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 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-202- 2.11% |
$71.6K - $100K
|
9.38K
$4.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
SELL
|
- |
-203- 0.8% |
$72K - $101K
|
25.3K
$13.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-204- 4.12% |
$72.3K - $101K
|
4.75K
$2.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-204- 1.37% |
$72.3K - $101K
|
14.7K
$7.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Glynn Capital Management LLC
|
SELL
|
- |
-205- 2.23% |
$72.7K - $102K
|
9.01K
$4.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-207- 0.94% |
$73.4K - $103K
|
21.7K
$11.6M
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-208- 2.48% |
$73.7K - $103K
|
8.17K
$4.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-208- 6.5% |
$73.7K - $103K
|
2.99K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-209- 0.6% |
$74.1K - $104K
|
34.8K
$18.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-210- 4.02% |
$74.5K - $104K
|
5.01K
$2.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-210- 0.14% |
$74.5K - $104K
|
153K
$81.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-210- 6.41% |
$74.5K - $104K
|
3.07K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-211- 0.84% |
$74.8K - $105K
|
24.8K
$13.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-211- 1.65% |
$74.8K - $105K
|
12.5K
$6.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
SELL
|
- |
-211- 1.38% |
$74.8K - $105K
|
15.1K
$8.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-212- 0.77% |
$75.2K - $105K
|
27.4K
$14.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-212- 4.91% |
$75.2K - $105K
|
4.11K
$2.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-212- 0.45% |
$75.2K - $105K
|
46.4K
$24.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-214- 1.08% |
$75.9K - $106K
|
19.6K
$10.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-215- 2.27% |
$76.2K - $107K
|
9.28K
$4.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-215- 0.49% |
$76.2K - $107K
|
43.8K
$23.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Kdt Advisors, LLC
New York, NY |
SELL
|
- |
-215- 1.77% |
$76.2K - $107K
|
11.9K
$6.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-216- 0.69% |
$76.6K - $107K
|
31.1K
$16.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-217- 0.29% |
$76.9K - $108K
|
75.4K
$40.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-217- 1.19% |
$76.9K - $108K
|
18K
$9.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-220- 1.26% |
$78K - $109K
|
17.3K
$9.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-220- 3.11% |
$78K - $109K
|
6.86K
$3.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-220- 0.79% |
$78K - $109K
|
27.6K
$14.7M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-220- 1.58% |
$78K - $109K
|
13.7K
$7.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-221- 3.62% |
$78.4K - $110K
|
5.88K
$3.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-222- 1.03% |
$78.7K - $110K
|
21.4K
$11.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-222- 6.93% |
$78.7K - $110K
|
2.98K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-222- 4.41% |
$78.7K - $110K
|
4.81K
$2.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-223- 0.65% |
$79.1K - $111K
|
34K
$18M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-225- 1.41% |
$79.8K - $112K
|
15.7K
$8.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-225- 1.66% |
$79.8K - $112K
|
13.3K
$7.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-225- 3.8% |
$79.8K - $112K
|
5.69K
$3.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
SELL
|
- |
-225- 5.87% |
$79.8K - $112K
|
3.61K
$1.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-227- 26.0% |
$80.5K - $113K
|
646
$343K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-227- 0.91% |
$80.5K - $113K
|
24.8K
$13.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-229- 4.53% |
$81.2K - $114K
|
4.82K
$2.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-229- 1.65% |
$81.2K - $114K
|
13.7K
$7.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-229- 5.07% |
$81.2K - $114K
|
4.29K
$2.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-230- 2.65% |
$81.5K - $114K
|
8.45K
$4.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-230- 0.74% |
$81.5K - $114K
|
30.8K
$16.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-230- 16.87% |
$81.5K - $114K
|
1.13K
$602K
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-231- 1.03% |
$81.9K - $115K
|
22.1K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-231- 31.86% |
$81.9K - $115K
|
494
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-231- 2.37% |
$81.9K - $115K
|
9.52K
$5.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-232- 2.04% |
$82.3K - $115K
|
11.1K
$5.92M
|