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 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
219+ 4.37% |
$77.6K - $109K
|
5.23K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
219+ 6.99% |
$77.6K - $109K
|
3.35K
$1.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
218+ 34.94% |
$77.3K - $108K
|
842
$448K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
217+ 7.28% |
$76.9K - $108K
|
3.2K
$1.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
217+ 0.06% |
$76.9K - $108K
|
340K
$181M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
217+ 10.76% |
$76.9K - $108K
|
2.23K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
216+ 3.48% |
$76.6K - $107K
|
6.43K
$3.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
216+ 7.14% |
$76.6K - $107K
|
3.24K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
216+ 4.69% |
$76.6K - $107K
|
4.82K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
216+ 1.15% |
$76.6K - $107K
|
19K
$10.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
214+ 10.97% |
$75.9K - $106K
|
2.17K
$1.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
214+ 9.51% |
$75.9K - $106K
|
2.46K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
213+ 9.35% |
$75.5K - $106K
|
2.49K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
213+ 0.3% |
$75.5K - $106K
|
71.7K
$38.1M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
212+ 4.3% |
$75.2K - $105K
|
5.14K
$2.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
211+ 13.05% |
$74.8K - $105K
|
1.83K
$972K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
211+ 3.5% |
$74.8K - $105K
|
6.24K
$3.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
210+ 7.96% |
$74.5K - $104K
|
2.85K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
208+ 0.54% |
$73.7K - $103K
|
38.5K
$20.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
205+ 13.21% |
$72.7K - $102K
|
1.76K
$934K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
204+ 0.73% |
$72.3K - $101K
|
28.1K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
204+ 1.49% |
$72.3K - $101K
|
13.9K
$7.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
203+ 2.13% |
$72K - $101K
|
9.73K
$5.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
202+ 4.67% |
$71.6K - $100K
|
4.53K
$2.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
202+ 4.25% |
$71.6K - $100K
|
4.95K
$2.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
202+ 9.43% |
$71.6K - $100K
|
2.35K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
202+ 1.43% |
$71.6K - $100K
|
14.3K
$7.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
201+ 3.1% |
$71.3K - $100K
|
6.68K
$3.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
200+ 11.98% |
$70.9K - $99.5K
|
1.87K
$993K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
200+ 1.48% |
$70.9K - $99.5K
|
13.7K
$7.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
200+ 0.94% |
$70.9K - $99.5K
|
21.4K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
200+ 4.68% |
$70.9K - $99.5K
|
4.47K
$2.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
199+ 0.84% |
$70.6K - $99K
|
23.9K
$12.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
199+ 1.35% |
$70.6K - $99K
|
14.9K
$7.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
199+ 1.16% |
$70.6K - $99K
|
17.3K
$9.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
199+ 1.79% |
$70.6K - $99K
|
11.3K
$6M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
199+ 2.84% |
$70.6K - $99K
|
7.22K
$3.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
197+ 0.46% |
$69.8K - $98K
|
42.9K
$22.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
196+ 3.81% |
$69.5K - $97.5K
|
5.34K
$2.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
196+ 21.17% |
$69.5K - $97.5K
|
1.12K
$596K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
196+ 12.0% |
$69.5K - $97.5K
|
1.83K
$973K
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
196+ 16.28% |
$69.5K - $97.5K
|
1.4K
$744K
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
195+ 27.08% |
$69.1K - $97K
|
915
$486K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
195+ 0.99% |
$69.1K - $97K
|
19.8K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
195+ 8.22% |
$69.1K - $97K
|
2.57K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
195+ 2.6% |
$69.1K - $97K
|
7.68K
$4.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
194+ 9.42% |
$68.8K - $96.5K
|
2.25K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
194+ 3.27% |
$68.8K - $96.5K
|
6.13K
$3.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
194+ 2.36% |
$68.8K - $96.5K
|
8.41K
$4.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
192+ 15.0% |
$68.1K - $95.5K
|
1.47K
$782K
|