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 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.08K+ 1.99% |
$382K - $536K
|
55.2K
$28.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.08K+ 0.86% |
$382K - $536K
|
126K
$65.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.08K+ 1.39% |
$382K - $536K
|
78.7K
$40.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.08K+ 0.53% |
$382K - $536K
|
205K
$106M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.08K+ 3.93% |
$381K - $535K
|
28.4K
$14.7M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.07K+ 4.41% |
$381K - $534K
|
25.4K
$13.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.07K+ 1.73% |
$379K - $532K
|
62.8K
$32.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
1.07KNew |
$379K - $532K
|
1.07K
$553K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.07K+ 3.67% |
$379K - $532K
|
30.2K
$15.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.07K+ 2.66% |
$379K - $532K
|
41.3K
$21.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.07K+ 1.36% |
$379K - $531K
|
79.8K
$41.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.07K+ 7.43% |
$378K - $531K
|
15.4K
$7.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.06K+ 3.25% |
$377K - $529K
|
33.8K
$17.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
1.06K+ 70.0% |
$377K - $529K
|
2.58K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
BUY
|
- |
1.06K+ 12.99% |
$377K - $528K
|
9.24K
$4.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.06K+ 4.21% |
$377K - $528K
|
26.3K
$13.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.06K+ 29.1% |
$375K - $526K
|
4.69K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
1.06K+ 48.64% |
$375K - $526K
|
3.23K
$1.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.06K+ 5.7% |
$374K - $525K
|
19.5K
$10.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
1.05K+ 48.82% |
$374K - $524K
|
3.21K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.05K+ 14.67% |
$371K - $521K
|
8.18K
$4.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.05K+ 147.39% |
$371K - $520K
|
1.75K
$908K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.04K+ 1.98% |
$369K - $518K
|
53.7K
$27.8M
|
|
|
Aug 27, 2025
Q2 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
1.04KNew |
$369K - $518K
|
1.04K
$539K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.03K+ 0.94% |
$366K - $514K
|
111K
$57.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
1.03K+ 27.96% |
$366K - $514K
|
4.73K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.03K+ 3.22% |
$366K - $514K
|
33.1K
$17.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.03KNew |
$366K - $513K
|
1.03K
$534K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.01K+ 2.1% |
$357K - $501K
|
48.9K
$25.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1K+ 100.0% |
$355K - $497K
|
2K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Birnam Oak Advisors, LP
New York, NY |
BUY
|
- |
1K+ 20.0% |
$355K - $497K
|
6K
$3.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1K+ 2.61% |
$355K - $497K
|
39.3K
$20.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
1K+ 2.74% |
$355K - $497K
|
37.5K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
999+ 0.79% |
$354K - $497K
|
127K
$65.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
996+ 5.86% |
$353K - $495K
|
18K
$9.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
996+ 1.44% |
$353K - $495K
|
70.4K
$36.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
995+ 13.23% |
$353K - $495K
|
8.51K
$4.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
993+ 0.6% |
$352K - $494K
|
167K
$86.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
993+ 1.77% |
$352K - $494K
|
57.1K
$29.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
990+ 6.25% |
$351K - $492K
|
16.8K
$8.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
989+ 60.56% |
$351K - $492K
|
2.62K
$1.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
985+ 11.44% |
$349K - $490K
|
9.59K
$4.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
980+ 5.28% |
$347K - $488K
|
19.5K
$10.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
978+ 32.49% |
$347K - $487K
|
3.99K
$2.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
975+ 6.96% |
$346K - $485K
|
15K
$7.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
971+ 11.95% |
$344K - $483K
|
9.1K
$4.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
971+ 1.12% |
$344K - $483K
|
87.4K
$45.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
970+ 2.83% |
$344K - $483K
|
35.2K
$18.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
969+ 10.54% |
$344K - $482K
|
10.2K
$5.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
967+ 5.58% |
$343K - $481K
|
18.3K
$9.47M
|