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 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
671+ 6.04% |
$238K - $334K
|
11.8K
$5.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
671+ 7.36% |
$238K - $334K
|
9.79K
$4.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
671+ 32.97% |
$238K - $334K
|
2.71K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
670+ 26.33% |
$238K - $333K
|
3.22K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
True Wealth Financial Partners
|
BUY
|
- |
670+ 10.68% |
$238K - $333K
|
6.94K
$3.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
667+ 0.28% |
$236K - $332K
|
237K
$119M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
666+ 0.46% |
$236K - $331K
|
144K
$72.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
664+ 3.3% |
$235K - $330K
|
20.8K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
663+ 2.07% |
$235K - $330K
|
32.7K
$16.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
662+ 0.27% |
$235K - $329K
|
243K
$121M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
658+ 13.95% |
$233K - $327K
|
5.38K
$2.69M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
657+ 21.91% |
$233K - $327K
|
3.66K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
656+ 1.66% |
$233K - $326K
|
40.1K
$20.1M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
652New |
$231K - $324K
|
652
$326K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
651+ 2.73% |
$231K - $324K
|
24.5K
$12.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
651+ 4.09% |
$231K - $324K
|
16.6K
$8.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
650+ 43.33% |
$230K - $323K
|
2.15K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
648+ 16.13% |
$230K - $322K
|
4.67K
$2.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
647+ 3.29% |
$229K - $322K
|
20.3K
$10.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
645+ 3.75% |
$229K - $321K
|
17.8K
$8.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
645New |
$229K - $321K
|
645
$323K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
644+ 7.41% |
$228K - $320K
|
9.34K
$4.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
644+ 1.72% |
$228K - $320K
|
38.1K
$19.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
643+ 0.92% |
$228K - $320K
|
70.5K
$35.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
637New |
$226K - $317K
|
637
$319K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
633+ 1.82% |
$224K - $315K
|
35.4K
$17.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
631+ 42.24% |
$224K - $314K
|
2.13K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
627+ 24.13% |
$222K - $312K
|
3.23K
$1.61M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
625+ 2.73% |
$222K - $311K
|
23.5K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
622+ 3.36% |
$221K - $309K
|
19.1K
$9.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
621+ 11.21% |
$220K - $309K
|
6.16K
$3.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
620+ 9.86% |
$220K - $308K
|
6.91K
$3.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
618+ 3.64% |
$219K - $307K
|
17.6K
$8.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
618+ 14.28% |
$219K - $307K
|
4.95K
$2.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
617New |
$219K - $307K
|
617
$309K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
616+ 7.75% |
$218K - $306K
|
8.57K
$4.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
616+ 0.33% |
$218K - $306K
|
185K
$92.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
613+ 3.71% |
$217K - $305K
|
17.1K
$8.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
612+ 6.42% |
$217K - $304K
|
10.1K
$5.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
611+ 1.56% |
$217K - $304K
|
39.8K
$19.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
607+ 75.97% |
$215K - $302K
|
1.41K
$704K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
606+ 2.41% |
$215K - $301K
|
25.8K
$12.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
603+ 11.83% |
$214K - $300K
|
5.7K
$2.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
601+ 7.58% |
$213K - $299K
|
8.53K
$4.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Homestead Advisers Corp
|
BUY
|
- |
600+ 0.25% |
$213K - $298K
|
237K
$119M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
599+ 1.37% |
$212K - $298K
|
44.4K
$22.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
599+ 3.84% |
$212K - $298K
|
16.2K
$8.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
599New |
$212K - $298K
|
599
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
597+ 3.72% |
$212K - $297K
|
16.7K
$8.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
597+ 4.63% |
$212K - $297K
|
13.5K
$6.76M
|