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
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
179+ 11.15% |
$63.5K - $89K
|
1.78K
$893K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
179+ 3.19% |
$63.5K - $89K
|
5.79K
$2.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
178+ 1.1% |
$63.1K - $88.5K
|
16.4K
$8.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
178+ 0.25% |
$63.1K - $88.5K
|
72.5K
$36.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
177+ 1.1% |
$62.8K - $88K
|
16.2K
$8.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
175+ 1.82% |
$62K - $87.1K
|
9.79K
$4.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
174+ 2.79% |
$61.7K - $86.6K
|
6.4K
$3.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
174+ 6.89% |
$61.7K - $86.6K
|
2.7K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
173+ 4.87% |
$61.3K - $86.1K
|
3.72K
$1.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
173+ 0.95% |
$61.3K - $86.1K
|
18.3K
$9.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
172+ 3.81% |
$61K - $85.6K
|
4.69K
$2.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
172+ 3.58% |
$61K - $85.6K
|
4.98K
$2.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
172+ 4.18% |
$61K - $85.6K
|
4.29K
$2.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
171+ 1.32% |
$60.6K - $85.1K
|
13.2K
$6.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
171+ 15.11% |
$60.6K - $85.1K
|
1.3K
$652K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
171+ 0.24% |
$60.6K - $85.1K
|
72.8K
$36.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
170+ 5.38% |
$60.3K - $84.6K
|
3.33K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
170+ 2.97% |
$60.3K - $84.6K
|
5.9K
$2.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
170+ 0.43% |
$60.3K - $84.6K
|
40.1K
$20.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
169+ 2.05% |
$59.9K - $84.1K
|
8.4K
$4.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
169+ 16.46% |
$59.9K - $84.1K
|
1.2K
$598K
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
169+ 2.54% |
$59.9K - $84.1K
|
6.82K
$3.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
169+ 2.61% |
$59.9K - $84.1K
|
6.65K
$3.33M
|
|
|
Sep 05, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
168+ 10.02% |
$59.6K - $83.6K
|
1.84K
$923K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
166+ 2.53% |
$58.9K - $82.6K
|
6.73K
$3.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
166+ 2.47% |
$58.9K - $82.6K
|
6.89K
$3.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
166+ 4.26% |
$58.9K - $82.6K
|
4.07K
$2.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
165+ 0.85% |
$58.5K - $82.1K
|
19.7K
$9.84M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
165+ 22.33% |
$58.5K - $82.1K
|
904
$452K
|
|
|
Jul 28, 2025
Q2 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
165+ 8.82% |
$58.5K - $82.1K
|
2.04K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
165+ 4.99% |
$58.5K - $82.1K
|
3.47K
$1.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
165+ 0.72% |
$58.5K - $82.1K
|
22.9K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
164+ 1.07% |
$58.1K - $81.6K
|
15.5K
$7.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
164+ 0.15% |
$58.1K - $81.6K
|
108K
$54M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
163+ 11.88% |
$57.8K - $81.1K
|
1.54K
$768K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
163+ 1.54% |
$57.8K - $81.1K
|
10.7K
$5.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
163+ 1.62% |
$57.8K - $81.1K
|
10.2K
$5.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
162+ 1.2% |
$57.4K - $80.6K
|
13.7K
$6.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
162+ 1.95% |
$57.4K - $80.6K
|
8.47K
$4.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
162+ 2.11% |
$57.4K - $80.6K
|
7.84K
$3.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
162+ 1.34% |
$57.4K - $80.6K
|
12.3K
$6.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
161+ 3.24% |
$57.1K - $80.1K
|
5.13K
$2.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
161+ 0.69% |
$57.1K - $80.1K
|
23.4K
$11.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
161+ 1.49% |
$57.1K - $80.1K
|
11K
$5.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
160+ 0.89% |
$56.7K - $79.6K
|
18.1K
$9.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
160+ 1.51% |
$56.7K - $79.6K
|
10.8K
$5.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
159+ 3.37% |
$56.4K - $79.1K
|
4.88K
$2.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
159+ 2.27% |
$56.4K - $79.1K
|
7.15K
$3.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
159+ 7.88% |
$56.4K - $79.1K
|
2.18K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
157+ 3.59% |
$55.7K - $78.1K
|
4.53K
$2.26M
|