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 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
349+ 6.32% |
$124K - $174K
|
5.87K
$3.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
348+ 6.39% |
$123K - $173K
|
5.8K
$3.08M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
347+ 6.42% |
$123K - $173K
|
5.76K
$3.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
347+ 2.75% |
$123K - $173K
|
13K
$6.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
BUY
|
- |
346+ 288.33% |
$123K - $172K
|
466
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
345+ 38.94% |
$122K - $172K
|
1.23K
$654K
|
|
|
Jul 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
343+ 0.72% |
$122K - $171K
|
48.1K
$25.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
343+ 2.16% |
$122K - $171K
|
16.3K
$8.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
343+ 2.2% |
$122K - $171K
|
15.9K
$8.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
342+ 0.64% |
$121K - $170K
|
54.2K
$28.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
342+ 3.78% |
$121K - $170K
|
9.38K
$4.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
341+ 2.69% |
$121K - $170K
|
13K
$6.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
341+ 2.89% |
$121K - $170K
|
12.1K
$6.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
341+ 3.04% |
$121K - $170K
|
11.6K
$6.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
341+ 5.72% |
$121K - $170K
|
6.31K
$3.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
341+ 1.39% |
$121K - $170K
|
25K
$13.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
340+ 11.38% |
$121K - $169K
|
3.33K
$1.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
340+ 2.41% |
$121K - $169K
|
14.5K
$7.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
339+ 0.96% |
$120K - $169K
|
35.5K
$18.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
339+ 0.78% |
$120K - $169K
|
44K
$23.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
338+ 1.74% |
$120K - $168K
|
19.8K
$10.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
338+ 7.08% |
$120K - $168K
|
5.11K
$2.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
337+ 6.48% |
$119K - $168K
|
5.54K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
337+ 48.07% |
$119K - $168K
|
1.04K
$552K
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
BUY
|
- |
336+ 1.91% |
$119K - $167K
|
18K
$9.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
336+ 0.75% |
$119K - $167K
|
45.4K
$24.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
336+ 35.52% |
$119K - $167K
|
1.28K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
336+ 18.67% |
$119K - $167K
|
2.14K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
333+ 24.32% |
$118K - $166K
|
1.7K
$905K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
331+ 2.39% |
$117K - $165K
|
14.2K
$7.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
331+ 12.64% |
$117K - $165K
|
2.95K
$1.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
330+ 3.38% |
$117K - $164K
|
10.1K
$5.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
329+ 2.89% |
$117K - $164K
|
11.7K
$6.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
329+ 27.24% |
$117K - $164K
|
1.54K
$817K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
328+ 1.45% |
$116K - $163K
|
22.9K
$12.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
328+ 34.35% |
$116K - $163K
|
1.28K
$682K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
328+ 11.19% |
$116K - $163K
|
3.26K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
325+ 19.8% |
$115K - $162K
|
1.97K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
325+ 1.83% |
$115K - $162K
|
18.1K
$9.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
325+ 0.83% |
$115K - $162K
|
39.6K
$21M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
325+ 5.38% |
$115K - $162K
|
6.37K
$3.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
324+ 7.69% |
$115K - $161K
|
4.54K
$2.41M
|
|
|
Sep 02, 2025
Q2 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
324+ 24.7% |
$115K - $161K
|
1.64K
$870K
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
323+ 3.5% |
$115K - $161K
|
9.55K
$5.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
323+ 1.02% |
$115K - $161K
|
32.1K
$17M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
322+ 8.33% |
$114K - $160K
|
4.19K
$2.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
322+ 4.09% |
$114K - $160K
|
8.2K
$4.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
321+ 4.66% |
$114K - $160K
|
7.21K
$3.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
320+ 1.89% |
$113K - $159K
|
17.3K
$9.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Community Bank Of Raymore
|
BUY
|
- |
320+ 5.22% |
$113K - $159K
|
6.45K
$3.43M
|