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
|
Troy Asset Management LTD
|
BUY
|
- |
6.19K+ 0.73% |
$2.2M - $3.08M
|
854K
$427M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
6.14K+ 4.57% |
$2.18M - $3.06M
|
141K
$70.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.12K+ 26.4% |
$2.17M - $3.05M
|
29.3K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Sandler Capital Management
New York, NY |
BUY
|
- |
6.08KNew |
$2.16M - $3.02M
|
6.08K
$3.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.05K+ 1.44% |
$2.14M - $3.01M
|
425K
$213M
|
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
6.03K+ 17.8% |
$2.14M - $3M
|
39.9K
$20M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
5.95K+ 43.54% |
$2.11M - $2.96M
|
19.6K
$9.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5.92K+ 30.67% |
$2.1M - $2.94M
|
25.2K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.89K+ 11.4% |
$2.09M - $2.93M
|
57.6K
$28.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.85K+ 11.33% |
$2.07M - $2.91M
|
57.4K
$28.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.84K+ 15.41% |
$2.07M - $2.9M
|
43.7K
$21.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.81K+ 6.91% |
$2.06M - $2.89M
|
89.8K
$44.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.78K+ 11.13% |
$2.05M - $2.88M
|
57.7K
$28.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
5.78K+ 42.92% |
$2.05M - $2.87M
|
19.2K
$9.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
5.72K+ 1.87% |
$2.03M - $2.85M
|
311K
$156M
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
5.72KNew |
$2.03M - $2.84M
|
5.72K
$2.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.71K+ 161.16% |
$2.02M - $2.84M
|
9.25K
$4.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.7K+ 5.75% |
$2.02M - $2.83M
|
105K
$52.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
5.69K+ 18.52% |
$2.02M - $2.83M
|
36.4K
$18.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.67K+ 0.9% |
$2.01M - $2.82M
|
633K
$317M
|
|
|
Jul 24, 2025
Q2 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
5.66K+ 911.43% |
$2.01M - $2.82M
|
6.28K
$3.14M
|
|
|
Aug 13, 2025
Q2 2025
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
5.65K+ 4.77% |
$2M - $2.81M
|
124K
$62M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.63K+ 21.12% |
$1.99M - $2.8M
|
32.3K
$16.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.62K+ 8.27% |
$1.99M - $2.8M
|
73.6K
$36.8M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5.61K+ 28.6% |
$1.99M - $2.79M
|
25.2K
$12.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.58K+ 12.26% |
$1.98M - $2.78M
|
51.1K
$25.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
5.57K+ 0.4% |
$1.97M - $2.77M
|
1.4M
$700M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
5.49K+ 103.43% |
$1.95M - $2.73M
|
10.8K
$5.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.48K+ 1.71% |
$1.94M - $2.73M
|
326K
$163M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
5.43K+ 57.27% |
$1.92M - $2.7M
|
14.9K
$7.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
5.4KNew |
$1.91M - $2.69M
|
5.4K
$2.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.39K+ 1.34% |
$1.91M - $2.68M
|
407K
$204M
|
|
|
Jul 17, 2025
Q2 2025
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
5.34K+ 118.61% |
$1.89M - $2.65M
|
9.83K
$4.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
5.32K+ 104.81% |
$1.88M - $2.64M
|
10.4K
$5.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
5.27K+ 20.62% |
$1.87M - $2.62M
|
30.8K
$15.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategy Capital LLC
Los Altos, CA |
BUY
|
- |
5.26K+ 4.53% |
$1.86M - $2.61M
|
121K
$60.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
5.21K+ 82.31% |
$1.85M - $2.59M
|
11.5K
$5.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.19K+ 9.01% |
$1.84M - $2.58M
|
62.8K
$31.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
5.18K+ 79.82% |
$1.84M - $2.58M
|
11.7K
$5.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.17K+ 9.12% |
$1.83M - $2.57M
|
61.9K
$30.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5.13K+ 49.91% |
$1.82M - $2.55M
|
15.4K
$7.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
5.11K+ 5.17% |
$1.81M - $2.54M
|
104K
$52M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.06K+ 2.2% |
$1.79M - $2.51M
|
235K
$117M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.97K+ 16.83% |
$1.76M - $2.47M
|
34.5K
$17.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
4.96K+ 92.75% |
$1.76M - $2.47M
|
10.3K
$5.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.95K+ 3.14% |
$1.75M - $2.46M
|
162K
$81.2M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.93K+ 0.77% |
$1.75M - $2.45M
|
650K
$325M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.92K+ 139.34% |
$1.75M - $2.45M
|
8.46K
$4.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
4.85K+ 4.15% |
$1.72M - $2.41M
|
122K
$60.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.85K+ 15.22% |
$1.72M - $2.41M
|
36.7K
$18.4M
|