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 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-16- 0.03% |
$5.67K - $7.96K
|
47K
$25M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-16- 0.67% |
$5.67K - $7.96K
|
2.38K
$1.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-16- 0.25% |
$5.67K - $7.96K
|
6.32K
$3.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-16- 0.31% |
$5.67K - $7.96K
|
5.11K
$2.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-16- 0.2% |
$5.67K - $7.96K
|
8.02K
$4.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-17- 0.15% |
$6.03K - $8.46K
|
11.6K
$6.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-17- 0.08% |
$6.03K - $8.46K
|
20.3K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-17- 2.0% |
$6.03K - $8.46K
|
834
$443K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-17- 0.16% |
$6.03K - $8.46K
|
10.5K
$5.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-17- 0.13% |
$6.03K - $8.46K
|
13.6K
$7.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-17- 1.16% |
$6.03K - $8.46K
|
1.45K
$773K
|
|
|
Aug 13, 2025
Q2 2025
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-17- 0.7% |
$6.03K - $8.46K
|
2.41K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-17- 0.04% |
$6.03K - $8.46K
|
43.5K
$23.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-18- 0.86% |
$6.38K - $8.95K
|
2.07K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-18- 2.22% |
$6.38K - $8.95K
|
791
$420K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-18- 0.78% |
$6.38K - $8.95K
|
2.29K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-18- 0.14% |
$6.38K - $8.95K
|
12.5K
$6.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-18- 0.63% |
$6.38K - $8.95K
|
2.82K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-18- 0.76% |
$6.38K - $8.95K
|
2.35K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-18- 1.85% |
$6.38K - $8.95K
|
953
$507K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-19- 0.57% |
$6.74K - $9.45K
|
3.33K
$1.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-19- 0.15% |
$6.74K - $9.45K
|
13.1K
$6.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-19- 0.19% |
$6.74K - $9.45K
|
9.92K
$5.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-19- 0.07% |
$6.74K - $9.45K
|
25.4K
$13.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-19- 0.69% |
$6.74K - $9.45K
|
2.74K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-19- 0.74% |
$6.74K - $9.45K
|
2.56K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-20- 0.43% |
$7.09K - $9.95K
|
4.67K
$2.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-20- 1.55% |
$7.09K - $9.95K
|
1.27K
$677K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-20- 0.79% |
$7.09K - $9.95K
|
2.51K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-20- 0.13% |
$7.09K - $9.95K
|
15.1K
$8.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-20- 0.23% |
$7.09K - $9.95K
|
8.64K
$4.59M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-20- 3.04% |
$7.09K - $9.95K
|
638
$339K
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-20- 1.33% |
$7.09K - $9.95K
|
1.48K
$789K
|
|
|
Aug 14, 2025
Q2 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-20- 0.34% |
$7.09K - $9.95K
|
5.9K
$3.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-21- 0.29% |
$7.45K - $10.4K
|
7.24K
$3.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-21- 0.18% |
$7.45K - $10.4K
|
11.8K
$6.29M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-21- 0.49% |
$7.45K - $10.4K
|
4.23K
$2.25M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-21- 0.16% |
$7.45K - $10.4K
|
13.1K
$6.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-21- 0.19% |
$7.45K - $10.4K
|
11K
$5.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-21- 0.52% |
$7.45K - $10.4K
|
4.06K
$2.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-21- 1.04% |
$7.45K - $10.4K
|
1.99K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-21- 0.27% |
$7.45K - $10.4K
|
7.72K
$4.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-22- 0.12% |
$7.8K - $10.9K
|
18.9K
$10.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-22- 1.59% |
$7.8K - $10.9K
|
1.36K
$722K
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-22- 0.18% |
$7.8K - $10.9K
|
12.1K
$6.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Vista Finance, LLC
|
SELL
|
- |
-22- 2.16% |
$7.8K - $10.9K
|
995
$529K
|
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-22- 0.68% |
$7.8K - $10.9K
|
3.21K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-22- 1.52% |
$7.8K - $10.9K
|
1.43K
$758K
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-22- 0.14% |
$7.8K - $10.9K
|
15.4K
$8.21M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-23- 0.35% |
$8.15K - $11.4K
|
6.61K
$3.51M
|