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 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.22K+ 8.8% |
$1.14M - $1.6M
|
39.8K
$20M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.21K+ 80.88% |
$1.14M - $1.6M
|
7.19K
$3.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.07K+ 24.26% |
$1.09M - $1.53M
|
15.7K
$7.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.94KNew |
$1.04M - $1.46M
|
2.94K
$1.48M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
2.93KNew |
$1.04M - $1.46M
|
2.93K
$1.48M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.91K+ 58.79% |
$1.03M - $1.45M
|
7.85K
$3.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.89K+ 3.14% |
$1.03M - $1.44M
|
95.1K
$47.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.77K+ 22.39% |
$981K - $1.38M
|
15.1K
$7.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.72K+ 7.49% |
$964K - $1.35M
|
39K
$19.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
2.66K+ 2.11% |
$945K - $1.33M
|
129K
$65M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.62K+ 0.67% |
$928K - $1.3M
|
390K
$196M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.52K+ 38.3% |
$893K - $1.25M
|
9.09K
$4.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
2.5K+ 49.81% |
$886K - $1.24M
|
7.52K
$3.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
2.48KNew |
$880K - $1.23M
|
2.48K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.47K+ 19.34% |
$875K - $1.23M
|
15.2K
$7.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2.42K+ 74.26% |
$858K - $1.2M
|
5.68K
$2.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.37K+ 4.7% |
$841K - $1.18M
|
52.8K
$26.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.28K+ 18.07% |
$807K - $1.13M
|
14.9K
$7.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.22K+ 3.93% |
$786K - $1.1M
|
58.7K
$29.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
2.07K+ 57.58% |
$735K - $1.03M
|
5.68K
$2.86M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.03K+ 4.04% |
$720K - $1.01M
|
52.4K
$26.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2K+ 10.81% |
$709K - $994K
|
20.5K
$10.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.98K+ 4.05% |
$701K - $983K
|
50.8K
$25.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.97K+ 1.55% |
$697K - $978K
|
128K
$64.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.95K+ 8.59% |
$691K - $970K
|
24.6K
$12.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.94K+ 1.91% |
$689K - $967K
|
104K
$52.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.87K+ 9.9% |
$663K - $931K
|
20.8K
$10.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.75K+ 33.35% |
$620K - $870K
|
6.99K
$3.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.74K+ 4.53% |
$616K - $864K
|
40.1K
$20.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
1.66K+ 9.09% |
$590K - $827K
|
20K
$10M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.66K+ 16.83% |
$589K - $826K
|
11.5K
$5.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.66K+ 13.9% |
$588K - $824K
|
13.6K
$6.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.61K+ 7.73% |
$570K - $800K
|
22.4K
$11.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.6K+ 8.89% |
$567K - $795K
|
19.6K
$9.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1.57K+ 121.3% |
$557K - $782K
|
2.87K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.57K+ 11.73% |
$556K - $780K
|
14.9K
$7.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.52K+ 7.35% |
$539K - $756K
|
22.2K
$11.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.47K+ 18.68% |
$521K - $731K
|
9.34K
$4.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.43K+ 3.19% |
$507K - $711K
|
46.3K
$23.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.43K+ 37.15% |
$506K - $709K
|
5.26K
$2.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.42K+ 1.64% |
$502K - $705K
|
88K
$44.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.39K+ 15.99% |
$494K - $692K
|
10.1K
$5.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.33K+ 114.99% |
$471K - $660K
|
2.48K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.32K+ 31.51% |
$469K - $659K
|
5.53K
$2.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.25K+ 9.81% |
$444K - $623K
|
14K
$7.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.25K+ 2.41% |
$443K - $622K
|
53.1K
$26.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.11K+ 14.1% |
$392K - $551K
|
8.96K
$4.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.08K+ 0.86% |
$382K - $536K
|
126K
$63.6M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.07K+ 4.41% |
$381K - $534K
|
25.4K
$12.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.07K+ 1.36% |
$379K - $531K
|
79.8K
$40.2M
|