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
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
35+ 2.37% |
$12.4K - $17.4K
|
1.51K
$755K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
34+ 0.8% |
$12.1K - $16.9K
|
4.28K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
33+ 0.22% |
$11.7K - $16.4K
|
14.7K
$7.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
33+ 0.45% |
$11.7K - $16.4K
|
7.39K
$3.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
33+ 0.66% |
$11.7K - $16.4K
|
5.06K
$2.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
33+ 0.78% |
$11.7K - $16.4K
|
4.25K
$2.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
33+ 0.23% |
$11.7K - $16.4K
|
14.2K
$7.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
33+ 0.78% |
$11.7K - $16.4K
|
4.28K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
33+ 1.88% |
$11.7K - $16.4K
|
1.79K
$897K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
32+ 0.28% |
$11.3K - $15.9K
|
11.4K
$5.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
32+ 0.27% |
$11.3K - $15.9K
|
12.1K
$6.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
32+ 0.05% |
$11.3K - $15.9K
|
61.1K
$30.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
32+ 0.38% |
$11.3K - $15.9K
|
8.45K
$4.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
32+ 1.31% |
$11.3K - $15.9K
|
2.48K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
32+ 0.84% |
$11.3K - $15.9K
|
3.86K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
32+ 0.12% |
$11.3K - $15.9K
|
27.3K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
32+ 5.02% |
$11.3K - $15.9K
|
669
$335K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31+ 0.14% |
$11K - $15.4K
|
21.7K
$10.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
31+ 2.21% |
$11K - $15.4K
|
1.43K
$718K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
31+ 0.29% |
$11K - $15.4K
|
10.8K
$5.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31+ 0.7% |
$11K - $15.4K
|
4.48K
$2.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
31+ 0.82% |
$11K - $15.4K
|
3.81K
$1.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
31+ 0.34% |
$11K - $15.4K
|
9.21K
$4.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
31+ 0.09% |
$11K - $15.4K
|
33.5K
$16.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
30+ 2.31% |
$10.6K - $14.9K
|
1.33K
$665K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
30+ 0.11% |
$10.6K - $14.9K
|
26.4K
$13.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
30+ 0.16% |
$10.6K - $14.9K
|
18.4K
$9.22M
|
|
|
Aug 14, 2025
Q2 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
30+ 0.66% |
$10.6K - $14.9K
|
4.56K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
30+ 0.48% |
$10.6K - $14.9K
|
6.3K
$3.15M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
30+ 1.75% |
$10.6K - $14.9K
|
1.74K
$871K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
29+ 0.28% |
$10.3K - $14.4K
|
10.4K
$5.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
29+ 1.3% |
$10.3K - $14.4K
|
2.26K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.06% |
$10.3K - $14.4K
|
47.4K
$23.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
29+ 29.9% |
$10.3K - $14.4K
|
126
$63K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
28+ 0.48% |
$9.93K - $13.9K
|
5.84K
$2.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
28+ 0.91% |
$9.93K - $13.9K
|
3.11K
$1.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
28+ 1.92% |
$9.93K - $13.9K
|
1.49K
$745K
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
28+ 0.1% |
$9.93K - $13.9K
|
28.3K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
28+ 0.48% |
$9.93K - $13.9K
|
5.88K
$2.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
27+ 0.17% |
$9.57K - $13.4K
|
15.8K
$7.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
27+ 0.16% |
$9.57K - $13.4K
|
17.3K
$8.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
26+ 0.28% |
$9.22K - $12.9K
|
9.21K
$4.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
26+ 0.73% |
$9.22K - $12.9K
|
3.59K
$1.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
26+ 1.5% |
$9.22K - $12.9K
|
1.76K
$881K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
26+ 3.7% |
$9.22K - $12.9K
|
729
$365K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
26+ 0.19% |
$9.22K - $12.9K
|
13.7K
$6.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
26+ 0.22% |
$9.22K - $12.9K
|
12.1K
$6.06M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
26+ 0.99% |
$9.22K - $12.9K
|
2.65K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.44% |
$9.22K - $12.9K
|
5.96K
$2.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
26+ 2.5% |
$9.22K - $12.9K
|
1.07K
$534K
|