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
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
416New |
$147K - $207K
|
416
$208K
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
415+ 2.79% |
$147K - $206K
|
15.3K
$7.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
413+ 25.49% |
$146K - $205K
|
2.03K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
413New |
$146K - $205K
|
413
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
413New |
$146K - $205K
|
413
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
413+ 3.33% |
$146K - $205K
|
12.8K
$6.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
412+ 3.8% |
$146K - $205K
|
11.3K
$5.63M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
411+ 2.43% |
$146K - $204K
|
17.3K
$8.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
411New |
$146K - $204K
|
411
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
411New |
$146K - $204K
|
411
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
411+ 8.01% |
$146K - $204K
|
5.54K
$2.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
410+ 2.19% |
$145K - $204K
|
19.1K
$9.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
410+ 8.56% |
$145K - $204K
|
5.2K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
409+ 1.99% |
$145K - $203K
|
21K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
409New |
$145K - $203K
|
409
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
408+ 19.35% |
$145K - $203K
|
2.52K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
407+ 8.89% |
$144K - $202K
|
4.98K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
407+ 9.33% |
$144K - $202K
|
4.77K
$2.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Reik & Co., LLC
|
BUY
|
- |
404+ 2.84% |
$143K - $201K
|
14.6K
$7.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
403+ 11.49% |
$143K - $200K
|
3.91K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
403+ 51.53% |
$143K - $200K
|
1.19K
$593K
|
|
|
Jul 23, 2025
Q2 2025
|
Trinity Street Asset Management LLP
|
BUY
|
- |
402+ 0.46% |
$143K - $200K
|
88.5K
$44.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
401New |
$142K - $199K
|
401
$201K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
401+ 8.76% |
$142K - $199K
|
4.98K
$2.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
400+ 1.61% |
$142K - $199K
|
25.2K
$12.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
400+ 1.85% |
$142K - $199K
|
22K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
399+ 1.73% |
$141K - $198K
|
23.4K
$11.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
399+ 15.01% |
$141K - $198K
|
3.06K
$1.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
399+ 2.1% |
$141K - $198K
|
19.4K
$9.69M
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
399+ 2.06% |
$141K - $198K
|
19.8K
$9.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
BUY
|
- |
398+ 0.82% |
$141K - $198K
|
48.9K
$24.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
392+ 5.98% |
$139K - $195K
|
6.95K
$3.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
391+ 6.94% |
$139K - $195K
|
6.02K
$3.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
390+ 0.23% |
$138K - $194K
|
171K
$85.4M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
389+ 15.17% |
$138K - $194K
|
2.95K
$1.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
387+ 0.81% |
$137K - $193K
|
47.9K
$24M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
384+ 16.49% |
$136K - $191K
|
2.71K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
382+ 0.65% |
$135K - $190K
|
59.2K
$29.6M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
382+ 1.63% |
$135K - $190K
|
23.9K
$11.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
380+ 10.02% |
$135K - $189K
|
4.17K
$2.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
380+ 5.82% |
$135K - $189K
|
6.91K
$3.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
379+ 17.64% |
$134K - $189K
|
2.53K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
379+ 9.57% |
$134K - $189K
|
4.34K
$2.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
378+ 26.54% |
$134K - $188K
|
1.8K
$902K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
378+ 3.57% |
$134K - $188K
|
11K
$5.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
377+ 2.64% |
$134K - $188K
|
14.6K
$7.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
377+ 6.94% |
$134K - $188K
|
5.81K
$2.91M
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
377+ 0.45% |
$134K - $188K
|
84.9K
$42.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
376+ 2.92% |
$133K - $187K
|
13.3K
$6.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
375+ 7.29% |
$133K - $187K
|
5.52K
$2.76M
|