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 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-23- 0.34% |
$8.15K - $11.4K
|
6.68K
$3.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-23- 0.15% |
$8.15K - $11.4K
|
15.5K
$8.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.76% |
$8.15K - $11.4K
|
3K
$1.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-23- 0.16% |
$8.15K - $11.4K
|
14.3K
$7.58M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-23- 3.35% |
$8.15K - $11.4K
|
663
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-23- 1.21% |
$8.15K - $11.4K
|
1.89K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-23- 0.06% |
$8.15K - $11.4K
|
39.6K
$21M
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-23- 0.38% |
$8.15K - $11.4K
|
6.02K
$3.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-24- 0.14% |
$8.51K - $11.9K
|
16.9K
$8.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-24- 0.18% |
$8.51K - $11.9K
|
13.7K
$7.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-24- 0.56% |
$8.51K - $11.9K
|
4.27K
$2.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-24- 0.37% |
$8.51K - $11.9K
|
6.51K
$3.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-25- 2.87% |
$8.86K - $12.4K
|
845
$449K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-25- 2.26% |
$8.86K - $12.4K
|
1.08K
$574K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-25- 1.01% |
$8.86K - $12.4K
|
2.45K
$1.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-25- 2.13% |
$8.86K - $12.4K
|
1.15K
$610K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-25- 0.26% |
$8.86K - $12.4K
|
9.46K
$5.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-25- 0.56% |
$8.86K - $12.4K
|
4.46K
$2.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-25- 0.37% |
$8.86K - $12.4K
|
6.77K
$3.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-25- 1.89% |
$8.86K - $12.4K
|
1.3K
$688K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-26- 1.25% |
$9.22K - $12.9K
|
2.05K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-26- 0.32% |
$9.22K - $12.9K
|
8.09K
$4.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-26- 0.88% |
$9.22K - $12.9K
|
2.91K
$1.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-26- 1.26% |
$9.22K - $12.9K
|
2.03K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-26- 0.26% |
$9.22K - $12.9K
|
9.98K
$5.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-26- 0.37% |
$9.22K - $12.9K
|
6.98K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-26- 0.12% |
$9.22K - $12.9K
|
20.9K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-26- 0.38% |
$9.22K - $12.9K
|
6.84K
$3.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-27- 0.89% |
$9.57K - $13.4K
|
3.01K
$1.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-27- 0.53% |
$9.57K - $13.4K
|
5.07K
$2.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-27- 0.6% |
$9.57K - $13.4K
|
4.46K
$2.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-27- 0.34% |
$9.57K - $13.4K
|
7.8K
$4.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-27- 0.28% |
$9.57K - $13.4K
|
9.56K
$5.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-27- 0.61% |
$9.57K - $13.4K
|
4.4K
$2.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-28- 0.9% |
$9.93K - $13.9K
|
3.1K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-28- 0.07% |
$9.93K - $13.9K
|
37.8K
$20.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-28- 0.35% |
$9.93K - $13.9K
|
7.93K
$4.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-28- 0.22% |
$9.93K - $13.9K
|
12.9K
$6.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-28- 0.85% |
$9.93K - $13.9K
|
3.27K
$1.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-28- 0.03% |
$9.93K - $13.9K
|
93.8K
$49.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-28- 0.53% |
$9.93K - $13.9K
|
5.25K
$2.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-29- 0.96% |
$10.3K - $14.4K
|
2.99K
$1.59M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-29- 0.05% |
$10.3K - $14.4K
|
58.7K
$31.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-30- 0.46% |
$10.6K - $14.9K
|
6.56K
$3.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-30- 0.06% |
$10.6K - $14.9K
|
46.8K
$24.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-30- 0.1% |
$10.6K - $14.9K
|
29.6K
$15.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-31- 3.73% |
$11K - $15.4K
|
800
$425K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-31- 0.35% |
$11K - $15.4K
|
8.74K
$4.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-31- 0.05% |
$11K - $15.4K
|
61.6K
$32.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-31- 0.78% |
$11K - $15.4K
|
3.93K
$2.09M
|