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 13, 2026
Q4 2025
|
First Financial Corp
|
SELL
|
- |
-56- 0.33% |
$27.8K - $30.4K
|
17.1K
$8.69M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-19.3K- 3.5% |
$9.6M - $10.5M
|
533K
$271M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-3.07K- 3.58% |
$1.52M - $1.66M
|
82.5K
$41.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
79+ 2.65% |
$39.2K - $42.8K
|
3.06K
$1.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-468- 2.01% |
$233K - $254K
|
22.8K
$11.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.35K- 27.86% |
$668K - $729K
|
3.48K
$1.77M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
371+ 3.83% |
$184K - $201K
|
10.1K
$5.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-137- 0.59% |
$68.1K - $74.3K
|
23.2K
$11.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-93- 2.67% |
$46.2K - $50.4K
|
3.4K
$1.72M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
3.89K+ 12.33% |
$1.93M - $2.11M
|
35.4K
$18M
|
|
|
Jan 13, 2026
Q4 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-3- 0.13% |
$1.49K - $1.63K
|
2.27K
$1.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-551- 1.24% |
$274K - $299K
|
44K
$22.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
68+ 0.28% |
$33.8K - $36.9K
|
24.6K
$12.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-298- 0.53% |
$148K - $162K
|
56.1K
$28.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-22- 0.24% |
$10.9K - $11.9K
|
9.33K
$4.73M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.64K+ 3.81% |
$1.31M - $1.43M
|
71.9K
$36.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-71- 3.18% |
$35.3K - $38.5K
|
2.16K
$1.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-16- 1.5% |
$7.95K - $8.67K
|
1.05K
$534K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
107+ 0.49% |
$53.2K - $58K
|
22.1K
$11.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
5+ 0.03% |
$2.48K - $2.71K
|
16.1K
$8.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
152+ 5.01% |
$75.5K - $82.4K
|
3.19K
$1.62M
|
|
|
Jan 13, 2026
Q4 2025
|
Albert D Mason Inc
|
SELL
|
- |
-25- 4.42% |
$12.4K - $13.6K
|
540
$274K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-260- 2.86% |
$129K - $141K
|
8.83K
$4.48M
|
|
|
Jan 13, 2026
Q4 2025
|
Nat West Group PLC
|
BUY
|
- |
8.41K+ 15.31% |
$4.18M - $4.56M
|
63.3K
$32.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-47- 0.74% |
$23.4K - $25.5K
|
6.29K
$3.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.76K- 6.83% |
$872K - $951K
|
23.9K
$12.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
197+ 1.5% |
$97.9K - $107K
|
13.3K
$6.74M
|
|
|
Jan 13, 2026
Q4 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-23K- 4.46% |
$11.4M - $12.5M
|
493K
$250M
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-735- 20.62% |
$365K - $398K
|
2.83K
$1.44M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.86K+ 13.8% |
$2.41M - $2.63M
|
40.1K
$20.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.52K+ 48.02% |
$753K - $822K
|
4.67K
$2.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
20+ 0.04% |
$9.94K - $10.8K
|
53.6K
$27.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
217+ 4.89% |
$108K - $118K
|
4.65K
$2.36M
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-176- 15.15% |
$87.4K - $95.4K
|
986
$500K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-10- 0.01% |
$4.97K - $5.42K
|
130K
$65.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
923+ 1.73% |
$459K - $500K
|
54.2K
$27.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-32- 2.18% |
$15.9K - $17.3K
|
1.44K
$730K
|
|
|
Jan 13, 2026
Q4 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
179+ 2.16% |
$88.9K - $97K
|
8.45K
$4.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-19- 1.68% |
$9.44K - $10.3K
|
1.11K
$565K
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
SELL
|
- |
-35- 1.23% |
$17.4K - $19K
|
2.81K
$1.43M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.97K+ 0.28% |
$2.97M - $3.24M
|
2.14M
$1.08B
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-446K- 72.2% |
$222M - $242M
|
172K
$87.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
25+ 4.58% |
$12.4K - $13.6K
|
571
$290K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
63+ 0.7% |
$31.3K - $34.2K
|
9.1K
$4.62M
|
|
|
Jan 13, 2026
Q4 2025
|
Corbyn Investment Management Inc
|
BUY
|
- |
181+ 26.62% |
$89.9K - $98.1K
|
861
$437K
|
|
|
Jan 13, 2026
Q4 2025
|
Geremia Financial Services, LLC
Edison, NJ |
BUY
|
- |
19.6KNew |
$9.74M - $10.6M
|
19.6K
$9.95M
|
|
|
Jan 13, 2026
Q4 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
53+ 1.41% |
$26.3K - $28.7K
|
3.81K
$1.93M
|
|
|
Jan 13, 2026
Q4 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
147+ 10.62% |
$73K - $79.7K
|
1.53K
$777K
|
|
|
Jan 13, 2026
Q4 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
115+ 0.88% |
$57.1K - $62.3K
|
13.2K
$6.71M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.26K- 20.0% |
$627K - $685K
|
5.05K
$2.56M
|
|