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 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
449+ 22.44% |
$223K - $243K
|
2.45K
$1.24M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
255+ 1.17% |
$127K - $138K
|
22K
$11.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.79K+ 4.98% |
$1.88M - $2.05M
|
79.8K
$40.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-9.26K- 14.22% |
$4.6M - $5.02M
|
55.9K
$28.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-592- 0.71% |
$294K - $321K
|
82.3K
$41.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
272+ 1.95% |
$135K - $147K
|
14.2K
$7.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-4.8K- 30.32% |
$2.38M - $2.6M
|
11K
$5.59M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-186- 1.04% |
$92.4K - $101K
|
17.7K
$9M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
766+ 5.21% |
$381K - $415K
|
15.5K
$7.85M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-67- 1.04% |
$33.3K - $36.3K
|
6.35K
$3.22M
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
5.5K+ 0.72% |
$2.73M - $2.98M
|
771K
$392M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
227+ 9.63% |
$113K - $123K
|
2.59K
$1.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-937- 2.0% |
$466K - $508K
|
45.9K
$23.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-846- 1.25% |
$420K - $459K
|
66.7K
$33.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
521+ 5.22% |
$259K - $282K
|
10.5K
$5.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
169+ 1.93% |
$84K - $91.6K
|
8.91K
$4.52M
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
25+ 0.33% |
$12.4K - $13.6K
|
7.67K
$3.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
62+ 8.97% |
$30.8K - $33.6K
|
753
$382K
|
|
|
Jan 12, 2026
Q4 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
1.92K+ 20.95% |
$955K - $1.04M
|
11.1K
$5.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
728+ 9.26% |
$362K - $395K
|
8.59K
$4.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
18+ 0.11% |
$8.94K - $9.76K
|
15.9K
$8.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
89+ 0.45% |
$44.2K - $48.2K
|
20K
$10.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-615- 43.77% |
$306K - $333K
|
790
$401K
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
676+ 7.56% |
$336K - $366K
|
9.62K
$4.88M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
308+ 10.18% |
$153K - $167K
|
3.34K
$1.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
103+ 160.94% |
$51.2K - $55.8K
|
167
$84.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1.7K- 8.38% |
$845K - $922K
|
18.6K
$9.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
34.9K+ 3.78% |
$17.4M - $18.9M
|
960K
$487M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.35K+ 6.24% |
$668K - $729K
|
22.9K
$11.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
619+ 0.76% |
$308K - $336K
|
82.6K
$41.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
374+ 4.24% |
$186K - $203K
|
9.2K
$4.67M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-23.5K- 28.36% |
$11.7M - $12.7M
|
59.2K
$30.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
226+ 28.83% |
$112K - $123K
|
1.01K
$513K
|
|
|
Jan 12, 2026
Q4 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
175+ 4.19% |
$86.9K - $94.9K
|
4.35K
$2.21M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
81+ 6.34% |
$40.2K - $43.9K
|
1.36K
$690K
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
879+ 1.95% |
$437K - $476K
|
46.1K
$23.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
155+ 2.7% |
$77K - $84K
|
5.89K
$2.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-455- 0.48% |
$226K - $247K
|
94.9K
$48.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
1.57K+ 2.01% |
$781K - $853K
|
79.7K
$40.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-230- 1.04% |
$114K - $125K
|
21.8K
$11.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-292- 1.32% |
$145K - $158K
|
21.9K
$11.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-398- 18.15% |
$198K - $216K
|
1.8K
$911K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 2.94% |
$912K - $995K
|
64.2K
$32.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
214+ 1.15% |
$106K - $116K
|
18.8K
$9.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
70+ 7.68% |
$34.8K - $37.9K
|
981
$498K
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-4.76K- 5.39% |
$2.36M - $2.58M
|
83.5K
$42.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-359- 4.74% |
$178K - $195K
|
7.21K
$3.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.57K+ 40.26% |
$782K - $853K
|
5.48K
$2.78M
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.73K+ 15.5% |
$1.35M - $1.48M
|
20.3K
$10.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Defender Capital, Llc.
|
BUY
|
- |
2.85KNew |
$1.42M - $1.54M
|
2.85K
$1.45M
|
|