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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
2.22KNew |
$788K - $1.11M
|
2.22K
$1.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.22K+ 3.93% |
$786K - $1.1M
|
58.7K
$30.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.22K+ 20.3% |
$786K - $1.1M
|
13.1K
$6.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
2.2KNew |
$780K - $1.09M
|
2.2K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.19K+ 8.89% |
$778K - $1.09M
|
26.9K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.19K+ 6.37% |
$775K - $1.09M
|
36.5K
$18.9M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
2.18K+ 48.44% |
$773K - $1.08M
|
6.68K
$3.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
2.17K+ 7.29% |
$768K - $1.08M
|
31.9K
$16.5M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2.16K+ 11.47% |
$766K - $1.07M
|
21K
$10.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
2.16K+ 13.42% |
$765K - $1.07M
|
18.3K
$9.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.15K+ 13.58% |
$764K - $1.07M
|
18K
$9.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
2.15KNew |
$762K - $1.07M
|
2.15K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.14K+ 4.95% |
$759K - $1.07M
|
45.4K
$23.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.12K+ 5.39% |
$752K - $1.06M
|
41.5K
$21.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.11K+ 12.97% |
$750K - $1.05M
|
18.4K
$9.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.1K+ 4.33% |
$745K - $1.04M
|
50.6K
$26.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.09K+ 3.52% |
$740K - $1.04M
|
61.4K
$31.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
2.07K+ 57.58% |
$735K - $1.03M
|
5.68K
$2.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.07K+ 1.66% |
$733K - $1.03M
|
127K
$65.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.06KNew |
$731K - $1.03M
|
2.06K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.05K+ 2.58% |
$728K - $1.02M
|
81.7K
$42.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
2.05K+ 11.4% |
$727K - $1.02M
|
20K
$10.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.04K+ 17.02% |
$723K - $1.01M
|
14K
$7.26M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.03K+ 4.04% |
$720K - $1.01M
|
52.4K
$27.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
2.01K+ 2.35% |
$713K - $1M
|
87.7K
$45.4M
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
2KNew |
$711K - $997K
|
2K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Aragon Global Management, LP
Miami, FL |
BUY
|
- |
2K+ 3.74% |
$709K - $995K
|
55.6K
$28.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2K+ 10.81% |
$709K - $994K
|
20.5K
$10.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
2K+ 14.53% |
$708K - $993K
|
15.7K
$8.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.99K+ 4.42% |
$707K - $992K
|
47.1K
$24.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.99K+ 9.95% |
$706K - $991K
|
22K
$11.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.98K+ 1.14% |
$703K - $986K
|
176K
$91.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.98K+ 4.05% |
$701K - $983K
|
50.8K
$26.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.97K+ 1.55% |
$697K - $978K
|
128K
$66.5M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.96K+ 67.42% |
$695K - $975K
|
4.87K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.95K+ 4.65% |
$692K - $972K
|
44K
$22.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.95K+ 48.36% |
$692K - $971K
|
5.99K
$3.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.95K+ 2.86% |
$691K - $970K
|
70K
$36.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.95K+ 8.59% |
$691K - $970K
|
24.6K
$12.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.94K+ 1.91% |
$689K - $967K
|
104K
$53.7M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.93KNew |
$684K - $960K
|
1.93K
$999K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.93K+ 15.03% |
$683K - $958K
|
14.7K
$7.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.92K+ 5.69% |
$682K - $957K
|
35.7K
$18.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.92KNew |
$680K - $955K
|
1.92K
$993K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.92K+ 3.58% |
$680K - $954K
|
55.4K
$28.7M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.91K+ 19.6% |
$678K - $952K
|
11.7K
$6.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.91KNew |
$678K - $951K
|
1.91K
$989K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.91K+ 73.71% |
$676K - $949K
|
4.49K
$2.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.91K+ 6.49% |
$676K - $948K
|
31.3K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.89K+ 31.89% |
$670K - $940K
|
7.82K
$4.05M
|