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 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
3.3K+ 1.1% |
$1.17M - $1.64M
|
305K
$152M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.29K+ 8.99% |
$1.17M - $1.64M
|
39.9K
$20M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.29K+ 40.91% |
$1.17M - $1.63M
|
11.3K
$5.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.28K+ 347.61% |
$1.16M - $1.63M
|
4.22K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
3.25KNew |
$1.15M - $1.62M
|
3.25K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
3.25K+ 5.14% |
$1.15M - $1.61M
|
66.3K
$33.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.23K+ 85.55% |
$1.14M - $1.6M
|
7K
$3.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.22K+ 8.8% |
$1.14M - $1.6M
|
39.8K
$19.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
3.22K+ 10.53% |
$1.14M - $1.6M
|
33.8K
$16.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
3.22K+ 23.0% |
$1.14M - $1.6M
|
17.2K
$8.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
3.22K+ 4.3% |
$1.14M - $1.6M
|
78K
$39M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.21K+ 80.88% |
$1.14M - $1.6M
|
7.19K
$3.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.21K+ 37.99% |
$1.14M - $1.6M
|
11.7K
$5.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
3.2K+ 34.1% |
$1.13M - $1.59M
|
12.6K
$6.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
3.2K+ 72.82% |
$1.13M - $1.59M
|
7.59K
$3.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.19K+ 2.29% |
$1.13M - $1.58M
|
142K
$71.1M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.18K+ 0.51% |
$1.13M - $1.58M
|
630K
$315M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.17K+ 8.19% |
$1.13M - $1.58M
|
41.9K
$21M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.16K+ 4.83% |
$1.12M - $1.57M
|
68.7K
$34.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.16K+ 2.9% |
$1.12M - $1.57M
|
112K
$56M
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.15K+ 33.43% |
$1.12M - $1.57M
|
12.6K
$6.29M
|
|
|
Aug 25, 2025
Q2 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
3.15KNew |
$1.12M - $1.57M
|
3.15K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
3.14K+ 15.32% |
$1.11M - $1.56M
|
23.6K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.12K+ 5.22% |
$1.11M - $1.55M
|
62.8K
$31.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
3.12K+ 15.48% |
$1.11M - $1.55M
|
23.3K
$11.6M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3.11K+ 10.77% |
$1.1M - $1.55M
|
32K
$16M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3.1K+ 42.18% |
$1.1M - $1.54M
|
10.5K
$5.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
3.1K+ 38.75% |
$1.1M - $1.54M
|
11.1K
$5.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
3.09K+ 25.82% |
$1.1M - $1.54M
|
15.1K
$7.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.07K+ 24.26% |
$1.09M - $1.53M
|
15.7K
$7.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.07K+ 2.95% |
$1.09M - $1.53M
|
107K
$53.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.06K+ 9.15% |
$1.08M - $1.52M
|
36.5K
$18.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.05K+ 6.35% |
$1.08M - $1.52M
|
51.1K
$25.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.02K+ 51.11% |
$1.07M - $1.5M
|
8.94K
$4.47M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.02K+ 6.61% |
$1.07M - $1.5M
|
48.8K
$24.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.98K+ 47.19% |
$1.06M - $1.48M
|
9.29K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.97K+ 8.14% |
$1.05M - $1.48M
|
39.4K
$19.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.97K+ 4.8% |
$1.05M - $1.48M
|
64.8K
$32.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
2.96K+ 2.14% |
$1.05M - $1.47M
|
141K
$70.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.95K+ 1.38% |
$1.05M - $1.47M
|
217K
$109M
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
2.95K+ 77.77% |
$1.05M - $1.47M
|
6.75K
$3.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.94KNew |
$1.04M - $1.46M
|
2.94K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
2.93KNew |
$1.04M - $1.46M
|
2.93K
$1.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.92K+ 0.66% |
$1.04M - $1.45M
|
442K
$221M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.91K+ 0.31% |
$1.03M - $1.45M
|
931K
$466M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.91K+ 58.79% |
$1.03M - $1.45M
|
7.85K
$3.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.89K+ 3.14% |
$1.03M - $1.44M
|
95.1K
$47.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.87K+ 10.22% |
$1.02M - $1.43M
|
31K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.86K+ 1.39% |
$1.01M - $1.42M
|
209K
$105M
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
2.86K+ 17.75% |
$1.01M - $1.42M
|
19K
$9.49M
|