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 01, 2025
Q2 2025
|
Tevis Investment Management
|
BUY
|
- |
2.57K+ 32.77% |
$910K - $1.28M
|
10.4K
$5.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.57K+ 1.04% |
$909K - $1.28M
|
249K
$129M
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
2.56KNew |
$906K - $1.27M
|
2.56K
$1.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
2.55K+ 18.62% |
$905K - $1.27M
|
16.3K
$8.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.55K+ 9.61% |
$903K - $1.27M
|
29K
$15M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
2.54K+ 1.96% |
$901K - $1.26M
|
132K
$68.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.52K+ 38.3% |
$893K - $1.25M
|
9.09K
$4.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.52K+ 34.94% |
$892K - $1.25M
|
9.72K
$5.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.51K+ 6.37% |
$891K - $1.25M
|
42K
$21.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
2.51K+ 0.58% |
$891K - $1.25M
|
436K
$225M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
2.51K+ 80.37% |
$889K - $1.25M
|
5.62K
$2.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.5K+ 7.83% |
$887K - $1.24M
|
34.4K
$17.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
2.5K+ 49.81% |
$886K - $1.24M
|
7.52K
$3.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
2.5K+ 6.25% |
$886K - $1.24M
|
42.5K
$22M
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.5K+ 15.97% |
$885K - $1.24M
|
18.1K
$9.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.49K+ 47.46% |
$884K - $1.24M
|
7.74K
$4.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.49K+ 19.56% |
$882K - $1.24M
|
15.2K
$7.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
2.48K+ 5.55% |
$881K - $1.24M
|
47.3K
$24.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
2.48KNew |
$880K - $1.23M
|
2.48K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
2.48K+ 2.0% |
$878K - $1.23M
|
126K
$65.4M
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
2.48KNew |
$878K - $1.23M
|
2.48K
$1.28M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.47K+ 14.29% |
$876K - $1.23M
|
19.8K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.47K+ 19.34% |
$875K - $1.23M
|
15.2K
$7.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
2.46K+ 0.98% |
$871K - $1.22M
|
253K
$131M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.46K+ 2.45% |
$870K - $1.22M
|
103K
$53.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.44K+ 106.77% |
$866K - $1.22M
|
4.73K
$2.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2.42K+ 74.26% |
$858K - $1.2M
|
5.68K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.41K+ 1.77% |
$856K - $1.2M
|
139K
$71.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.41K+ 2.01% |
$854K - $1.2M
|
123K
$63.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2.41K+ 106.22% |
$854K - $1.2M
|
4.68K
$2.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.4K+ 1.07% |
$852K - $1.2M
|
228K
$118M
|
|
|
Aug 12, 2025
Q2 2025
|
Qvr LLC
|
BUY
|
- |
2.39KNew |
$849K - $1.19M
|
2.39K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.37K+ 2.59% |
$841K - $1.18M
|
94.1K
$48.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.37K+ 4.7% |
$841K - $1.18M
|
52.8K
$27.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.37K+ 5.54% |
$839K - $1.18M
|
45.1K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.35K+ 11.78% |
$833K - $1.17M
|
22.3K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
2.35K+ 0.98% |
$831K - $1.17M
|
242K
$125M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.34K+ 8.29% |
$830K - $1.16M
|
30.6K
$15.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
2.34K+ 0.85% |
$829K - $1.16M
|
279K
$144M
|
|
|
Aug 12, 2025
Q2 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
2.33K+ 1.65% |
$827K - $1.16M
|
144K
$74.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.33K+ 7.72% |
$826K - $1.16M
|
32.5K
$16.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.31K+ 4.95% |
$820K - $1.15M
|
49.1K
$25.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
2.3KNew |
$815K - $1.14M
|
2.3K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.29K+ 17.73% |
$813K - $1.14M
|
15.2K
$7.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
2.29K+ 44.36% |
$812K - $1.14M
|
7.45K
$3.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.29K+ 15.85% |
$812K - $1.14M
|
16.7K
$8.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.28K+ 18.07% |
$807K - $1.13M
|
14.9K
$7.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
2.26KNew |
$802K - $1.13M
|
2.26K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Belmont Capital, LLC
|
BUY
|
- |
2.24K+ 2.19% |
$795K - $1.11M
|
105K
$54.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.22K+ 27787.5% |
$788K - $1.11M
|
2.23K
$1.15M
|