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 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
766+ 5.38% |
$272K - $381K
|
15K
$7.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
764+ 3.48% |
$271K - $380K
|
22.7K
$11.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
764+ 60.68% |
$271K - $380K
|
2.02K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
761+ 11.96% |
$270K - $379K
|
7.12K
$3.56M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
754+ 4.18% |
$267K - $375K
|
18.8K
$9.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
753+ 38.89% |
$267K - $375K
|
2.69K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
748+ 23.62% |
$265K - $372K
|
3.92K
$1.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
746+ 32.82% |
$265K - $371K
|
3.02K
$1.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
746+ 0.45% |
$265K - $371K
|
167K
$83.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
745+ 6.5% |
$264K - $371K
|
12.2K
$6.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
742+ 1.29% |
$263K - $369K
|
58.4K
$29.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
742+ 8.1% |
$263K - $369K
|
9.9K
$4.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
739+ 3.15% |
$262K - $368K
|
24.2K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
739+ 7.47% |
$262K - $368K
|
10.6K
$5.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
737+ 4.38% |
$261K - $367K
|
17.6K
$8.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
737+ 2.46% |
$261K - $367K
|
30.7K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
737+ 12.31% |
$261K - $367K
|
6.73K
$3.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
730+ 1.0% |
$259K - $363K
|
74K
$37M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
726+ 0.52% |
$257K - $361K
|
139K
$69.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
725+ 1.18% |
$257K - $361K
|
62.2K
$31.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
725+ 8.73% |
$257K - $361K
|
9.03K
$4.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
722+ 7.85% |
$256K - $359K
|
9.92K
$4.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
716+ 2.25% |
$254K - $356K
|
32.5K
$16.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
715+ 1.27% |
$254K - $356K
|
57.2K
$28.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
713+ 8.94% |
$253K - $355K
|
8.69K
$4.35M
|
|
|
Aug 15, 2025
Q2 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
713+ 2.5% |
$253K - $355K
|
29.2K
$14.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
712+ 10.79% |
$252K - $354K
|
7.31K
$3.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
709+ 0.51% |
$251K - $353K
|
139K
$69.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
708New |
$251K - $352K
|
708
$354K
|
|
|
Aug 15, 2025
Q2 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
708+ 5.93% |
$251K - $352K
|
12.7K
$6.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Sullivan Wood Capital Management LLC
Washington, DC |
BUY
|
- |
707New |
$251K - $352K
|
707
$354K
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
705+ 2.0% |
$250K - $351K
|
35.9K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
701+ 12.4% |
$249K - $349K
|
6.35K
$3.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
700+ 40.51% |
$248K - $348K
|
2.43K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
698+ 0.43% |
$247K - $347K
|
164K
$82.3M
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
697New |
$247K - $347K
|
697
$349K
|
|
|
Jul 28, 2025
Q2 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
696+ 0.62% |
$247K - $346K
|
113K
$56.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
693+ 8.16% |
$246K - $345K
|
9.18K
$4.59M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
692+ 5.27% |
$245K - $344K
|
13.8K
$6.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
689+ 0.84% |
$244K - $343K
|
82.9K
$41.5M
|
|
|
Aug 11, 2025
Q2 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
688New |
$244K - $342K
|
688
$344K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
687+ 2.09% |
$244K - $342K
|
33.6K
$16.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
686+ 0.78% |
$243K - $341K
|
88.6K
$44.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
682+ 7.87% |
$242K - $339K
|
9.35K
$4.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
681+ 6.51% |
$241K - $339K
|
11.1K
$5.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
680New |
$241K - $338K
|
680
$340K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
678+ 12.79% |
$240K - $337K
|
5.98K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
678+ 0.83% |
$240K - $337K
|
82.2K
$41.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
674+ 3.79% |
$239K - $335K
|
18.4K
$9.23M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
672+ 7.02% |
$238K - $334K
|
10.2K
$5.13M
|