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 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-167- 1.85% |
$83K - $90.5K
|
8.85K
$4.49M
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
SELL
|
- |
-442- 9.96% |
$220K - $240K
|
4K
$2.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-54- 3.7% |
$26.8K - $29.3K
|
1.41K
$714K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-224- 2.35% |
$111K - $121K
|
9.33K
$4.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-22- 0.28% |
$10.9K - $11.9K
|
7.83K
$3.98M
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
40+ 0.22% |
$19.9K - $21.7K
|
18.6K
$9.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
324+ 3.53% |
$161K - $176K
|
9.51K
$4.83M
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-185- 2.19% |
$91.9K - $100K
|
8.26K
$4.19M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
601+ 5.24% |
$299K - $326K
|
12.1K
$6.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
19.7K+ 42.64% |
$9.76M - $10.7M
|
65.8K
$33.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
675+ 11.74% |
$335K - $366K
|
6.43K
$3.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
325+ 8.89% |
$161K - $176K
|
3.98K
$2.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
463+ 7.63% |
$230K - $251K
|
6.54K
$3.32M
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-1.95K- 23.71% |
$969K - $1.06M
|
6.28K
$3.19M
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-646- 0.38% |
$321K - $350K
|
167K
$85M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-739- 1.49% |
$367K - $401K
|
48.7K
$24.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.12% |
$497 - $542
|
817
$415K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.1K+ 1.03% |
$1.05M - $1.14M
|
206K
$104M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-9- 0.34% |
$4.47K - $4.88K
|
2.62K
$1.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-113- 11.4% |
$56.1K - $61.3K
|
878
$446K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
SELL
|
- |
-757- 0.74% |
$376K - $410K
|
101K
$51.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-40- 2.61% |
$19.9K - $21.7K
|
1.49K
$757K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.91K+ 3.33% |
$2.44M - $2.66M
|
152K
$77.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-60- 0.21% |
$29.8K - $32.5K
|
28.2K
$14.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-2.79K- 35.99% |
$1.39M - $1.51M
|
4.97K
$2.52M
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-44- 5.45% |
$21.9K - $23.9K
|
763
$387K
|
|
|
Jan 07, 2026
Q4 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-14- 0.05% |
$6.96K - $7.59K
|
26.9K
$13.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
101+ 0.93% |
$50.2K - $54.7K
|
11K
$5.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-832- 2.08% |
$413K - $451K
|
39.1K
$19.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
94+ 9.11% |
$46.7K - $51K
|
1.13K
$571K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10.1K- 2.65% |
$5.04M - $5.5M
|
372K
$189M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
1+ 0.02% |
$497 - $542
|
5K
$2.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
294+ 6.0% |
$146K - $159K
|
5.2K
$2.64M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-264- 2.32% |
$131K - $143K
|
11.1K
$5.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
8.34K+ 12.04% |
$4.14M - $4.52M
|
77.6K
$39.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
420+ 0.98% |
$209K - $228K
|
43.5K
$22.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
11.1K+ 16.89% |
$5.52M - $6.02M
|
76.9K
$39M
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
2.33K+ 18.41% |
$1.16M - $1.26M
|
15K
$7.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
40+ 0.15% |
$19.9K - $21.7K
|
26.1K
$13.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.6K+ 74.98% |
$1.29M - $1.41M
|
6.06K
$3.07M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.56K+ 4.93% |
$776K - $846K
|
33.2K
$16.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.36K+ 3.24% |
$2.66M - $2.9M
|
171K
$86.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.41K+ 6.55% |
$701K - $765K
|
23K
$11.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
70+ 0.4% |
$34.8K - $37.9K
|
17.4K
$8.84M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
255+ 0.63% |
$127K - $138K
|
40.8K
$20.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
3.04K+ 11.39% |
$1.51M - $1.65M
|
29.7K
$15.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-78- 0.2% |
$38.8K - $42.3K
|
39.9K
$20.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-743- 4.74% |
$369K - $403K
|
14.9K
$7.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-227- 0.31% |
$113K - $123K
|
72.2K
$36.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
1.36K+ 2.26% |
$678K - $739K
|
61.8K
$31.4M
|
|