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 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
52+ 0.78% |
$18.4K - $25.9K
|
6.71K
$3.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
52+ 1.57% |
$18.4K - $25.9K
|
3.36K
$1.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
52+ 7.02% |
$18.4K - $25.9K
|
793
$417K
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
52+ 0.71% |
$18.4K - $25.9K
|
7.42K
$3.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
51+ 0.02% |
$18.1K - $25.4K
|
287K
$151M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
51+ 0.23% |
$18.1K - $25.4K
|
22.3K
$11.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
51+ 1.03% |
$18.1K - $25.4K
|
5.01K
$2.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
51+ 4.73% |
$18.1K - $25.4K
|
1.13K
$594K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
51+ 0.76% |
$18.1K - $25.4K
|
6.76K
$3.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
51+ 0.67% |
$18.1K - $25.4K
|
7.64K
$4.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
51+ 0.07% |
$18.1K - $25.4K
|
68.8K
$36.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
51+ 1.03% |
$18.1K - $25.4K
|
5K
$2.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
51+ 0.89% |
$18.1K - $25.4K
|
5.77K
$3.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
51+ 1.28% |
$18.1K - $25.4K
|
4.04K
$2.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
51+ 0.79% |
$18.1K - $25.4K
|
6.51K
$3.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
51+ 13.53% |
$18.1K - $25.4K
|
428
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
51+ 0.98% |
$18.1K - $25.4K
|
5.27K
$2.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
50+ 0.16% |
$17.7K - $24.9K
|
31.3K
$16.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Defender Capital, Llc.
|
BUY
|
- |
50+ 1.86% |
$17.7K - $24.9K
|
2.74K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
50+ 0.59% |
$17.7K - $24.9K
|
8.55K
$4.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
50+ 0.52% |
$17.7K - $24.9K
|
9.69K
$5.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
50+ 0.88% |
$17.7K - $24.9K
|
5.7K
$3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
48+ 4.66% |
$17K - $23.9K
|
1.08K
$567K
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
48+ 0.56% |
$17K - $23.9K
|
8.67K
$4.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Fortune 45 LLC
|
BUY
|
- |
48+ 1.55% |
$17K - $23.9K
|
3.14K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
48+ 0.52% |
$17K - $23.9K
|
9.35K
$4.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
48+ 3.72% |
$17K - $23.9K
|
1.34K
$703K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
47+ 0.31% |
$16.7K - $23.4K
|
15.1K
$7.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
47+ 1.71% |
$16.7K - $23.4K
|
2.8K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
46+ 1.69% |
$16.3K - $22.9K
|
2.77K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
46+ 1.91% |
$16.3K - $22.9K
|
2.45K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Schulhoff & CO Inc
|
BUY
|
- |
45+ 0.38% |
$16K - $22.4K
|
11.9K
$6.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
45+ 0.49% |
$16K - $22.4K
|
9.32K
$4.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
45+ 0.28% |
$16K - $22.4K
|
16.2K
$8.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
44+ 0.16% |
$15.6K - $21.9K
|
27.5K
$14.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
44+ 0.75% |
$15.6K - $21.9K
|
5.91K
$3.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
44New |
$15.6K - $21.9K
|
44
$23.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
44+ 0.19% |
$15.6K - $21.9K
|
23.2K
$12.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
44+ 0.98% |
$15.6K - $21.9K
|
4.52K
$2.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
43+ 0.91% |
$15.2K - $21.4K
|
4.78K
$2.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
43+ 1.12% |
$15.2K - $21.4K
|
3.89K
$2.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
43+ 0.32% |
$15.2K - $21.4K
|
13.5K
$7.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
43+ 0.57% |
$15.2K - $21.4K
|
7.6K
$4M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
42+ 6.84% |
$14.9K - $20.9K
|
656
$345K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
42+ 3.0% |
$14.9K - $20.9K
|
1.44K
$759K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
42+ 1.39% |
$14.9K - $20.9K
|
3.06K
$1.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
42+ 2.22% |
$14.9K - $20.9K
|
1.94K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
42+ 1.83% |
$14.9K - $20.9K
|
2.34K
$1.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
41+ 0.37% |
$14.5K - $20.4K
|
11.1K
$5.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
41+ 1.81% |
$14.5K - $20.4K
|
2.3K
$1.21M
|