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 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.81K+ 2.25% |
$641K - $899K
|
82.3K
$41.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
1.8K+ 1.58% |
$637K - $893K
|
116K
$57.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.79K+ 8.27% |
$636K - $892K
|
23.5K
$11.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
1.78KNew |
$631K - $885K
|
1.78K
$890K
|
|
|
Jul 28, 2025
Q2 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
1.77K+ 0.2% |
$626K - $878K
|
889K
$445M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.77K+ 23.79% |
$626K - $878K
|
9.18K
$4.6M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.76K+ 19.91% |
$623K - $874K
|
10.6K
$5.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.75K+ 8.27% |
$621K - $871K
|
22.9K
$11.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.75K+ 33.35% |
$620K - $870K
|
6.99K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.74K+ 8.25% |
$616K - $864K
|
22.8K
$11.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.74K+ 4.53% |
$616K - $864K
|
40.1K
$20M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.74K+ 3.65% |
$616K - $864K
|
49.3K
$24.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.73K+ 4.41% |
$614K - $862K
|
41.1K
$20.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Tikehau Investment Management
Paris, I0 |
BUY
|
- |
1.73K+ 10.26% |
$614K - $861K
|
18.6K
$9.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
1.73K+ 175.48% |
$612K - $858K
|
2.71K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.72K+ 5.97% |
$611K - $858K
|
30.6K
$15.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.72K+ 8.99% |
$610K - $856K
|
20.9K
$10.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
1.72K+ 0.8% |
$608K - $854K
|
217K
$109M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.71K+ 1.33% |
$605K - $848K
|
130K
$65.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Politan Capital Management LP
New York, NY |
BUY
|
- |
1.7KNew |
$603K - $846K
|
1.7K
$851K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.7KNew |
$601K - $843K
|
1.7K
$848K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.69K+ 10.61% |
$600K - $842K
|
17.7K
$8.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.69K+ 3.85% |
$600K - $842K
|
45.7K
$22.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.69K+ 1.22% |
$599K - $840K
|
140K
$70.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.68K+ 0.74% |
$596K - $837K
|
228K
$114M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.67K+ 0.53% |
$593K - $832K
|
317K
$158M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.67K+ 17.95% |
$592K - $830K
|
11K
$5.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
1.66K+ 9.09% |
$590K - $827K
|
20K
$9.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1.66K+ 4.43% |
$589K - $826K
|
39.1K
$19.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.66K+ 16.83% |
$589K - $826K
|
11.5K
$5.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.66K+ 13.9% |
$588K - $824K
|
13.6K
$6.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.65K+ 10.97% |
$584K - $819K
|
16.7K
$8.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.64K+ 1.99% |
$580K - $814K
|
84K
$42M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.63K+ 2.82% |
$579K - $812K
|
59.5K
$29.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.63K+ 12.42% |
$579K - $812K
|
14.8K
$7.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Ithaka Group LLC
Bethesda, MD |
BUY
|
- |
1.63K+ 2.03% |
$577K - $809K
|
81.9K
$41M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
1.61KNew |
$571K - $801K
|
1.61K
$806K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.61K+ 7.73% |
$570K - $800K
|
22.4K
$11.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.6K+ 8.89% |
$567K - $795K
|
19.6K
$9.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.6K+ 9.14% |
$567K - $795K
|
19.1K
$9.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.59K+ 1.6% |
$564K - $791K
|
101K
$50.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.59K+ 6.39% |
$562K - $789K
|
26.4K
$13.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.59K+ 12.71% |
$562K - $788K
|
14.1K
$7.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
1.58K+ 14.34% |
$561K - $787K
|
12.6K
$6.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
BUY
|
- |
1.58K+ 7.99% |
$560K - $785K
|
21.3K
$10.7M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.58K+ 10.42% |
$559K - $784K
|
16.7K
$8.36M
|
|
|
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
$7.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
1.57KNew |
$555K - $779K
|
1.57K
$783K
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.56K+ 4.13% |
$555K - $778K
|
39.5K
$19.7M
|