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 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
320+ 0.32% |
$113K - $159K
|
101K
$53.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
319+ 6.77% |
$113K - $159K
|
5.03K
$2.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
319+ 0.35% |
$113K - $159K
|
90.5K
$48.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
319+ 2.81% |
$113K - $159K
|
11.7K
$6.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
318+ 2.28% |
$113K - $158K
|
14.3K
$7.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
317+ 5.99% |
$112K - $158K
|
5.61K
$2.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
317+ 0.95% |
$112K - $158K
|
33.8K
$18M
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
317+ 30.72% |
$112K - $158K
|
1.35K
$717K
|
|
|
Aug 13, 2025
Q2 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
316+ 15.9% |
$112K - $157K
|
2.3K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
316+ 1.83% |
$112K - $157K
|
17.5K
$9.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
315New |
$112K - $157K
|
315
$167K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
314+ 1.77% |
$111K - $156K
|
18.1K
$9.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
314New |
$111K - $156K
|
314
$167K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
312+ 3.4% |
$111K - $155K
|
9.48K
$5.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
310+ 2.42% |
$110K - $154K
|
13.1K
$6.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
310+ 5.29% |
$110K - $154K
|
6.17K
$3.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
310+ 5.63% |
$110K - $154K
|
5.82K
$3.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
310+ 5.03% |
$110K - $154K
|
6.47K
$3.44M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
309+ 1.11% |
$110K - $154K
|
28.1K
$14.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
308+ 5.72% |
$109K - $153K
|
5.7K
$3.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
308+ 9.23% |
$109K - $153K
|
3.65K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
307+ 11.18% |
$109K - $153K
|
3.05K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
306+ 5.05% |
$108K - $152K
|
6.36K
$3.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
305+ 3.39% |
$108K - $152K
|
9.31K
$4.95M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
304+ 0.51% |
$108K - $151K
|
60.1K
$31.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Whitford Management LLC
New York, NY |
BUY
|
- |
302+ 1.56% |
$107K - $150K
|
19.6K
$10.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
301+ 16.31% |
$107K - $150K
|
2.15K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
300+ 2.74% |
$106K - $149K
|
11.3K
$5.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
300+ 9.61% |
$106K - $149K
|
3.42K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
299+ 1.68% |
$106K - $149K
|
18.1K
$9.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
299+ 10.24% |
$106K - $149K
|
3.22K
$1.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
297+ 21.35% |
$105K - $148K
|
1.69K
$897K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
297+ 0.75% |
$105K - $148K
|
40K
$21.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
297+ 5.41% |
$105K - $148K
|
5.78K
$3.07M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
296+ 2.04% |
$105K - $147K
|
14.8K
$7.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
296+ 4.15% |
$105K - $147K
|
7.42K
$3.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
296+ 5.06% |
$105K - $147K
|
6.15K
$3.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Wealth Management
|
BUY
|
- |
294+ 44.95% |
$104K - $146K
|
948
$504K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
294+ 5.78% |
$104K - $146K
|
5.38K
$2.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
294+ 3.61% |
$104K - $146K
|
8.44K
$4.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
292+ 3.03% |
$104K - $145K
|
9.92K
$5.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
290+ 6.84% |
$103K - $144K
|
4.53K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
290+ 10.67% |
$103K - $144K
|
3.01K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
287+ 1.05% |
$102K - $143K
|
27.7K
$14.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
287+ 0.15% |
$102K - $143K
|
186K
$98.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
285+ 15.02% |
$101K - $142K
|
2.18K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
284+ 4.38% |
$101K - $141K
|
6.76K
$3.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
284+ 3.48% |
$101K - $141K
|
8.45K
$4.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
282+ 9.03% |
$100K - $140K
|
3.4K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
282+ 10.94% |
$100K - $140K
|
2.86K
$1.52M
|