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 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
108+ 1.51% |
$38.3K - $53.7K
|
7.26K
$3.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
108+ 13.25% |
$38.3K - $53.7K
|
923
$485K
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
108+ 4.43% |
$38.3K - $53.7K
|
2.55K
$1.34M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
108+ 5.09% |
$38.3K - $53.7K
|
2.23K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
107+ 1.83% |
$37.9K - $53.2K
|
5.97K
$3.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
107+ 0.43% |
$37.9K - $53.2K
|
24.8K
$13M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
106+ 0.04% |
$37.6K - $52.7K
|
273K
$144M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
106+ 12.93% |
$37.6K - $52.7K
|
926
$487K
|
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
106+ 0.66% |
$37.6K - $52.7K
|
16.1K
$8.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
106+ 0.46% |
$37.6K - $52.7K
|
23.4K
$12.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
105+ 3.17% |
$37.2K - $52.2K
|
3.42K
$1.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
105+ 3.24% |
$37.2K - $52.2K
|
3.35K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
105+ 5.13% |
$37.2K - $52.2K
|
2.15K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
104+ 1.63% |
$36.9K - $51.7K
|
6.48K
$3.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
104+ 0.6% |
$36.9K - $51.7K
|
17.4K
$9.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
104+ 0.83% |
$36.9K - $51.7K
|
12.7K
$6.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
104+ 3.88% |
$36.9K - $51.7K
|
2.79K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
103+ 1.42% |
$36.5K - $51.2K
|
7.35K
$3.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
103+ 3.23% |
$36.5K - $51.2K
|
3.29K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
103+ 0.26% |
$36.5K - $51.2K
|
39.1K
$20.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
102+ 0.16% |
$36.2K - $50.7K
|
64.3K
$33.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
102+ 0.27% |
$36.2K - $50.7K
|
37.5K
$19.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
102+ 1.61% |
$36.2K - $50.7K
|
6.42K
$3.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
101+ 2.29% |
$35.8K - $50.2K
|
4.5K
$2.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
100+ 0.55% |
$35.5K - $49.7K
|
18.3K
$9.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
100+ 1.82% |
$35.5K - $49.7K
|
5.61K
$2.95M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
100+ 0.29% |
$35.5K - $49.7K
|
34.6K
$18.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
100+ 2.85% |
$35.5K - $49.7K
|
3.61K
$1.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100+ 5.16% |
$35.5K - $49.7K
|
2.04K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
100+ 0.8% |
$35.5K - $49.7K
|
12.6K
$6.63M
|
|
|
Aug 12, 2025
Q2 2025
|
University Of Illinois Foundation
Champaign, IL |
BUY
|
- |
100New |
$35.5K - $49.7K
|
100
$52.6K
|
|
|
Aug 13, 2025
Q2 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
100+ 0.93% |
$35.5K - $49.7K
|
10.9K
$5.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
99+ 1.17% |
$35.1K - $49.2K
|
8.53K
$4.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
99+ 2.19% |
$35.1K - $49.2K
|
4.61K
$2.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
98+ 0.32% |
$34.7K - $48.8K
|
31.2K
$16.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
98+ 6.33% |
$34.7K - $48.8K
|
1.65K
$865K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
98+ 3.66% |
$34.7K - $48.8K
|
2.78K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
98+ 0.96% |
$34.7K - $48.8K
|
10.3K
$5.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
98+ 1.01% |
$34.7K - $48.8K
|
9.8K
$5.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
97+ 2.0% |
$34.4K - $48.3K
|
4.94K
$2.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
96+ 3.36% |
$34K - $47.8K
|
2.95K
$1.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Check Capital Management Inc
|
BUY
|
- |
95+ 1.58% |
$33.7K - $47.3K
|
6.13K
$3.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
95+ 0.19% |
$33.7K - $47.3K
|
49.5K
$26M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
94+ 5.22% |
$33.3K - $46.8K
|
1.89K
$996K
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
94+ 0.77% |
$33.3K - $46.8K
|
12.3K
$6.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
94+ 0.53% |
$33.3K - $46.8K
|
17.8K
$9.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
94+ 1.11% |
$33.3K - $46.8K
|
8.59K
$4.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
94+ 0.18% |
$33.3K - $46.8K
|
53.6K
$28.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
93+ 3.79% |
$33K - $46.3K
|
2.55K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
93+ 0.3% |
$33K - $46.3K
|
30.7K
$16.1M
|