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 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
232+ 1.56% |
$82.3K - $115K
|
15.1K
$7.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
231+ 3.2% |
$81.9K - $115K
|
7.45K
$3.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
231+ 10.68% |
$81.9K - $115K
|
2.39K
$1.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
230+ 1.78% |
$81.5K - $114K
|
13.2K
$6.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
227+ 13.48% |
$80.5K - $113K
|
1.91K
$956K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
227+ 1.6% |
$80.5K - $113K
|
14.4K
$7.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
227+ 0.55% |
$80.5K - $113K
|
41.8K
$20.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
226+ 1.17% |
$80.1K - $112K
|
19.6K
$9.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
226+ 0.39% |
$80.1K - $112K
|
58.9K
$29.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
225+ 3.15% |
$79.8K - $112K
|
7.36K
$3.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
225+ 1.06% |
$79.8K - $112K
|
21.5K
$10.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
223+ 19.41% |
$79.1K - $111K
|
1.37K
$687K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
223+ 1.61% |
$79.1K - $111K
|
14K
$7.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
223+ 2.77% |
$79.1K - $111K
|
8.28K
$4.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
223+ 1.27% |
$79.1K - $111K
|
17.7K
$8.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
222+ 4.25% |
$78.7K - $110K
|
5.45K
$2.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
222+ 2.03% |
$78.7K - $110K
|
11.2K
$5.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
222+ 0.11% |
$78.7K - $110K
|
196K
$98.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
221+ 8.44% |
$78.4K - $110K
|
2.84K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
221+ 5.76% |
$78.4K - $110K
|
4.06K
$2.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
221+ 0.31% |
$78.4K - $110K
|
71.5K
$35.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
221+ 1.67% |
$78.4K - $110K
|
13.5K
$6.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
221+ 4.35% |
$78.4K - $110K
|
5.31K
$2.65M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
221+ 3.45% |
$78.4K - $110K
|
6.64K
$3.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
220+ 1.84% |
$78K - $109K
|
12.2K
$6.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
219+ 9.66% |
$77.6K - $109K
|
2.49K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
219+ 0.18% |
$77.6K - $109K
|
121K
$60.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
219+ 5.52% |
$77.6K - $109K
|
4.19K
$2.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
219+ 4.37% |
$77.6K - $109K
|
5.23K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
219+ 6.99% |
$77.6K - $109K
|
3.35K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
218+ 34.94% |
$77.3K - $108K
|
842
$421K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
217+ 7.28% |
$76.9K - $108K
|
3.2K
$1.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
217+ 0.06% |
$76.9K - $108K
|
340K
$170M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
217+ 10.76% |
$76.9K - $108K
|
2.23K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
216+ 3.48% |
$76.6K - $107K
|
6.43K
$3.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
216+ 7.14% |
$76.6K - $107K
|
3.24K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
216+ 4.69% |
$76.6K - $107K
|
4.82K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
216+ 1.15% |
$76.6K - $107K
|
19K
$9.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
214+ 10.97% |
$75.9K - $106K
|
2.17K
$1.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
214+ 9.51% |
$75.9K - $106K
|
2.46K
$1.23M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
213+ 9.35% |
$75.5K - $106K
|
2.49K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
213+ 0.3% |
$75.5K - $106K
|
71.7K
$35.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
211+ 13.05% |
$74.8K - $105K
|
1.83K
$915K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
211+ 3.5% |
$74.8K - $105K
|
6.24K
$3.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
210+ 7.96% |
$74.5K - $104K
|
2.85K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
208+ 0.54% |
$73.7K - $103K
|
38.5K
$19.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
205+ 13.21% |
$72.7K - $102K
|
1.76K
$879K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
204+ 0.73% |
$72.3K - $101K
|
28.1K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
204+ 1.49% |
$72.3K - $101K
|
13.9K
$6.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
203+ 2.13% |
$72K - $101K
|
9.73K
$4.87M
|