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
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.21K+ 0.8% |
$427K - $599K
|
153K
$79M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.21K+ 5.48% |
$427K - $599K
|
23.2K
$12M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.2K+ 16.09% |
$426K - $598K
|
8.67K
$4.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.2K+ 4.02% |
$426K - $597K
|
31.1K
$16.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
1.2K+ 27.91% |
$425K - $597K
|
5.5K
$2.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.2K+ 149.5% |
$425K - $596K
|
2K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.2KNew |
$424K - $594K
|
1.2K
$619K
|
|
|
Aug 13, 2025
Q2 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.19K+ 4.79% |
$422K - $592K
|
26K
$13.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.19K+ 7.62% |
$421K - $590K
|
16.8K
$8.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.19K+ 2.53% |
$420K - $589K
|
47.9K
$24.8M
|
|
|
Aug 01, 2025
Q2 2025
|
William Allan, LLC
|
BUY
|
- |
1.18K+ 9.0% |
$420K - $589K
|
14.3K
$7.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.18K+ 2.0% |
$419K - $587K
|
60.1K
$31.1M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
1.18KNew |
$419K - $587K
|
1.18K
$611K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
1.18K+ 11.3% |
$418K - $587K
|
11.6K
$6.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.18K+ 3.74% |
$417K - $585K
|
32.6K
$16.9M
|
|
|
Aug 12, 2025
Q2 2025
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
1.17K+ 14.97% |
$416K - $584K
|
9.01K
$4.66M
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 22.29% |
$416K - $584K
|
6.44K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 2.78% |
$414K - $582K
|
43.2K
$22.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.17K+ 7.87% |
$413K - $580K
|
16K
$8.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.16K+ 1.56% |
$413K - $579K
|
75.8K
$39.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
1.16K+ 16.16% |
$412K - $579K
|
8.36K
$4.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
1.16K+ 2.69% |
$411K - $577K
|
44.3K
$23M
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.16K+ 1.21% |
$411K - $577K
|
96.9K
$50.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.16K+ 1.27% |
$411K - $576K
|
92K
$47.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
1.15KNew |
$409K - $574K
|
1.15K
$597K
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
1.15K+ 1.07% |
$408K - $573K
|
109K
$56.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.15K+ 0.79% |
$408K - $573K
|
147K
$76.2M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.15K+ 48.29% |
$406K - $570K
|
3.52K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.14K+ 1.59% |
$405K - $568K
|
73.1K
$37.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.14K+ 4.5% |
$404K - $567K
|
26.5K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.14K+ 1.71% |
$402K - $565K
|
67.5K
$35M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.13K+ 22.9% |
$402K - $564K
|
6.09K
$3.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
1.13K+ 4.95% |
$402K - $564K
|
24K
$12.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
1.13K+ 0.86% |
$400K - $562K
|
132K
$68.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.12K+ 30.04% |
$397K - $558K
|
4.85K
$2.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.12K+ 1.24% |
$397K - $557K
|
91.2K
$47.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
1.12KNew |
$396K - $556K
|
1.12K
$579K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
1.11K+ 3.01% |
$394K - $553K
|
38.1K
$19.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.11K+ 16.77% |
$394K - $553K
|
7.74K
$4.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.11K+ 2.25% |
$394K - $553K
|
50.5K
$26.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
1.11K+ 13.56% |
$394K - $552K
|
9.29K
$4.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.11K+ 14.1% |
$392K - $551K
|
8.96K
$4.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.11K+ 2.21% |
$392K - $551K
|
51.3K
$26.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.1KNew |
$390K - $548K
|
1.1K
$570K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
1.1K+ 0.05% |
$390K - $547K
|
2.26M
$1.17B
|
|
|
Aug 05, 2025
Q2 2025
|
Once Capital Management, LLC
|
BUY
|
- |
1.1K+ 3.43% |
$390K - $547K
|
33.2K
$17.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
1.1K+ 1.54% |
$389K - $546K
|
72.4K
$37.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.1K+ 34.77% |
$388K - $545K
|
4.24K
$2.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
BUY
|
- |
1.09K+ 6.67% |
$386K - $541K
|
17.4K
$9.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Pembroke Management, LTD
|
BUY
|
- |
1.08KNew |
$383K - $537K
|
1.08K
$559K
|