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
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
139+ 2.79% |
$49.3K - $69.1K
|
5.13K
$2.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
139+ 1.42% |
$49.3K - $69.1K
|
9.9K
$5.26M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
139+ 3.05% |
$49.3K - $69.1K
|
4.69K
$2.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
138+ 2.51% |
$48.9K - $68.6K
|
5.63K
$2.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
138+ 3.64% |
$48.9K - $68.6K
|
3.93K
$2.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
138New |
$48.9K - $68.6K
|
138
$73.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
138+ 3.74% |
$48.9K - $68.6K
|
3.83K
$2.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
138+ 0.38% |
$48.9K - $68.6K
|
36.2K
$19.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
138+ 4.56% |
$48.9K - $68.6K
|
3.17K
$1.68M
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
138+ 0.32% |
$48.9K - $68.6K
|
43.4K
$23.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
138+ 1.19% |
$48.9K - $68.6K
|
11.7K
$6.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
137+ 1.28% |
$48.6K - $68.2K
|
10.8K
$5.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
137+ 1.02% |
$48.6K - $68.2K
|
13.5K
$7.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
137+ 2.17% |
$48.6K - $68.2K
|
6.46K
$3.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
137+ 2.44% |
$48.6K - $68.2K
|
5.75K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
137+ 4.14% |
$48.6K - $68.2K
|
3.45K
$1.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
136+ 2.23% |
$48.2K - $67.7K
|
6.25K
$3.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
136+ 1.75% |
$48.2K - $67.7K
|
7.89K
$4.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
136+ 0.89% |
$48.2K - $67.7K
|
15.4K
$8.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
135+ 2.29% |
$47.9K - $67.2K
|
6.02K
$3.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
135+ 16.15% |
$47.9K - $67.2K
|
971
$516K
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
135+ 23.4% |
$47.9K - $67.2K
|
712
$378K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
134+ 3.47% |
$47.5K - $66.7K
|
4K
$2.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
133+ 4.1% |
$47.2K - $66.2K
|
3.38K
$1.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
133+ 78.24% |
$47.2K - $66.2K
|
303
$161K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
133+ 1.81% |
$47.2K - $66.2K
|
7.47K
$3.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
133+ 7.96% |
$47.2K - $66.2K
|
1.8K
$958K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
132+ 2.96% |
$46.8K - $65.7K
|
4.59K
$2.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
132+ 1.22% |
$46.8K - $65.7K
|
11K
$5.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
131+ 1.9% |
$46.4K - $65.2K
|
7.02K
$3.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
131+ 0.83% |
$46.4K - $65.2K
|
16K
$8.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
130+ 2.48% |
$46.1K - $64.7K
|
5.38K
$2.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
130+ 4.73% |
$46.1K - $64.7K
|
2.88K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
130+ 0.16% |
$46.1K - $64.7K
|
81.7K
$43.4M
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
129+ 2.64% |
$45.7K - $64.2K
|
5.02K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
128+ 0.31% |
$45.4K - $63.7K
|
41K
$21.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
128+ 0.82% |
$45.4K - $63.7K
|
15.7K
$8.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
127+ 0.54% |
$45K - $63.2K
|
23.5K
$12.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
127+ 4.85% |
$45K - $63.2K
|
2.75K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
127+ 7.13% |
$45K - $63.2K
|
1.91K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
126+ 1.17% |
$44.7K - $62.7K
|
10.9K
$5.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
BUY
|
- |
126+ 6.05% |
$44.7K - $62.7K
|
2.21K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
126+ 1.55% |
$44.7K - $62.7K
|
8.24K
$4.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
126+ 0.43% |
$44.7K - $62.7K
|
29.7K
$15.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
BUY
|
- |
126+ 2.7% |
$44.7K - $62.7K
|
4.79K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
126+ 4.53% |
$44.7K - $62.7K
|
2.91K
$1.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
125+ 1.45% |
$44.3K - $62.2K
|
8.73K
$4.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
125+ 1.39% |
$44.3K - $62.2K
|
9.13K
$4.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
125+ 6.29% |
$44.3K - $62.2K
|
2.11K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
125+ 1.03% |
$44.3K - $62.2K
|
12.2K
$6.49M
|