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 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
864+ 3.3% |
$429K - $468K
|
27K
$13.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
20+ 0.07% |
$9.94K - $10.8K
|
26.9K
$13.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
300+ 4.19% |
$149K - $163K
|
7.46K
$3.78M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.79K+ 4.14% |
$888K - $969K
|
45K
$22.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
167+ 0.18% |
$83K - $90.5K
|
92.7K
$47.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
14K+ 4.91% |
$6.95M - $7.59M
|
299K
$152M
|
|
|
Jan 08, 2026
Q4 2025
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-77- 0.41% |
$38.3K - $41.7K
|
18.8K
$9.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
796+ 1.66% |
$395K - $431K
|
48.9K
$24.8M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-163- 10.86% |
$81K - $88.4K
|
1.34K
$679K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
32+ 0.39% |
$15.9K - $17.3K
|
8.26K
$4.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
SELL
|
- |
-44- 0.34% |
$21.9K - $23.9K
|
13K
$6.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
72+ 0.43% |
$35.8K - $39K
|
16.9K
$8.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-530- 4.5% |
$263K - $287K
|
11.2K
$5.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-223- 4.3% |
$111K - $121K
|
4.97K
$2.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
44+ 0.23% |
$21.9K - $23.9K
|
19K
$9.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
20+ 0.59% |
$9.94K - $10.8K
|
3.38K
$1.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-66- 0.69% |
$32.8K - $35.8K
|
9.44K
$4.79M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-7.33K- 48.7% |
$3.64M - $3.97M
|
7.72K
$3.92M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-136- 1.05% |
$67.6K - $73.7K
|
12.8K
$6.49M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.46K+ 3.8% |
$2.21M - $2.42M
|
122K
$61.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
415+ 2.18% |
$206K - $225K
|
19.4K
$9.87M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-9- 0.43% |
$4.47K - $4.88K
|
2.06K
$1.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-73- 0.3% |
$36.3K - $39.6K
|
24.4K
$12.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
BUY
|
- |
509+ 2.73% |
$253K - $276K
|
19.2K
$9.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
3.55KNew |
$1.76M - $1.92M
|
3.55K
$1.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2.36K- 2.01% |
$1.17M - $1.28M
|
115K
$58.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
787New |
$391K - $427K
|
787
$399K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
55+ 7.98% |
$27.3K - $29.8K
|
744
$378K
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-41- 0.1% |
$20.4K - $22.2K
|
39.2K
$19.9M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-512- 0.47% |
$254K - $278K
|
108K
$54.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4.81K+ 44.57% |
$2.39M - $2.61M
|
15.6K
$7.92M
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.37% |
$12.4K - $13.6K
|
6.7K
$3.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
176+ 3.98% |
$87.4K - $95.4K
|
4.6K
$2.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.43K+ 6.55% |
$709K - $774K
|
23.2K
$11.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
765+ 3.14% |
$380K - $415K
|
25.2K
$12.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.82K+ 4.98% |
$1.4M - $1.53M
|
59.4K
$30.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
CALL |
-3.6K- 37.11% |
$1.79M - $1.95M
|
6.1K
$3.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-986- 8.65% |
$490K - $534K
|
10.4K
$5.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15.1K- 10.04% |
$7.52M - $8.21M
|
136K
$68.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
269+ 4.79% |
$134K - $146K
|
5.89K
$2.99M
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
39+ 0.32% |
$19.4K - $21.1K
|
12.3K
$6.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-4.12K- 8.8% |
$2.05M - $2.23M
|
42.7K
$21.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
101+ 1.03% |
$50.2K - $54.7K
|
9.89K
$5.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-7- 0.38% |
$3.48K - $3.79K
|
1.82K
$923K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-560- 4.6% |
$278K - $304K
|
11.6K
$5.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-965- 8.78% |
$479K - $523K
|
10K
$5.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-253- 3.87% |
$126K - $137K
|
6.28K
$3.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
13+ 0.16% |
$6.46K - $7.05K
|
7.95K
$4.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-120- 1.67% |
$59.6K - $65K
|
7.08K
$3.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
811+ 25.36% |
$403K - $440K
|
4.01K
$2.03M
|
|