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 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
157+ 23.12% |
$55.7K - $78.1K
|
836
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
156+ 1.38% |
$55.3K - $77.6K
|
11.5K
$5.74M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
155+ 0.03% |
$55K - $77.1K
|
475K
$238M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
154+ 12.79% |
$54.6K - $76.6K
|
1.36K
$680K
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
154+ 6.1% |
$54.6K - $76.6K
|
2.68K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
153+ 1.23% |
$54.2K - $76.1K
|
12.5K
$6.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
152+ 2.81% |
$53.9K - $75.6K
|
5.56K
$2.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
151+ 3.24% |
$53.5K - $75.1K
|
4.81K
$2.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
151+ 1.21% |
$53.5K - $75.1K
|
12.6K
$6.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
150+ 0.77% |
$53.2K - $74.6K
|
19.8K
$9.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
150+ 25.13% |
$53.2K - $74.6K
|
747
$374K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
149+ 2.35% |
$52.8K - $74.1K
|
6.48K
$3.24M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
148+ 1.52% |
$52.5K - $73.6K
|
9.88K
$4.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
148+ 2.49% |
$52.5K - $73.6K
|
6.09K
$3.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
147+ 1.34% |
$52.1K - $73.1K
|
11.1K
$5.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
147+ 1.18% |
$52.1K - $73.1K
|
12.6K
$6.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
147+ 1.14% |
$52.1K - $73.1K
|
13K
$6.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
146+ 1.11% |
$51.8K - $72.6K
|
13.3K
$6.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
146+ 4.06% |
$51.8K - $72.6K
|
3.74K
$1.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
144+ 2.31% |
$51.1K - $71.6K
|
6.37K
$3.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
143+ 1.61% |
$50.7K - $71.1K
|
9K
$4.5M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
143+ 14.8% |
$50.7K - $71.1K
|
1.11K
$555K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
143+ 2.29% |
$50.7K - $71.1K
|
6.38K
$3.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
142+ 6.1% |
$50.3K - $70.6K
|
2.47K
$1.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
142+ 0.05% |
$50.3K - $70.6K
|
307K
$153M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
140+ 0.48% |
$49.6K - $69.6K
|
29.5K
$14.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
140+ 2.96% |
$49.6K - $69.6K
|
4.87K
$2.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
139+ 2.79% |
$49.3K - $69.1K
|
5.13K
$2.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
139+ 1.42% |
$49.3K - $69.1K
|
9.9K
$4.95M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
139+ 3.05% |
$49.3K - $69.1K
|
4.69K
$2.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
138+ 2.51% |
$48.9K - $68.6K
|
5.63K
$2.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
138+ 3.64% |
$48.9K - $68.6K
|
3.93K
$1.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
138New |
$48.9K - $68.6K
|
138
$69.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
138+ 3.74% |
$48.9K - $68.6K
|
3.83K
$1.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
138+ 0.38% |
$48.9K - $68.6K
|
36.2K
$18.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
138+ 4.56% |
$48.9K - $68.6K
|
3.17K
$1.58M
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
138+ 0.32% |
$48.9K - $68.6K
|
43.4K
$21.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
138+ 1.19% |
$48.9K - $68.6K
|
11.7K
$5.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
137+ 1.28% |
$48.6K - $68.2K
|
10.8K
$5.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
137+ 1.02% |
$48.6K - $68.2K
|
13.5K
$6.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
137+ 2.17% |
$48.6K - $68.2K
|
6.46K
$3.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
137+ 2.44% |
$48.6K - $68.2K
|
5.75K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
137+ 4.14% |
$48.6K - $68.2K
|
3.45K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
136+ 2.23% |
$48.2K - $67.7K
|
6.25K
$3.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
136+ 1.75% |
$48.2K - $67.7K
|
7.89K
$3.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
136+ 0.89% |
$48.2K - $67.7K
|
15.4K
$7.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
135+ 2.29% |
$47.9K - $67.2K
|
6.02K
$3.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
135+ 16.15% |
$47.9K - $67.2K
|
971
$486K
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
135+ 23.4% |
$47.9K - $67.2K
|
712
$356K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
134+ 3.47% |
$47.5K - $66.7K
|
4K
$2M
|