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 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
21+ 0.7% |
$7.45K - $10.4K
|
3.03K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
21+ 0.11% |
$7.45K - $10.4K
|
19.9K
$10.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
21+ 0.6% |
$7.45K - $10.4K
|
3.5K
$1.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
21+ 2.75% |
$7.45K - $10.4K
|
786
$418K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
21+ 0.02% |
$7.45K - $10.4K
|
136K
$72.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
20+ 5.9% |
$7.09K - $9.95K
|
359
$191K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
20+ 1.49% |
$7.09K - $9.95K
|
1.36K
$722K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
20+ 0.1% |
$7.09K - $9.95K
|
20.5K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20+ 0.75% |
$7.09K - $9.95K
|
2.68K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
20+ 0.73% |
$7.09K - $9.95K
|
2.76K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
20+ 0.28% |
$7.09K - $9.95K
|
7.11K
$3.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
20+ 0.01% |
$7.09K - $9.95K
|
264K
$140M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
20+ 1.59% |
$7.09K - $9.95K
|
1.28K
$678K
|
|
|
Aug 12, 2025
Q2 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
20+ 51.28% |
$7.09K - $9.95K
|
59
$31.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
20+ 0.53% |
$7.09K - $9.95K
|
3.79K
$2.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
19+ 0.23% |
$6.74K - $9.45K
|
8.44K
$4.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
19+ 1.23% |
$6.74K - $9.45K
|
1.57K
$832K
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
19+ 2.2% |
$6.74K - $9.45K
|
883
$469K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
19+ 5.88% |
$6.74K - $9.45K
|
342
$182K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.07% |
$6.74K - $9.45K
|
29.2K
$15.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
18+ 2.35% |
$6.38K - $8.95K
|
785
$417K
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
18+ 0.33% |
$6.38K - $8.95K
|
5.39K
$2.87M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
17+ 0.9% |
$6.03K - $8.46K
|
1.91K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
17+ 0.18% |
$6.03K - $8.46K
|
9.36K
$4.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.2% |
$6.03K - $8.46K
|
8.48K
$4.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
17+ 1.32% |
$6.03K - $8.46K
|
1.3K
$693K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
17+ 0.4% |
$6.03K - $8.46K
|
4.22K
$2.24M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$5.67K - $7.96K
|
5.37K
$2.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
16+ 0.58% |
$5.67K - $7.96K
|
2.8K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
16+ 0.1% |
$5.67K - $7.96K
|
15.4K
$8.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
16+ 0.27% |
$5.67K - $7.96K
|
6.04K
$3.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Ninepoint Partners LP
|
BUY
|
- |
16+ 0.25% |
$5.67K - $7.96K
|
6.4K
$3.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
15+ 0.98% |
$5.32K - $7.46K
|
1.54K
$819K
|
|
|
Jul 15, 2025
Q2 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
15+ 0.01% |
$5.32K - $7.46K
|
111K
$59.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
15+ 0.69% |
$5.32K - $7.46K
|
2.2K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
15+ 0.36% |
$5.32K - $7.46K
|
4.17K
$2.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
15+ 1.52% |
$5.32K - $7.46K
|
1K
$532K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
15+ 0.86% |
$5.32K - $7.46K
|
1.76K
$936K
|
|
|
Aug 07, 2025
Q2 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
15+ 0.35% |
$5.32K - $7.46K
|
4.27K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
15New |
$5.32K - $7.46K
|
15
$7.97K
|
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
14+ 0.51% |
$4.96K - $6.96K
|
2.75K
$1.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
14+ 0.16% |
$4.96K - $6.96K
|
9.03K
$4.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
14+ 0.07% |
$4.96K - $6.96K
|
20.4K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
13+ 0.69% |
$4.61K - $6.47K
|
1.9K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
13+ 0.08% |
$4.61K - $6.47K
|
16.1K
$8.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
13+ 0.17% |
$4.61K - $6.47K
|
7.72K
$4.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
13+ 1.36% |
$4.61K - $6.47K
|
966
$513K
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
13+ 0.06% |
$4.61K - $6.47K
|
23.2K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
13+ 1.06% |
$4.61K - $6.47K
|
1.25K
$662K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
12+ 0.33% |
$4.25K - $5.97K
|
3.67K
$1.95M
|