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 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
359+ 2.05% |
$176K - $192K
|
17.8K
$9.23M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
357+ 3.02% |
$175K - $191K
|
12.2K
$6.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
355+ 4.82% |
$174K - $190K
|
7.73K
$4M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
354+ 2.63% |
$174K - $190K
|
13.8K
$7.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
354+ 1.38% |
$174K - $190K
|
26K
$13.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
349+ 5.01% |
$171K - $187K
|
7.32K
$3.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
347+ 20.82% |
$170K - $186K
|
2.01K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
347+ 5.52% |
$170K - $186K
|
6.63K
$3.43M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
344+ 1.25% |
$169K - $184K
|
27.9K
$14.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
342+ 3.45% |
$168K - $183K
|
10.2K
$5.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
341+ 2.51% |
$167K - $183K
|
13.9K
$7.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
341+ 4.02% |
$167K - $183K
|
8.82K
$4.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
340+ 0.84% |
$167K - $182K
|
40.8K
$21.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
338+ 0.4% |
$166K - $181K
|
84.4K
$43.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
336+ 0.63% |
$165K - $180K
|
53.7K
$27.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
334+ 4.99% |
$164K - $179K
|
7.03K
$3.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
333+ 1.59% |
$164K - $178K
|
21.3K
$11M
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
BUY
|
- |
333+ 1.77% |
$164K - $178K
|
19.2K
$9.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
333+ 3.7% |
$164K - $178K
|
9.33K
$4.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
326+ 2.02% |
$160K - $175K
|
16.5K
$8.52M
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
BUY
|
- |
323+ 0.07% |
$159K - $173K
|
476K
$246M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
323+ 11.91% |
$159K - $173K
|
3.04K
$1.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
321+ 3.6% |
$158K - $172K
|
9.24K
$4.78M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
319+ 2.26% |
$157K - $171K
|
14.4K
$7.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
318+ 0.88% |
$156K - $170K
|
36.6K
$18.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
314+ 17.87% |
$154K - $168K
|
2.07K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
314+ 16.46% |
$154K - $168K
|
2.22K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
313+ 5.19% |
$154K - $168K
|
6.35K
$3.28M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
310+ 2.93% |
$152K - $166K
|
10.9K
$5.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
307+ 5.04% |
$151K - $164K
|
6.39K
$3.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
301+ 25.32% |
$148K - $161K
|
1.49K
$771K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
301+ 0.34% |
$148K - $161K
|
88.9K
$46M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
298+ 11.56% |
$146K - $160K
|
2.88K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
298+ 0.47% |
$146K - $160K
|
64.2K
$33.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
297+ 1.78% |
$146K - $159K
|
17K
$8.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
295+ 6.52% |
$145K - $158K
|
4.82K
$2.49M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
294+ 1.28% |
$144K - $157K
|
23.2K
$12M
|
|
|
Oct 22, 2025
Q3 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
291+ 13.33% |
$143K - $156K
|
2.47K
$1.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
290+ 4.2% |
$142K - $155K
|
7.19K
$3.72M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
289+ 26.66% |
$142K - $155K
|
1.37K
$711K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
289+ 8.47% |
$142K - $155K
|
3.7K
$1.92M
|
|
|
Oct 08, 2025
Q3 2025
|
Flower City Capital
|
BUY
|
- |
284+ 9.71% |
$139K - $152K
|
3.21K
$1.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
283+ 56.94% |
$139K - $152K
|
780
$404K
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
281+ 1.29% |
$138K - $151K
|
22.1K
$11.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
281+ 2.41% |
$138K - $151K
|
12K
$6.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
280+ 2.42% |
$138K - $150K
|
11.8K
$6.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
279+ 2.47% |
$137K - $149K
|
11.6K
$5.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
278+ 7.3% |
$137K - $149K
|
4.08K
$2.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
273+ 0.59% |
$134K - $146K
|
46.2K
$23.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
271+ 2.77% |
$133K - $145K
|
10.1K
$5.21M
|