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 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
551+ 0.86% |
$195K - $274K
|
64.3K
$34.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
550+ 1.44% |
$195K - $274K
|
38.8K
$20.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
550+ 10.31% |
$195K - $274K
|
5.88K
$3.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
549+ 3.76% |
$195K - $273K
|
15.1K
$8.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
549+ 1.66% |
$195K - $273K
|
33.7K
$17.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
547+ 15.96% |
$194K - $272K
|
3.97K
$2.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
544+ 5.5% |
$193K - $271K
|
10.4K
$5.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
541+ 9.36% |
$192K - $269K
|
6.32K
$3.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
541+ 11.54% |
$192K - $269K
|
5.23K
$2.78M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
540+ 2.53% |
$191K - $269K
|
21.9K
$11.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
539+ 22.43% |
$191K - $268K
|
2.94K
$1.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
539+ 22.74% |
$191K - $268K
|
2.91K
$1.55M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
537+ 4.15% |
$190K - $267K
|
13.5K
$7.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
537+ 9.68% |
$190K - $267K
|
6.09K
$3.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
535+ 0.63% |
$190K - $266K
|
85.3K
$45.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
535+ 15.55% |
$190K - $266K
|
3.98K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
534+ 1.36% |
$189K - $266K
|
39.9K
$21.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
534+ 6.06% |
$189K - $266K
|
9.34K
$4.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
534+ 0.8% |
$189K - $266K
|
67.2K
$35.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
534+ 23.44% |
$189K - $266K
|
2.81K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
533+ 1.28% |
$189K - $265K
|
42.3K
$22.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
532+ 8.19% |
$189K - $265K
|
7.03K
$3.73M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
531+ 42.01% |
$188K - $264K
|
1.8K
$954K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
531+ 7.5% |
$188K - $264K
|
7.61K
$4.05M
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
529+ 3.78% |
$188K - $263K
|
14.5K
$7.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Albert D Mason Inc
|
BUY
|
- |
527New |
$187K - $262K
|
527
$280K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
527+ 4.47% |
$187K - $262K
|
12.3K
$6.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
525+ 2.23% |
$186K - $261K
|
24.1K
$12.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
524+ 14.01% |
$186K - $261K
|
4.27K
$2.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
523+ 17.05% |
$185K - $260K
|
3.59K
$1.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
522New |
$185K - $260K
|
522
$277K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
522+ 20.19% |
$185K - $260K
|
3.11K
$1.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
522New |
$185K - $260K
|
522
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
521+ 8.95% |
$185K - $259K
|
6.34K
$3.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
519+ 0.88% |
$184K - $258K
|
59.3K
$31.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
518+ 10.05% |
$184K - $258K
|
5.67K
$3.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
517+ 27.22% |
$183K - $257K
|
2.42K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
516+ 0.72% |
$183K - $257K
|
71.9K
$38.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
515+ 0.74% |
$183K - $256K
|
70.5K
$37.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
514+ 6.09% |
$182K - $256K
|
8.96K
$4.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
514New |
$182K - $256K
|
514
$273K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
514+ 0.83% |
$182K - $256K
|
62.5K
$33.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
513+ 28.87% |
$182K - $255K
|
2.29K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
511+ 1.08% |
$181K - $254K
|
48K
$25.5M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
510+ 66.06% |
$181K - $254K
|
1.28K
$681K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
509+ 7.29% |
$180K - $253K
|
7.49K
$3.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
509New |
$180K - $253K
|
509
$271K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
509+ 14.82% |
$180K - $253K
|
3.94K
$2.1M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
508+ 3.47% |
$180K - $253K
|
15.1K
$8.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
508+ 3.52% |
$180K - $253K
|
14.9K
$7.95M
|