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 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
242+ 0.48% |
$85.8K - $120K
|
50.4K
$26.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
241+ 1.53% |
$85.4K - $120K
|
16K
$8.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
241+ 1.47% |
$85.4K - $120K
|
16.7K
$8.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
241+ 2.7% |
$85.4K - $120K
|
9.18K
$4.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
240+ 9.25% |
$85.1K - $119K
|
2.84K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
240+ 8.06% |
$85.1K - $119K
|
3.22K
$1.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
240+ 0.77% |
$85.1K - $119K
|
31.6K
$16.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
240+ 12.74% |
$85.1K - $119K
|
2.12K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
239+ 38.8% |
$84.7K - $119K
|
855
$454K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
239+ 1.58% |
$84.7K - $119K
|
15.3K
$8.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
239+ 4.28% |
$84.7K - $119K
|
5.82K
$3.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
239+ 1.13% |
$84.7K - $119K
|
21.4K
$11.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
238+ 9.9% |
$84.4K - $118K
|
2.64K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
238+ 0.47% |
$84.4K - $118K
|
51.3K
$27.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
237+ 0.6% |
$84K - $118K
|
39.5K
$21M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
235+ 0.49% |
$83.3K - $117K
|
47.8K
$25.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
235+ 1.63% |
$83.3K - $117K
|
14.7K
$7.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
234+ 0.56% |
$83K - $116K
|
42.3K
$22.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
234+ 1.82% |
$83K - $116K
|
13.1K
$6.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
233+ 8.65% |
$82.6K - $116K
|
2.93K
$1.56M
|
|
|
Sep 23, 2025
Q2 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
233+ 8.41% |
$82.6K - $116K
|
3.01K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
232+ 3.66% |
$82.3K - $115K
|
6.56K
$3.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
232+ 1.56% |
$82.3K - $115K
|
15.1K
$8.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
231+ 3.2% |
$81.9K - $115K
|
7.45K
$3.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
231+ 10.68% |
$81.9K - $115K
|
2.39K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
230+ 1.78% |
$81.5K - $114K
|
13.2K
$7M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
227+ 13.48% |
$80.5K - $113K
|
1.91K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
227+ 1.6% |
$80.5K - $113K
|
14.4K
$7.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
227+ 0.55% |
$80.5K - $113K
|
41.8K
$22.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
226+ 1.17% |
$80.1K - $112K
|
19.6K
$10.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
226+ 0.39% |
$80.1K - $112K
|
58.9K
$31.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
225+ 3.15% |
$79.8K - $112K
|
7.36K
$3.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
225+ 1.06% |
$79.8K - $112K
|
21.5K
$11.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
223+ 19.41% |
$79.1K - $111K
|
1.37K
$729K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
223+ 1.61% |
$79.1K - $111K
|
14K
$7.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
223+ 2.77% |
$79.1K - $111K
|
8.28K
$4.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
223+ 1.27% |
$79.1K - $111K
|
17.7K
$9.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
222+ 4.25% |
$78.7K - $110K
|
5.45K
$2.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
222+ 2.03% |
$78.7K - $110K
|
11.2K
$5.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
222+ 0.11% |
$78.7K - $110K
|
196K
$104M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
221+ 8.44% |
$78.4K - $110K
|
2.84K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
221+ 5.76% |
$78.4K - $110K
|
4.06K
$2.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
221+ 0.31% |
$78.4K - $110K
|
71.5K
$38M
|
|
|
Jul 25, 2025
Q2 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
221+ 1.67% |
$78.4K - $110K
|
13.5K
$7.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
221+ 4.35% |
$78.4K - $110K
|
5.31K
$2.82M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
221+ 3.45% |
$78.4K - $110K
|
6.64K
$3.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
220+ 1.84% |
$78K - $109K
|
12.2K
$6.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
219+ 9.66% |
$77.6K - $109K
|
2.49K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
219+ 0.18% |
$77.6K - $109K
|
121K
$64.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
219+ 5.52% |
$77.6K - $109K
|
4.19K
$2.23M
|