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 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-139- 19.47% |
$49.3K - $69.1K
|
575
$306K
|
|
|
Jul 29, 2025
Q2 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-140- 0.49% |
$49.6K - $69.6K
|
28.5K
$15.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-140- 1.19% |
$49.6K - $69.6K
|
11.6K
$6.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-141- 0.6% |
$50K - $70.1K
|
23.4K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-141- 0.07% |
$50K - $70.1K
|
216K
$115M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-142- 15.11% |
$50.3K - $70.6K
|
798
$424K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-142- 1.28% |
$50.3K - $70.6K
|
10.9K
$5.8M
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-142- 0.44% |
$50.3K - $70.6K
|
32.1K
$17.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-142- 1.88% |
$50.3K - $70.6K
|
7.39K
$3.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-142- 2.56% |
$50.3K - $70.6K
|
5.4K
$2.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-143- 11.04% |
$50.7K - $71.1K
|
1.15K
$612K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-143- 1.73% |
$50.7K - $71.1K
|
8.13K
$4.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-143- 0.44% |
$50.7K - $71.1K
|
32.6K
$17.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-143- 1.65% |
$50.7K - $71.1K
|
8.54K
$4.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-144- 1.11% |
$51.1K - $71.6K
|
12.9K
$6.85M
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-145- 1.74% |
$51.4K - $72.1K
|
8.17K
$4.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-146- 9.18% |
$51.8K - $72.6K
|
1.44K
$768K
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-146- 3.99% |
$51.8K - $72.6K
|
3.52K
$1.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-147- 0.5% |
$52.1K - $73.1K
|
29.3K
$15.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-148- 0.51% |
$52.5K - $73.6K
|
28.9K
$15.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-148- 10.37% |
$52.5K - $73.6K
|
1.28K
$680K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-149- 0.39% |
$52.8K - $74.1K
|
38.4K
$20.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-150- 2.31% |
$53.2K - $74.6K
|
6.35K
$3.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-150- 0.55% |
$53.2K - $74.6K
|
27.2K
$14.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-150- 0.96% |
$53.2K - $74.6K
|
15.4K
$8.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-150- 0.35% |
$53.2K - $74.6K
|
42.3K
$22.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-150- 1.09% |
$53.2K - $74.6K
|
13.7K
$7.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-150- 1.79% |
$53.2K - $74.6K
|
8.22K
$4.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-150- 2.39% |
$53.2K - $74.6K
|
6.13K
$3.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-150- 2.49% |
$53.2K - $74.6K
|
5.87K
$3.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-150- 7.4% |
$53.2K - $74.6K
|
1.88K
$998K
|
|
|
Aug 14, 2025
Q2 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-150- 0.23% |
$53.2K - $74.6K
|
63.9K
$34M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-151- 3.89% |
$53.5K - $75.1K
|
3.73K
$1.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-151- 0.54% |
$53.5K - $75.1K
|
27.6K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-151- 0.77% |
$53.5K - $75.1K
|
19.4K
$10.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-151- 0.17% |
$53.5K - $75.1K
|
88.5K
$47.1M
|
|
|
Oct 27, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-151- 1.19% |
$53.5K - $75.1K
|
12.5K
$6.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-153- 5.94% |
$54.2K - $76.1K
|
2.42K
$1.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-153- 2.73% |
$54.2K - $76.1K
|
5.45K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-153- 2.53% |
$54.2K - $76.1K
|
5.89K
$3.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-155- 1.44% |
$55K - $77.1K
|
10.6K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-155- 5.01% |
$55K - $77.1K
|
2.94K
$1.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-156- 2.2% |
$55.3K - $77.6K
|
6.94K
$3.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-157- 0.37% |
$55.7K - $78.1K
|
42.3K
$22.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-157- 0.89% |
$55.7K - $78.1K
|
17.4K
$9.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-158- 0.85% |
$56K - $78.6K
|
18.3K
$9.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-158- 2.81% |
$56K - $78.6K
|
5.47K
$2.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-158- 1.12% |
$56K - $78.6K
|
14K
$7.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-159- 0.83% |
$56.4K - $79.1K
|
19K
$10.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-159- 1.46% |
$56.4K - $79.1K
|
10.8K
$5.72M
|