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 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
191+ 0.1% |
$67.7K - $95K
|
199K
$106M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
191+ 2.92% |
$67.7K - $95K
|
6.72K
$3.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
190+ 9.34% |
$67.4K - $94.5K
|
2.22K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
190+ 0.99% |
$67.4K - $94.5K
|
19.3K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
189+ 1.28% |
$67K - $94K
|
14.9K
$7.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
189+ 0.61% |
$67K - $94K
|
31.1K
$16.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
188+ 29.61% |
$66.7K - $93.5K
|
823
$437K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
188+ 1.48% |
$66.7K - $93.5K
|
12.9K
$6.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
188+ 0.82% |
$66.7K - $93.5K
|
23.1K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
187+ 14.21% |
$66.3K - $93K
|
1.5K
$799K
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
187+ 2.28% |
$66.3K - $93K
|
8.39K
$4.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
185+ 7.47% |
$65.6K - $92K
|
2.66K
$1.41M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
185+ 6.75% |
$65.6K - $92K
|
2.93K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
185+ 0.83% |
$65.6K - $92K
|
22.5K
$11.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
185+ 2.26% |
$65.6K - $92K
|
8.38K
$4.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
184+ 0.79% |
$65.2K - $91.5K
|
23.4K
$12.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
181+ 4.69% |
$64.2K - $90K
|
4.04K
$2.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
181+ 7.55% |
$64.2K - $90K
|
2.58K
$1.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
181+ 1.96% |
$64.2K - $90K
|
9.41K
$5M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
181+ 0.64% |
$64.2K - $90K
|
28.6K
$15.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
181+ 1.87% |
$64.2K - $90K
|
9.88K
$5.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
180+ 2.8% |
$63.8K - $89.5K
|
6.6K
$3.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
179+ 11.15% |
$63.5K - $89K
|
1.78K
$948K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
179+ 3.19% |
$63.5K - $89K
|
5.79K
$3.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
178+ 1.1% |
$63.1K - $88.5K
|
16.4K
$8.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
178+ 0.25% |
$63.1K - $88.5K
|
72.5K
$38.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
177+ 1.1% |
$62.8K - $88K
|
16.2K
$8.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
175+ 1.82% |
$62K - $87.1K
|
9.79K
$5.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
174+ 2.79% |
$61.7K - $86.6K
|
6.4K
$3.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
174+ 6.89% |
$61.7K - $86.6K
|
2.7K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
173+ 4.87% |
$61.3K - $86.1K
|
3.72K
$1.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
173+ 0.95% |
$61.3K - $86.1K
|
18.3K
$9.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
172+ 3.81% |
$61K - $85.6K
|
4.69K
$2.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
172+ 3.58% |
$61K - $85.6K
|
4.98K
$2.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
172+ 4.18% |
$61K - $85.6K
|
4.29K
$2.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
171+ 1.32% |
$60.6K - $85.1K
|
13.2K
$6.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
171+ 15.11% |
$60.6K - $85.1K
|
1.3K
$693K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
171+ 0.24% |
$60.6K - $85.1K
|
72.8K
$38.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
170+ 5.38% |
$60.3K - $84.6K
|
3.33K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
170+ 2.97% |
$60.3K - $84.6K
|
5.9K
$3.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
170+ 0.43% |
$60.3K - $84.6K
|
40.1K
$21.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
169+ 2.05% |
$59.9K - $84.1K
|
8.4K
$4.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
169+ 16.46% |
$59.9K - $84.1K
|
1.2K
$636K
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
169+ 2.54% |
$59.9K - $84.1K
|
6.82K
$3.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
169+ 2.61% |
$59.9K - $84.1K
|
6.65K
$3.54M
|
|
|
Sep 05, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
168+ 10.02% |
$59.6K - $83.6K
|
1.84K
$980K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
166+ 2.53% |
$58.9K - $82.6K
|
6.73K
$3.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
166+ 2.47% |
$58.9K - $82.6K
|
6.89K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
166+ 4.26% |
$58.9K - $82.6K
|
4.07K
$2.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
165+ 0.85% |
$58.5K - $82.1K
|
19.7K
$10.5M
|