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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
31+ 0.09% |
$11K - $15.4K
|
33.5K
$17.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
30+ 2.31% |
$10.6K - $14.9K
|
1.33K
$707K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
30+ 0.11% |
$10.6K - $14.9K
|
26.4K
$14M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
30+ 0.16% |
$10.6K - $14.9K
|
18.4K
$9.79M
|
|
|
Aug 14, 2025
Q2 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
30+ 0.66% |
$10.6K - $14.9K
|
4.56K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
30+ 0.48% |
$10.6K - $14.9K
|
6.3K
$3.35M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
30+ 1.75% |
$10.6K - $14.9K
|
1.74K
$925K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
29+ 0.28% |
$10.3K - $14.4K
|
10.4K
$5.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
29+ 1.3% |
$10.3K - $14.4K
|
2.26K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.06% |
$10.3K - $14.4K
|
47.4K
$25.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
29+ 29.9% |
$10.3K - $14.4K
|
126
$67K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
28+ 0.48% |
$9.93K - $13.9K
|
5.84K
$3.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
28+ 0.91% |
$9.93K - $13.9K
|
3.11K
$1.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
28+ 1.92% |
$9.93K - $13.9K
|
1.49K
$791K
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
28+ 0.1% |
$9.93K - $13.9K
|
28.3K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
28+ 0.48% |
$9.93K - $13.9K
|
5.88K
$3.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
27+ 0.17% |
$9.57K - $13.4K
|
15.8K
$8.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
27+ 0.16% |
$9.57K - $13.4K
|
17.3K
$9.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
26+ 0.28% |
$9.22K - $12.9K
|
9.21K
$4.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
26+ 0.73% |
$9.22K - $12.9K
|
3.59K
$1.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
26+ 1.5% |
$9.22K - $12.9K
|
1.76K
$936K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
26+ 3.7% |
$9.22K - $12.9K
|
729
$387K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
26+ 0.19% |
$9.22K - $12.9K
|
13.7K
$7.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
26+ 0.22% |
$9.22K - $12.9K
|
12.1K
$6.44M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
26+ 0.99% |
$9.22K - $12.9K
|
2.65K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.44% |
$9.22K - $12.9K
|
5.96K
$3.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
26+ 2.5% |
$9.22K - $12.9K
|
1.07K
$567K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
25+ 0.15% |
$8.86K - $12.4K
|
16.8K
$8.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
25+ 0.18% |
$8.86K - $12.4K
|
13.7K
$7.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
25+ 0.64% |
$8.86K - $12.4K
|
3.94K
$2.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25+ 0.52% |
$8.86K - $12.4K
|
4.85K
$2.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
25+ 3.38% |
$8.86K - $12.4K
|
765
$407K
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
25+ 1.38% |
$8.86K - $12.4K
|
1.83K
$974K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
25+ 0.5% |
$8.86K - $12.4K
|
5.06K
$2.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
BUY
|
- |
25+ 1.22% |
$8.86K - $12.4K
|
2.07K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
25+ 4.45% |
$8.86K - $12.4K
|
587
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
25+ 0.29% |
$8.86K - $12.4K
|
8.54K
$4.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Beddow Capital Management Inc
|
BUY
|
- |
25+ 3.23% |
$8.86K - $12.4K
|
800
$425K
|
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
25+ 1.02% |
$8.86K - $12.4K
|
2.47K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
24+ 0.03% |
$8.51K - $11.9K
|
81.8K
$43.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
24+ 0.05% |
$8.51K - $11.9K
|
48.3K
$25.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
24+ 1.02% |
$8.51K - $11.9K
|
2.37K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
23+ 0.59% |
$8.15K - $11.4K
|
3.94K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
23+ 1.18% |
$8.15K - $11.4K
|
1.97K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
22+ 0.15% |
$7.8K - $10.9K
|
15.2K
$8.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
22+ 1.0% |
$7.8K - $10.9K
|
2.22K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
21+ 0.39% |
$7.45K - $10.4K
|
5.41K
$2.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
21+ 0.92% |
$7.45K - $10.4K
|
2.3K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
21+ 12.96% |
$7.45K - $10.4K
|
183
$97.3K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
21+ 0.1% |
$7.45K - $10.4K
|
20.5K
$10.9M
|