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
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
12+ 0.24% |
$4.25K - $5.97K
|
5.11K
$2.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
12+ 0.03% |
$4.25K - $5.97K
|
42.3K
$22.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
12+ 0.4% |
$4.25K - $5.97K
|
3K
$1.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
11+ 1.67% |
$3.9K - $5.47K
|
669
$356K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
11+ 0.17% |
$3.9K - $5.47K
|
6.3K
$3.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
11+ 0.21% |
$3.9K - $5.47K
|
5.2K
$2.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
11+ 0.16% |
$3.9K - $5.47K
|
7.02K
$3.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
11+ 0.13% |
$3.9K - $5.47K
|
8.59K
$4.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
11+ 0.08% |
$3.9K - $5.47K
|
13.3K
$7.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
11+ 0.32% |
$3.9K - $5.47K
|
3.41K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
11+ 0.33% |
$3.9K - $5.47K
|
3.3K
$1.75M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
11+ 0.23% |
$3.9K - $5.47K
|
4.87K
$2.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.88% |
$3.55K - $4.97K
|
1.15K
$612K
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
10+ 0.16% |
$3.55K - $4.97K
|
6.23K
$3.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
10+ 1.32% |
$3.55K - $4.97K
|
766
$407K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
10+ 0.42% |
$3.55K - $4.97K
|
2.41K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
10+ 0.21% |
$3.55K - $4.97K
|
4.73K
$2.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
10+ 0.08% |
$3.55K - $4.97K
|
12.5K
$6.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
10+ 0.04% |
$3.55K - $4.97K
|
24.2K
$12.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
10+ 1.61% |
$3.55K - $4.97K
|
631
$335K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
10+ 0.54% |
$3.55K - $4.97K
|
1.86K
$988K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
10+ 0.84% |
$3.55K - $4.97K
|
1.2K
$640K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
9+ 0.55% |
$3.19K - $4.48K
|
1.65K
$875K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
9+ 0.05% |
$3.19K - $4.48K
|
17.5K
$9.29M
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
9+ 0.66% |
$3.19K - $4.48K
|
1.37K
$729K
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
9+ 0.16% |
$3.19K - $4.48K
|
5.51K
$2.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
9+ 0.14% |
$3.19K - $4.48K
|
6.45K
$3.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9+ 0.18% |
$3.19K - $4.48K
|
5.06K
$2.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
8+ 0.12% |
$2.84K - $3.98K
|
6.44K
$3.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
7+ 0.01% |
$2.48K - $3.48K
|
68.7K
$36.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
7+ 0.1% |
$2.48K - $3.48K
|
6.77K
$3.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
7+ 0.02% |
$2.48K - $3.48K
|
37.8K
$20.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7+ 0.08% |
$2.48K - $3.48K
|
8.38K
$4.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
7+ 0.02% |
$2.48K - $3.48K
|
41.3K
$21.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
7+ 0.18% |
$2.48K - $3.48K
|
3.88K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Georgetown University
Washington, DC |
BUY
|
- |
7+ 0.17% |
$2.48K - $3.48K
|
4.06K
$2.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
6+ 0.22% |
$2.13K - $2.98K
|
2.67K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6+ 0.17% |
$2.13K - $2.98K
|
3.44K
$1.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
6+ 0.2% |
$2.13K - $2.98K
|
3.02K
$1.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
6+ 0.6% |
$2.13K - $2.98K
|
1.01K
$535K
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
6+ 0.25% |
$2.13K - $2.98K
|
2.36K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
6+ 1.29% |
$2.13K - $2.98K
|
470
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
6+ 0.3% |
$2.13K - $2.98K
|
1.99K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.04% |
$2.13K - $2.98K
|
15.3K
$8.15M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5+ 0.11% |
$1.77K - $2.49K
|
4.57K
$2.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$1.77K - $2.49K
|
11.5K
$6.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
5+ 0.11% |
$1.77K - $2.49K
|
4.54K
$2.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.06% |
$1.77K - $2.49K
|
8.43K
$4.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
5+ 0.28% |
$1.77K - $2.49K
|
1.78K
$947K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
4+ 0.02% |
$1.42K - $1.99K
|
18.9K
$10.1M
|