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 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
339+ 0.78% |
$120K - $169K
|
44K
$22M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
338+ 1.74% |
$120K - $168K
|
19.8K
$9.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
338+ 7.08% |
$120K - $168K
|
5.11K
$2.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
337+ 6.48% |
$119K - $168K
|
5.54K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
337+ 48.07% |
$119K - $168K
|
1.04K
$519K
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
BUY
|
- |
336+ 1.91% |
$119K - $167K
|
18K
$8.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
336+ 0.75% |
$119K - $167K
|
45.4K
$22.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
336+ 35.52% |
$119K - $167K
|
1.28K
$641K
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
336+ 18.67% |
$119K - $167K
|
2.14K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
333+ 24.32% |
$118K - $166K
|
1.7K
$852K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
331+ 2.39% |
$117K - $165K
|
14.2K
$7.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
331+ 12.64% |
$117K - $165K
|
2.95K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
330+ 3.38% |
$117K - $164K
|
10.1K
$5.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
329+ 2.89% |
$117K - $164K
|
11.7K
$5.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
329+ 27.24% |
$117K - $164K
|
1.54K
$769K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
328+ 1.45% |
$116K - $163K
|
22.9K
$11.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
328+ 34.35% |
$116K - $163K
|
1.28K
$642K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
328+ 11.19% |
$116K - $163K
|
3.26K
$1.63M
|
|
|
Jul 24, 2025
Q2 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
325+ 19.8% |
$115K - $162K
|
1.97K
$984K
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
325+ 1.83% |
$115K - $162K
|
18.1K
$9.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
325+ 0.83% |
$115K - $162K
|
39.6K
$19.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
325+ 5.38% |
$115K - $162K
|
6.37K
$3.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
324+ 7.69% |
$115K - $161K
|
4.54K
$2.27M
|
|
|
Sep 02, 2025
Q2 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
324+ 24.7% |
$115K - $161K
|
1.64K
$819K
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
323+ 3.5% |
$115K - $161K
|
9.55K
$4.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
323+ 1.02% |
$115K - $161K
|
32.1K
$16M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
322+ 8.33% |
$114K - $160K
|
4.19K
$2.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
322+ 4.09% |
$114K - $160K
|
8.2K
$4.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
321+ 4.66% |
$114K - $160K
|
7.21K
$3.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
320+ 1.89% |
$113K - $159K
|
17.3K
$8.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Community Bank Of Raymore
|
BUY
|
- |
320+ 5.22% |
$113K - $159K
|
6.45K
$3.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
320+ 0.32% |
$113K - $159K
|
101K
$50.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
319+ 6.77% |
$113K - $159K
|
5.03K
$2.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
319+ 0.35% |
$113K - $159K
|
90.5K
$45.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
319+ 2.81% |
$113K - $159K
|
11.7K
$5.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
318+ 2.28% |
$113K - $158K
|
14.3K
$7.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
317+ 5.99% |
$112K - $158K
|
5.61K
$2.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
317+ 0.95% |
$112K - $158K
|
33.8K
$16.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
316+ 15.9% |
$112K - $157K
|
2.3K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
316+ 1.83% |
$112K - $157K
|
17.5K
$8.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
315New |
$112K - $157K
|
315
$158K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
314+ 1.77% |
$111K - $156K
|
18.1K
$9.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
314New |
$111K - $156K
|
314
$157K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
312+ 3.4% |
$111K - $155K
|
9.48K
$4.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
310+ 2.42% |
$110K - $154K
|
13.1K
$6.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
310+ 5.29% |
$110K - $154K
|
6.17K
$3.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
310+ 5.63% |
$110K - $154K
|
5.82K
$2.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
310+ 5.03% |
$110K - $154K
|
6.47K
$3.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
309+ 1.11% |
$110K - $154K
|
28.1K
$14M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
308+ 5.72% |
$109K - $153K
|
5.7K
$2.85M
|