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 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
463+ 2.89% |
$164K - $230K
|
16.5K
$8.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
463+ 5.44% |
$164K - $230K
|
8.98K
$4.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
463+ 14.09% |
$164K - $230K
|
3.75K
$1.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
462New |
$164K - $230K
|
462
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
461+ 51.45% |
$163K - $229K
|
1.36K
$721K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
460New |
$163K - $229K
|
460
$244K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
458+ 10.49% |
$162K - $228K
|
4.82K
$2.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
458+ 4.23% |
$162K - $228K
|
11.3K
$6M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
457+ 10.51% |
$162K - $227K
|
4.81K
$2.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
456+ 2.14% |
$162K - $227K
|
21.8K
$11.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
456+ 19.7% |
$162K - $227K
|
2.77K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
455+ 13.58% |
$161K - $226K
|
3.81K
$2.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
455+ 4.13% |
$161K - $226K
|
11.5K
$6.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
455+ 0.84% |
$161K - $226K
|
54.3K
$28.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
455+ 1.71% |
$161K - $226K
|
27K
$14.4M
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
455+ 4.66% |
$161K - $226K
|
10.2K
$5.44M
|
|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
455New |
$161K - $226K
|
455
$242K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
454+ 2.41% |
$161K - $226K
|
19.3K
$10.3M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
454+ 2.35% |
$161K - $226K
|
19.8K
$10.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
454+ 13.06% |
$161K - $226K
|
3.93K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
454New |
$161K - $226K
|
454
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
453+ 3.02% |
$161K - $225K
|
15.4K
$8.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
452+ 0.25% |
$160K - $225K
|
180K
$95.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
450+ 4.6% |
$160K - $224K
|
10.2K
$5.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
450+ 0.75% |
$160K - $224K
|
60.4K
$32.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
449+ 0.66% |
$159K - $223K
|
68K
$36.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
449+ 2.96% |
$159K - $223K
|
15.6K
$8.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
448+ 0.54% |
$159K - $223K
|
82.9K
$44.1M
|
|
|
Aug 14, 2025
Q2 2025
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
448New |
$159K - $223K
|
448
$238K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
445+ 3.94% |
$158K - $221K
|
11.7K
$6.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Gator Capital Management, LLC
|
BUY
|
- |
445New |
$158K - $221K
|
445
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
444+ 3.33% |
$157K - $221K
|
13.8K
$7.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
443+ 11.9% |
$157K - $220K
|
4.17K
$2.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
443+ 1.26% |
$157K - $220K
|
35.7K
$19M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
441+ 2.23% |
$156K - $219K
|
20.2K
$10.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
441+ 21.11% |
$156K - $219K
|
2.53K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
440+ 2.54% |
$156K - $219K
|
17.7K
$9.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
439+ 4.3% |
$156K - $218K
|
10.6K
$5.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
- |
438New |
$155K - $218K
|
438
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
438New |
$155K - $218K
|
438
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
BUY
|
- |
438New |
$155K - $218K
|
438
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
438+ 3.3% |
$155K - $218K
|
13.7K
$7.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
436+ 18.77% |
$155K - $217K
|
2.76K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
436New |
$155K - $217K
|
436
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
435New |
$154K - $216K
|
435
$231K
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
435+ 11.53% |
$154K - $216K
|
4.21K
$2.24M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
434+ 5.64% |
$154K - $216K
|
8.14K
$4.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
433New |
$154K - $215K
|
433
$230K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
433+ 4.77% |
$154K - $215K
|
9.51K
$5.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
432+ 3.97% |
$153K - $215K
|
11.3K
$6.01M
|