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 |
|---|---|---|---|---|---|---|---|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
79+ 1.56% |
$28K - $39.3K
|
5.15K
$2.71M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
78+ 2.81% |
$27.7K - $38.8K
|
2.86K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
78+ 2.46% |
$27.7K - $38.8K
|
3.24K
$1.71M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
77+ 1.05% |
$27.3K - $38.3K
|
7.39K
$3.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
77+ 0.31% |
$27.3K - $38.3K
|
24.5K
$12.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
77+ 0.21% |
$27.3K - $38.3K
|
36.5K
$19.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
77+ 0.74% |
$27.3K - $38.3K
|
10.5K
$5.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
77+ 0.34% |
$27.3K - $38.3K
|
22.7K
$11.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
76+ 0.78% |
$26.9K - $37.8K
|
9.8K
$5.15M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
76+ 5.17% |
$26.9K - $37.8K
|
1.55K
$812K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
76+ 0.04% |
$26.9K - $37.8K
|
213K
$112M
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
76+ 2.26% |
$26.9K - $37.8K
|
3.43K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
75+ 4.86% |
$26.6K - $37.3K
|
1.62K
$851K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
75+ 45.45% |
$26.6K - $37.3K
|
240
$126K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
75+ 5.98% |
$26.6K - $37.3K
|
1.33K
$699K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
74+ 0.16% |
$26.2K - $36.8K
|
46.9K
$24.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
73+ 8.71% |
$25.9K - $36.3K
|
911
$479K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
73+ 1.58% |
$25.9K - $36.3K
|
4.68K
$2.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
73+ 0.78% |
$25.9K - $36.3K
|
9.43K
$4.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
73+ 1.25% |
$25.9K - $36.3K
|
5.92K
$3.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
73+ 0.9% |
$25.9K - $36.3K
|
8.19K
$4.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
72+ 1.79% |
$25.5K - $35.8K
|
4.1K
$2.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
72+ 1.08% |
$25.5K - $35.8K
|
6.72K
$3.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
72+ 0.63% |
$25.5K - $35.8K
|
11.5K
$6.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
72+ 5.27% |
$25.5K - $35.8K
|
1.44K
$757K
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
72+ 5.15% |
$25.5K - $35.8K
|
1.47K
$773K
|
|
|
Aug 12, 2025
Q2 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
72+ 1.14% |
$25.5K - $35.8K
|
6.39K
$3.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
71+ 0.45% |
$25.2K - $35.3K
|
15.8K
$8.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
70+ 0.86% |
$24.8K - $34.8K
|
8.23K
$4.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Muhlenkamp & CO Inc
|
BUY
|
- |
70+ 0.22% |
$24.8K - $34.8K
|
32.3K
$17M
|
|
|
Jul 30, 2025
Q2 2025
|
Farley Capital L.P.
New York, NY |
BUY
|
- |
70+ 0.14% |
$24.8K - $34.8K
|
51.4K
$27M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
70+ 1.66% |
$24.8K - $34.8K
|
4.3K
$2.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
69+ 0.32% |
$24.5K - $34.3K
|
21.3K
$11.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
69+ 1.09% |
$24.5K - $34.3K
|
6.4K
$3.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
69+ 1.46% |
$24.5K - $34.3K
|
4.81K
$2.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
68+ 1.38% |
$24.1K - $33.8K
|
4.99K
$2.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
68+ 1.67% |
$24.1K - $33.8K
|
4.14K
$2.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
68+ 1.57% |
$24.1K - $33.8K
|
4.4K
$2.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
68+ 6.98% |
$24.1K - $33.8K
|
1.04K
$548K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
67+ 0.33% |
$23.8K - $33.3K
|
20.7K
$10.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
67+ 0.13% |
$23.8K - $33.3K
|
51K
$26.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
67+ 0.41% |
$23.8K - $33.3K
|
16.4K
$8.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
67+ 1.48% |
$23.8K - $33.3K
|
4.61K
$2.42M
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
67+ 4.84% |
$23.8K - $33.3K
|
1.45K
$762K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
66+ 0.64% |
$23.4K - $32.8K
|
10.4K
$5.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
66+ 4.94% |
$23.4K - $32.8K
|
1.4K
$737K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
66+ 3.85% |
$23.4K - $32.8K
|
1.78K
$936K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
66+ 1.04% |
$23.4K - $32.8K
|
6.39K
$3.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
65+ 0.49% |
$23K - $32.3K
|
13.2K
$6.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
65+ 0.47% |
$23K - $32.3K
|
13.8K
$7.26M
|