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 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
868+ 5.57% |
$308K - $432K
|
16.4K
$8.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
868+ 0.99% |
$308K - $432K
|
88.7K
$47.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
867+ 1.69% |
$307K - $431K
|
52K
$27.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
865+ 2.11% |
$307K - $430K
|
41.9K
$22.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
865+ 1.55% |
$307K - $430K
|
56.7K
$30.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
864+ 153.19% |
$306K - $430K
|
1.43K
$759K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
864+ 3.48% |
$306K - $430K
|
25.7K
$13.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
863New |
$306K - $429K
|
863
$459K
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
862New |
$306K - $429K
|
862
$458K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
861+ 3.18% |
$305K - $428K
|
27.9K
$14.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
861+ 4.61% |
$305K - $428K
|
19.5K
$10.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
857+ 9.5% |
$304K - $426K
|
9.88K
$5.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
857+ 1.47% |
$304K - $426K
|
59.2K
$31.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
852+ 156.91% |
$302K - $424K
|
1.4K
$741K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
852+ 6.48% |
$302K - $424K
|
14K
$7.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
852+ 15.19% |
$302K - $424K
|
6.46K
$3.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
851+ 7.56% |
$302K - $423K
|
12.1K
$6.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
848+ 17.75% |
$301K - $422K
|
5.63K
$2.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
846+ 1.07% |
$300K - $421K
|
80.2K
$42.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
845+ 16.19% |
$300K - $420K
|
6.07K
$3.22M
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
844+ 11.11% |
$299K - $420K
|
8.44K
$4.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
840+ 12.64% |
$298K - $418K
|
7.49K
$3.98M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
839+ 6.73% |
$297K - $417K
|
13.3K
$7.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
838+ 4.27% |
$297K - $417K
|
20.5K
$10.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
837+ 1.54% |
$297K - $416K
|
55.2K
$29.3M
|
|
|
Aug 13, 2025
Q2 2025
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
834+ 1.89% |
$296K - $415K
|
45.1K
$24M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
832+ 8.39% |
$295K - $414K
|
10.8K
$5.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
829+ 2.24% |
$294K - $412K
|
37.9K
$20.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
828+ 15.57% |
$294K - $412K
|
6.15K
$3.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
825+ 2.68% |
$293K - $410K
|
31.6K
$16.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
824+ 11.68% |
$292K - $410K
|
7.88K
$4.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
823+ 10.51% |
$292K - $409K
|
8.66K
$4.6M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
823+ 5.41% |
$292K - $409K
|
16K
$8.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
820+ 2.53% |
$291K - $408K
|
33.3K
$17.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
820+ 1.5% |
$291K - $408K
|
55.3K
$29.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
820+ 14.49% |
$291K - $408K
|
6.48K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
816New |
$289K - $406K
|
816
$434K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
815+ 4.27% |
$289K - $405K
|
19.9K
$10.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
814+ 8.95% |
$289K - $405K
|
9.91K
$5.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
814+ 9.22% |
$289K - $405K
|
9.64K
$5.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
814+ 17.45% |
$289K - $405K
|
5.48K
$2.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
811+ 5.94% |
$288K - $403K
|
14.5K
$7.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
809+ 5.61% |
$287K - $402K
|
15.2K
$8.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
808+ 13.03% |
$286K - $402K
|
7.01K
$3.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
808+ 1.16% |
$286K - $402K
|
70.5K
$37.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
804+ 2.29% |
$285K - $400K
|
35.9K
$19.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
803+ 3.44% |
$285K - $399K
|
24.1K
$12.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
803+ 4.96% |
$285K - $399K
|
17K
$9.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
801+ 4.61% |
$284K - $398K
|
18.2K
$9.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
800+ 26.37% |
$284K - $398K
|
3.83K
$2.04M
|