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 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
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
50.7K+ 5.53% |
$24.9M - $27.2M
|
968K
$491M
|
|
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
46+ 0.67% |
$22.6K - $24.6K
|
6.88K
$3.49M
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
3.58K+ 16.02% |
$1.76M - $1.91M
|
25.9K
$13.1M
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-738- 8.61% |
$362K - $395K
|
7.83K
$3.97M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-186- 5.2% |
$91.3K - $99.6K
|
3.39K
$1.72M
|
|
|
Dec 31, 2025
Q3 2025
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-327- 19.99% |
$161K - $175K
|
1.31K
$664K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-6.28K- 42.72% |
$3.08M - $3.36M
|
8.41K
$4.27M
|
|
|
Dec 29, 2025
Q3 2025
|
Mirova
Paris, I0 |
BUY
|
- |
8.86K+ 11.31% |
$4.35M - $4.74M
|
87.2K
$44.2M
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.09K- 29.14% |
$533K - $581K
|
2.64K
$1.34M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
1.6KNew |
$785K - $856K
|
1.6K
$811K
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
BUY
|
- |
30+ 7.04% |
$14.7K - $16.1K
|
456
$231K
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
BUY
|
- |
14+ 0.11% |
$6.88K - $7.5K
|
13.2K
$6.69M
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-14.9K- 3.65% |
$7.3M - $7.96M
|
392K
$199M
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
BUY
|
- |
5+ 0.03% |
$2.46K - $2.68K
|
18K
$9.15M
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
135+ 6.02% |
$66.3K - $72.3K
|
2.38K
$1.21M
|
|
|
Dec 17, 2025
Q3 2025
|
Peterson Wealth Management
|
SELL
|
- |
-3.18K- 25.18% |
$1.56M - $1.7M
|
9.44K
$4.79M
|
|
|
Dec 17, 2025
Q3 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
217+ 9.42% |
$107K - $116K
|
2.52K
$1.28M
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
SELL
|
- |
-2.24K- 12.49% |
$1.1M - $1.2M
|
15.7K
$7.97M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
146+ 0.25% |
$71.7K - $78.2K
|
57.7K
$29.3M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
7.43K+ 7.17% |
$3.65M - $3.98M
|
111K
$56.4M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
PUT |
800+ 13.56% |
$393K - $429K
|
6.7K
$3.4M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.01K+ 67.22% |
$1.48M - $1.61M
|
7.5K
$3.81M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
51New |
$25K - $27.3K
|
51
$25.9K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-11.7K- 3.37% |
$5.75M - $6.27M
|
336K
$170M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.54K+ 5.27% |
$1.25M - $1.36M
|
50.7K
$25.7M
|
|
|
Dec 15, 2025
Q3 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-3.58K- 5.98% |
$1.76M - $1.92M
|
56.3K
$28.6M
|
|
|
Dec 15, 2025
Q3 2025
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-740- 1.0% |
$363K - $396K
|
73.6K
$37.3M
|
|
|
Dec 12, 2025
Q3 2025
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-13.1K- 9.01% |
$6.42M - $7.01M
|
132K
$67.1M
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc LLC
|
BUY
|
- |
385KNew |
$189M - $206M
|
385K
$195M
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc LLC
|
SELL
|
PUT |
-3.63M- 98.83% |
$1.78B - $1.94B
|
43.1K
$21.9M
|
|
|
Dec 10, 2025
Q3 2025
|
Ams Capital Ltda
|
BUY
|
- |
4.12K+ 4.9% |
$2.03M - $2.21M
|
88.3K
$44.8M
|
|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-5.08K- 48.92% |
$2.5M - $2.72M
|
5.31K
$2.69M
|
|
|
Dec 08, 2025
Q3 2025
|
Alecta Tjanstepension Omsesidigt
|
SELL
|
- |
-237K- 5.23% |
$116M - $127M
|
4.3M
$2.18B
|
|