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
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
282+ 10.94% |
$100K - $140K
|
2.86K
$1.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
280+ 3.85% |
$99.3K - $139K
|
7.55K
$4.01M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
280+ 3.11% |
$99.3K - $139K
|
9.27K
$4.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
277+ 2.38% |
$98.2K - $138K
|
11.9K
$6.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
276+ 0.6% |
$97.9K - $137K
|
46.1K
$24.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
275+ 11.7% |
$97.5K - $137K
|
2.63K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
275+ 1.28% |
$97.5K - $137K
|
21.8K
$11.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
274+ 1.47% |
$97.1K - $136K
|
19K
$10.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
273+ 10.08% |
$96.8K - $136K
|
2.98K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
273+ 0.29% |
$96.8K - $136K
|
94.1K
$50M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
271+ 2.74% |
$96.1K - $135K
|
10.2K
$5.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
271+ 1.64% |
$96.1K - $135K
|
16.7K
$8.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
270+ 12.5% |
$95.7K - $134K
|
2.43K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
270+ 4.5% |
$95.7K - $134K
|
6.27K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
270+ 10.04% |
$95.7K - $134K
|
2.96K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
269+ 1.48% |
$95.4K - $134K
|
18.5K
$9.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
269+ 0.33% |
$95.4K - $134K
|
81.2K
$43.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
269+ 2.11% |
$95.4K - $134K
|
13K
$6.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
268+ 0.8% |
$95K - $133K
|
33.8K
$17.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
268+ 0.4% |
$95K - $133K
|
68K
$36.1M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
268+ 1.64% |
$95K - $133K
|
16.6K
$8.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
268+ 2.38% |
$95K - $133K
|
11.5K
$6.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
265+ 12.41% |
$94K - $132K
|
2.4K
$1.28M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
265+ 1.14% |
$94K - $132K
|
23.5K
$12.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
265+ 0.74% |
$94K - $132K
|
36.3K
$19.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
263+ 1.2% |
$93.2K - $131K
|
22.1K
$11.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
261+ 4.25% |
$92.5K - $130K
|
6.4K
$3.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
261+ 0.54% |
$92.5K - $130K
|
48.7K
$25.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
260+ 3.18% |
$92.2K - $129K
|
8.43K
$4.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
260+ 8.52% |
$92.2K - $129K
|
3.31K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
259+ 1.89% |
$91.8K - $129K
|
14K
$7.42M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
258+ 4.01% |
$91.5K - $128K
|
6.69K
$3.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
257+ 1.76% |
$91.1K - $128K
|
14.8K
$7.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
255+ 4.58% |
$90.4K - $127K
|
5.82K
$3.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
255+ 1.82% |
$90.4K - $127K
|
14.3K
$7.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
254+ 1.8% |
$90.1K - $126K
|
14.3K
$7.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
253+ 6.12% |
$89.7K - $126K
|
4.39K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
252+ 9.86% |
$89.3K - $125K
|
2.81K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
250+ 2.16% |
$88.6K - $124K
|
11.8K
$6.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
250+ 2.18% |
$88.6K - $124K
|
11.7K
$6.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
250+ 9.11% |
$88.6K - $124K
|
2.99K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
250+ 2.31% |
$88.6K - $124K
|
11.1K
$5.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
248+ 4.93% |
$87.9K - $123K
|
5.28K
$2.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
248+ 25.1% |
$87.9K - $123K
|
1.24K
$657K
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
246+ 1.41% |
$87.2K - $122K
|
17.7K
$9.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
246+ 14.39% |
$87.2K - $122K
|
1.96K
$1.04M
|
|
|
Aug 20, 2025
Q2 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
246+ 15.38% |
$87.2K - $122K
|
1.85K
$981K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
244+ 1.13% |
$86.5K - $121K
|
21.9K
$11.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
243+ 26.59% |
$86.2K - $121K
|
1.16K
$615K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
242+ 1.95% |
$85.8K - $120K
|
12.6K
$6.71M
|