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 |
|---|---|---|---|---|---|---|---|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
65+ 3.54% |
$31.9K - $34.8K
|
1.9K
$965K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-100- 3.12% |
$49.1K - $53.6K
|
3.1K
$1.57M
|
|
|
Nov 17, 2025
Q3 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-229- 7.1% |
$112K - $123K
|
3K
$1.52M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.44K- 2.3% |
$1.2M - $1.31M
|
104K
$52.7M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-895- 3.55% |
$440K - $479K
|
24.3K
$12.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-8.92K- 4.26% |
$4.38M - $4.78M
|
200K
$102M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-29- 0.3% |
$14.2K - $15.5K
|
9.69K
$4.92M
|
|
|
Nov 17, 2025
Q3 2025
|
Saratoga Research & Investment Management
|
SELL
|
- |
-14.6K- 4.59% |
$7.18M - $7.83M
|
303K
$154M
|
|
|
Nov 17, 2025
Q3 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-263- 1.61% |
$129K - $141K
|
16.1K
$8.15M
|
|
|
Nov 17, 2025
Q3 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
161+ 2.05% |
$79.1K - $86.2K
|
8.01K
$4.06M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-7.71K- 1.58% |
$3.79M - $4.13M
|
480K
$243M
|
|
|
Nov 17, 2025
Q3 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-81- 2.84% |
$39.8K - $43.4K
|
2.77K
$1.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-762- 4.54% |
$374K - $408K
|
16K
$8.14M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-11.5K- 51.67% |
$5.65M - $6.16M
|
10.8K
$5.46M
|
|
|
Nov 17, 2025
Q3 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-224- 1.16% |
$110K - $120K
|
19.1K
$9.69M
|
|
|
Nov 17, 2025
Q3 2025
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-22.2K- 45.37% |
$10.9M - $11.9M
|
26.7K
$13.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
CALL |
1.1K+ 52.38% |
$540K - $589K
|
3.2K
$1.62M
|
|
|
Nov 17, 2025
Q3 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.16% |
$1.96K - $2.14K
|
2.52K
$1.28M
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.58K+ 5.01% |
$776K - $847K
|
33.1K
$16.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
109+ 2.72% |
$53.5K - $58.4K
|
4.11K
$2.09M
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
112+ 1.18% |
$55K - $60K
|
9.59K
$4.87M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-143- 3.45% |
$70.2K - $76.6K
|
4.01K
$2.03M
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-35- 0.54% |
$17.2K - $18.7K
|
6.4K
$3.25M
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
148+ 17.17% |
$72.7K - $79.3K
|
1.01K
$513K
|
|
|
Nov 17, 2025
Q3 2025
|
Ims Capital Management
|
SELL
|
- |
-2.39K- 10.76% |
$1.17M - $1.28M
|
19.8K
$10M
|
|
|
Nov 17, 2025
Q3 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-253- 1.07% |
$124K - $136K
|
23.4K
$11.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
838New |
$412K - $449K
|
838
$425K
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-1- 0.01% |
$491 - $536
|
6.77K
$3.43M
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-14.1K- 38.64% |
$6.9M - $7.53M
|
22.3K
$11.3M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-809- 2.12% |
$397K - $433K
|
37.3K
$18.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
177+ 2.78% |
$86.9K - $94.8K
|
6.55K
$3.32M
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
25+ 0.43% |
$12.3K - $13.4K
|
5.9K
$2.99M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-508- 1.01% |
$249K - $272K
|
49.9K
$25.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Schubert & CO
|
BUY
|
- |
175+ 6.47% |
$85.9K - $93.7K
|
2.88K
$1.46M
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
99+ 1.84% |
$48.6K - $53K
|
5.48K
$2.78M
|
|
|
Nov 17, 2025
Q3 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-1.52K- 12.03% |
$747K - $815K
|
11.1K
$5.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7.58K+ 2.4% |
$3.72M - $4.06M
|
323K
$164M
|
|
|
Nov 14, 2025
Q3 2025
|
Arrow Capital Pty LTD
Sydney, C3 |
SELL
|
- |
-2.93K- 19.61% |
$1.44M - $1.57M
|
12K
$6.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
349+ 7.9% |
$171K - $187K
|
4.77K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
420K+ 19.64% |
$206M - $225M
|
2.56M
$1.3B
|
|
|
Nov 14, 2025
Q3 2025
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
10.4K+ 55.78% |
$5.13M - $5.6M
|
29.2K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-51.9K- 65.24% |
$25.5M - $27.8M
|
27.7K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-332K- 49.95% |
$163M - $178M
|
333K
$169M
|
|
|
Nov 14, 2025
Q3 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
SELL
|
- |
-14- 0.87% |
$6.88K - $7.5K
|
1.6K
$810K
|
|
|
Nov 14, 2025
Q3 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-980- 4.01% |
$481K - $525K
|
23.5K
$11.9M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-81.5K- 2.08% |
$40M - $43.7M
|
3.83M
$1.94B
|
|
|
Nov 14, 2025
Q3 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-4.99K- 2.06% |
$2.45M - $2.67M
|
237K
$120M
|
|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-55.8K- 86.06% |
$27.4M - $29.9M
|
9.04K
$4.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-41.3K- 11.17% |
$20.3M - $22.1M
|
329K
$167M
|
|
|
Nov 14, 2025
Q3 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-951- 1.22% |
$467K - $509K
|
77.1K
$39.1M
|
|