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
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
133+ 4.1% |
$47.2K - $66.2K
|
3.38K
$1.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
133+ 78.24% |
$47.2K - $66.2K
|
303
$152K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
133+ 1.81% |
$47.2K - $66.2K
|
7.47K
$3.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
133+ 7.96% |
$47.2K - $66.2K
|
1.8K
$902K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
132+ 2.96% |
$46.8K - $65.7K
|
4.59K
$2.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
132+ 1.22% |
$46.8K - $65.7K
|
11K
$5.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
131+ 1.9% |
$46.4K - $65.2K
|
7.02K
$3.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
131+ 0.83% |
$46.4K - $65.2K
|
16K
$8M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
130+ 2.48% |
$46.1K - $64.7K
|
5.38K
$2.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
130+ 4.73% |
$46.1K - $64.7K
|
2.88K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
130+ 0.16% |
$46.1K - $64.7K
|
81.7K
$40.9M
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
129+ 2.64% |
$45.7K - $64.2K
|
5.02K
$2.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
128+ 0.31% |
$45.4K - $63.7K
|
41K
$20.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
128+ 0.82% |
$45.4K - $63.7K
|
15.7K
$7.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
127+ 0.54% |
$45K - $63.2K
|
23.5K
$11.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
127+ 4.85% |
$45K - $63.2K
|
2.75K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
127+ 7.13% |
$45K - $63.2K
|
1.91K
$955K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
126+ 1.17% |
$44.7K - $62.7K
|
10.9K
$5.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
BUY
|
- |
126+ 6.05% |
$44.7K - $62.7K
|
2.21K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
126+ 1.55% |
$44.7K - $62.7K
|
8.24K
$4.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
126+ 0.43% |
$44.7K - $62.7K
|
29.7K
$14.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
BUY
|
- |
126+ 2.7% |
$44.7K - $62.7K
|
4.79K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
126+ 4.53% |
$44.7K - $62.7K
|
2.91K
$1.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
125+ 1.45% |
$44.3K - $62.2K
|
8.73K
$4.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
125+ 1.39% |
$44.3K - $62.2K
|
9.13K
$4.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
125+ 6.29% |
$44.3K - $62.2K
|
2.11K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
125+ 1.03% |
$44.3K - $62.2K
|
12.2K
$6.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
124+ 2.98% |
$44K - $61.7K
|
4.29K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
124+ 0.78% |
$44K - $61.7K
|
16K
$8.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
123+ 4.02% |
$43.6K - $61.2K
|
3.18K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
123+ 2.39% |
$43.6K - $61.2K
|
5.26K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
123+ 6.39% |
$43.6K - $61.2K
|
2.05K
$1.03M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
122+ 2.9% |
$43.3K - $60.7K
|
4.33K
$2.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
121+ 2.72% |
$42.9K - $60.2K
|
4.58K
$2.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
121+ 0.51% |
$42.9K - $60.2K
|
23.9K
$11.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
121+ 6.15% |
$42.9K - $60.2K
|
2.09K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
120+ 11.94% |
$42.5K - $59.7K
|
1.13K
$563K
|
|
|
Aug 05, 2025
Q2 2025
|
Ar Asset Management Inc
|
BUY
|
- |
120+ 0.49% |
$42.5K - $59.7K
|
24.4K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
120+ 11.92% |
$42.5K - $59.7K
|
1.13K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
120+ 8.4% |
$42.5K - $59.7K
|
1.55K
$775K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
119+ 0.94% |
$42.2K - $59.2K
|
12.7K
$6.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
119+ 2.43% |
$42.2K - $59.2K
|
5.02K
$2.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
119+ 0.51% |
$42.2K - $59.2K
|
23.4K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
119+ 0.65% |
$42.2K - $59.2K
|
18.5K
$9.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
118+ 1.84% |
$41.8K - $58.7K
|
6.53K
$3.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
117+ 1.24% |
$41.5K - $58.2K
|
9.52K
$4.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
117+ 6.0% |
$41.5K - $58.2K
|
2.07K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
117+ 0.91% |
$41.5K - $58.2K
|
13K
$6.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
115+ 1.36% |
$40.8K - $57.2K
|
8.58K
$4.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
115+ 104.55% |
$40.8K - $57.2K
|
225
$113K
|