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 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-235- 1.33% |
$115K - $126K
|
17.4K
$8.84M
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
104New |
$51.1K - $55.7K
|
104
$52.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
33.1K+ 25.49% |
$16.3M - $17.8M
|
163K
$82.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-20- 0.74% |
$9.82K - $10.7K
|
2.67K
$1.35M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
302K+ 3.91% |
$148M - $162M
|
8.03M
$4.08B
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
SELL
|
- |
-10.2K- 1.47% |
$5.02M - $5.48M
|
688K
$349M
|
|
|
Nov 17, 2025
Q3 2025
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-7.6K- 59.64% |
$3.73M - $4.07M
|
5.14K
$2.61M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
969+ 5.44% |
$476K - $519K
|
18.8K
$9.53M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-26K- 50.83% |
$12.8M - $13.9M
|
25.1K
$12.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
19+ 0.72% |
$9.33K - $10.2K
|
2.66K
$1.35M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-3.13K- 2.31% |
$1.54M - $1.68M
|
132K
$67M
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-451- 10.01% |
$221K - $242K
|
4.05K
$2.06M
|
|
|
Nov 17, 2025
Q3 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-123K- 5.87% |
$60.2M - $65.7M
|
1.97M
$999M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
5.37K+ 10.86% |
$2.64M - $2.88M
|
54.8K
$27.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-550- 10.79% |
$270K - $295K
|
4.55K
$2.31M
|
|
|
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
|
|