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 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
391+ 6.94% |
$139K - $195K
|
6.02K
$3.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
390+ 0.23% |
$138K - $194K
|
171K
$90.7M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
389+ 15.17% |
$138K - $194K
|
2.95K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
387+ 0.81% |
$137K - $193K
|
47.9K
$25.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
384+ 16.49% |
$136K - $191K
|
2.71K
$1.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
382+ 0.65% |
$135K - $190K
|
59.2K
$31.5M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
382+ 1.63% |
$135K - $190K
|
23.9K
$12.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
380+ 10.02% |
$135K - $189K
|
4.17K
$2.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
380+ 5.82% |
$135K - $189K
|
6.91K
$3.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
379+ 17.64% |
$134K - $189K
|
2.53K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
379+ 9.57% |
$134K - $189K
|
4.34K
$2.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
378+ 26.54% |
$134K - $188K
|
1.8K
$958K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
378+ 3.57% |
$134K - $188K
|
11K
$5.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
377+ 2.64% |
$134K - $188K
|
14.6K
$7.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
377+ 6.94% |
$134K - $188K
|
5.81K
$3.09M
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
377+ 0.45% |
$134K - $188K
|
84.9K
$45.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
376+ 2.92% |
$133K - $187K
|
13.3K
$7.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
375+ 7.29% |
$133K - $187K
|
5.52K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
375+ 1.81% |
$133K - $187K
|
21.1K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
374+ 1.44% |
$133K - $186K
|
26.3K
$14M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
374+ 1.93% |
$133K - $186K
|
19.7K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
374+ 0.78% |
$133K - $186K
|
48.5K
$25.8M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
372+ 3.45% |
$132K - $185K
|
11.1K
$5.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
370+ 2.6% |
$131K - $184K
|
14.6K
$7.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
370+ 11.6% |
$131K - $184K
|
3.56K
$1.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
370+ 32.8% |
$131K - $184K
|
1.5K
$796K
|
|
|
Aug 13, 2025
Q2 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
370+ 19.06% |
$131K - $184K
|
2.31K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
368+ 21.88% |
$130K - $183K
|
2.05K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
367+ 5.9% |
$130K - $183K
|
6.59K
$3.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
367+ 10.33% |
$130K - $183K
|
3.92K
$2.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
365+ 0.86% |
$129K - $182K
|
42.9K
$22.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
365+ 8.24% |
$129K - $182K
|
4.79K
$2.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
364+ 1.85% |
$129K - $181K
|
20.1K
$10.7M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
364+ 2.54% |
$129K - $181K
|
14.7K
$7.81M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
363+ 2.3% |
$129K - $181K
|
16.1K
$8.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
361+ 1.71% |
$128K - $180K
|
21.4K
$11.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
360+ 6.29% |
$128K - $179K
|
6.08K
$3.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
360+ 42.96% |
$128K - $179K
|
1.2K
$637K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
359+ 1.81% |
$127K - $179K
|
20.2K
$10.7M
|
|
|
Sep 25, 2025
Q2 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
359+ 5.43% |
$127K - $179K
|
6.97K
$3.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
356+ 171.15% |
$126K - $177K
|
564
$300K
|
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
354+ 18.5% |
$126K - $176K
|
2.27K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
354+ 1.61% |
$126K - $176K
|
22.4K
$11.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
354+ 10.68% |
$126K - $176K
|
3.67K
$1.95M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
352+ 2.62% |
$125K - $175K
|
13.8K
$7.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
351+ 4.82% |
$124K - $175K
|
7.64K
$4.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
351+ 1.95% |
$124K - $175K
|
18.4K
$9.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
350+ 1.23% |
$124K - $174K
|
28.9K
$15.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
350+ 20.37% |
$124K - $174K
|
2.07K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
350+ 3.83% |
$124K - $174K
|
9.5K
$5.05M
|