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 14, 2026
Q4 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-584- 4.09% |
$290K - $317K
|
13.7K
$6.96M
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-3.33K- 18.48% |
$1.65M - $1.81M
|
14.7K
$7.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
22+ 0.04% |
$10.9K - $11.9K
|
52.9K
$26.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
7+ 0.11% |
$3.48K - $3.79K
|
6.47K
$3.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-138- 1.88% |
$68.6K - $74.8K
|
7.2K
$3.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.59K- 1.27% |
$792K - $864K
|
124K
$62.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-21.9K- 4.02% |
$10.9M - $11.9M
|
522K
$265M
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
691+ 35.77% |
$343K - $375K
|
2.62K
$1.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-98- 0.28% |
$48.7K - $53.1K
|
34.9K
$17.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-168- 5.73% |
$83.5K - $91.1K
|
2.77K
$1.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
2.39KNew |
$1.19M - $1.3M
|
2.39K
$1.21M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-229- 4.7% |
$114K - $124K
|
4.65K
$2.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
547+ 1.31% |
$272K - $297K
|
42.2K
$21.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
1.18K+ 3.03% |
$586K - $639K
|
40K
$20.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-7- 0.19% |
$3.48K - $3.79K
|
3.67K
$1.86M
|
|
|
Jan 14, 2026
Q4 2025
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
165+ 1.11% |
$82K - $89.4K
|
15.1K
$7.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-153- 42.27% |
$76K - $82.9K
|
209
$106K
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
79+ 1.15% |
$39.2K - $42.8K
|
6.96K
$3.53M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
3.5K+ 0.55% |
$1.74M - $1.9M
|
637K
$323M
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
400+ 3.49% |
$199K - $217K
|
11.9K
$6.02M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.02K+ 0.75% |
$506K - $552K
|
137K
$69.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-64- 0.36% |
$31.8K - $34.7K
|
17.9K
$9.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-232- 2.3% |
$115K - $126K
|
9.86K
$5M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.87K+ 11.01% |
$928K - $1.01M
|
18.8K
$9.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
538+ 5.77% |
$267K - $292K
|
9.86K
$5.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-461- 10.76% |
$229K - $250K
|
3.82K
$1.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
341+ 1.82% |
$169K - $185K
|
19.1K
$9.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Sky Investment Group LLC
|
BUY
|
- |
145+ 0.17% |
$72K - $78.6K
|
83.6K
$42.4M
|
|
|
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
|
|