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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
48+ 3.72% |
$17K - $23.9K
|
1.34K
$669K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
47+ 0.31% |
$16.7K - $23.4K
|
15.1K
$7.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
47+ 1.71% |
$16.7K - $23.4K
|
2.8K
$1.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
46+ 1.69% |
$16.3K - $22.9K
|
2.77K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
46+ 1.91% |
$16.3K - $22.9K
|
2.45K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Schulhoff & CO Inc
|
BUY
|
- |
45+ 0.38% |
$16K - $22.4K
|
11.9K
$5.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
45+ 0.49% |
$16K - $22.4K
|
9.32K
$4.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
45+ 0.28% |
$16K - $22.4K
|
16.2K
$8.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
44+ 0.16% |
$15.6K - $21.9K
|
27.5K
$13.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
44+ 0.75% |
$15.6K - $21.9K
|
5.91K
$2.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
44New |
$15.6K - $21.9K
|
44
$22K
|
|
|
Aug 07, 2025
Q2 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
44+ 0.19% |
$15.6K - $21.9K
|
23.2K
$11.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
44+ 0.98% |
$15.6K - $21.9K
|
4.52K
$2.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
43+ 0.91% |
$15.2K - $21.4K
|
4.78K
$2.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
43+ 1.12% |
$15.2K - $21.4K
|
3.89K
$1.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
43+ 0.32% |
$15.2K - $21.4K
|
13.5K
$6.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
43+ 0.57% |
$15.2K - $21.4K
|
7.6K
$3.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
42+ 6.84% |
$14.9K - $20.9K
|
656
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
42+ 3.0% |
$14.9K - $20.9K
|
1.44K
$722K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
42+ 1.39% |
$14.9K - $20.9K
|
3.06K
$1.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
42+ 2.22% |
$14.9K - $20.9K
|
1.94K
$969K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
42+ 1.83% |
$14.9K - $20.9K
|
2.34K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
41+ 0.37% |
$14.5K - $20.4K
|
11.1K
$5.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
41+ 1.81% |
$14.5K - $20.4K
|
2.3K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
40+ 1.27% |
$14.2K - $19.9K
|
3.2K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
40+ 0.61% |
$14.2K - $19.9K
|
6.55K
$3.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
40+ 0.41% |
$14.2K - $19.9K
|
9.88K
$4.95M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
40+ 1.74% |
$14.2K - $19.9K
|
2.34K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
40+ 6.16% |
$14.2K - $19.9K
|
689
$345K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
39+ 0.88% |
$13.8K - $19.4K
|
4.46K
$2.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
39+ 3.06% |
$13.8K - $19.4K
|
1.31K
$657K
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
39+ 1.34% |
$13.8K - $19.4K
|
2.96K
$1.48M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
39+ 0.05% |
$13.8K - $19.4K
|
83.2K
$41.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
39+ 5.56% |
$13.8K - $19.4K
|
740
$370K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
39+ 3.66% |
$13.8K - $19.4K
|
1.11K
$553K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
38+ 0.31% |
$13.5K - $18.9K
|
12.2K
$6.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
38+ 1.08% |
$13.5K - $18.9K
|
3.57K
$1.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
38+ 0.9% |
$13.5K - $18.9K
|
4.24K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
38+ 1.78% |
$13.5K - $18.9K
|
2.18K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
38+ 0.93% |
$13.5K - $18.9K
|
4.11K
$2.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
37+ 0.09% |
$13.1K - $18.4K
|
40.5K
$20.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
37+ 1.72% |
$13.1K - $18.4K
|
2.18K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
37+ 0.55% |
$13.1K - $18.4K
|
6.81K
$3.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
37+ 4.87% |
$13.1K - $18.4K
|
796
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 0.02% |
$13.1K - $18.4K
|
245K
$122M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
36+ 3.41% |
$12.8K - $17.9K
|
1.09K
$547K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
36+ 1.08% |
$12.8K - $17.9K
|
3.38K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
36+ 1.09% |
$12.8K - $17.9K
|
3.33K
$1.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
35+ 0.42% |
$12.4K - $17.4K
|
8.34K
$4.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
35+ 0.43% |
$12.4K - $17.4K
|
8.12K
$4.06M
|