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 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
454+ 2.41% |
$161K - $226K
|
19.3K
$9.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
450+ 4.6% |
$160K - $224K
|
10.2K
$5.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
439+ 4.3% |
$156K - $218K
|
10.6K
$5.35M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
434+ 5.64% |
$154K - $216K
|
8.14K
$4.09M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
429New |
$152K - $213K
|
429
$216K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
426+ 5.71% |
$151K - $212K
|
7.88K
$3.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
415+ 2.79% |
$147K - $206K
|
15.3K
$7.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
409+ 1.99% |
$145K - $203K
|
21K
$10.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
391+ 6.94% |
$139K - $195K
|
6.02K
$3.03M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
382+ 1.63% |
$135K - $190K
|
23.9K
$12M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
382+ 0.65% |
$135K - $190K
|
59.2K
$29.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
364+ 1.85% |
$129K - $181K
|
20.1K
$10.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
351+ 4.82% |
$124K - $175K
|
7.64K
$3.84M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
347+ 6.42% |
$123K - $173K
|
5.76K
$2.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
341+ 2.69% |
$121K - $170K
|
13K
$6.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
340+ 11.38% |
$121K - $169K
|
3.33K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
339+ 0.96% |
$120K - $169K
|
35.5K
$17.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
338+ 1.74% |
$120K - $168K
|
19.8K
$9.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
331+ 2.39% |
$117K - $165K
|
14.2K
$7.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
330+ 3.38% |
$117K - $164K
|
10.1K
$5.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
328+ 34.35% |
$116K - $163K
|
1.28K
$645K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
328+ 1.45% |
$116K - $163K
|
22.9K
$11.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
322+ 8.33% |
$114K - $160K
|
4.19K
$2.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
319+ 6.77% |
$113K - $159K
|
5.03K
$2.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
317+ 5.99% |
$112K - $158K
|
5.61K
$2.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
314+ 1.77% |
$111K - $156K
|
18.1K
$9.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
300+ 2.74% |
$106K - $149K
|
11.3K
$5.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
282+ 9.03% |
$100K - $140K
|
3.4K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
261+ 4.25% |
$92.5K - $130K
|
6.4K
$3.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
254+ 1.8% |
$90.1K - $126K
|
14.3K
$7.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
253+ 6.12% |
$89.7K - $126K
|
4.39K
$2.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
252+ 9.86% |
$89.3K - $125K
|
2.81K
$1.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
248+ 4.93% |
$87.9K - $123K
|
5.28K
$2.66M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
242+ 1.95% |
$85.8K - $120K
|
12.6K
$6.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
234+ 0.56% |
$83K - $116K
|
42.3K
$21.3M
|
|
|
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
$3.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
230+ 1.78% |
$81.5K - $114K
|
13.2K
$6.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
222+ 4.25% |
$78.7K - $110K
|
5.45K
$2.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
221+ 8.44% |
$78.4K - $110K
|
2.84K
$1.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
218+ 34.94% |
$77.3K - $108K
|
842
$424K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
217+ 7.28% |
$76.9K - $108K
|
3.2K
$1.61M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
213+ 9.35% |
$75.5K - $106K
|
2.49K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
205+ 13.21% |
$72.7K - $102K
|
1.76K
$884K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
204+ 0.73% |
$72.3K - $101K
|
28.1K
$14.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
201+ 3.1% |
$71.3K - $100K
|
6.68K
$3.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
199+ 0.84% |
$70.6K - $99K
|
23.9K
$12M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
194+ 9.42% |
$68.8K - $96.5K
|
2.25K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
188+ 29.61% |
$66.7K - $93.5K
|
823
$414K
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
185+ 7.47% |
$65.6K - $92K
|
2.66K
$1.34M
|