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 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.06K+ 4.21% |
$377K - $528K
|
26.3K
$13.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.06K+ 29.1% |
$375K - $526K
|
4.69K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
1.06K+ 48.64% |
$375K - $526K
|
3.23K
$1.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.06K+ 5.7% |
$374K - $525K
|
19.5K
$9.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
1.05K+ 48.82% |
$374K - $524K
|
3.21K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.05K+ 14.67% |
$371K - $521K
|
8.18K
$4.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.05K+ 147.39% |
$371K - $520K
|
1.75K
$878K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.04K+ 1.98% |
$369K - $518K
|
53.7K
$26.9M
|
|
|
Aug 27, 2025
Q2 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
1.04KNew |
$369K - $518K
|
1.04K
$521K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.03K+ 0.94% |
$366K - $514K
|
111K
$55.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
1.03K+ 27.96% |
$366K - $514K
|
4.73K
$2.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.03K+ 3.22% |
$366K - $514K
|
33.1K
$16.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.03KNew |
$366K - $513K
|
1.03K
$516K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.01K+ 2.1% |
$357K - $501K
|
48.9K
$24.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1K+ 100.0% |
$355K - $497K
|
2K
$1M
|
|
|
Aug 11, 2025
Q2 2025
|
Birnam Oak Advisors, LP
New York, NY |
BUY
|
- |
1K+ 20.0% |
$355K - $497K
|
6K
$3M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1K+ 2.61% |
$355K - $497K
|
39.3K
$19.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
1K+ 2.74% |
$355K - $497K
|
37.5K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
999+ 0.79% |
$354K - $497K
|
127K
$63.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
996+ 5.86% |
$353K - $495K
|
18K
$9M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
996+ 1.44% |
$353K - $495K
|
70.4K
$35.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
995+ 13.23% |
$353K - $495K
|
8.51K
$4.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
993+ 0.6% |
$352K - $494K
|
167K
$83.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
993+ 1.77% |
$352K - $494K
|
57.1K
$28.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
990+ 6.25% |
$351K - $492K
|
16.8K
$8.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
989+ 60.56% |
$351K - $492K
|
2.62K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
985+ 11.44% |
$349K - $490K
|
9.59K
$4.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
980+ 5.28% |
$347K - $488K
|
19.5K
$9.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
978+ 32.49% |
$347K - $487K
|
3.99K
$2M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
975+ 6.96% |
$346K - $485K
|
15K
$7.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
971+ 11.95% |
$344K - $483K
|
9.1K
$4.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
971+ 1.12% |
$344K - $483K
|
87.4K
$43.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
970+ 2.83% |
$344K - $483K
|
35.2K
$17.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
969+ 10.54% |
$344K - $482K
|
10.2K
$5.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
967+ 5.58% |
$343K - $481K
|
18.3K
$9.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
965+ 7.4% |
$342K - $480K
|
14K
$7M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
965+ 6.69% |
$342K - $480K
|
15.4K
$7.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
964New |
$342K - $480K
|
964
$482K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
963+ 39.86% |
$341K - $479K
|
3.38K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
961+ 3.99% |
$341K - $478K
|
25.1K
$12.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
957+ 6.99% |
$339K - $476K
|
14.6K
$7.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
956+ 3.93% |
$339K - $476K
|
25.3K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
948+ 4.58% |
$336K - $472K
|
21.6K
$10.8M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
945+ 20.41% |
$335K - $470K
|
5.58K
$2.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
943+ 34.91% |
$334K - $469K
|
3.64K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
942+ 6.65% |
$334K - $469K
|
15.1K
$7.56M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
939+ 12.68% |
$333K - $467K
|
8.35K
$4.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
938+ 8.03% |
$333K - $467K
|
12.6K
$6.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
937+ 2.5% |
$332K - $466K
|
38.5K
$19.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
934+ 6.24% |
$331K - $465K
|
15.9K
$7.95M
|