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 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-353- 3.56% |
$175K - $191K
|
9.57K
$4.86M
|
|
|
Jan 06, 2026
Q4 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
3.12K+ 19.69% |
$1.55M - $1.69M
|
19K
$9.62M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.53K- 15.69% |
$1.25M - $1.37M
|
13.6K
$6.89M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
1.51K+ 2.89% |
$752K - $820K
|
53.9K
$27.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-80- 2.74% |
$39.7K - $43.4K
|
2.84K
$1.44M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-82- 2.14% |
$40.7K - $44.4K
|
3.74K
$1.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-27- 1.0% |
$13.4K - $14.6K
|
2.66K
$1.35M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-539- 6.3% |
$268K - $292K
|
8.02K
$4.07M
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.6K+ 30.76% |
$796K - $869K
|
6.82K
$3.46M
|
|
|
Jan 06, 2026
Q4 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-101- 7.06% |
$50.2K - $54.7K
|
1.33K
$675K
|
|
|
Jan 06, 2026
Q4 2025
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-22.2K- 29.83% |
$11M - $12M
|
52.2K
$26.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-248- 2.78% |
$123K - $134K
|
8.67K
$4.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.4K- 2.53% |
$694K - $757K
|
53.9K
$27.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
85+ 19.95% |
$42.2K - $46.1K
|
511
$259K
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-55- 2.19% |
$27.3K - $29.8K
|
2.45K
$1.24M
|
|
|
Jan 06, 2026
Q4 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-18- 1.02% |
$8.94K - $9.76K
|
1.74K
$883K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
SELL
|
- |
-431- 0.81% |
$214K - $234K
|
52.8K
$26.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
222+ 0.92% |
$110K - $120K
|
24.3K
$12.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-164- 0.36% |
$81.5K - $88.9K
|
45.9K
$23.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-837- 1.07% |
$416K - $454K
|
77.6K
$39.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-255- 1.32% |
$127K - $138K
|
19K
$9.65M
|
|
|
Jan 06, 2026
Q4 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-600- 2.85% |
$298K - $325K
|
20.5K
$10.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-120- 1.11% |
$59.6K - $65K
|
10.7K
$5.42M
|
|
|
Jan 06, 2026
Q4 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-475- 3.17% |
$236K - $257K
|
14.5K
$7.37M
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-74- 1.11% |
$36.8K - $40.1K
|
6.57K
$3.33M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-21- 0.86% |
$10.4K - $11.4K
|
2.42K
$1.23M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
2.61K+ 272.44% |
$1.3M - $1.41M
|
3.57K
$1.81M
|
|
|
Jan 06, 2026
Q4 2025
|
Penbrook Management LLC
|
SELL
|
- |
-1.56K- 6.4% |
$773K - $843K
|
22.8K
$11.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
465+ 35.5% |
$231K - $252K
|
1.78K
$901K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-618- 1.32% |
$307K - $335K
|
46K
$23.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-392- 0.93% |
$195K - $212K
|
41.9K
$21.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-11.9K- 1.84% |
$5.89M - $6.43M
|
634K
$322M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
263+ 3.59% |
$131K - $143K
|
7.58K
$3.85M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
SELL
|
- |
-313- 0.77% |
$156K - $170K
|
40.1K
$20.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
478+ 1.56% |
$237K - $259K
|
31.1K
$15.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
690+ 12.18% |
$343K - $374K
|
6.35K
$3.22M
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
2+ 0.02% |
$994 - $1.08K
|
9.87K
$5.01M
|
|
|
Jan 06, 2026
Q4 2025
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-48- 2.92% |
$23.8K - $26K
|
1.6K
$811K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.05K- 2.01% |
$519K - $566K
|
51K
$25.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
47+ 0.72% |
$23.4K - $25.5K
|
6.61K
$3.35M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-88- 0.65% |
$43.7K - $47.7K
|
13.4K
$6.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.94K+ 68.84% |
$1.46M - $1.59M
|
7.2K
$3.65M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
330+ 1.72% |
$164K - $179K
|
19.5K
$9.91M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
208K+ 24.79% |
$103M - $113M
|
1.05M
$532M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
123+ 12.5% |
$61.1K - $66.7K
|
1.11K
$562K
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
546+ 6.28% |
$271K - $296K
|
9.24K
$4.69M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
208+ 4.47% |
$103K - $113K
|
4.86K
$2.47M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.12K+ 7.4% |
$1.05M - $1.15M
|
30.7K
$15.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
5.77K+ 12.43% |
$2.86M - $3.13M
|
52.2K
$26.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-7- 0.49% |
$3.48K - $3.79K
|
1.43K
$724K
|
|