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 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
85+ 0.94% |
$30.1K - $42.3K
|
9.09K
$4.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
85+ 2.11% |
$30.1K - $42.3K
|
4.11K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
85+ 0.53% |
$30.1K - $42.3K
|
16.2K
$8.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
85+ 0.39% |
$30.1K - $42.3K
|
21.8K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
85+ 1.74% |
$30.1K - $42.3K
|
4.98K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
85+ 1.19% |
$30.1K - $42.3K
|
7.24K
$3.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
85+ 7.5% |
$30.1K - $42.3K
|
1.22K
$610K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
84+ 0.17% |
$29.8K - $41.8K
|
51K
$25.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
84+ 1.1% |
$29.8K - $41.8K
|
7.75K
$3.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
84+ 1.34% |
$29.8K - $41.8K
|
6.37K
$3.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
84+ 0.74% |
$29.8K - $41.8K
|
11.5K
$5.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
84+ 0.43% |
$29.8K - $41.8K
|
19.6K
$9.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
84+ 0.65% |
$29.8K - $41.8K
|
13.1K
$6.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
83+ 35.78% |
$29.4K - $41.3K
|
315
$158K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
82+ 4.42% |
$29.1K - $40.8K
|
1.94K
$970K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
82+ 0.72% |
$29.1K - $40.8K
|
11.5K
$5.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
81+ 7.31% |
$28.7K - $40.3K
|
1.19K
$595K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
81+ 0.04% |
$28.7K - $40.3K
|
197K
$98.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
80+ 1.51% |
$28.4K - $39.8K
|
5.38K
$2.69M
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
80+ 9.35% |
$28.4K - $39.8K
|
936
$468K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
80+ 0.11% |
$28.4K - $39.8K
|
72.3K
$36.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
80+ 0.32% |
$28.4K - $39.8K
|
24.9K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
BUY
|
- |
80+ 0.77% |
$28.4K - $39.8K
|
10.4K
$5.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
80+ 0.3% |
$28.4K - $39.8K
|
26.6K
$13.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
79+ 2.05% |
$28K - $39.3K
|
3.93K
$1.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
79+ 0.93% |
$28K - $39.3K
|
8.61K
$4.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
79+ 0.75% |
$28K - $39.3K
|
10.7K
$5.34M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
78+ 2.81% |
$27.7K - $38.8K
|
2.86K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
78+ 2.46% |
$27.7K - $38.8K
|
3.24K
$1.62M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
77+ 1.05% |
$27.3K - $38.3K
|
7.39K
$3.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
77+ 0.31% |
$27.3K - $38.3K
|
24.5K
$12.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
77+ 0.21% |
$27.3K - $38.3K
|
36.5K
$18.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
77+ 0.74% |
$27.3K - $38.3K
|
10.5K
$5.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
77+ 0.34% |
$27.3K - $38.3K
|
22.7K
$11.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
76+ 0.78% |
$26.9K - $37.8K
|
9.8K
$4.9M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
76+ 5.17% |
$26.9K - $37.8K
|
1.55K
$773K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
76+ 0.04% |
$26.9K - $37.8K
|
213K
$106M
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
76+ 2.26% |
$26.9K - $37.8K
|
3.43K
$1.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
75+ 4.86% |
$26.6K - $37.3K
|
1.62K
$810K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
75+ 45.45% |
$26.6K - $37.3K
|
240
$120K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
75+ 5.98% |
$26.6K - $37.3K
|
1.33K
$665K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
74+ 0.16% |
$26.2K - $36.8K
|
46.9K
$23.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
73+ 8.71% |
$25.9K - $36.3K
|
911
$456K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
73+ 1.58% |
$25.9K - $36.3K
|
4.68K
$2.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
73+ 0.78% |
$25.9K - $36.3K
|
9.43K
$4.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
73+ 1.25% |
$25.9K - $36.3K
|
5.92K
$2.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
73+ 0.9% |
$25.9K - $36.3K
|
8.19K
$4.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
72+ 1.79% |
$25.5K - $35.8K
|
4.1K
$2.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
72+ 1.08% |
$25.5K - $35.8K
|
6.72K
$3.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
72+ 0.63% |
$25.5K - $35.8K
|
11.5K
$5.77M
|