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 28, 2025
Q2 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
115+ 0.15% |
$40.8K - $57.2K
|
77.1K
$38.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
115+ 3.52% |
$40.8K - $57.2K
|
3.39K
$1.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
115+ 2.63% |
$40.8K - $57.2K
|
4.49K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
115+ 8.67% |
$40.8K - $57.2K
|
1.44K
$721K
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
114+ 2.31% |
$40.4K - $56.7K
|
5.06K
$2.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
114+ 0.2% |
$40.4K - $56.7K
|
56.1K
$28.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
114+ 52.53% |
$40.4K - $56.7K
|
331
$166K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
114+ 0.36% |
$40.4K - $56.7K
|
31.6K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
114+ 6.19% |
$40.4K - $56.7K
|
1.96K
$979K
|
|
|
Aug 14, 2025
Q2 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
114+ 8.2% |
$40.4K - $56.7K
|
1.51K
$753K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
113+ 1.51% |
$40.1K - $56.2K
|
7.61K
$3.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
113+ 2.42% |
$40.1K - $56.2K
|
4.77K
$2.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
112+ 17.07% |
$39.7K - $55.7K
|
768
$384K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
112+ 2.71% |
$39.7K - $55.7K
|
4.25K
$2.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
112+ 3.06% |
$39.7K - $55.7K
|
3.77K
$1.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
112+ 4.83% |
$39.7K - $55.7K
|
2.43K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
112+ 27.93% |
$39.7K - $55.7K
|
513
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
112+ 0.39% |
$39.7K - $55.7K
|
28.6K
$14.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
111+ 0.75% |
$39.4K - $55.2K
|
15K
$7.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
111+ 2.15% |
$39.4K - $55.2K
|
5.27K
$2.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
110+ 6.5% |
$39K - $54.7K
|
1.8K
$902K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
110+ 0.8% |
$39K - $54.7K
|
13.8K
$6.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
110+ 3.21% |
$39K - $54.7K
|
3.53K
$1.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
109+ 4.3% |
$38.6K - $54.2K
|
2.65K
$1.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
109+ 1.05% |
$38.6K - $54.2K
|
10.5K
$5.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
109+ 1.25% |
$38.6K - $54.2K
|
8.82K
$4.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
109+ 2.4% |
$38.6K - $54.2K
|
4.66K
$2.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
108+ 1.51% |
$38.3K - $53.7K
|
7.26K
$3.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
108+ 13.25% |
$38.3K - $53.7K
|
923
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
108+ 4.43% |
$38.3K - $53.7K
|
2.55K
$1.27M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
108+ 5.09% |
$38.3K - $53.7K
|
2.23K
$1.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
107+ 1.83% |
$37.9K - $53.2K
|
5.97K
$2.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
107+ 0.43% |
$37.9K - $53.2K
|
24.8K
$12.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
106+ 0.04% |
$37.6K - $52.7K
|
273K
$137M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
106+ 12.93% |
$37.6K - $52.7K
|
926
$463K
|
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
106+ 0.66% |
$37.6K - $52.7K
|
16.1K
$8.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
106+ 0.46% |
$37.6K - $52.7K
|
23.4K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
105+ 3.17% |
$37.2K - $52.2K
|
3.42K
$1.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
105+ 3.24% |
$37.2K - $52.2K
|
3.35K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
105+ 5.13% |
$37.2K - $52.2K
|
2.15K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
104+ 1.63% |
$36.9K - $51.7K
|
6.48K
$3.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
104+ 0.6% |
$36.9K - $51.7K
|
17.4K
$8.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
104+ 0.83% |
$36.9K - $51.7K
|
12.7K
$6.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
104+ 3.88% |
$36.9K - $51.7K
|
2.79K
$1.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
103+ 1.42% |
$36.5K - $51.2K
|
7.35K
$3.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
103+ 3.23% |
$36.5K - $51.2K
|
3.29K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
103+ 0.26% |
$36.5K - $51.2K
|
39.1K
$19.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
102+ 0.16% |
$36.2K - $50.7K
|
64.3K
$32.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
102+ 0.27% |
$36.2K - $50.7K
|
37.5K
$18.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
102+ 1.61% |
$36.2K - $50.7K
|
6.42K
$3.21M
|