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
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.14K+ 4.95% |
$759K - $1.07M
|
45.4K
$22.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.12K+ 5.39% |
$752K - $1.06M
|
41.5K
$20.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.11K+ 12.97% |
$750K - $1.05M
|
18.4K
$9.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.1K+ 4.33% |
$745K - $1.04M
|
50.6K
$25.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.09K+ 3.52% |
$740K - $1.04M
|
61.4K
$30.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
2.07K+ 57.58% |
$735K - $1.03M
|
5.68K
$2.84M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.07K+ 1.66% |
$733K - $1.03M
|
127K
$63.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.06KNew |
$731K - $1.03M
|
2.06K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.05K+ 2.58% |
$728K - $1.02M
|
81.7K
$40.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
2.05K+ 11.4% |
$727K - $1.02M
|
20K
$10M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.04K+ 17.02% |
$723K - $1.01M
|
14K
$7.01M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.03K+ 4.04% |
$720K - $1.01M
|
52.4K
$26.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
2.01K+ 2.35% |
$713K - $1M
|
87.7K
$43.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Aragon Global Management, LP
Miami, FL |
BUY
|
- |
2K+ 3.74% |
$709K - $995K
|
55.6K
$27.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2K+ 10.81% |
$709K - $994K
|
20.5K
$10.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
2K+ 14.53% |
$708K - $993K
|
15.7K
$7.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.99K+ 4.42% |
$707K - $992K
|
47.1K
$23.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.99K+ 9.95% |
$706K - $991K
|
22K
$11M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.98K+ 1.14% |
$703K - $986K
|
176K
$88.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.98K+ 4.05% |
$701K - $983K
|
50.8K
$25.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.97K+ 1.55% |
$697K - $978K
|
128K
$64.3M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.96K+ 67.42% |
$695K - $975K
|
4.87K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.95K+ 4.65% |
$692K - $972K
|
44K
$22M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.95K+ 48.36% |
$692K - $971K
|
5.99K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.95K+ 2.86% |
$691K - $970K
|
70K
$35M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.95K+ 8.59% |
$691K - $970K
|
24.6K
$12.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.94K+ 1.91% |
$689K - $967K
|
104K
$51.9M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.93KNew |
$684K - $960K
|
1.93K
$966K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.93K+ 15.03% |
$683K - $958K
|
14.7K
$7.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.92K+ 5.69% |
$682K - $957K
|
35.7K
$17.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.92KNew |
$680K - $955K
|
1.92K
$960K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.92K+ 3.58% |
$680K - $954K
|
55.4K
$27.7M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.91K+ 19.6% |
$678K - $952K
|
11.7K
$5.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.91KNew |
$678K - $951K
|
1.91K
$956K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.91K+ 73.71% |
$676K - $949K
|
4.49K
$2.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.91K+ 6.49% |
$676K - $948K
|
31.3K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.89K+ 31.89% |
$670K - $940K
|
7.82K
$3.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.89K+ 2.29% |
$669K - $939K
|
84.2K
$42.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.87K+ 9.9% |
$663K - $931K
|
20.8K
$10.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.87K+ 20.12% |
$662K - $929K
|
11.2K
$5.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.87K+ 10.29% |
$662K - $928K
|
20K
$10M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.86K+ 2.64% |
$658K - $923K
|
72.3K
$36.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
1.85K+ 46.71% |
$657K - $921K
|
5.82K
$2.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.84K+ 4.66% |
$652K - $915K
|
41.3K
$20.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.83K+ 26.07% |
$650K - $912K
|
8.87K
$4.44M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.83K+ 31.55% |
$650K - $911K
|
7.64K
$3.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.82K+ 1.6% |
$647K - $907K
|
116K
$58M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.82KNew |
$645K - $905K
|
1.82K
$910K
|
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.82K+ 10.85% |
$645K - $904K
|
18.6K
$9.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.82K+ 8.82% |
$644K - $904K
|
22.4K
$11.2M
|