Latest Institutional Transactions on Microsoft Corp (MSFT)
This table provides information on the latest institutional transactions involving Microsoft Corp (MSFT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
2.61K+ 272.44% |
$1.3M - $1.41M
|
3.57K
$1.81M
|
|
|
Jan 06, 2026
Q4 2025
|
Penbrook Management LLC
|
SELL
|
- |
-1.56K- 6.4% |
$773K - $843K
|
22.8K
$11.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
465+ 35.5% |
$231K - $252K
|
1.78K
$901K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-618- 1.32% |
$307K - $335K
|
46K
$23.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-392- 0.93% |
$195K - $212K
|
41.9K
$21.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-11.9K- 1.84% |
$5.89M - $6.43M
|
634K
$322M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
263+ 3.59% |
$131K - $143K
|
7.58K
$3.85M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
SELL
|
- |
-313- 0.77% |
$156K - $170K
|
40.1K
$20.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
478+ 1.56% |
$237K - $259K
|
31.1K
$15.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
690+ 12.18% |
$343K - $374K
|
6.35K
$3.22M
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
2+ 0.02% |
$994 - $1.08K
|
9.87K
$5.01M
|
|
|
Jan 06, 2026
Q4 2025
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-48- 2.92% |
$23.8K - $26K
|
1.6K
$811K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.05K- 2.01% |
$519K - $566K
|
51K
$25.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
47+ 0.72% |
$23.4K - $25.5K
|
6.61K
$3.35M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-88- 0.65% |
$43.7K - $47.7K
|
13.4K
$6.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.94K+ 68.84% |
$1.46M - $1.59M
|
7.2K
$3.65M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
330+ 1.72% |
$164K - $179K
|
19.5K
$9.91M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
208K+ 24.79% |
$103M - $113M
|
1.05M
$532M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
123+ 12.5% |
$61.1K - $66.7K
|
1.11K
$562K
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
546+ 6.28% |
$271K - $296K
|
9.24K
$4.69M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
208+ 4.47% |
$103K - $113K
|
4.86K
$2.47M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.12K+ 7.4% |
$1.05M - $1.15M
|
30.7K
$15.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
5.77K+ 12.43% |
$2.86M - $3.13M
|
52.2K
$26.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-7- 0.49% |
$3.48K - $3.79K
|
1.43K
$724K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
126+ 1.99% |
$62.6K - $68.3K
|
6.45K
$3.27M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
584+ 4.71% |
$290K - $317K
|
13K
$6.59M
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-12- 0.73% |
$5.96K - $6.5K
|
1.64K
$831K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
443New |
$220K - $240K
|
443
$225K
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.18K- 2.01% |
$1.08M - $1.18M
|
106K
$54M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
10.9K+ 11.42% |
$5.43M - $5.93M
|
107K
$54.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.09K+ 1.86% |
$2.53M - $2.76M
|
279K
$142M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-16- 2.87% |
$7.95K - $8.67K
|
541
$275K
|
|
|
Jan 05, 2026
Q4 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
156+ 9.43% |
$77.5K - $84.6K
|
1.81K
$919K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.06K- 4.37% |
$3.51M - $3.83M
|
155K
$78.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
378+ 2.49% |
$188K - $205K
|
15.6K
$7.91M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
2.46K+ 1.01% |
$1.22M - $1.33M
|
245K
$124M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.66K- 26.56% |
$825K - $900K
|
4.59K
$2.33M
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-235- 1.93% |
$117K - $127K
|
11.9K
$6.05M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
16+ 0.69% |
$7.95K - $8.67K
|
2.34K
$1.19M
|
|
|
Jan 05, 2026
Q4 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-495- 37.99% |
$246K - $268K
|
808
$410K
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-13.5K- 2.77% |
$6.69M - $7.3M
|
473K
$240M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
49+ 1.53% |
$24.3K - $26.6K
|
3.26K
$1.65M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
367+ 2.33% |
$182K - $199K
|
16.1K
$8.19M
|
|
|
Jan 02, 2026
Q4 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-1.42K- 9.22% |
$707K - $771K
|
14K
$7.11M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
370+ 0.58% |
$184K - $201K
|
63.9K
$32.5M
|
|
|
Jan 02, 2026
Q4 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-204- 15.27% |
$101K - $111K
|
1.13K
$574K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
157+ 0.87% |
$78K - $85.1K
|
18.3K
$9.28M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-91- 1.25% |
$45.2K - $49.3K
|
7.19K
$3.65M
|
|
|
Jan 02, 2026
Q4 2025
|
Jacobs & CO
|
SELL
|
- |
-1.17K- 1.34% |
$579K - $632K
|
85.6K
$43.5M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.3K+ 6.17% |
$5.1M - $5.56M
|
176K
$89.6M
|
|