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
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
1.75K+ 25.97% |
$867K - $946K
|
8.47K
$4.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
SELL
|
- |
-21- 2.23% |
$10.4K - $11.4K
|
919
$466K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-568- 10.3% |
$282K - $308K
|
4.94K
$2.51M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-19.1K- 3.55% |
$9.47M - $10.3M
|
518K
$263M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
SELL
|
- |
-83- 0.24% |
$41.2K - $45K
|
34.6K
$17.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-90- 7.89% |
$44.7K - $48.8K
|
1.05K
$533K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
71.8K+ 3.8% |
$35.6M - $38.9M
|
1.96M
$994M
|
|
|
Jan 12, 2026
Q4 2025
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-20- 0.32% |
$9.94K - $10.8K
|
6.21K
$3.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
257+ 7.12% |
$128K - $139K
|
3.87K
$1.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-55- 0.43% |
$27.3K - $29.8K
|
12.6K
$6.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
878+ 5.68% |
$436K - $476K
|
16.3K
$8.29M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
17+ 0.07% |
$8.45K - $9.22K
|
25.4K
$12.9M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
PUT |
1.3KNew |
$646K - $705K
|
1.3K
$660K
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
440+ 3.09% |
$219K - $239K
|
14.7K
$7.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
8+ 1.0% |
$3.97K - $4.34K
|
809
$411K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-233- 3.0% |
$116K - $126K
|
7.54K
$3.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
680+ 1.78% |
$338K - $369K
|
38.9K
$19.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
51+ 5.45% |
$25.3K - $27.6K
|
987
$501K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
636+ 0.86% |
$316K - $345K
|
74.3K
$37.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
5+ 0.1% |
$2.48K - $2.71K
|
4.89K
$2.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-497- 4.2% |
$247K - $269K
|
11.3K
$5.76M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-381- 2.41% |
$189K - $207K
|
15.4K
$7.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.17K- 0.39% |
$579K - $632K
|
294K
$149M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
161+ 3.14% |
$80K - $87.3K
|
5.29K
$2.68M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.47K+ 23.85% |
$729K - $795K
|
7.62K
$3.87M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
405+ 2.6% |
$201K - $220K
|
16K
$8.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
140+ 2.2% |
$69.6K - $75.9K
|
6.52K
$3.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-10- 0.77% |
$4.97K - $5.42K
|
1.29K
$657K
|
|
|
Jan 12, 2026
Q4 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
SELL
|
- |
-224- 3.65% |
$111K - $121K
|
5.91K
$3M
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-9- 0.1% |
$4.47K - $4.88K
|
8.62K
$4.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
SELL
|
- |
-169- 10.05% |
$84K - $91.6K
|
1.51K
$768K
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
96+ 1.04% |
$47.7K - $52K
|
9.3K
$4.72M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-712- 3.38% |
$354K - $386K
|
20.4K
$10.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
116+ 1.66% |
$57.6K - $62.9K
|
7.12K
$3.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-336- 1.18% |
$167K - $182K
|
28.1K
$14.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-14- 2.06% |
$6.96K - $7.59K
|
665
$337K
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
103+ 0.78% |
$51.2K - $55.8K
|
13.3K
$6.76M
|
|
|
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
|
|