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 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.39K+ 9.42% |
$491K - $689K
|
16.1K
$8.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
1.39K+ 1.59% |
$491K - $689K
|
88.5K
$45.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.38K+ 3.38% |
$490K - $688K
|
42.3K
$21.9M
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 15.76% |
$490K - $688K
|
10.2K
$5.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 5.2% |
$489K - $686K
|
27.9K
$14.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
1.38KNew |
$488K - $685K
|
1.38K
$713K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.37K+ 1.04% |
$487K - $683K
|
133K
$69M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.37K+ 6.8% |
$486K - $682K
|
21.5K
$11.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.37K+ 21.19% |
$485K - $681K
|
7.83K
$4.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.36K+ 45.07% |
$483K - $677K
|
4.38K
$2.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.35K+ 2.75% |
$478K - $670K
|
50.3K
$26M
|
|
|
Aug 14, 2025
Q2 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
1.35KNew |
$478K - $670K
|
1.35K
$697K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.34K+ 3.27% |
$474K - $665K
|
42.2K
$21.9M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.33K+ 5.76% |
$472K - $662K
|
24.4K
$12.6M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.33K+ 5.68% |
$471K - $661K
|
24.7K
$12.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.33K+ 114.99% |
$471K - $660K
|
2.48K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.32K+ 31.51% |
$469K - $659K
|
5.53K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.32K+ 0.91% |
$469K - $659K
|
146K
$75.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.32K+ 12.91% |
$467K - $656K
|
11.5K
$5.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.31K+ 15.34% |
$465K - $653K
|
9.87K
$5.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.31K+ 0.48% |
$463K - $649K
|
271K
$140M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.3K+ 2.79% |
$462K - $648K
|
48K
$24.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
BUY
|
- |
1.3K+ 4.38% |
$462K - $648K
|
31.1K
$16.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.3K+ 10.44% |
$461K - $647K
|
13.8K
$7.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Crystal Rock Capital Management
|
BUY
|
- |
1.3K+ 8.38% |
$461K - $647K
|
16.8K
$8.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.29K+ 64.68% |
$458K - $643K
|
3.29K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.29K+ 1.93% |
$456K - $640K
|
67.8K
$35.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.28K+ 12.99% |
$454K - $637K
|
11.1K
$5.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.28K+ 0.94% |
$453K - $635K
|
137K
$71M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.28K+ 3.44% |
$452K - $634K
|
38.4K
$19.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.28K+ 0.23% |
$452K - $634K
|
560K
$290M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.27K+ 13.86% |
$452K - $634K
|
10.5K
$5.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.26K+ 4.64% |
$447K - $627K
|
28.4K
$14.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.26K+ 0.64% |
$446K - $625K
|
199K
$103M
|
|
|
Aug 12, 2025
Q2 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
1.26KNew |
$446K - $625K
|
1.26K
$651K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.25K+ 9.81% |
$444K - $623K
|
14K
$7.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.25K+ 5.81% |
$444K - $623K
|
22.8K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.25K+ 2.41% |
$443K - $622K
|
53.1K
$27.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.25K+ 4.63% |
$443K - $622K
|
28.3K
$14.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.25K+ 3.67% |
$443K - $622K
|
35.3K
$18.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.25K+ 7.41% |
$443K - $621K
|
18.1K
$9.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.25K+ 6.39% |
$442K - $620K
|
20.8K
$10.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Stf Management LP
Frisco, TX |
BUY
|
- |
1.25K+ 2.85% |
$442K - $620K
|
44.9K
$23.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.25K+ 15.32% |
$442K - $620K
|
9.38K
$4.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.24K+ 5.52% |
$440K - $617K
|
23.7K
$12.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.24K+ 12.9% |
$439K - $615K
|
10.8K
$5.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
1.23K+ 0.86% |
$437K - $613K
|
145K
$75.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.23K+ 32.22% |
$436K - $612K
|
5.05K
$2.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
1.23K+ 11.73% |
$436K - $611K
|
11.7K
$6.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.23K+ 3.59% |
$436K - $611K
|
35.5K
$18.4M
|