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
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
1.17K+ 14.97% |
$416K - $584K
|
9.01K
$4.51M
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 22.29% |
$416K - $584K
|
6.44K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 2.78% |
$414K - $582K
|
43.2K
$21.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.17K+ 7.87% |
$413K - $580K
|
16K
$7.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.16K+ 1.56% |
$413K - $579K
|
75.8K
$37.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
1.16K+ 16.16% |
$412K - $579K
|
8.36K
$4.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
1.16K+ 2.69% |
$411K - $577K
|
44.3K
$22.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.16K+ 1.21% |
$411K - $577K
|
96.9K
$48.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.16K+ 1.27% |
$411K - $576K
|
92K
$46M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
1.15KNew |
$409K - $574K
|
1.15K
$577K
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
1.15K+ 1.07% |
$408K - $573K
|
109K
$54.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.15K+ 0.79% |
$408K - $573K
|
147K
$73.7M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.15K+ 48.29% |
$406K - $570K
|
3.52K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.14K+ 1.59% |
$405K - $568K
|
73.1K
$36.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.14K+ 4.5% |
$404K - $567K
|
26.5K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.14K+ 1.71% |
$402K - $565K
|
67.5K
$33.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.13K+ 22.9% |
$402K - $564K
|
6.09K
$3.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
1.13K+ 4.95% |
$402K - $564K
|
24K
$12M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
1.13K+ 0.86% |
$400K - $562K
|
132K
$66M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.12K+ 30.04% |
$397K - $558K
|
4.85K
$2.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.12K+ 1.24% |
$397K - $557K
|
91.2K
$45.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
1.12KNew |
$396K - $556K
|
1.12K
$559K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
1.11K+ 3.01% |
$394K - $553K
|
38.1K
$19.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.11K+ 16.77% |
$394K - $553K
|
7.74K
$3.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.11K+ 2.25% |
$394K - $553K
|
50.5K
$25.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
1.11K+ 13.56% |
$394K - $552K
|
9.29K
$4.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.11K+ 14.1% |
$392K - $551K
|
8.96K
$4.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.11K+ 2.21% |
$392K - $551K
|
51.3K
$25.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.1KNew |
$390K - $548K
|
1.1K
$551K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
1.1K+ 0.05% |
$390K - $547K
|
2.26M
$1.13B
|
|
|
Aug 05, 2025
Q2 2025
|
Once Capital Management, LLC
|
BUY
|
- |
1.1K+ 3.43% |
$390K - $547K
|
33.2K
$16.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
1.1K+ 1.54% |
$389K - $546K
|
72.4K
$36.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.1K+ 34.77% |
$388K - $545K
|
4.24K
$2.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
BUY
|
- |
1.09K+ 6.67% |
$386K - $541K
|
17.4K
$8.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Pembroke Management, LTD
|
BUY
|
- |
1.08KNew |
$383K - $537K
|
1.08K
$540K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.08K+ 1.99% |
$382K - $536K
|
55.2K
$27.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.08K+ 0.86% |
$382K - $536K
|
126K
$63.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.08K+ 1.39% |
$382K - $536K
|
78.7K
$39.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.08K+ 0.53% |
$382K - $536K
|
205K
$103M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.08K+ 3.93% |
$381K - $535K
|
28.4K
$14.2M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.07K+ 4.41% |
$381K - $534K
|
25.4K
$12.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.07K+ 1.73% |
$379K - $532K
|
62.8K
$31.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
1.07KNew |
$379K - $532K
|
1.07K
$535K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.07K+ 3.67% |
$379K - $532K
|
30.2K
$15.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.07K+ 2.66% |
$379K - $532K
|
41.3K
$20.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.07K+ 1.36% |
$379K - $531K
|
79.8K
$39.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.07K+ 7.43% |
$378K - $531K
|
15.4K
$7.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.06K+ 3.25% |
$377K - $529K
|
33.8K
$16.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
1.06K+ 70.0% |
$377K - $529K
|
2.58K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
BUY
|
- |
1.06K+ 12.99% |
$377K - $528K
|
9.24K
$4.62M
|