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 21, 2025
Q2 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
40+ 1.27% |
$14.2K - $19.9K
|
3.2K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
40+ 0.61% |
$14.2K - $19.9K
|
6.55K
$3.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
40+ 0.41% |
$14.2K - $19.9K
|
9.88K
$5.2M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
40+ 1.74% |
$14.2K - $19.9K
|
2.34K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
40+ 6.16% |
$14.2K - $19.9K
|
689
$362K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
39+ 0.88% |
$13.8K - $19.4K
|
4.46K
$2.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
39+ 3.06% |
$13.8K - $19.4K
|
1.31K
$690K
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
39+ 1.34% |
$13.8K - $19.4K
|
2.96K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
39+ 0.05% |
$13.8K - $19.4K
|
83.2K
$43.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
39+ 5.56% |
$13.8K - $19.4K
|
740
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
39+ 3.66% |
$13.8K - $19.4K
|
1.11K
$581K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
38+ 0.31% |
$13.5K - $18.9K
|
12.2K
$6.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
38+ 1.08% |
$13.5K - $18.9K
|
3.57K
$1.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
38+ 0.9% |
$13.5K - $18.9K
|
4.24K
$2.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
38+ 1.78% |
$13.5K - $18.9K
|
2.18K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
38+ 0.93% |
$13.5K - $18.9K
|
4.11K
$2.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
37+ 0.09% |
$13.1K - $18.4K
|
40.5K
$21.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
37+ 1.72% |
$13.1K - $18.4K
|
2.18K
$1.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
37+ 0.55% |
$13.1K - $18.4K
|
6.81K
$3.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
37+ 4.87% |
$13.1K - $18.4K
|
796
$419K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 0.02% |
$13.1K - $18.4K
|
245K
$129M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
36+ 3.41% |
$12.8K - $17.9K
|
1.09K
$575K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
36+ 1.08% |
$12.8K - $17.9K
|
3.38K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
36+ 1.09% |
$12.8K - $17.9K
|
3.33K
$1.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
35+ 0.42% |
$12.4K - $17.4K
|
8.34K
$4.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
35+ 0.43% |
$12.4K - $17.4K
|
8.12K
$4.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
35+ 2.37% |
$12.4K - $17.4K
|
1.51K
$793K
|
|
|
Oct 01, 2025
Q2 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
35+ 0.77% |
$12.4K - $17.4K
|
4.56K
$2.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
34+ 0.8% |
$12.1K - $16.9K
|
4.28K
$2.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
33+ 0.22% |
$11.7K - $16.4K
|
14.7K
$7.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
33+ 0.45% |
$11.7K - $16.4K
|
7.39K
$3.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
33+ 0.66% |
$11.7K - $16.4K
|
5.06K
$2.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
33+ 0.78% |
$11.7K - $16.4K
|
4.25K
$2.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
33+ 0.23% |
$11.7K - $16.4K
|
14.2K
$7.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
33+ 0.78% |
$11.7K - $16.4K
|
4.28K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
33+ 1.88% |
$11.7K - $16.4K
|
1.79K
$942K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
32+ 0.28% |
$11.3K - $15.9K
|
11.4K
$5.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
32+ 0.27% |
$11.3K - $15.9K
|
12.1K
$6.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
32+ 0.05% |
$11.3K - $15.9K
|
61.1K
$32.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
32+ 0.38% |
$11.3K - $15.9K
|
8.45K
$4.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
32+ 1.31% |
$11.3K - $15.9K
|
2.48K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
32+ 0.84% |
$11.3K - $15.9K
|
3.86K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
32+ 0.12% |
$11.3K - $15.9K
|
27.3K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
32+ 5.02% |
$11.3K - $15.9K
|
669
$352K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31+ 0.14% |
$11K - $15.4K
|
21.7K
$11.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
31+ 2.21% |
$11K - $15.4K
|
1.43K
$754K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
31+ 0.29% |
$11K - $15.4K
|
10.8K
$5.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31+ 0.7% |
$11K - $15.4K
|
4.48K
$2.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
31+ 0.82% |
$11K - $15.4K
|
3.81K
$2M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
31+ 0.34% |
$11K - $15.4K
|
9.21K
$4.84M
|