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 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-52- 1.5% |
$18.4K - $25.9K
|
3.42K
$1.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-52- 0.43% |
$18.4K - $25.9K
|
12K
$6.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-52- 0.18% |
$18.4K - $25.9K
|
28.3K
$15M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-53- 1.66% |
$18.8K - $26.4K
|
3.14K
$1.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-54- 0.08% |
$19.1K - $26.9K
|
71.3K
$37.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-54- 0.22% |
$19.1K - $26.9K
|
24.7K
$13.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-54- 0.41% |
$19.1K - $26.9K
|
13.1K
$6.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-54- 0.11% |
$19.1K - $26.9K
|
46.9K
$25M
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-54- 0.31% |
$19.1K - $26.9K
|
17.5K
$9.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-54- 1.92% |
$19.1K - $26.9K
|
2.76K
$1.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-55- 5.35% |
$19.5K - $27.4K
|
973
$517K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-55- 0.07% |
$19.5K - $27.4K
|
75.2K
$40M
|
|
|
Jul 29, 2025
Q2 2025
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
SELL
|
- |
-55- 0.03% |
$19.5K - $27.4K
|
192K
$102M
|
|
|
Aug 13, 2025
Q2 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-55- 3.68% |
$19.5K - $27.4K
|
1.44K
$765K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-56- 0.13% |
$19.9K - $27.9K
|
43.9K
$23.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-56- 1.77% |
$19.9K - $27.9K
|
3.1K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-56- 0.42% |
$19.9K - $27.9K
|
13.3K
$7.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-56- 1.05% |
$19.9K - $27.9K
|
5.3K
$2.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-56- 0.88% |
$19.9K - $27.9K
|
6.29K
$3.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-56- 0.97% |
$19.9K - $27.9K
|
5.71K
$3.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-56- 1.25% |
$19.9K - $27.9K
|
4.42K
$2.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-56- 0.1% |
$19.9K - $27.9K
|
54.1K
$28.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-56- 1.19% |
$19.9K - $27.9K
|
4.66K
$2.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-56- 1.25% |
$19.9K - $27.9K
|
4.42K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-56- 1.72% |
$19.9K - $27.9K
|
3.2K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-56- 3.09% |
$19.9K - $27.9K
|
1.76K
$934K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-58- 0.17% |
$20.6K - $28.9K
|
33.9K
$18M
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-58- 5.12% |
$20.6K - $28.9K
|
1.07K
$571K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-58- 0.91% |
$20.6K - $28.9K
|
6.29K
$3.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-58- 1.64% |
$20.6K - $28.9K
|
3.47K
$1.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-58- 0.56% |
$20.6K - $28.9K
|
10.4K
$5.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-58- 0.76% |
$20.6K - $28.9K
|
7.56K
$4.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-58- 0.43% |
$20.6K - $28.9K
|
13.5K
$7.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-59- 2.34% |
$20.9K - $29.3K
|
2.47K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-60- 3.63% |
$21.3K - $29.8K
|
1.6K
$848K
|
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-60- 1.23% |
$21.3K - $29.8K
|
4.8K
$2.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-60- 0.3% |
$21.3K - $29.8K
|
19.9K
$10.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-61- 0.67% |
$21.6K - $30.3K
|
9.02K
$4.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-61- 0.52% |
$21.6K - $30.3K
|
11.7K
$6.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-61- 0.92% |
$21.6K - $30.3K
|
6.57K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-61- 0.33% |
$21.6K - $30.3K
|
18.5K
$9.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-62- 1.15% |
$22K - $30.8K
|
5.33K
$2.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-62- 0.32% |
$22K - $30.8K
|
19.4K
$10.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-63- 0.34% |
$22.3K - $31.3K
|
18.6K
$9.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-63- 1.97% |
$22.3K - $31.3K
|
3.13K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-63- 1.83% |
$22.3K - $31.3K
|
3.39K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-64- 0.55% |
$22.7K - $31.8K
|
11.6K
$6.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-64- 0.37% |
$22.7K - $31.8K
|
17.5K
$9.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-64- 0.9% |
$22.7K - $31.8K
|
7.07K
$3.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-64- 1.72% |
$22.7K - $31.8K
|
3.67K
$1.95M
|