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 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
124+ 2.98% |
$44K - $61.7K
|
4.29K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
124+ 0.78% |
$44K - $61.7K
|
16K
$8.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
123+ 4.02% |
$43.6K - $61.2K
|
3.18K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
123+ 2.39% |
$43.6K - $61.2K
|
5.26K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
123+ 6.39% |
$43.6K - $61.2K
|
2.05K
$1.09M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
122+ 2.9% |
$43.3K - $60.7K
|
4.33K
$2.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
121+ 2.72% |
$42.9K - $60.2K
|
4.58K
$2.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
121+ 0.51% |
$42.9K - $60.2K
|
23.9K
$12.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
121+ 6.15% |
$42.9K - $60.2K
|
2.09K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
120+ 11.94% |
$42.5K - $59.7K
|
1.13K
$598K
|
|
|
Aug 05, 2025
Q2 2025
|
Ar Asset Management Inc
|
BUY
|
- |
120+ 0.49% |
$42.5K - $59.7K
|
24.4K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
120+ 11.92% |
$42.5K - $59.7K
|
1.13K
$599K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
120+ 8.4% |
$42.5K - $59.7K
|
1.55K
$823K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
119+ 0.94% |
$42.2K - $59.2K
|
12.7K
$6.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
119+ 2.43% |
$42.2K - $59.2K
|
5.02K
$2.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
119+ 0.51% |
$42.2K - $59.2K
|
23.4K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
119+ 0.65% |
$42.2K - $59.2K
|
18.5K
$9.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
118+ 1.84% |
$41.8K - $58.7K
|
6.53K
$3.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
117+ 1.24% |
$41.5K - $58.2K
|
9.52K
$5.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
117+ 6.0% |
$41.5K - $58.2K
|
2.07K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
117+ 0.91% |
$41.5K - $58.2K
|
13K
$6.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
115+ 1.36% |
$40.8K - $57.2K
|
8.58K
$4.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
115+ 104.55% |
$40.8K - $57.2K
|
225
$120K
|
|
|
Jul 28, 2025
Q2 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
115+ 0.15% |
$40.8K - $57.2K
|
77.1K
$41M
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
115+ 3.52% |
$40.8K - $57.2K
|
3.39K
$1.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
115+ 2.63% |
$40.8K - $57.2K
|
4.49K
$2.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
115+ 8.67% |
$40.8K - $57.2K
|
1.44K
$766K
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
114+ 2.31% |
$40.4K - $56.7K
|
5.06K
$2.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
114+ 0.2% |
$40.4K - $56.7K
|
56.1K
$29.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
114+ 52.53% |
$40.4K - $56.7K
|
331
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
114+ 0.36% |
$40.4K - $56.7K
|
31.6K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
114+ 6.19% |
$40.4K - $56.7K
|
1.96K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
114+ 8.2% |
$40.4K - $56.7K
|
1.51K
$800K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
113+ 1.51% |
$40.1K - $56.2K
|
7.61K
$4.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
113+ 2.42% |
$40.1K - $56.2K
|
4.77K
$2.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
112+ 17.07% |
$39.7K - $55.7K
|
768
$408K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
112+ 2.71% |
$39.7K - $55.7K
|
4.25K
$2.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
112+ 3.06% |
$39.7K - $55.7K
|
3.77K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
112+ 4.83% |
$39.7K - $55.7K
|
2.43K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
112+ 27.93% |
$39.7K - $55.7K
|
513
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
112+ 0.39% |
$39.7K - $55.7K
|
28.6K
$15.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
111+ 0.75% |
$39.4K - $55.2K
|
15K
$7.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
111+ 2.15% |
$39.4K - $55.2K
|
5.27K
$2.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
110+ 6.5% |
$39K - $54.7K
|
1.8K
$958K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
110+ 0.8% |
$39K - $54.7K
|
13.8K
$7.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
110+ 3.21% |
$39K - $54.7K
|
3.53K
$1.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
109+ 4.3% |
$38.6K - $54.2K
|
2.65K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
109+ 1.05% |
$38.6K - $54.2K
|
10.5K
$5.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
109+ 1.25% |
$38.6K - $54.2K
|
8.82K
$4.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
109+ 2.4% |
$38.6K - $54.2K
|
4.66K
$2.47M
|