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 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4+ 0.1% |
$1.42K - $1.99K
|
3.82K
$2.03M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$1.42K - $1.99K
|
3.54K
$1.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.06% |
$1.42K - $1.99K
|
7.12K
$3.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$1.42K - $1.99K
|
4.96K
$2.64M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
4+ 0.12% |
$1.42K - $1.99K
|
3.41K
$1.81M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
4+ 0.02% |
$1.42K - $1.99K
|
19.5K
$10.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4+ 0.15% |
$1.42K - $1.99K
|
2.63K
$1.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4+ 0.07% |
$1.42K - $1.99K
|
5.81K
$3.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
4+ 0.27% |
$1.42K - $1.99K
|
1.5K
$799K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
3+ 0.18% |
$1.06K - $1.49K
|
1.65K
$876K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
3+ 0.04% |
$1.06K - $1.49K
|
6.77K
$3.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3+ 0.05% |
$1.06K - $1.49K
|
6.41K
$3.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3+ 0.01% |
$1.06K - $1.49K
|
22.7K
$12M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3+ 0.17% |
$1.06K - $1.49K
|
1.77K
$941K
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.18% |
$1.06K - $1.49K
|
1.7K
$904K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3+ 0.16% |
$1.06K - $1.49K
|
1.93K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3+ 0.17% |
$1.06K - $1.49K
|
1.79K
$951K
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
3+ 0.05% |
$1.06K - $1.49K
|
5.46K
$2.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.04% |
$1.06K - $1.49K
|
7.77K
$4.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
3+ 0.02% |
$1.06K - $1.49K
|
13.6K
$7.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
3+ 0.04% |
$1.06K - $1.49K
|
7.82K
$4.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.15% |
$1.06K - $1.49K
|
1.99K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3+ 0.03% |
$1.06K - $1.49K
|
9.02K
$4.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
3+ 0.02% |
$1.06K - $1.49K
|
16.3K
$8.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
3+ 0.19% |
$1.06K - $1.49K
|
1.6K
$851K
|
|
|
Sep 24, 2025
Q2 2025
|
Burrus Financial Services, Inc.
Salt Lake City, UT |
BUY
|
- |
3+ 0.15% |
$1.06K - $1.49K
|
2.03K
$1.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2+ 0.36% |
$709 - $995
|
551
$293K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.11% |
$709 - $995
|
1.88K
$999K
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2+ 0.03% |
$709 - $995
|
6.85K
$3.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2+ 0.05% |
$709 - $995
|
3.91K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2+ 0.11% |
$709 - $995
|
1.83K
$973K
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
2+ 0.02% |
$709 - $995
|
10.5K
$5.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
2+ 0.02% |
$709 - $995
|
9.61K
$5.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$709 - $995
|
4.26K
$2.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
2+ 0.05% |
$709 - $995
|
3.7K
$1.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.28% |
$709 - $995
|
708
$376K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2+ 0.12% |
$709 - $995
|
1.63K
$866K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2+ 0.13% |
$709 - $995
|
1.53K
$812K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2+ 0.01% |
$709 - $995
|
14.4K
$7.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2+ 0.01% |
$709 - $995
|
27.9K
$14.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
2+ 0.05% |
$709 - $995
|
3.94K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.12% |
$709 - $995
|
1.63K
$865K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2+ 0.07% |
$709 - $995
|
3.02K
$1.61M
|
|
|
Oct 09, 2025
Q2 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
2+ 0.07% |
$709 - $995
|
2.98K
$1.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$355 - $497
|
4.39K
$2.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
1+ 0.07% |
$355 - $497
|
1.34K
$710K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$355 - $497
|
866
$460K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1+ 0.03% |
$355 - $497
|
3.22K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$355 - $497
|
806
$428K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.03% |
$355 - $497
|
3.97K
$2.11M
|