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 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
308+ 9.23% |
$109K - $153K
|
3.65K
$1.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
307+ 11.18% |
$109K - $153K
|
3.05K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
306+ 5.05% |
$108K - $152K
|
6.36K
$3.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
305+ 3.39% |
$108K - $152K
|
9.31K
$4.66M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
304+ 0.51% |
$108K - $151K
|
60.1K
$30.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Whitford Management LLC
New York, NY |
BUY
|
- |
302+ 1.56% |
$107K - $150K
|
19.6K
$9.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
301+ 16.31% |
$107K - $150K
|
2.15K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
300+ 2.74% |
$106K - $149K
|
11.3K
$5.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
300+ 9.61% |
$106K - $149K
|
3.42K
$1.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
299+ 1.68% |
$106K - $149K
|
18.1K
$9.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
299+ 10.24% |
$106K - $149K
|
3.22K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
297+ 21.35% |
$105K - $148K
|
1.69K
$845K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
297+ 0.75% |
$105K - $148K
|
40K
$20M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
297+ 5.41% |
$105K - $148K
|
5.78K
$2.89M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
296+ 2.04% |
$105K - $147K
|
14.8K
$7.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
296+ 4.15% |
$105K - $147K
|
7.42K
$3.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
296+ 5.06% |
$105K - $147K
|
6.15K
$3.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Wealth Management
|
BUY
|
- |
294+ 44.95% |
$104K - $146K
|
948
$474K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
294+ 5.78% |
$104K - $146K
|
5.38K
$2.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
294+ 3.61% |
$104K - $146K
|
8.44K
$4.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
292+ 3.03% |
$104K - $145K
|
9.92K
$4.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
290+ 6.84% |
$103K - $144K
|
4.53K
$2.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
290+ 10.67% |
$103K - $144K
|
3.01K
$1.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
287+ 1.05% |
$102K - $143K
|
27.7K
$13.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
287+ 0.15% |
$102K - $143K
|
186K
$93M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
285+ 15.02% |
$101K - $142K
|
2.18K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
284+ 4.38% |
$101K - $141K
|
6.76K
$3.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
284+ 3.48% |
$101K - $141K
|
8.45K
$4.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
282+ 9.03% |
$100K - $140K
|
3.4K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
282+ 10.94% |
$100K - $140K
|
2.86K
$1.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
280+ 3.85% |
$99.3K - $139K
|
7.55K
$3.78M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
280+ 3.11% |
$99.3K - $139K
|
9.27K
$4.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
277+ 2.38% |
$98.2K - $138K
|
11.9K
$5.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
276+ 0.6% |
$97.9K - $137K
|
46.1K
$23.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
275+ 11.7% |
$97.5K - $137K
|
2.63K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
275+ 1.28% |
$97.5K - $137K
|
21.8K
$10.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
274+ 1.47% |
$97.1K - $136K
|
19K
$9.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
273+ 10.08% |
$96.8K - $136K
|
2.98K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
273+ 0.29% |
$96.8K - $136K
|
94.1K
$47.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
271+ 2.74% |
$96.1K - $135K
|
10.2K
$5.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
271+ 1.64% |
$96.1K - $135K
|
16.7K
$8.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
270+ 12.5% |
$95.7K - $134K
|
2.43K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
270+ 4.5% |
$95.7K - $134K
|
6.27K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
270+ 10.04% |
$95.7K - $134K
|
2.96K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
269+ 1.48% |
$95.4K - $134K
|
18.5K
$9.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
269+ 0.33% |
$95.4K - $134K
|
81.2K
$40.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
269+ 2.11% |
$95.4K - $134K
|
13K
$6.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
268+ 0.8% |
$95K - $133K
|
33.8K
$16.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
268+ 0.4% |
$95K - $133K
|
68K
$34M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
268+ 1.64% |
$95K - $133K
|
16.6K
$8.32M
|