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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
493New |
$175K - $245K
|
493
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
492+ 27.66% |
$174K - $245K
|
2.27K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
492+ 0.62% |
$174K - $245K
|
79.6K
$39.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
490New |
$174K - $244K
|
490
$245K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
490+ 8.5% |
$174K - $244K
|
6.25K
$3.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
490+ 4.19% |
$174K - $244K
|
12.2K
$6.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
490+ 12.59% |
$174K - $244K
|
4.38K
$2.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
489+ 36.3% |
$173K - $243K
|
1.84K
$919K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
489+ 4.2% |
$173K - $243K
|
12.1K
$6.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
488+ 2.74% |
$173K - $243K
|
18.3K
$9.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
486+ 5.83% |
$172K - $242K
|
8.83K
$4.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
484New |
$172K - $241K
|
484
$242K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
484+ 17.1% |
$172K - $241K
|
3.32K
$1.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
483+ 0.46% |
$171K - $240K
|
105K
$52.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
482+ 3.82% |
$171K - $240K
|
13.1K
$6.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
482New |
$171K - $240K
|
482
$241K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
480New |
$170K - $239K
|
480
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
479+ 0.65% |
$170K - $238K
|
74.1K
$37.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
479+ 24.99% |
$170K - $238K
|
2.4K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
478+ 14.67% |
$169K - $238K
|
3.74K
$1.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
477New |
$169K - $237K
|
477
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
477+ 7.15% |
$169K - $237K
|
7.15K
$3.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
475+ 7.18% |
$168K - $236K
|
7.09K
$3.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
472+ 3.21% |
$167K - $235K
|
15.2K
$7.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
471New |
$167K - $234K
|
471
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
471+ 9.36% |
$167K - $234K
|
5.51K
$2.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
470+ 1.24% |
$167K - $234K
|
38.3K
$19.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
470+ 6.4% |
$167K - $234K
|
7.82K
$3.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
468+ 4.3% |
$166K - $233K
|
11.4K
$5.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Barnett & Company, Inc.
|
BUY
|
- |
465New |
$165K - $231K
|
465
$233K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
464+ 0.99% |
$165K - $231K
|
47.3K
$23.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
464+ 0.38% |
$165K - $231K
|
122K
$61M
|
|
|
Aug 14, 2025
Q2 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
464+ 0.93% |
$165K - $231K
|
50.3K
$25.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
463+ 2.89% |
$164K - $230K
|
16.5K
$8.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
463+ 5.44% |
$164K - $230K
|
8.98K
$4.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
463+ 14.09% |
$164K - $230K
|
3.75K
$1.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
462New |
$164K - $230K
|
462
$231K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
461+ 51.45% |
$163K - $229K
|
1.36K
$679K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
460New |
$163K - $229K
|
460
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
458+ 10.49% |
$162K - $228K
|
4.82K
$2.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
458+ 4.23% |
$162K - $228K
|
11.3K
$5.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
457+ 10.51% |
$162K - $227K
|
4.81K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
456+ 2.14% |
$162K - $227K
|
21.8K
$10.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
456+ 19.7% |
$162K - $227K
|
2.77K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
455+ 13.58% |
$161K - $226K
|
3.81K
$1.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
455+ 4.13% |
$161K - $226K
|
11.5K
$5.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
455+ 0.84% |
$161K - $226K
|
54.3K
$27.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
455+ 1.71% |
$161K - $226K
|
27K
$13.5M
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
455+ 4.66% |
$161K - $226K
|
10.2K
$5.12M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
454+ 2.41% |
$161K - $226K
|
19.3K
$9.67M
|