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 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-160- 5.56% |
$56.7K - $79.6K
|
2.72K
$1.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-160- 0.34% |
$56.7K - $79.6K
|
47.4K
$25.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-160- 3.78% |
$56.7K - $79.6K
|
4.07K
$2.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-161- 1.9% |
$57.1K - $80.1K
|
8.3K
$4.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-161- 0.94% |
$57.1K - $80.1K
|
16.9K
$8.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-162- 0.74% |
$57.4K - $80.6K
|
21.8K
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-164- 0.61% |
$58.1K - $81.6K
|
26.7K
$14.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-165- 1.04% |
$58.5K - $82.1K
|
15.7K
$8.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-165- 1.2% |
$58.5K - $82.1K
|
13.6K
$7.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-165- 3.32% |
$58.5K - $82.1K
|
4.8K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-165- 12.6% |
$58.5K - $82.1K
|
1.15K
$609K
|
|
|
Aug 11, 2025
Q2 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-167- 1.04% |
$59.2K - $83.1K
|
15.8K
$8.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-168- 2.14% |
$59.6K - $83.6K
|
7.69K
$4.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
SELL
|
- |
-169- 21.37% |
$59.9K - $84.1K
|
622
$331K
|
|
|
Aug 05, 2025
Q2 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-169- 13.43% |
$59.9K - $84.1K
|
1.09K
$579K
|
|
|
Aug 08, 2025
Q2 2025
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-169- 6.35% |
$59.9K - $84.1K
|
2.49K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-169- 0.2% |
$59.9K - $84.1K
|
84K
$44.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-169- 20.22% |
$59.9K - $84.1K
|
667
$355K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-170- 0.34% |
$60.3K - $84.6K
|
50.4K
$26.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-170- 0.4% |
$60.3K - $84.6K
|
42.7K
$22.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-170- 0.61% |
$60.3K - $84.6K
|
27.6K
$14.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-171- 1.22% |
$60.6K - $85.1K
|
13.8K
$7.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-171- 0.75% |
$60.6K - $85.1K
|
22.5K
$12M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-171- 0.93% |
$60.6K - $85.1K
|
18.3K
$9.73M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-171- 6.91% |
$60.6K - $85.1K
|
2.3K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-173- 3.4% |
$61.3K - $86.1K
|
4.91K
$2.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-173- 0.63% |
$61.3K - $86.1K
|
27.2K
$14.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-173- 8.88% |
$61.3K - $86.1K
|
1.78K
$944K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-173- 3.23% |
$61.3K - $86.1K
|
5.19K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-173- 6.9% |
$61.3K - $86.1K
|
2.34K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-174- 0.52% |
$61.7K - $86.6K
|
33.6K
$17.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-175- 1.4% |
$62K - $87.1K
|
12.3K
$6.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-175- 6.03% |
$62K - $87.1K
|
2.73K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-175- 0.97% |
$62K - $87.1K
|
17.8K
$9.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-176- 0.32% |
$62.4K - $87.6K
|
54.9K
$29.2M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-177- 0.88% |
$62.8K - $88K
|
20K
$10.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-177- 1.26% |
$62.8K - $88K
|
13.9K
$7.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-177- 2.0% |
$62.8K - $88K
|
8.65K
$4.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-178- 3.09% |
$63.1K - $88.5K
|
5.59K
$2.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-178- 0.98% |
$63.1K - $88.5K
|
17.9K
$9.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
SELL
|
- |
-179- 25.0% |
$63.5K - $89K
|
537
$285K
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
SELL
|
- |
-179- 10.39% |
$63.5K - $89K
|
1.54K
$821K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-180- 2.7% |
$63.8K - $89.5K
|
6.49K
$3.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-180- 2.95% |
$63.8K - $89.5K
|
5.92K
$3.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-180- 1.36% |
$63.8K - $89.5K
|
13K
$6.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-180- 6.22% |
$63.8K - $89.5K
|
2.72K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-180- 1.6% |
$63.8K - $89.5K
|
11.1K
$5.9M
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-180- 0.81% |
$63.8K - $89.5K
|
22.1K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-181- 0.81% |
$64.2K - $90K
|
22.1K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-181- 1.86% |
$64.2K - $90K
|
9.53K
$5.06M
|