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 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-836- 18.35% |
$296K - $416K
|
3.72K
$1.87M
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-850- 1.55% |
$301K - $423K
|
54.1K
$27.2M
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-915- 2.17% |
$324K - $455K
|
41.2K
$20.7M
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-933- 13.91% |
$331K - $464K
|
5.77K
$2.9M
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-935- 23.43% |
$332K - $465K
|
3.06K
$1.54M
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-944- 1.67% |
$335K - $470K
|
55.4K
$27.9M
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-946- 1.79% |
$335K - $471K
|
51.9K
$26.1M
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-962- 3.59% |
$341K - $479K
|
25.9K
$13M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-981- 4.51% |
$348K - $488K
|
20.8K
$10.5M
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-981- 14.75% |
$348K - $488K
|
5.67K
$2.85M
|
|
Jul 09, 2025
Q2 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-989- 25.06% |
$351K - $492K
|
2.96K
$1.49M
|
|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-999- 3.68% |
$354K - $497K
|
26.1K
$13.1M
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-1.02K- 1.81% |
$362K - $507K
|
55.3K
$27.8M
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-1.04K- 2.56% |
$369K - $517K
|
39.6K
$19.9M
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.07K- 0.81% |
$378K - $531K
|
131K
$65.9M
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-1.09K- 8.7% |
$386K - $542K
|
11.4K
$5.75M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.09K- 0.72% |
$387K - $543K
|
151K
$75.7M
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.13K- 8.46% |
$400K - $561K
|
12.2K
$6.14M
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-1.13K- 15.42% |
$402K - $564K
|
6.21K
$3.13M
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.14K- 11.54% |
$403K - $565K
|
8.7K
$4.38M
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.17K- 1.39% |
$416K - $584K
|
82.9K
$41.7M
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.18K- 1.14% |
$417K - $585K
|
102K
$51.3M
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.23K- 1.38% |
$435K - $611K
|
87.7K
$44.1M
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-1.23K- 4.13% |
$438K - $614K
|
28.7K
$14.4M
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.24K- 2.1% |
$439K - $616K
|
57.7K
$29M
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.27K- 0.83% |
$449K - $629K
|
150K
$75.6M
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-1.27K- 2.31% |
$451K - $633K
|
53.9K
$27.1M
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.31K- 5.04% |
$463K - $649K
|
24.6K
$12.4M
|
|
Jul 14, 2025
Q2 2025
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.33K- 2.59% |
$470K - $659K
|
49.9K
$25.1M
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.33K- 29.04% |
$471K - $660K
|
3.24K
$1.63M
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-1.34K- 24.37% |
$474K - $665K
|
4.15K
$2.09M
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-1.34K- 2.75% |
$475K - $667K
|
47.4K
$23.8M
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.37K- 1.16% |
$486K - $682K
|
117K
$58.6M
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.45K- 0.36% |
$513K - $719K
|
398K
$200M
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.47K- 3.84% |
$521K - $731K
|
36.8K
$18.5M
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-1.53K- 0.31% |
$541K - $759K
|
491K
$247M
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-1.56K- 1.32% |
$555K - $778K
|
117K
$58.9M
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-1.57K- 0.97% |
$555K - $779K
|
160K
$80.5M
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.58K- 17.84% |
$559K - $784K
|
7.26K
$3.65M
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.61K- 10.87% |
$572K - $803K
|
13.2K
$6.66M
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.62K- 3.65% |
$575K - $807K
|
42.8K
$21.5M
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.7K- 1.4% |
$603K - $847K
|
120K
$60.2M
|
|
Jul 07, 2025
Q2 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.75K- 7.51% |
$620K - $871K
|
21.6K
$10.8M
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.78K- 28.28% |
$631K - $886K
|
4.52K
$2.27M
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.83K- 1.56% |
$650K - $912K
|
115K
$58.1M
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.85K- 5.34% |
$656K - $920K
|
32.8K
$16.5M
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-1.95K- 12.04% |
$691K - $970K
|
14.2K
$7.16M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.95K- 0.71% |
$691K - $970K
|
273K
$138M
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.96K- 14.56% |
$695K - $975K
|
11.5K
$5.79M
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.02K- 4.41% |
$716K - $1M
|
43.8K
$22M
|