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 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-31- 1.08% |
$11K - $15.4K
|
2.83K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-31- 0.28% |
$11K - $15.4K
|
10.9K
$5.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-32- 1.2% |
$11.3K - $15.9K
|
2.63K
$1.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-32- 5.32% |
$11.3K - $15.9K
|
569
$302K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-32- 1.36% |
$11.3K - $15.9K
|
2.32K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-32- 1.92% |
$11.3K - $15.9K
|
1.64K
$871K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-32- 4.56% |
$11.3K - $15.9K
|
670
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-32- 0.02% |
$11.3K - $15.9K
|
132K
$70.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-33- 3.78% |
$11.7K - $16.4K
|
840
$446K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-33- 0.2% |
$11.7K - $16.4K
|
16.7K
$8.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
SELL
|
- |
-33- 1.41% |
$11.7K - $16.4K
|
2.31K
$1.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-33- 0.48% |
$11.7K - $16.4K
|
6.91K
$3.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-33- 0.12% |
$11.7K - $16.4K
|
28.5K
$15.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-33- 0.24% |
$11.7K - $16.4K
|
13.7K
$7.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-34- 2.77% |
$12.1K - $16.9K
|
1.19K
$634K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-34- 2.71% |
$12.1K - $16.9K
|
1.22K
$650K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-35- 0.17% |
$12.4K - $17.4K
|
20.7K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-35- 0.31% |
$12.4K - $17.4K
|
11.4K
$6.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-35- 1.86% |
$12.4K - $17.4K
|
1.85K
$981K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-35- 0.56% |
$12.4K - $17.4K
|
6.24K
$3.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-35- 0.23% |
$12.4K - $17.4K
|
15K
$7.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-36- 5.1% |
$12.8K - $17.9K
|
670
$356K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-36- 0.46% |
$12.8K - $17.9K
|
7.8K
$4.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
SELL
|
- |
-36- 1.27% |
$12.8K - $17.9K
|
2.79K
$1.48M
|
|
|
Aug 26, 2025
Q2 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-36- 0.02% |
$12.8K - $17.9K
|
168K
$89.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-37- 0.55% |
$13.1K - $18.4K
|
6.72K
$3.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.55% |
$13.1K - $18.4K
|
6.75K
$3.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-37- 0.3% |
$13.1K - $18.4K
|
12.3K
$6.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-37- 0.76% |
$13.1K - $18.4K
|
4.84K
$2.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-37- 0.41% |
$13.1K - $18.4K
|
9.1K
$4.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-37- 0.48% |
$13.1K - $18.4K
|
7.72K
$4.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-37- 0.18% |
$13.1K - $18.4K
|
20.8K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-37- 1.96% |
$13.1K - $18.4K
|
1.85K
$984K
|
|
|
Sep 19, 2025
Q2 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-37- 2.19% |
$13.1K - $18.4K
|
1.66K
$880K
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-38- 2.46% |
$13.5K - $18.9K
|
1.51K
$800K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-38- 5.1% |
$13.5K - $18.9K
|
707
$376K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-38- 1.19% |
$13.5K - $18.9K
|
3.16K
$1.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-38- 2.22% |
$13.5K - $18.9K
|
1.67K
$888K
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-38- 6.21% |
$13.5K - $18.9K
|
574
$305K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-38- 3.77% |
$13.5K - $18.9K
|
969
$515K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-38- 0.88% |
$13.5K - $18.9K
|
4.26K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-38- 0.42% |
$13.5K - $18.9K
|
8.98K
$4.77M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-39- 0.06% |
$13.8K - $19.4K
|
65.8K
$35M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-39- 2.26% |
$13.8K - $19.4K
|
1.69K
$897K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-39- 1.17% |
$13.8K - $19.4K
|
3.3K
$1.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-39- 4.43% |
$13.8K - $19.4K
|
841
$447K
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-39- 0.47% |
$13.8K - $19.4K
|
8.31K
$4.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-39- 0.13% |
$13.8K - $19.4K
|
31.2K
$16.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-39- 2.14% |
$13.8K - $19.4K
|
1.78K
$946K
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-40- 0.14% |
$14.2K - $19.9K
|
28.7K
$15.2M
|