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 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
698+ 0.43% |
$247K - $347K
|
164K
$87.4M
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
697New |
$247K - $347K
|
697
$370K
|
|
|
Jul 28, 2025
Q2 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
696+ 0.62% |
$247K - $346K
|
113K
$60M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
693+ 8.16% |
$246K - $345K
|
9.18K
$4.88M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
692+ 5.27% |
$245K - $344K
|
13.8K
$7.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
689+ 0.84% |
$244K - $343K
|
82.9K
$44.1M
|
|
|
Aug 11, 2025
Q2 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
688New |
$244K - $342K
|
688
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
687+ 2.09% |
$244K - $342K
|
33.6K
$17.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
686+ 0.78% |
$243K - $341K
|
88.6K
$47.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
682+ 7.87% |
$242K - $339K
|
9.35K
$4.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
681+ 6.51% |
$241K - $339K
|
11.1K
$5.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
680New |
$241K - $338K
|
680
$361K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
678+ 12.79% |
$240K - $337K
|
5.98K
$3.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
678+ 0.83% |
$240K - $337K
|
82.2K
$43.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
674+ 3.79% |
$239K - $335K
|
18.4K
$9.8M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
672+ 7.02% |
$238K - $334K
|
10.2K
$5.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
671+ 6.04% |
$238K - $334K
|
11.8K
$6.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
671+ 7.36% |
$238K - $334K
|
9.79K
$5.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
671+ 32.97% |
$238K - $334K
|
2.71K
$1.44M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
670+ 26.33% |
$238K - $333K
|
3.22K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
True Wealth Financial Partners
|
BUY
|
- |
670+ 10.68% |
$238K - $333K
|
6.94K
$3.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
667+ 0.28% |
$236K - $332K
|
237K
$126M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
666+ 0.46% |
$236K - $331K
|
144K
$76.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
664+ 3.3% |
$235K - $330K
|
20.8K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
663+ 2.07% |
$235K - $330K
|
32.7K
$17.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
662+ 0.27% |
$235K - $329K
|
243K
$129M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
658+ 13.95% |
$233K - $327K
|
5.38K
$2.86M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
657+ 21.91% |
$233K - $327K
|
3.66K
$1.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
656+ 1.66% |
$233K - $326K
|
40.1K
$21.3M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
652New |
$231K - $324K
|
652
$347K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
651+ 2.73% |
$231K - $324K
|
24.5K
$13M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
651+ 4.09% |
$231K - $324K
|
16.6K
$8.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
650+ 43.33% |
$230K - $323K
|
2.15K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
648+ 16.13% |
$230K - $322K
|
4.67K
$2.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
647+ 3.29% |
$229K - $322K
|
20.3K
$10.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
645+ 3.75% |
$229K - $321K
|
17.8K
$9.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
645New |
$229K - $321K
|
645
$343K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
644+ 7.41% |
$228K - $320K
|
9.34K
$4.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
644+ 1.72% |
$228K - $320K
|
38.1K
$20.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
643+ 0.92% |
$228K - $320K
|
70.5K
$37.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
637New |
$226K - $317K
|
637
$339K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
633+ 1.82% |
$224K - $315K
|
35.4K
$18.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
631+ 42.24% |
$224K - $314K
|
2.13K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
627+ 24.13% |
$222K - $312K
|
3.23K
$1.71M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
625+ 2.73% |
$222K - $311K
|
23.5K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
622+ 3.36% |
$221K - $309K
|
19.1K
$10.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
621+ 11.21% |
$220K - $309K
|
6.16K
$3.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
620+ 9.86% |
$220K - $308K
|
6.91K
$3.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
618+ 3.64% |
$219K - $307K
|
17.6K
$9.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
618+ 14.28% |
$219K - $307K
|
4.95K
$2.63M
|