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 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
375+ 1.81% |
$133K - $187K
|
21.1K
$10.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
374+ 1.44% |
$133K - $186K
|
26.3K
$13.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
374+ 1.93% |
$133K - $186K
|
19.7K
$9.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
374+ 0.78% |
$133K - $186K
|
48.5K
$24.3M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
372+ 3.45% |
$132K - $185K
|
11.1K
$5.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
370+ 2.6% |
$131K - $184K
|
14.6K
$7.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
370+ 11.6% |
$131K - $184K
|
3.56K
$1.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
370+ 32.8% |
$131K - $184K
|
1.5K
$750K
|
|
|
Aug 13, 2025
Q2 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
370+ 19.06% |
$131K - $184K
|
2.31K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
368+ 21.88% |
$130K - $183K
|
2.05K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
367+ 5.9% |
$130K - $183K
|
6.59K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
367+ 10.33% |
$130K - $183K
|
3.92K
$1.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
365+ 0.86% |
$129K - $182K
|
42.9K
$21.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
365+ 8.24% |
$129K - $182K
|
4.79K
$2.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
364+ 1.85% |
$129K - $181K
|
20.1K
$10M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
364+ 2.54% |
$129K - $181K
|
14.7K
$7.35M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
363+ 2.3% |
$129K - $181K
|
16.1K
$8.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
361+ 1.71% |
$128K - $180K
|
21.4K
$10.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
360+ 6.29% |
$128K - $179K
|
6.08K
$3.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
360+ 42.96% |
$128K - $179K
|
1.2K
$599K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
359+ 1.81% |
$127K - $179K
|
20.2K
$10.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
356+ 171.15% |
$126K - $177K
|
564
$282K
|
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
354+ 18.5% |
$126K - $176K
|
2.27K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
354+ 1.61% |
$126K - $176K
|
22.4K
$11.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
354+ 10.68% |
$126K - $176K
|
3.67K
$1.84M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
352+ 2.62% |
$125K - $175K
|
13.8K
$6.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
351+ 4.82% |
$124K - $175K
|
7.64K
$3.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
351+ 1.95% |
$124K - $175K
|
18.4K
$9.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
350+ 1.23% |
$124K - $174K
|
28.9K
$14.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
350+ 20.37% |
$124K - $174K
|
2.07K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
350+ 3.83% |
$124K - $174K
|
9.5K
$4.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
349+ 6.32% |
$124K - $174K
|
5.87K
$2.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
348+ 6.39% |
$123K - $173K
|
5.8K
$2.9M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
347+ 6.42% |
$123K - $173K
|
5.76K
$2.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
347+ 2.75% |
$123K - $173K
|
13K
$6.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
BUY
|
- |
346+ 288.33% |
$123K - $172K
|
466
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
345+ 38.94% |
$122K - $172K
|
1.23K
$616K
|
|
|
Jul 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
343+ 0.72% |
$122K - $171K
|
48.1K
$24.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
343+ 2.16% |
$122K - $171K
|
16.3K
$8.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
343+ 2.2% |
$122K - $171K
|
15.9K
$7.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
342+ 0.64% |
$121K - $170K
|
54.2K
$27.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
342+ 3.78% |
$121K - $170K
|
9.38K
$4.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
341+ 2.69% |
$121K - $170K
|
13K
$6.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
341+ 2.89% |
$121K - $170K
|
12.1K
$6.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
341+ 3.04% |
$121K - $170K
|
11.6K
$5.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
341+ 5.72% |
$121K - $170K
|
6.31K
$3.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
341+ 1.39% |
$121K - $170K
|
25K
$12.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
340+ 11.38% |
$121K - $169K
|
3.33K
$1.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
340+ 2.41% |
$121K - $169K
|
14.5K
$7.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
339+ 0.96% |
$120K - $169K
|
35.5K
$17.8M
|