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 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
934+ 2.24% |
$331K - $465K
|
42.7K
$21.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
934+ 5.23% |
$331K - $465K
|
18.8K
$9.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
934+ 1.68% |
$331K - $465K
|
56.7K
$28.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
933+ 9.84% |
$331K - $464K
|
10.4K
$5.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
933+ 1.89% |
$331K - $464K
|
50.3K
$25.2M
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
BUY
|
- |
933+ 2.41% |
$331K - $464K
|
39.7K
$19.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
932+ 3.21% |
$330K - $464K
|
30K
$15M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
929+ 3.44% |
$329K - $462K
|
28K
$14M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
929+ 2.26% |
$329K - $462K
|
42.1K
$21.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
929+ 13.72% |
$329K - $462K
|
7.7K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
928+ 2.45% |
$329K - $462K
|
38.7K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
928+ 5.92% |
$329K - $462K
|
16.6K
$8.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
926New |
$328K - $461K
|
926
$463K
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
926+ 43.99% |
$328K - $461K
|
3.03K
$1.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
921+ 3.26% |
$327K - $458K
|
29.2K
$14.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
916+ 61.11% |
$325K - $456K
|
2.42K
$1.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
915+ 6.99% |
$324K - $455K
|
14K
$7.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
914+ 6.23% |
$324K - $455K
|
15.6K
$7.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
913+ 10.0% |
$324K - $454K
|
10K
$5.03M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
912+ 2.76% |
$323K - $454K
|
33.9K
$17M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
911+ 5.93% |
$323K - $453K
|
16.3K
$8.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
909+ 1.33% |
$322K - $452K
|
69.4K
$34.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
908+ 170.36% |
$322K - $452K
|
1.44K
$721K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
907+ 6.0% |
$322K - $451K
|
16K
$8.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
905New |
$321K - $450K
|
905
$453K
|
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
BUY
|
- |
905+ 1.73% |
$321K - $450K
|
53.3K
$26.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
886+ 16.93% |
$314K - $441K
|
6.12K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
879+ 3.19% |
$312K - $437K
|
28.4K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
878+ 15.0% |
$311K - $437K
|
6.73K
$3.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
877+ 4.15% |
$311K - $436K
|
22K
$11M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
876+ 1.79% |
$311K - $436K
|
49.8K
$24.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
876+ 1.96% |
$311K - $436K
|
45.7K
$22.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
874+ 4.79% |
$310K - $435K
|
19.1K
$9.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
871+ 5.29% |
$309K - $433K
|
17.3K
$8.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
869+ 9.23% |
$308K - $432K
|
10.3K
$5.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
868+ 5.57% |
$308K - $432K
|
16.4K
$8.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
868+ 0.99% |
$308K - $432K
|
88.7K
$44.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
867+ 1.69% |
$307K - $431K
|
52K
$26M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
865+ 2.11% |
$307K - $430K
|
41.9K
$21M
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
865+ 1.55% |
$307K - $430K
|
56.7K
$28.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
864+ 153.19% |
$306K - $430K
|
1.43K
$715K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
864+ 3.48% |
$306K - $430K
|
25.7K
$12.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
863New |
$306K - $429K
|
863
$432K
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
862New |
$306K - $429K
|
862
$431K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
861+ 3.18% |
$305K - $428K
|
27.9K
$14M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
861+ 4.61% |
$305K - $428K
|
19.5K
$9.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
857+ 9.5% |
$304K - $426K
|
9.88K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
857+ 1.47% |
$304K - $426K
|
59.2K
$29.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
852+ 156.91% |
$302K - $424K
|
1.4K
$698K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
852+ 6.48% |
$302K - $424K
|
14K
$7M
|