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 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.56K+ 20.14% |
$552K - $775K
|
9.29K
$4.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
1.55K+ 21.26% |
$551K - $773K
|
8.86K
$4.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.54K+ 31.21% |
$546K - $766K
|
6.48K
$3.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.54K+ 3.43% |
$545K - $765K
|
46.3K
$23.2M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.53K+ 4.41% |
$544K - $763K
|
36.3K
$18.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.53K+ 2.21% |
$543K - $762K
|
70.9K
$35.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.53K+ 4.35% |
$542K - $760K
|
36.6K
$18.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.53K+ 31.72% |
$541K - $759K
|
6.33K
$3.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.52K+ 7.35% |
$539K - $756K
|
22.2K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.52K+ 32.45% |
$539K - $756K
|
6.2K
$3.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.52K+ 9.75% |
$538K - $754K
|
17.1K
$8.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.51K+ 2.94% |
$537K - $753K
|
53K
$26.5M
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
1.51K+ 2.86% |
$535K - $750K
|
54.2K
$27.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.51K+ 0.97% |
$534K - $750K
|
157K
$78.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.51K+ 13.84% |
$534K - $749K
|
12.4K
$6.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Eulav Asset Management
|
BUY
|
- |
1.5K+ 2.73% |
$533K - $747K
|
56.5K
$28.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
1.5KNew |
$532K - $746K
|
1.5K
$751K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.5K+ 7.73% |
$531K - $746K
|
20.9K
$10.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.48K+ 19.95% |
$525K - $736K
|
8.9K
$4.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
1.48K+ 5.95% |
$525K - $736K
|
26.4K
$13.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
1.47K+ 1.51% |
$523K - $733K
|
99K
$49.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.47K+ 18.68% |
$521K - $731K
|
9.34K
$4.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.46K+ 30.74% |
$517K - $725K
|
6.2K
$3.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
1.45K+ 22.04% |
$515K - $722K
|
8.04K
$4.02M
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.45K+ 13.93% |
$515K - $722K
|
11.9K
$5.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.44K+ 11.8% |
$511K - $717K
|
13.7K
$6.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.44K+ 1.34% |
$510K - $715K
|
109K
$54.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
1.44K+ 12.2% |
$510K - $715K
|
13.2K
$6.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.43K+ 3.19% |
$507K - $711K
|
46.3K
$23.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.43K+ 37.15% |
$506K - $709K
|
5.26K
$2.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.43K+ 23.14% |
$506K - $709K
|
7.59K
$3.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.42K+ 1.64% |
$502K - $705K
|
88K
$44M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.42K+ 2.03% |
$502K - $704K
|
71.2K
$35.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.4K+ 8.32% |
$495K - $694K
|
18.2K
$9.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.39K+ 15.99% |
$494K - $692K
|
10.1K
$5.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1.39K+ 103.19% |
$492K - $691K
|
2.74K
$1.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.39K+ 9.42% |
$491K - $689K
|
16.1K
$8.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
1.39K+ 1.59% |
$491K - $689K
|
88.5K
$44.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.38K+ 3.38% |
$490K - $688K
|
42.3K
$21.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 5.2% |
$489K - $686K
|
27.9K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
1.38KNew |
$488K - $685K
|
1.38K
$689K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.37K+ 1.04% |
$487K - $683K
|
133K
$66.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.37K+ 6.8% |
$486K - $682K
|
21.5K
$10.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.37K+ 21.19% |
$485K - $681K
|
7.83K
$3.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.36K+ 45.07% |
$483K - $677K
|
4.38K
$2.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.35K+ 2.75% |
$478K - $670K
|
50.3K
$25.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
1.35KNew |
$478K - $670K
|
1.35K
$674K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.34K+ 3.27% |
$474K - $665K
|
42.2K
$21.1M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.33K+ 5.76% |
$472K - $662K
|
24.4K
$12.2M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.33K+ 5.68% |
$471K - $661K
|
24.7K
$12.4M
|