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 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
4.83K+ 17.51% |
$1.71M - $2.4M
|
32.4K
$16.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.81K+ 44.84% |
$1.71M - $2.39M
|
15.5K
$7.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
4.8K+ 2.17% |
$1.7M - $2.39M
|
226K
$113M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.77K+ 7.82% |
$1.69M - $2.37M
|
65.7K
$32.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
4.76K+ 3.25% |
$1.69M - $2.37M
|
151K
$75.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
4.75K+ 0.91% |
$1.68M - $2.36M
|
527K
$263M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.75K+ 14.02% |
$1.68M - $2.36M
|
38.6K
$19.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
4.73K+ 4.27% |
$1.68M - $2.35M
|
116K
$57.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.68K+ 3.14% |
$1.66M - $2.33M
|
154K
$76.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
4.67K+ 4.33% |
$1.66M - $2.33M
|
113K
$56.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
4.67KNew |
$1.66M - $2.32M
|
4.67K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
4.65K+ 4.57% |
$1.65M - $2.31M
|
106K
$52.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
4.64KNew |
$1.65M - $2.31M
|
4.64K
$2.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
4.63K+ 5.43% |
$1.64M - $2.3M
|
90K
$44.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.63K+ 16.43% |
$1.64M - $2.3M
|
32.8K
$16.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.62K+ 5.82% |
$1.64M - $2.3M
|
84K
$41.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
4.59K+ 4.77% |
$1.63M - $2.28M
|
101K
$50.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.57K+ 12.25% |
$1.62M - $2.27M
|
41.9K
$20.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
4.56KNew |
$1.62M - $2.27M
|
4.56K
$2.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.55K+ 20.68% |
$1.61M - $2.26M
|
26.6K
$13.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
4.55K+ 166.25% |
$1.61M - $2.26M
|
7.29K
$3.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.55K+ 4.05% |
$1.61M - $2.26M
|
117K
$58.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.5K+ 4.23% |
$1.59M - $2.24M
|
111K
$55.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
BUY
|
- |
4.47K+ 4.86% |
$1.58M - $2.22M
|
96.4K
$48M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.46K+ 9.11% |
$1.58M - $2.22M
|
53.4K
$26.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
4.45KNew |
$1.58M - $2.21M
|
4.45K
$2.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.44K+ 74.38% |
$1.58M - $2.21M
|
10.4K
$5.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
4.41K+ 12.63% |
$1.56M - $2.19M
|
39.3K
$19.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.38K+ 9.29% |
$1.55M - $2.18M
|
51.6K
$25.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.37K+ 278.62% |
$1.55M - $2.17M
|
5.93K
$2.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.36K+ 2.24% |
$1.54M - $2.17M
|
199K
$99M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.35K+ 2.13% |
$1.54M - $2.16M
|
208K
$104M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.33K+ 1.57% |
$1.53M - $2.15M
|
280K
$139M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.32K+ 7.49% |
$1.53M - $2.15M
|
62K
$30.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
4.28K+ 72.89% |
$1.52M - $2.13M
|
10.2K
$5.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
4.26KNew |
$1.51M - $2.12M
|
4.26K
$2.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
4.25K+ 15.51% |
$1.51M - $2.11M
|
31.7K
$15.8M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
4.23K+ 4.28% |
$1.5M - $2.1M
|
103K
$51.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
4.22K+ 45.58% |
$1.49M - $2.1M
|
13.5K
$6.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
4.2K+ 30.38% |
$1.49M - $2.09M
|
18K
$8.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.2K+ 11.46% |
$1.49M - $2.09M
|
40.8K
$20.4M
|
|
|
Aug 07, 2025
Q2 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
4.17K+ 2.57% |
$1.48M - $2.07M
|
166K
$82.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.07K+ 19.41% |
$1.44M - $2.03M
|
25.1K
$12.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Maestria Partners LLC
Atlanta, GA |
BUY
|
- |
4.06K+ 12.83% |
$1.44M - $2.02M
|
35.7K
$17.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.05K+ 40.13% |
$1.44M - $2.02M
|
14.1K
$7.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
4.04K+ 10.14% |
$1.43M - $2.01M
|
43.9K
$21.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
BUY
|
- |
4.04K+ 8.81% |
$1.43M - $2.01M
|
49.9K
$24.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Shay Capital LLC
New York, NY |
BUY
|
- |
4KNew |
$1.42M - $1.99M
|
4K
$1.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4K+ 2.44% |
$1.42M - $1.99M
|
168K
$83.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.99K+ 29.43% |
$1.42M - $1.99M
|
17.6K
$8.75M
|