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
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
181+ 4.69% |
$64.2K - $90K
|
4.04K
$2.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
178+ 1.1% |
$63.1K - $88.5K
|
16.4K
$8.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
175+ 1.82% |
$62K - $87.1K
|
9.79K
$4.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
174+ 2.79% |
$61.7K - $86.6K
|
6.4K
$3.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
173+ 4.87% |
$61.3K - $86.1K
|
3.72K
$1.87M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
163+ 11.88% |
$57.8K - $81.1K
|
1.54K
$772K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
162+ 1.95% |
$57.4K - $80.6K
|
8.47K
$4.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
162+ 1.2% |
$57.4K - $80.6K
|
13.7K
$6.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
161+ 1.49% |
$57.1K - $80.1K
|
11K
$5.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
161+ 3.24% |
$57.1K - $80.1K
|
5.13K
$2.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
161+ 0.69% |
$57.1K - $80.1K
|
23.4K
$11.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
152+ 2.81% |
$53.9K - $75.6K
|
5.56K
$2.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
150+ 0.77% |
$53.2K - $74.6K
|
19.8K
$9.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
149+ 2.35% |
$52.8K - $74.1K
|
6.48K
$3.26M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
148+ 1.52% |
$52.5K - $73.6K
|
9.88K
$4.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
146+ 1.11% |
$51.8K - $72.6K
|
13.3K
$6.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
144+ 2.31% |
$51.1K - $71.6K
|
6.37K
$3.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
140+ 2.96% |
$49.6K - $69.6K
|
4.87K
$2.45M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
140+ 0.48% |
$49.6K - $69.6K
|
29.5K
$14.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
138+ 3.64% |
$48.9K - $68.6K
|
3.93K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
138+ 2.51% |
$48.9K - $68.6K
|
5.63K
$2.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
137+ 1.28% |
$48.6K - $68.2K
|
10.8K
$5.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
127+ 0.54% |
$45K - $63.2K
|
23.5K
$11.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
126+ 1.17% |
$44.7K - $62.7K
|
10.9K
$5.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
BUY
|
- |
126+ 6.05% |
$44.7K - $62.7K
|
2.21K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
125+ 1.45% |
$44.3K - $62.2K
|
8.73K
$4.39M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
122+ 2.9% |
$43.3K - $60.7K
|
4.33K
$2.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
111+ 0.75% |
$39.4K - $55.2K
|
15K
$7.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
109+ 4.3% |
$38.6K - $54.2K
|
2.65K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
106+ 0.04% |
$37.6K - $52.7K
|
273K
$137M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
104+ 1.63% |
$36.9K - $51.7K
|
6.48K
$3.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
101+ 2.29% |
$35.8K - $50.2K
|
4.5K
$2.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
100+ 0.55% |
$35.5K - $49.7K
|
18.3K
$9.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
99+ 1.17% |
$35.1K - $49.2K
|
8.53K
$4.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
98+ 6.33% |
$34.7K - $48.8K
|
1.65K
$827K
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
98+ 0.32% |
$34.7K - $48.8K
|
31.2K
$15.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
96+ 3.36% |
$34K - $47.8K
|
2.95K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
92+ 0.85% |
$32.6K - $45.8K
|
10.9K
$5.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
91+ 4.05% |
$32.3K - $45.3K
|
2.34K
$1.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
91+ 0.35% |
$32.3K - $45.3K
|
26K
$13.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
90+ 0.58% |
$31.9K - $44.8K
|
15.7K
$7.91M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
84+ 0.17% |
$29.8K - $41.8K
|
51K
$25.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
84+ 1.1% |
$29.8K - $41.8K
|
7.75K
$3.9M
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
80+ 9.35% |
$28.4K - $39.8K
|
936
$471K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
78+ 2.81% |
$27.7K - $38.8K
|
2.86K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
77+ 1.05% |
$27.3K - $38.3K
|
7.39K
$3.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
77+ 0.31% |
$27.3K - $38.3K
|
24.5K
$12.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
75+ 4.86% |
$26.6K - $37.3K
|
1.62K
$814K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
73+ 8.71% |
$25.9K - $36.3K
|
911
$458K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
69+ 0.32% |
$24.5K - $34.3K
|
21.3K
$10.7M
|