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 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
202+ 4.67% |
$71.6K - $100K
|
4.53K
$2.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
202+ 4.25% |
$71.6K - $100K
|
4.95K
$2.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
202+ 9.43% |
$71.6K - $100K
|
2.35K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
202+ 1.43% |
$71.6K - $100K
|
14.3K
$7.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
201+ 3.1% |
$71.3K - $100K
|
6.68K
$3.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
200+ 11.98% |
$70.9K - $99.5K
|
1.87K
$935K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
200+ 1.48% |
$70.9K - $99.5K
|
13.7K
$6.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
200+ 0.94% |
$70.9K - $99.5K
|
21.4K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
200+ 4.68% |
$70.9K - $99.5K
|
4.47K
$2.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
199+ 0.84% |
$70.6K - $99K
|
23.9K
$12M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
199+ 1.35% |
$70.6K - $99K
|
14.9K
$7.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
199+ 1.16% |
$70.6K - $99K
|
17.3K
$8.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
199+ 1.79% |
$70.6K - $99K
|
11.3K
$5.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
199+ 2.84% |
$70.6K - $99K
|
7.22K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
197+ 0.46% |
$69.8K - $98K
|
42.9K
$21.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
196+ 3.81% |
$69.5K - $97.5K
|
5.34K
$2.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
196+ 21.17% |
$69.5K - $97.5K
|
1.12K
$561K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
196+ 12.0% |
$69.5K - $97.5K
|
1.83K
$916K
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
196+ 16.28% |
$69.5K - $97.5K
|
1.4K
$701K
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
195+ 27.08% |
$69.1K - $97K
|
915
$458K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
195+ 0.99% |
$69.1K - $97K
|
19.8K
$9.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
195+ 8.22% |
$69.1K - $97K
|
2.57K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
195+ 2.6% |
$69.1K - $97K
|
7.68K
$3.84M
|
|
|
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 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
194+ 3.27% |
$68.8K - $96.5K
|
6.13K
$3.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
194+ 2.36% |
$68.8K - $96.5K
|
8.41K
$4.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
192+ 15.0% |
$68.1K - $95.5K
|
1.47K
$737K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
191+ 0.1% |
$67.7K - $95K
|
199K
$99.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
191+ 2.92% |
$67.7K - $95K
|
6.72K
$3.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
190+ 9.34% |
$67.4K - $94.5K
|
2.22K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
190+ 0.99% |
$67.4K - $94.5K
|
19.3K
$9.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
189+ 1.28% |
$67K - $94K
|
14.9K
$7.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
189+ 0.61% |
$67K - $94K
|
31.1K
$15.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
188+ 29.61% |
$66.7K - $93.5K
|
823
$412K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
188+ 1.48% |
$66.7K - $93.5K
|
12.9K
$6.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
188+ 0.82% |
$66.7K - $93.5K
|
23.1K
$11.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
187+ 14.21% |
$66.3K - $93K
|
1.5K
$752K
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
187+ 2.28% |
$66.3K - $93K
|
8.39K
$4.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
185+ 7.47% |
$65.6K - $92K
|
2.66K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
185+ 6.75% |
$65.6K - $92K
|
2.93K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
185+ 0.83% |
$65.6K - $92K
|
22.5K
$11.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
185+ 2.26% |
$65.6K - $92K
|
8.38K
$4.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
184+ 0.79% |
$65.2K - $91.5K
|
23.4K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
181+ 4.69% |
$64.2K - $90K
|
4.04K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
181+ 7.55% |
$64.2K - $90K
|
2.58K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
181+ 1.96% |
$64.2K - $90K
|
9.41K
$4.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
181+ 0.64% |
$64.2K - $90K
|
28.6K
$14.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
181+ 1.87% |
$64.2K - $90K
|
9.88K
$4.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
180+ 2.8% |
$63.8K - $89.5K
|
6.6K
$3.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
179+ 11.15% |
$63.5K - $89K
|
1.78K
$893K
|