K
$8.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
490+ 29.91% |
$241K - $262K
|
2.13K
$1.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
489+ 2.22% |
$240K - $262K
|
22.5K
$11.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
489+ 14.29% |
$240K - $262K
|
3.91K
$2.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
481+ 13.0% |
$236K - $258K
|
4.18K
$2.16M
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
480New |
$236K - $257K
|
480
$248K
|
|
|
Oct 21, 2025
Q3 2025
|
Suncoast Equity Management
|
BUY
|
- |
479+ 0.27% |
$235K - $257K
|
176K
$91.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
475+ 11.39% |
$233K - $254K
|
4.64K
$2.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
472+ 9.17% |
$232K - $253K
|
5.62K
$2.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
471+ 7.36% |
$231K - $252K
|
6.87K
$3.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
471+ 35.33% |
$231K - $252K
|
1.8K
$934K
|
|
|
Oct 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
457+ 3.0% |
$224K - $245K
|
15.7K
$8.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
456+ 1.43% |
$224K - $244K
|
32.4K
$16.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
453+ 1.72% |
$222K - $243K
|
26.8K
$13.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
446+ 2.06% |
$219K - $239K
|
22.1K
$11.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
443+ 4.02% |
$218K - $237K
|
11.5K
$5.93M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
443+ 12.6% |
$218K - $237K
|
3.96K
$2.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
442+ 4.46% |
$217K - $237K
|
10.4K
$5.36M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
440+ 6.84% |
$216K - $236K
|
6.87K
$3.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
439+ 13.47% |
$216K - $235K
|
3.7K
$1.91M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
434+ 1.05% |
$213K - $232K
|
41.9K
$21.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
432+ 1.53% |
$212K - $231K
|
28.6K
$14.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Covea Finance
|
BUY
|
- |
432+ 0.11% |
$212K - $231K
|
389K
$202M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
431+ 1.23% |
$212K - $231K
|
35.4K
$18.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
429+ 0.22% |
$211K - $230K
|
194K
$100M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
427+ 5.25% |
$210K - $229K
|
8.56K
$4.43M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
426+ 4.88% |
$209K - $228K
|
9.16K
$4.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
426+ 3.82% |
$209K - $228K
|
11.6K
$5.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
422+ 2.71% |
$207K - $226K
|
16K
$8.27M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
420+ 0.72% |
$206K - $225K
|
59.1K
$30.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
420+ 4.06% |
$206K - $225K
|
10.8K
$5.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
406+ 1.01% |
$199K - $217K
|
40.8K
$21.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
401+ 14.29% |
$197K - $215K
|
3.21K
$1.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
400New |
$196K - $214K
|
400
$207K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
398+ 5.1% |
$195K - $213K
|
8.2K
$4.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
395+ 2.93% |
$194K - $212K
|
13.9K
$7.19M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
392+ 13.09% |
$193K - $210K
|
3.39K
$1.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
392+ 1.25% |
$193K - $210K
|
31.7K
$16.4M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
392+ 35.35% |
$193K - $210K
|
1.5K
$777K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
392+ 1.02% |
$193K - $210K
|
38.9K
$20.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
387+ 18.22% |
$190K - $207K
|
2.51K
$1.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
383+ 12.1% |
$188K - $205K
|
3.55K
$1.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
381+ 1.58% |
$187K - $204K
|
24.5K
$12.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
380+ 1.7% |
$187K - $204K
|
22.7K
$11.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
369+ 1.2% |
$181K - $198K
|
31.2K
$16.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
367+ 5.07% |
$180K - $197K
|
7.61K
$3.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
366+ 3.51% |
$180K - $196K
|
10.8K
$5.58M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
362+ 45.25% |
$178K - $194K
|
1.16K
$602K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
359+ 0.26% |
$176K - $192K
|
139K
$72.2M
|