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 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.04K+ 1.98% |
$369K - $518K
|
53.7K
$27M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.03K+ 0.94% |
$366K - $514K
|
111K
$55.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
996+ 5.86% |
$353K - $495K
|
18K
$9.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
985+ 11.44% |
$349K - $490K
|
9.59K
$4.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
965+ 7.4% |
$342K - $480K
|
14K
$7.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
943+ 34.91% |
$334K - $469K
|
3.64K
$1.83M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
939+ 12.68% |
$333K - $467K
|
8.35K
$4.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
937+ 2.5% |
$332K - $466K
|
38.5K
$19.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
934+ 6.24% |
$331K - $465K
|
15.9K
$8M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
913+ 10.0% |
$324K - $454K
|
10K
$5.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
908+ 170.36% |
$322K - $452K
|
1.44K
$725K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
877+ 4.15% |
$311K - $436K
|
22K
$11.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
864+ 153.19% |
$306K - $430K
|
1.43K
$718K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
861+ 3.18% |
$305K - $428K
|
27.9K
$14M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
825+ 2.68% |
$293K - $410K
|
31.6K
$15.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
754+ 4.18% |
$267K - $375K
|
18.8K
$9.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
722+ 7.85% |
$256K - $359K
|
9.92K
$4.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
708New |
$251K - $352K
|
708
$356K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
689+ 0.84% |
$244K - $343K
|
82.9K
$41.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
687+ 2.09% |
$244K - $342K
|
33.6K
$16.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
686+ 0.78% |
$243K - $341K
|
88.6K
$44.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
651+ 2.73% |
$231K - $324K
|
24.5K
$12.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
644+ 7.41% |
$228K - $320K
|
9.34K
$4.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
597+ 4.63% |
$212K - $297K
|
13.5K
$6.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
597+ 3.72% |
$212K - $297K
|
16.7K
$8.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
596+ 0.82% |
$211K - $296K
|
73.6K
$37M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
587+ 5.76% |
$208K - $292K
|
10.8K
$5.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
585+ 4.7% |
$207K - $291K
|
13K
$6.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
580+ 2.45% |
$206K - $289K
|
24.2K
$12.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
577+ 20.88% |
$205K - $287K
|
3.34K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
563New |
$200K - $280K
|
563
$283K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
549+ 3.76% |
$195K - $273K
|
15.1K
$7.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
544+ 5.5% |
$193K - $271K
|
10.4K
$5.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
541+ 9.36% |
$192K - $269K
|
6.32K
$3.18M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
537+ 4.15% |
$190K - $267K
|
13.5K
$6.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
534+ 1.36% |
$189K - $266K
|
39.9K
$20.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
531+ 42.01% |
$188K - $264K
|
1.8K
$903K
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
522New |
$185K - $260K
|
522
$263K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
509+ 7.29% |
$180K - $253K
|
7.49K
$3.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
497New |
$176K - $247K
|
497
$250K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
490+ 8.5% |
$174K - $244K
|
6.25K
$3.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
490New |
$174K - $244K
|
490
$246K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
480New |
$170K - $239K
|
480
$241K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
475+ 7.18% |
$168K - $236K
|
7.09K
$3.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
464+ 0.99% |
$165K - $231K
|
47.3K
$23.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
463+ 2.89% |
$164K - $230K
|
16.5K
$8.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
458+ 10.49% |
$162K - $228K
|
4.82K
$2.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
456+ 2.14% |
$162K - $227K
|
21.8K
$11M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
454+ 13.06% |
$161K - $226K
|
3.93K
$1.98M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
454+ 2.35% |
$161K - $226K
|
19.8K
$9.95M
|