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 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-610- 3.1% |
$216K - $303K
|
19.1K
$9.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-610- 4.89% |
$216K - $303K
|
11.9K
$6.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Gouws Capital LLC
|
SELL
|
- |
-612- 15.11% |
$217K - $304K
|
3.44K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-614- 15.96% |
$218K - $305K
|
3.23K
$1.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-615- 2.75% |
$218K - $306K
|
21.7K
$11.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-615- 2.21% |
$218K - $306K
|
27.2K
$14.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-615- 11.99% |
$218K - $306K
|
4.51K
$2.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-621- 8.98% |
$220K - $309K
|
6.3K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-623- 1.66% |
$221K - $310K
|
36.9K
$19.1M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-624- 0.64% |
$221K - $310K
|
96.6K
$50M
|
|
|
Jul 29, 2025
Q2 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-625- 4.43% |
$222K - $311K
|
13.5K
$6.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-625- 9.72% |
$222K - $311K
|
5.8K
$3M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-627- 0.81% |
$222K - $312K
|
76.7K
$39.7M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-627- 3.79% |
$222K - $312K
|
15.9K
$8.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-627- 8.87% |
$222K - $312K
|
6.44K
$3.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-629- 1.63% |
$223K - $313K
|
37.9K
$19.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-630- 3.24% |
$223K - $313K
|
18.8K
$9.73M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-632- 7.45% |
$224K - $314K
|
7.85K
$4.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-633- 8.13% |
$224K - $315K
|
7.16K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-636- 0.82% |
$226K - $316K
|
77.1K
$39.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-638- 1.05% |
$226K - $317K
|
59.9K
$31M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-638- 9.89% |
$226K - $317K
|
5.81K
$3.01M
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-638- 0.76% |
$226K - $317K
|
83.8K
$43.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-639- 5.79% |
$227K - $318K
|
10.4K
$5.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-639- 2.19% |
$227K - $318K
|
28.6K
$14.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-641- 8.86% |
$227K - $319K
|
6.59K
$3.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-642- 3.81% |
$228K - $319K
|
16.2K
$8.38M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-642- 15.06% |
$228K - $319K
|
3.62K
$1.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-643- 2.81% |
$228K - $320K
|
22.3K
$11.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-653- 1.7% |
$232K - $325K
|
37.8K
$19.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-654- 1.71% |
$232K - $325K
|
37.5K
$19.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-654- 14.52% |
$232K - $325K
|
3.85K
$1.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-656- 1.52% |
$233K - $326K
|
42.5K
$22M
|
|
|
Jul 23, 2025
Q2 2025
|
Wormser Freres Gestion
Paris, I0 |
SELL
|
- |
-658- 2.42% |
$233K - $327K
|
26.5K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Orion Investment CO
St. Louis, MO |
SELL
|
- |
-658- 0.62% |
$233K - $327K
|
105K
$54.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-659- 5.54% |
$234K - $328K
|
11.2K
$5.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-660- 1.15% |
$234K - $328K
|
56.6K
$29.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-660- 0.02% |
$234K - $328K
|
2.84M
$1.47B
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-661- 3.21% |
$234K - $329K
|
19.9K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-661- 13.83% |
$234K - $329K
|
4.12K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-664- 4.96% |
$235K - $330K
|
12.7K
$6.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-669- 1.73% |
$237K - $333K
|
38K
$19.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-669- 44.19% |
$237K - $333K
|
845
$437K
|
|
|
Aug 11, 2025
Q2 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-670- 0.74% |
$238K - $333K
|
90.3K
$46.8M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-670- 16.65% |
$238K - $333K
|
3.35K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-672- 21.34% |
$238K - $334K
|
2.48K
$1.28M
|
|
|
Aug 15, 2025
Q2 2025
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-674- 2.15% |
$239K - $335K
|
30.7K
$15.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-678- 0.72% |
$240K - $337K
|
92.9K
$48.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-678- 6.14% |
$240K - $337K
|
10.4K
$5.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-680- 5.92% |
$241K - $338K
|
10.8K
$5.59M
|