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 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
534+ 1.36% |
$189K - $266K
|
39.9K
$20M
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
534+ 6.06% |
$189K - $266K
|
9.34K
$4.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
534+ 0.8% |
$189K - $266K
|
67.2K
$33.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
534+ 23.44% |
$189K - $266K
|
2.81K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
533+ 1.28% |
$189K - $265K
|
42.3K
$21.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
532+ 8.19% |
$189K - $265K
|
7.03K
$3.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
531+ 42.01% |
$188K - $264K
|
1.8K
$898K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
531+ 7.5% |
$188K - $264K
|
7.61K
$3.81M
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
529+ 3.78% |
$188K - $263K
|
14.5K
$7.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Albert D Mason Inc
|
BUY
|
- |
527New |
$187K - $262K
|
527
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
527+ 4.47% |
$187K - $262K
|
12.3K
$6.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
525+ 2.23% |
$186K - $261K
|
24.1K
$12.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
524+ 14.01% |
$186K - $261K
|
4.27K
$2.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
523+ 17.05% |
$185K - $260K
|
3.59K
$1.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
522New |
$185K - $260K
|
522
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
522+ 20.19% |
$185K - $260K
|
3.11K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
522New |
$185K - $260K
|
522
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
521+ 8.95% |
$185K - $259K
|
6.34K
$3.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
519+ 0.88% |
$184K - $258K
|
59.3K
$29.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
518+ 10.05% |
$184K - $258K
|
5.67K
$2.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
517+ 27.22% |
$183K - $257K
|
2.42K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
516+ 0.72% |
$183K - $257K
|
71.9K
$36M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
515+ 0.74% |
$183K - $256K
|
70.5K
$35.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
514+ 6.09% |
$182K - $256K
|
8.96K
$4.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
514New |
$182K - $256K
|
514
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
514+ 0.83% |
$182K - $256K
|
62.5K
$31.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
513+ 28.87% |
$182K - $255K
|
2.29K
$1.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
511+ 1.08% |
$181K - $254K
|
48K
$24M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
510+ 66.06% |
$181K - $254K
|
1.28K
$641K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
509+ 7.29% |
$180K - $253K
|
7.49K
$3.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
509New |
$180K - $253K
|
509
$255K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
509+ 14.82% |
$180K - $253K
|
3.94K
$1.97M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
508+ 3.47% |
$180K - $253K
|
15.1K
$7.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
508+ 3.52% |
$180K - $253K
|
14.9K
$7.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Af Advisors, Inc.
|
BUY
|
- |
504New |
$179K - $251K
|
504
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
504New |
$179K - $251K
|
504
$252K
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
BUY
|
- |
503+ 3.2% |
$178K - $250K
|
16.2K
$8.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
501New |
$178K - $249K
|
501
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
500+ 23.4% |
$177K - $249K
|
2.64K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
500+ 8.63% |
$177K - $249K
|
6.3K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
500+ 5.12% |
$177K - $249K
|
10.3K
$5.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
500+ 1.27% |
$177K - $249K
|
39.8K
$19.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
500+ 85.62% |
$177K - $249K
|
1.08K
$542K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
497New |
$176K - $247K
|
497
$249K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
497+ 4.28% |
$176K - $247K
|
12.1K
$6.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
497+ 0.36% |
$176K - $247K
|
138K
$69.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
497+ 2.8% |
$176K - $247K
|
18.2K
$9.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
497New |
$176K - $247K
|
497
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
496+ 11.53% |
$176K - $247K
|
4.8K
$2.4M
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
493New |
$175K - $245K
|
493
$247K
|