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 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
596+ 0.82% |
$211K - $296K
|
73.6K
$36.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
593+ 3.54% |
$210K - $295K
|
17.3K
$8.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
593+ 0.53% |
$210K - $295K
|
112K
$56M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
592+ 0.68% |
$210K - $294K
|
87.4K
$43.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
592+ 0.81% |
$210K - $294K
|
74K
$37M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
591+ 19.75% |
$210K - $294K
|
3.58K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
589+ 5.39% |
$209K - $293K
|
11.5K
$5.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
587+ 5.76% |
$208K - $292K
|
10.8K
$5.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
585+ 4.7% |
$207K - $291K
|
13K
$6.52M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
584+ 18.62% |
$207K - $291K
|
3.72K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
584+ 7.26% |
$207K - $291K
|
8.63K
$4.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
583+ 2.3% |
$207K - $290K
|
25.9K
$13M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
583+ 3.92% |
$207K - $290K
|
15.5K
$7.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
583+ 4.11% |
$207K - $290K
|
14.8K
$7.38M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
583+ 0.56% |
$207K - $290K
|
105K
$52.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
582+ 2.65% |
$206K - $290K
|
22.5K
$11.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
580+ 2.45% |
$206K - $289K
|
24.2K
$12.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
577+ 20.88% |
$205K - $287K
|
3.34K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
576+ 7.07% |
$204K - $287K
|
8.73K
$4.37M
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
576+ 4.9% |
$204K - $287K
|
12.3K
$6.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
572+ 1.3% |
$203K - $285K
|
44.6K
$22.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
571+ 2.17% |
$202K - $284K
|
26.9K
$13.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
569+ 2.15% |
$202K - $283K
|
27K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
566+ 1.77% |
$201K - $282K
|
32.5K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
566+ 73.79% |
$201K - $282K
|
1.33K
$667K
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
565+ 1.46% |
$200K - $281K
|
39.3K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
565+ 49.34% |
$200K - $281K
|
1.71K
$856K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
563New |
$200K - $280K
|
563
$282K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
563+ 1.01% |
$200K - $280K
|
56.4K
$28.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
562New |
$199K - $280K
|
562
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
557+ 0.93% |
$197K - $277K
|
60.6K
$30.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
553+ 1.8% |
$196K - $275K
|
31.2K
$15.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
553+ 11.16% |
$196K - $275K
|
5.51K
$2.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
551+ 6.49% |
$195K - $274K
|
9.05K
$4.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
551+ 0.86% |
$195K - $274K
|
64.3K
$32.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
550+ 1.44% |
$195K - $274K
|
38.8K
$19.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
550+ 10.31% |
$195K - $274K
|
5.88K
$2.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
549+ 3.76% |
$195K - $273K
|
15.1K
$7.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
549+ 1.66% |
$195K - $273K
|
33.7K
$16.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
547+ 15.96% |
$194K - $272K
|
3.97K
$1.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
544+ 5.5% |
$193K - $271K
|
10.4K
$5.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
541+ 9.36% |
$192K - $269K
|
6.32K
$3.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
541+ 11.54% |
$192K - $269K
|
5.23K
$2.62M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
540+ 2.53% |
$191K - $269K
|
21.9K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
539+ 22.43% |
$191K - $268K
|
2.94K
$1.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
539+ 22.74% |
$191K - $268K
|
2.91K
$1.46M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
537+ 4.15% |
$190K - $267K
|
13.5K
$6.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
537+ 9.68% |
$190K - $267K
|
6.09K
$3.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
535+ 0.63% |
$190K - $266K
|
85.3K
$42.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
535+ 15.55% |
$190K - $266K
|
3.98K
$1.99M
|