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 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
165+ 22.33% |
$58.5K - $82.1K
|
904
$480K
|
|
|
Jul 28, 2025
Q2 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
165+ 8.82% |
$58.5K - $82.1K
|
2.04K
$1.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
165+ 4.99% |
$58.5K - $82.1K
|
3.47K
$1.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
165+ 0.72% |
$58.5K - $82.1K
|
22.9K
$12.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
164+ 1.07% |
$58.1K - $81.6K
|
15.5K
$8.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
164+ 0.15% |
$58.1K - $81.6K
|
108K
$57.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
163+ 11.88% |
$57.8K - $81.1K
|
1.54K
$816K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
163+ 1.54% |
$57.8K - $81.1K
|
10.7K
$5.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
163+ 1.62% |
$57.8K - $81.1K
|
10.2K
$5.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
162+ 1.2% |
$57.4K - $80.6K
|
13.7K
$7.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
162+ 1.95% |
$57.4K - $80.6K
|
8.47K
$4.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
162+ 2.11% |
$57.4K - $80.6K
|
7.84K
$4.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
162+ 1.34% |
$57.4K - $80.6K
|
12.3K
$6.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
161+ 3.24% |
$57.1K - $80.1K
|
5.13K
$2.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
161+ 0.69% |
$57.1K - $80.1K
|
23.4K
$12.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
161+ 1.49% |
$57.1K - $80.1K
|
11K
$5.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
160+ 0.89% |
$56.7K - $79.6K
|
18.1K
$9.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
160+ 1.51% |
$56.7K - $79.6K
|
10.8K
$5.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
159+ 3.37% |
$56.4K - $79.1K
|
4.88K
$2.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
159+ 2.27% |
$56.4K - $79.1K
|
7.15K
$3.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
159+ 7.88% |
$56.4K - $79.1K
|
2.18K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
157+ 3.59% |
$55.7K - $78.1K
|
4.53K
$2.41M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
157+ 23.12% |
$55.7K - $78.1K
|
836
$444K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
156+ 1.38% |
$55.3K - $77.6K
|
11.5K
$6.1M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
155+ 0.03% |
$55K - $77.1K
|
475K
$252M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
154+ 12.79% |
$54.6K - $76.6K
|
1.36K
$722K
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
154+ 6.1% |
$54.6K - $76.6K
|
2.68K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
153+ 1.23% |
$54.2K - $76.1K
|
12.5K
$6.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
152+ 2.81% |
$53.9K - $75.6K
|
5.56K
$2.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
151+ 3.24% |
$53.5K - $75.1K
|
4.81K
$2.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
151+ 1.21% |
$53.5K - $75.1K
|
12.6K
$6.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
150+ 0.77% |
$53.2K - $74.6K
|
19.8K
$10.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
150+ 25.13% |
$53.2K - $74.6K
|
747
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
149+ 2.35% |
$52.8K - $74.1K
|
6.48K
$3.45M
|
|
|
Oct 16, 2025
Q2 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
149+ 4.14% |
$52.8K - $74.1K
|
3.75K
$1.99M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
148+ 1.52% |
$52.5K - $73.6K
|
9.88K
$5.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
148+ 2.49% |
$52.5K - $73.6K
|
6.09K
$3.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
147+ 1.34% |
$52.1K - $73.1K
|
11.1K
$5.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
147+ 1.18% |
$52.1K - $73.1K
|
12.6K
$6.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
147+ 1.14% |
$52.1K - $73.1K
|
13K
$6.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
146+ 1.11% |
$51.8K - $72.6K
|
13.3K
$7.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
146+ 4.06% |
$51.8K - $72.6K
|
3.74K
$1.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
144+ 2.31% |
$51.1K - $71.6K
|
6.37K
$3.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
143+ 1.61% |
$50.7K - $71.1K
|
9K
$4.78M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
143+ 14.8% |
$50.7K - $71.1K
|
1.11K
$589K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
143+ 2.29% |
$50.7K - $71.1K
|
6.38K
$3.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
142+ 6.1% |
$50.3K - $70.6K
|
2.47K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
142+ 0.05% |
$50.3K - $70.6K
|
307K
$163M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
140+ 0.48% |
$49.6K - $69.6K
|
29.5K
$15.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
140+ 2.96% |
$49.6K - $69.6K
|
4.87K
$2.59M
|