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
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
92+ 0.85% |
$32.6K - $45.8K
|
10.9K
$5.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
92+ 1.3% |
$32.6K - $45.8K
|
7.15K
$3.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
92+ 0.07% |
$32.6K - $45.8K
|
132K
$69.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
92+ 0.68% |
$32.6K - $45.8K
|
13.6K
$7.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
92+ 0.45% |
$32.6K - $45.8K
|
20.4K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
92+ 4.07% |
$32.6K - $45.8K
|
2.35K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
92+ 1.33% |
$32.6K - $45.8K
|
7.02K
$3.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
91+ 0.35% |
$32.3K - $45.3K
|
26K
$13.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
91+ 4.05% |
$32.3K - $45.3K
|
2.34K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
91+ 2.25% |
$32.3K - $45.3K
|
4.14K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
91+ 4.48% |
$32.3K - $45.3K
|
2.12K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
90+ 0.58% |
$31.9K - $44.8K
|
15.7K
$8.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
90+ 0.62% |
$31.9K - $44.8K
|
14.7K
$7.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
90+ 6.56% |
$31.9K - $44.8K
|
1.46K
$768K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
90+ 0.66% |
$31.9K - $44.8K
|
13.7K
$7.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
90+ 1.84% |
$31.9K - $44.8K
|
4.97K
$2.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
90+ 0.4% |
$31.9K - $44.8K
|
22.7K
$11.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
89+ 3.61% |
$31.6K - $44.3K
|
2.55K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Cortland Associates Inc
|
BUY
|
- |
89+ 1.35% |
$31.6K - $44.3K
|
6.66K
$3.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
88+ 45.13% |
$31.2K - $43.8K
|
283
$149K
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
88+ 4.28% |
$31.2K - $43.8K
|
2.14K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
86+ 2.39% |
$30.5K - $42.8K
|
3.68K
$1.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
86+ 2.6% |
$30.5K - $42.8K
|
3.39K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
85+ 0.94% |
$30.1K - $42.3K
|
9.09K
$4.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
85+ 2.11% |
$30.1K - $42.3K
|
4.11K
$2.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
85+ 0.53% |
$30.1K - $42.3K
|
16.2K
$8.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
85+ 0.39% |
$30.1K - $42.3K
|
21.8K
$11.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
85+ 1.74% |
$30.1K - $42.3K
|
4.98K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
85+ 1.19% |
$30.1K - $42.3K
|
7.24K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
85+ 7.5% |
$30.1K - $42.3K
|
1.22K
$641K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
84+ 0.17% |
$29.8K - $41.8K
|
51K
$26.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
84+ 1.1% |
$29.8K - $41.8K
|
7.75K
$4.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
84+ 1.34% |
$29.8K - $41.8K
|
6.37K
$3.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
84+ 0.74% |
$29.8K - $41.8K
|
11.5K
$6.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
84+ 0.43% |
$29.8K - $41.8K
|
19.6K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
84+ 0.65% |
$29.8K - $41.8K
|
13.1K
$6.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
83+ 35.78% |
$29.4K - $41.3K
|
315
$166K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
82+ 4.42% |
$29.1K - $40.8K
|
1.94K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
82+ 0.72% |
$29.1K - $40.8K
|
11.5K
$6.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
81+ 7.31% |
$28.7K - $40.3K
|
1.19K
$625K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
81+ 0.04% |
$28.7K - $40.3K
|
197K
$104M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
80+ 1.51% |
$28.4K - $39.8K
|
5.38K
$2.83M
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
80+ 9.35% |
$28.4K - $39.8K
|
936
$492K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
80+ 0.11% |
$28.4K - $39.8K
|
72.3K
$38M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
80+ 0.32% |
$28.4K - $39.8K
|
24.9K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
BUY
|
- |
80+ 0.77% |
$28.4K - $39.8K
|
10.4K
$5.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
80+ 0.3% |
$28.4K - $39.8K
|
26.6K
$14M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
79+ 2.05% |
$28K - $39.3K
|
3.93K
$2.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
79+ 0.93% |
$28K - $39.3K
|
8.61K
$4.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
79+ 0.75% |
$28K - $39.3K
|
10.7K
$5.61M
|