Purchases and Sales Made in Q2 2025 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q2 2025. The information is specifically focused on institutions that hold shares of MICROSOFT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
2.96K+ 2.14% |
$1.05M - $1.47M
|
141K
$73M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.95K+ 1.38% |
$1.05M - $1.47M
|
217K
$113M
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
2.95K+ 77.77% |
$1.05M - $1.47M
|
6.75K
$3.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.94KNew |
$1.04M - $1.46M
|
2.94K
$1.52M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
2.93KNew |
$1.04M - $1.46M
|
2.93K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.92K+ 0.66% |
$1.04M - $1.45M
|
442K
$229M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.91K+ 0.31% |
$1.03M - $1.45M
|
931K
$482M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.91K+ 58.79% |
$1.03M - $1.45M
|
7.85K
$4.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.89K+ 3.14% |
$1.03M - $1.44M
|
95.1K
$49.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.87K+ 10.22% |
$1.02M - $1.43M
|
31K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.86K+ 1.39% |
$1.01M - $1.42M
|
209K
$108M
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
2.86K+ 17.75% |
$1.01M - $1.42M
|
19K
$9.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.85K+ 16.53% |
$1.01M - $1.42M
|
20.1K
$10.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.84K+ 18.36% |
$1.01M - $1.41M
|
18.3K
$9.48M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
2.84K+ 1.82% |
$1.01M - $1.41M
|
159K
$82.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
2.82K+ 12.38% |
$1M - $1.4M
|
25.6K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
2.82KNew |
$1M - $1.4M
|
2.82K
$1.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.82K+ 1.32% |
$999K - $1.4M
|
217K
$112M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
2.82K+ 2.76% |
$999K - $1.4M
|
105K
$54.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
2.82K+ 3.92% |
$999K - $1.4M
|
74.7K
$38.7M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.82K+ 7.98% |
$999K - $1.4M
|
38.1K
$19.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.81K+ 2.95% |
$995K - $1.4M
|
97.9K
$50.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.81K+ 6.36% |
$995K - $1.4M
|
46.9K
$24.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
2.8K+ 45.74% |
$992K - $1.39M
|
8.92K
$4.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.77K+ 22.39% |
$981K - $1.38M
|
15.1K
$7.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
2.75K+ 18.48% |
$976K - $1.37M
|
17.7K
$9.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2.73K+ 6.51% |
$968K - $1.36M
|
44.7K
$23.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.73K+ 4.18% |
$968K - $1.36M
|
68K
$35.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
2.72K+ 69.39% |
$964K - $1.35M
|
6.64K
$3.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.72K+ 7.49% |
$964K - $1.35M
|
39K
$20.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2.71K+ 22.36% |
$959K - $1.35M
|
14.8K
$7.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Insight Holdings Group, LLC
New York, NY |
BUY
|
- |
2.7K+ 1.2% |
$957K - $1.34M
|
228K
$118M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.69K+ 2.74% |
$954K - $1.34M
|
101K
$52.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
2.69K+ 0.32% |
$953K - $1.34M
|
834K
$432M
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.69K+ 4.09% |
$952K - $1.34M
|
68.3K
$35.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
2.67KNew |
$947K - $1.33M
|
2.67K
$1.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.67K+ 24.15% |
$947K - $1.33M
|
13.7K
$7.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
2.66K+ 2.11% |
$945K - $1.33M
|
129K
$66.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
2.66K+ 16.42% |
$942K - $1.32M
|
18.8K
$9.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
2.65K+ 0.4% |
$940K - $1.32M
|
662K
$343M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.65K+ 6.82% |
$939K - $1.32M
|
41.5K
$21.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.65K+ 11.12% |
$939K - $1.32M
|
26.5K
$13.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
2.65K+ 0.34% |
$938K - $1.32M
|
782K
$405M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.62K+ 0.56% |
$929K - $1.3M
|
474K
$245M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.62K+ 0.67% |
$928K - $1.3M
|
390K
$202M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.61K+ 8.15% |
$924K - $1.3M
|
34.6K
$17.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
2.6KNew |
$922K - $1.29M
|
2.6K
$1.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2.59KNew |
$919K - $1.29M
|
2.59K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.59K+ 5.59% |
$919K - $1.29M
|
49K
$25.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.57K+ 22.92% |
$912K - $1.28M
|
13.8K
$7.14M
|