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 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.67K+ 50.34% |
$2.72M - $3.82M
|
22.9K
$11.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.66K+ 2.22% |
$2.72M - $3.81M
|
352K
$176M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.66K+ 7.74% |
$2.71M - $3.81M
|
107K
$53.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.65K+ 20.05% |
$2.71M - $3.8M
|
45.8K
$22.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7.59K+ 4.08% |
$2.69M - $3.77M
|
193K
$96.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.58K+ 9.03% |
$2.69M - $3.77M
|
91.6K
$45.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
7.57K+ 9.57% |
$2.68M - $3.76M
|
86.7K
$43.2M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
7.56K+ 3.89% |
$2.68M - $3.76M
|
202K
$101M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.54K+ 84.06% |
$2.67M - $3.75M
|
16.5K
$8.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
7.49KNew |
$2.66M - $3.73M
|
7.49K
$3.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.42K+ 4.2% |
$2.63M - $3.69M
|
184K
$91.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
7.41K+ 9.56% |
$2.63M - $3.69M
|
84.9K
$42.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
7.4K+ 11.02% |
$2.62M - $3.68M
|
74.6K
$37.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.39K+ 77.32% |
$2.62M - $3.68M
|
16.9K
$8.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
7.38K+ 12.14% |
$2.62M - $3.67M
|
68.1K
$34M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.35K+ 2.38% |
$2.61M - $3.66M
|
316K
$158M
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
7.34K+ 2.26% |
$2.6M - $3.65M
|
332K
$166M
|
|
|
Aug 14, 2025
Q2 2025
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
7.29K+ 10.29% |
$2.58M - $3.62M
|
78.1K
$38.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.28K+ 28.48% |
$2.58M - $3.62M
|
32.8K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
7.2K+ 156.79% |
$2.55M - $3.58M
|
11.8K
$5.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
7.16KNew |
$2.54M - $3.56M
|
7.16K
$3.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
7.12K+ 11.57% |
$2.52M - $3.54M
|
68.6K
$34.2M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
7.02K+ 17.47% |
$2.49M - $3.49M
|
47.2K
$23.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.01K+ 3.76% |
$2.49M - $3.49M
|
193K
$96.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7K+ 22.29% |
$2.48M - $3.48M
|
38.4K
$19.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
6.98K+ 182.06% |
$2.48M - $3.47M
|
10.8K
$5.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.95K+ 57.8% |
$2.46M - $3.46M
|
19K
$9.46M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6.92K+ 0.1% |
$2.45M - $3.44M
|
7.17M
$3.58B
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
6.9KNew |
$2.45M - $3.43M
|
6.9K
$3.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6.89K+ 19.95% |
$2.44M - $3.43M
|
41.4K
$20.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
6.86K+ 0.75% |
$2.43M - $3.41M
|
920K
$458M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
6.85K+ 15.01% |
$2.43M - $3.41M
|
52.5K
$26.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.8K+ 1.47% |
$2.41M - $3.38M
|
469K
$234M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.78K+ 27.22% |
$2.4M - $3.37M
|
31.7K
$15.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Saybrook Capital
|
BUY
|
- |
6.76K+ 79.79% |
$2.4M - $3.36M
|
15.2K
$7.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
6.73KNew |
$2.39M - $3.35M
|
6.73K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
6.62K+ 1.9% |
$2.35M - $3.29M
|
354K
$177M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.61K+ 2.79% |
$2.34M - $3.29M
|
244K
$122M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.59K+ 5.22% |
$2.34M - $3.28M
|
133K
$66.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
6.57K+ 2.58% |
$2.33M - $3.27M
|
261K
$130M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
6.52K+ 0.41% |
$2.31M - $3.24M
|
1.6M
$795M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.51K+ 11.38% |
$2.31M - $3.24M
|
63.7K
$31.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
6.5KNew |
$2.3M - $3.23M
|
6.5K
$3.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
6.49K+ 5.56% |
$2.3M - $3.23M
|
123K
$61.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
6.37K+ 3.32% |
$2.26M - $3.17M
|
199K
$99M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
6.36K+ 26.47% |
$2.26M - $3.17M
|
30.4K
$15.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
6.35K+ 0.83% |
$2.25M - $3.16M
|
769K
$383M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.27K+ 0.97% |
$2.22M - $3.12M
|
652K
$325M
|
|
|
Aug 11, 2025
Q2 2025
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
6.27K+ 14.72% |
$2.22M - $3.12M
|
48.8K
$24.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
6.21KNew |
$2.2M - $3.09M
|
6.21K
$3.1M
|