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 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
268+ 2.38% |
$95K - $133K
|
11.5K
$5.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
265+ 12.41% |
$94K - $132K
|
2.4K
$1.2M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
265+ 1.14% |
$94K - $132K
|
23.5K
$11.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
265+ 0.74% |
$94K - $132K
|
36.3K
$18.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
263+ 1.2% |
$93.2K - $131K
|
22.1K
$11.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
261+ 4.25% |
$92.5K - $130K
|
6.4K
$3.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
261+ 0.54% |
$92.5K - $130K
|
48.7K
$24.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
260+ 3.18% |
$92.2K - $129K
|
8.43K
$4.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
260+ 8.52% |
$92.2K - $129K
|
3.31K
$1.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
259+ 1.89% |
$91.8K - $129K
|
14K
$6.98M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
258+ 4.01% |
$91.5K - $128K
|
6.69K
$3.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
257+ 1.76% |
$91.1K - $128K
|
14.8K
$7.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
255+ 4.58% |
$90.4K - $127K
|
5.82K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
255+ 1.82% |
$90.4K - $127K
|
14.3K
$7.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
254+ 1.8% |
$90.1K - $126K
|
14.3K
$7.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
253+ 6.12% |
$89.7K - $126K
|
4.39K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
252+ 9.86% |
$89.3K - $125K
|
2.81K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
250+ 2.16% |
$88.6K - $124K
|
11.8K
$5.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
250+ 2.18% |
$88.6K - $124K
|
11.7K
$5.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
250+ 9.11% |
$88.6K - $124K
|
2.99K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
250+ 2.31% |
$88.6K - $124K
|
11.1K
$5.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
248+ 4.93% |
$87.9K - $123K
|
5.28K
$2.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
248+ 25.1% |
$87.9K - $123K
|
1.24K
$618K
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
246+ 1.41% |
$87.2K - $122K
|
17.7K
$8.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
246+ 14.39% |
$87.2K - $122K
|
1.96K
$978K
|
|
|
Aug 20, 2025
Q2 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
246+ 15.38% |
$87.2K - $122K
|
1.85K
$924K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
244+ 1.13% |
$86.5K - $121K
|
21.9K
$10.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
243+ 26.59% |
$86.2K - $121K
|
1.16K
$579K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
242+ 1.95% |
$85.8K - $120K
|
12.6K
$6.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
242+ 0.48% |
$85.8K - $120K
|
50.4K
$25.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
241+ 1.53% |
$85.4K - $120K
|
16K
$7.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
241+ 1.47% |
$85.4K - $120K
|
16.7K
$8.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
241+ 2.7% |
$85.4K - $120K
|
9.18K
$4.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
240+ 9.25% |
$85.1K - $119K
|
2.84K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
240+ 8.06% |
$85.1K - $119K
|
3.22K
$1.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
240+ 0.77% |
$85.1K - $119K
|
31.6K
$15.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
240+ 12.74% |
$85.1K - $119K
|
2.12K
$1.06M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
239+ 38.8% |
$84.7K - $119K
|
855
$428K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
239+ 1.58% |
$84.7K - $119K
|
15.3K
$7.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
239+ 4.28% |
$84.7K - $119K
|
5.82K
$2.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
239+ 1.13% |
$84.7K - $119K
|
21.4K
$10.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
238+ 9.9% |
$84.4K - $118K
|
2.64K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
238+ 0.47% |
$84.4K - $118K
|
51.3K
$25.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
237+ 0.6% |
$84K - $118K
|
39.5K
$19.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
235+ 0.49% |
$83.3K - $117K
|
47.8K
$23.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
235+ 1.63% |
$83.3K - $117K
|
14.7K
$7.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
234+ 0.56% |
$83K - $116K
|
42.3K
$21.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
234+ 1.82% |
$83K - $116K
|
13.1K
$6.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
233+ 8.65% |
$82.6K - $116K
|
2.93K
$1.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
232+ 3.66% |
$82.3K - $115K
|
6.56K
$3.28M
|