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 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
852+ 15.19% |
$302K - $424K
|
6.46K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
851+ 7.56% |
$302K - $423K
|
12.1K
$6.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
848+ 17.75% |
$301K - $422K
|
5.63K
$2.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
846+ 1.07% |
$300K - $421K
|
80.2K
$40.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
845+ 16.19% |
$300K - $420K
|
6.07K
$3.03M
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
844+ 11.11% |
$299K - $420K
|
8.44K
$4.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
840+ 12.64% |
$298K - $418K
|
7.49K
$3.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
838+ 4.27% |
$297K - $417K
|
20.5K
$10.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
837+ 1.54% |
$297K - $416K
|
55.2K
$27.6M
|
|
|
Aug 13, 2025
Q2 2025
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
834+ 1.89% |
$296K - $415K
|
45.1K
$22.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
832+ 8.39% |
$295K - $414K
|
10.8K
$5.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
829+ 2.24% |
$294K - $412K
|
37.9K
$19M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
828+ 15.57% |
$294K - $412K
|
6.15K
$3.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
825+ 2.68% |
$293K - $410K
|
31.6K
$15.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
824+ 11.68% |
$292K - $410K
|
7.88K
$3.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
823+ 10.51% |
$292K - $409K
|
8.66K
$4.33M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
823+ 5.41% |
$292K - $409K
|
16K
$8.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
820+ 2.53% |
$291K - $408K
|
33.3K
$16.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
820+ 1.5% |
$291K - $408K
|
55.3K
$27.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
820+ 14.49% |
$291K - $408K
|
6.48K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
816New |
$289K - $406K
|
816
$408K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
815+ 4.27% |
$289K - $405K
|
19.9K
$9.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
814+ 8.95% |
$289K - $405K
|
9.91K
$4.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
814+ 9.22% |
$289K - $405K
|
9.64K
$4.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
814+ 17.45% |
$289K - $405K
|
5.48K
$2.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
811+ 5.94% |
$288K - $403K
|
14.5K
$7.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
809+ 5.61% |
$287K - $402K
|
15.2K
$7.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
808+ 13.03% |
$286K - $402K
|
7.01K
$3.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
808+ 1.16% |
$286K - $402K
|
70.5K
$35.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
804+ 2.29% |
$285K - $400K
|
35.9K
$18M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
803+ 3.44% |
$285K - $399K
|
24.1K
$12.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
803+ 4.96% |
$285K - $399K
|
17K
$8.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
801+ 4.61% |
$284K - $398K
|
18.2K
$9.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
800+ 26.37% |
$284K - $398K
|
3.83K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
800+ 29.63% |
$284K - $398K
|
3.5K
$1.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
798New |
$283K - $397K
|
798
$399K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
792+ 0.88% |
$281K - $394K
|
91.1K
$45.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
789+ 2.03% |
$280K - $392K
|
39.6K
$19.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
781+ 5.93% |
$277K - $389K
|
14K
$6.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
780+ 0.19% |
$277K - $388K
|
407K
$204M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
779+ 4.57% |
$276K - $388K
|
17.8K
$8.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
777New |
$275K - $387K
|
777
$389K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
776+ 14.67% |
$275K - $386K
|
6.06K
$3.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
773+ 6.21% |
$274K - $385K
|
13.2K
$6.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
772+ 6.39% |
$274K - $384K
|
12.8K
$6.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
BUY
|
- |
772+ 1.16% |
$274K - $384K
|
67.1K
$33.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
772+ 10.96% |
$274K - $384K
|
7.82K
$3.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
771+ 1.89% |
$273K - $384K
|
41.6K
$20.8M
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
771+ 12.6% |
$273K - $384K
|
6.89K
$3.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
769+ 11.86% |
$273K - $383K
|
7.25K
$3.63M
|