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 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
101+ 2.29% |
$35.8K - $50.2K
|
4.5K
$2.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
100+ 0.55% |
$35.5K - $49.7K
|
18.3K
$9.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
100+ 1.82% |
$35.5K - $49.7K
|
5.61K
$2.8M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
100+ 0.29% |
$35.5K - $49.7K
|
34.6K
$17.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
100+ 2.85% |
$35.5K - $49.7K
|
3.61K
$1.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100+ 5.16% |
$35.5K - $49.7K
|
2.04K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
100+ 0.8% |
$35.5K - $49.7K
|
12.6K
$6.31M
|
|
|
Aug 12, 2025
Q2 2025
|
University Of Illinois Foundation
Champaign, IL |
BUY
|
- |
100New |
$35.5K - $49.7K
|
100
$50K
|
|
|
Aug 13, 2025
Q2 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
100+ 0.93% |
$35.5K - $49.7K
|
10.9K
$5.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
99+ 1.17% |
$35.1K - $49.2K
|
8.53K
$4.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
99+ 2.19% |
$35.1K - $49.2K
|
4.61K
$2.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
98+ 0.32% |
$34.7K - $48.8K
|
31.2K
$15.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
98+ 6.33% |
$34.7K - $48.8K
|
1.65K
$823K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
98+ 3.66% |
$34.7K - $48.8K
|
2.78K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
98+ 0.96% |
$34.7K - $48.8K
|
10.3K
$5.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
98+ 1.01% |
$34.7K - $48.8K
|
9.8K
$4.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
97+ 2.0% |
$34.4K - $48.3K
|
4.94K
$2.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
96+ 3.36% |
$34K - $47.8K
|
2.95K
$1.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Check Capital Management Inc
|
BUY
|
- |
95+ 1.58% |
$33.7K - $47.3K
|
6.13K
$3.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
95+ 0.19% |
$33.7K - $47.3K
|
49.5K
$24.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
94+ 5.22% |
$33.3K - $46.8K
|
1.89K
$948K
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
94+ 0.77% |
$33.3K - $46.8K
|
12.3K
$6.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
94+ 0.53% |
$33.3K - $46.8K
|
17.8K
$8.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
94+ 1.11% |
$33.3K - $46.8K
|
8.59K
$4.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
94+ 0.18% |
$33.3K - $46.8K
|
53.6K
$26.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
93+ 3.79% |
$33K - $46.3K
|
2.55K
$1.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
93+ 0.3% |
$33K - $46.3K
|
30.7K
$15.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
92+ 0.85% |
$32.6K - $45.8K
|
10.9K
$5.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
92+ 1.3% |
$32.6K - $45.8K
|
7.15K
$3.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
92+ 0.07% |
$32.6K - $45.8K
|
132K
$66.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
92+ 0.68% |
$32.6K - $45.8K
|
13.6K
$6.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
92+ 0.45% |
$32.6K - $45.8K
|
20.4K
$10.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
92+ 4.07% |
$32.6K - $45.8K
|
2.35K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
92+ 1.33% |
$32.6K - $45.8K
|
7.02K
$3.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
91+ 0.35% |
$32.3K - $45.3K
|
26K
$13M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
91+ 4.05% |
$32.3K - $45.3K
|
2.34K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
91+ 2.25% |
$32.3K - $45.3K
|
4.14K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
91+ 4.48% |
$32.3K - $45.3K
|
2.12K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
90+ 0.58% |
$31.9K - $44.8K
|
15.7K
$7.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
90+ 0.62% |
$31.9K - $44.8K
|
14.7K
$7.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
90+ 6.56% |
$31.9K - $44.8K
|
1.46K
$731K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
90+ 0.66% |
$31.9K - $44.8K
|
13.7K
$6.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
90+ 1.84% |
$31.9K - $44.8K
|
4.97K
$2.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
90+ 0.4% |
$31.9K - $44.8K
|
22.7K
$11.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
89+ 3.61% |
$31.6K - $44.3K
|
2.55K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Cortland Associates Inc
|
BUY
|
- |
89+ 1.35% |
$31.6K - $44.3K
|
6.66K
$3.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
88+ 45.13% |
$31.2K - $43.8K
|
283
$142K
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
88+ 4.28% |
$31.2K - $43.8K
|
2.14K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
86+ 2.39% |
$30.5K - $42.8K
|
3.68K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
86+ 2.6% |
$30.5K - $42.8K
|
3.39K
$1.7M
|