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 29, 2025
Q2 2025
|
Mcia Inc
|
BUY
|
- |
58+ 1.54% |
$20.6K - $28.9K
|
3.82K
$1.91M
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
58+ 0.1% |
$20.6K - $28.9K
|
57.6K
$28.8M
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
58+ 0.38% |
$20.6K - $28.9K
|
15.4K
$7.73M
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
58+ 3.99% |
$20.6K - $28.9K
|
1.51K
$756K
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
58+ 0.46% |
$20.6K - $28.9K
|
12.6K
$6.31M
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
57+ 0.2% |
$20.2K - $28.4K
|
28.8K
$14.4M
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
BUY
|
- |
57+ 0.36% |
$20.2K - $28.4K
|
15.9K
$7.94M
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
57+ 0.27% |
$20.2K - $28.4K
|
21K
$10.5M
|
|
Aug 12, 2025
Q2 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
57+ 1.32% |
$20.2K - $28.4K
|
4.37K
$2.19M
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
57+ 1.9% |
$20.2K - $28.4K
|
3.06K
$1.53M
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
57+ 3.14% |
$20.2K - $28.4K
|
1.87K
$937K
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
56+ 0.03% |
$19.9K - $27.9K
|
178K
$89M
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56+ 3.96% |
$19.9K - $27.9K
|
1.47K
$736K
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
56+ 0.08% |
$19.9K - $27.9K
|
68.9K
$34.5M
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
55+ 0.87% |
$19.5K - $27.4K
|
6.37K
$3.19M
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
55+ 1.79% |
$19.5K - $27.4K
|
3.14K
$1.57M
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
55+ 0.26% |
$19.5K - $27.4K
|
21.6K
$10.8M
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
54+ 2.64% |
$19.1K - $26.9K
|
2.1K
$1.05M
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
53+ 0.17% |
$18.8K - $26.4K
|
31.5K
$15.8M
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
53+ 1.81% |
$18.8K - $26.4K
|
2.98K
$1.49M
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
53+ 5.42% |
$18.8K - $26.4K
|
1.03K
$516K
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
53+ 0.18% |
$18.8K - $26.4K
|
28.8K
$14.4M
|
|
Aug 07, 2025
Q2 2025
|
Keating Investment Counselors Inc
|
BUY
|
- |
53+ 4.84% |
$18.8K - $26.4K
|
1.15K
$574K
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
53+ 0.49% |
$18.8K - $26.4K
|
10.9K
$5.47M
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
52+ 0.78% |
$18.4K - $25.9K
|
6.71K
$3.36M
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
52+ 1.57% |
$18.4K - $25.9K
|
3.36K
$1.68M
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
52+ 7.02% |
$18.4K - $25.9K
|
793
$397K
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
52+ 0.71% |
$18.4K - $25.9K
|
7.42K
$3.71M
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
51+ 0.02% |
$18.1K - $25.4K
|
287K
$144M
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
51+ 0.23% |
$18.1K - $25.4K
|
22.3K
$11.2M
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
51+ 1.03% |
$18.1K - $25.4K
|
5.01K
$2.51M
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
51+ 4.73% |
$18.1K - $25.4K
|
1.13K
$565K
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
51+ 0.76% |
$18.1K - $25.4K
|
6.76K
$3.38M
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
51+ 0.67% |
$18.1K - $25.4K
|
7.64K
$3.82M
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
51+ 0.07% |
$18.1K - $25.4K
|
68.8K
$34.4M
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
51+ 1.03% |
$18.1K - $25.4K
|
5K
$2.5M
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
51+ 0.89% |
$18.1K - $25.4K
|
5.77K
$2.89M
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
51+ 1.28% |
$18.1K - $25.4K
|
4.04K
$2.02M
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
51+ 0.79% |
$18.1K - $25.4K
|
6.51K
$3.26M
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
51+ 13.53% |
$18.1K - $25.4K
|
428
$214K
|
|
Aug 14, 2025
Q2 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
51+ 0.98% |
$18.1K - $25.4K
|
5.27K
$2.64M
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
50+ 0.16% |
$17.7K - $24.9K
|
31.3K
$15.6M
|
|
Jul 25, 2025
Q2 2025
|
Defender Capital, Llc.
|
BUY
|
- |
50+ 1.86% |
$17.7K - $24.9K
|
2.74K
$1.37M
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
50+ 0.59% |
$17.7K - $24.9K
|
8.55K
$4.28M
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
50+ 0.52% |
$17.7K - $24.9K
|
9.69K
$4.85M
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
50+ 0.88% |
$17.7K - $24.9K
|
5.7K
$2.85M
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
48+ 4.66% |
$17K - $23.9K
|
1.08K
$540K
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
48+ 0.56% |
$17K - $23.9K
|
8.67K
$4.34M
|
|
Aug 04, 2025
Q2 2025
|
Fortune 45 LLC
|
BUY
|
- |
48+ 1.55% |
$17K - $23.9K
|
3.14K
$1.57M
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
48+ 0.52% |
$17K - $23.9K
|
9.35K
$4.68M
|