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 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
72+ 5.27% |
$25.5K - $35.8K
|
1.44K
$720K
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
72+ 5.15% |
$25.5K - $35.8K
|
1.47K
$736K
|
|
|
Aug 12, 2025
Q2 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
72+ 1.14% |
$25.5K - $35.8K
|
6.39K
$3.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
71+ 0.45% |
$25.2K - $35.3K
|
15.8K
$7.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
70+ 0.86% |
$24.8K - $34.8K
|
8.23K
$4.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Muhlenkamp & CO Inc
|
BUY
|
- |
70+ 0.22% |
$24.8K - $34.8K
|
32.3K
$16.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Farley Capital L.P.
New York, NY |
BUY
|
- |
70+ 0.14% |
$24.8K - $34.8K
|
51.4K
$25.7M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
70+ 1.66% |
$24.8K - $34.8K
|
4.3K
$2.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
69+ 0.32% |
$24.5K - $34.3K
|
21.3K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
69+ 1.09% |
$24.5K - $34.3K
|
6.4K
$3.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
69+ 1.46% |
$24.5K - $34.3K
|
4.81K
$2.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
68+ 1.38% |
$24.1K - $33.8K
|
4.99K
$2.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
68+ 1.67% |
$24.1K - $33.8K
|
4.14K
$2.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
68+ 1.57% |
$24.1K - $33.8K
|
4.4K
$2.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
68+ 6.98% |
$24.1K - $33.8K
|
1.04K
$521K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
67+ 0.33% |
$23.8K - $33.3K
|
20.7K
$10.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
67+ 0.13% |
$23.8K - $33.3K
|
51K
$25.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
67+ 0.41% |
$23.8K - $33.3K
|
16.4K
$8.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
67+ 1.48% |
$23.8K - $33.3K
|
4.61K
$2.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
66+ 0.64% |
$23.4K - $32.8K
|
10.4K
$5.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
66+ 4.94% |
$23.4K - $32.8K
|
1.4K
$701K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
66+ 3.85% |
$23.4K - $32.8K
|
1.78K
$891K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
66+ 1.04% |
$23.4K - $32.8K
|
6.39K
$3.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
65+ 0.49% |
$23K - $32.3K
|
13.2K
$6.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
65+ 0.47% |
$23K - $32.3K
|
13.8K
$6.91M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
65+ 1.55% |
$23K - $32.3K
|
4.27K
$2.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
65+ 0.81% |
$23K - $32.3K
|
8.11K
$4.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
65+ 1.32% |
$23K - $32.3K
|
4.99K
$2.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
64New |
$22.7K - $31.8K
|
64
$32K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
64+ 0.12% |
$22.7K - $31.8K
|
52.6K
$26.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
64+ 7.38% |
$22.7K - $31.8K
|
931
$466K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
64+ 0.21% |
$22.7K - $31.8K
|
29.8K
$14.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
64+ 0.42% |
$22.7K - $31.8K
|
15.3K
$7.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
64+ 1.43% |
$22.7K - $31.8K
|
4.53K
$2.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
63+ 2.67% |
$22.3K - $31.3K
|
2.42K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
63+ 0.47% |
$22.3K - $31.3K
|
13.4K
$6.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
62+ 1.65% |
$22K - $30.8K
|
3.81K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
62+ 0.68% |
$22K - $30.8K
|
9.19K
$4.6M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
61+ 0.47% |
$21.6K - $30.3K
|
13.1K
$6.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
61+ 1.3% |
$21.6K - $30.3K
|
4.76K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
61+ 6.02% |
$21.6K - $30.3K
|
1.08K
$538K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
60+ 0.29% |
$21.3K - $29.8K
|
20.9K
$10.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
60+ 0.3% |
$21.3K - $29.8K
|
20K
$9.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
60+ 0.78% |
$21.3K - $29.8K
|
7.77K
$3.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
60+ 0.41% |
$21.3K - $29.8K
|
14.6K
$7.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
59+ 0.29% |
$20.9K - $29.3K
|
20.1K
$10M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
59+ 10.0% |
$20.9K - $29.3K
|
649
$325K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
58+ 0.21% |
$20.6K - $28.9K
|
27.2K
$13.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
58+ 386.67% |
$20.6K - $28.9K
|
73
$36.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
58+ 0.19% |
$20.6K - $28.9K
|
29.8K
$14.9M
|