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 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-380- 4.25% |
$135K - $189K
|
8.56K
$4.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-380- 8.23% |
$135K - $189K
|
4.24K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-381- 12.83% |
$135K - $190K
|
2.59K
$1.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-384- 1.34% |
$136K - $191K
|
28.3K
$14.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-385- 0.41% |
$137K - $192K
|
94.2K
$48.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-385- 2.2% |
$137K - $192K
|
17.1K
$8.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-386- 9.29% |
$137K - $192K
|
3.77K
$1.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Bender Robert & Associates
|
SELL
|
- |
-386- 1.86% |
$137K - $192K
|
20.3K
$10.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
SELL
|
- |
-386- 38.72% |
$137K - $192K
|
611
$316K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-386- 1.06% |
$137K - $192K
|
36K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-389- 0.7% |
$138K - $194K
|
54.9K
$28.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-390- 9.61% |
$138K - $194K
|
3.67K
$1.9M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-390- 2.28% |
$138K - $194K
|
16.7K
$8.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-390- 21.89% |
$138K - $194K
|
1.39K
$721K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-390- 0.75% |
$138K - $194K
|
51.5K
$26.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-390- 1.28% |
$138K - $194K
|
30.2K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-390- 1.45% |
$138K - $194K
|
26.5K
$13.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-391- 9.95% |
$139K - $195K
|
3.54K
$1.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-391- 2.58% |
$139K - $195K
|
14.8K
$7.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-394- 0.93% |
$140K - $196K
|
41.9K
$21.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-394- 3.34% |
$140K - $196K
|
11.4K
$5.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-394- 23.3% |
$140K - $196K
|
1.3K
$671K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-395- 0.8% |
$140K - $196K
|
48.7K
$25.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-395- 1.12% |
$140K - $196K
|
34.8K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-397- 3.01% |
$141K - $197K
|
12.8K
$6.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-400- 5.57% |
$142K - $199K
|
6.79K
$3.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-400- 6.33% |
$142K - $199K
|
5.92K
$3.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-400- 2.99% |
$142K - $199K
|
13K
$6.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-401- 1.75% |
$142K - $199K
|
22.5K
$11.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-402- 0.98% |
$143K - $200K
|
40.7K
$21.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-402- 2.59% |
$143K - $200K
|
15.1K
$7.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-404- 12.59% |
$143K - $201K
|
2.81K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-405- 5.13% |
$144K - $201K
|
7.49K
$3.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-405- 4.21% |
$144K - $201K
|
9.21K
$4.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-406- 3.86% |
$144K - $202K
|
10.1K
$5.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-406- 1.99% |
$144K - $202K
|
20K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-406- 18.46% |
$144K - $202K
|
1.79K
$928K
|
|
|
Aug 12, 2025
Q2 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-407- 1.39% |
$144K - $202K
|
28.9K
$15M
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-408- 2.13% |
$145K - $203K
|
18.7K
$9.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-409- 0.05% |
$145K - $203K
|
789K
$408M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-410- 0.43% |
$145K - $204K
|
95.6K
$49.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-410- 2.18% |
$145K - $204K
|
18.4K
$9.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-411- 3.43% |
$146K - $204K
|
11.6K
$5.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-412- 1.9% |
$146K - $205K
|
21.3K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-414- 1.38% |
$147K - $206K
|
29.7K
$15.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-417- 1.58% |
$148K - $207K
|
26K
$13.4M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-419- 2.25% |
$149K - $208K
|
18.2K
$9.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-420- 1.19% |
$149K - $209K
|
34.8K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
Avos Capital Management, LLC
Seattle, WA |
SELL
|
- |
-421- 25.99% |
$149K - $209K
|
1.2K
$621K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-423- 21.34% |
$150K - $210K
|
1.56K
$807K
|