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 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
25+ 0.15% |
$8.86K - $12.4K
|
16.8K
$8.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
25+ 0.18% |
$8.86K - $12.4K
|
13.7K
$6.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
25+ 0.64% |
$8.86K - $12.4K
|
3.94K
$1.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25+ 0.52% |
$8.86K - $12.4K
|
4.85K
$2.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
25+ 3.38% |
$8.86K - $12.4K
|
765
$383K
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
25+ 1.38% |
$8.86K - $12.4K
|
1.83K
$917K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
25+ 0.5% |
$8.86K - $12.4K
|
5.06K
$2.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
BUY
|
- |
25+ 1.22% |
$8.86K - $12.4K
|
2.07K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
25+ 4.45% |
$8.86K - $12.4K
|
587
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
25+ 0.29% |
$8.86K - $12.4K
|
8.54K
$4.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Beddow Capital Management Inc
|
BUY
|
- |
25+ 3.23% |
$8.86K - $12.4K
|
800
$400K
|
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
25+ 1.02% |
$8.86K - $12.4K
|
2.47K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
24+ 0.03% |
$8.51K - $11.9K
|
81.8K
$40.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
24+ 0.05% |
$8.51K - $11.9K
|
48.3K
$24.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
24+ 1.02% |
$8.51K - $11.9K
|
2.37K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
23+ 0.59% |
$8.15K - $11.4K
|
3.94K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
23+ 1.18% |
$8.15K - $11.4K
|
1.97K
$987K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
22+ 0.15% |
$7.8K - $10.9K
|
15.2K
$7.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
22+ 1.0% |
$7.8K - $10.9K
|
2.22K
$1.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
21+ 0.39% |
$7.45K - $10.4K
|
5.41K
$2.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
21+ 0.92% |
$7.45K - $10.4K
|
2.3K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
21+ 12.96% |
$7.45K - $10.4K
|
183
$91.6K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
21+ 0.1% |
$7.45K - $10.4K
|
20.5K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
21+ 0.7% |
$7.45K - $10.4K
|
3.03K
$1.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
21+ 0.11% |
$7.45K - $10.4K
|
19.9K
$9.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
21+ 0.6% |
$7.45K - $10.4K
|
3.5K
$1.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
21+ 2.75% |
$7.45K - $10.4K
|
786
$393K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
21+ 0.02% |
$7.45K - $10.4K
|
136K
$68.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
20+ 5.9% |
$7.09K - $9.95K
|
359
$180K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
20+ 1.49% |
$7.09K - $9.95K
|
1.36K
$680K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
20+ 0.1% |
$7.09K - $9.95K
|
20.5K
$10.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20+ 0.75% |
$7.09K - $9.95K
|
2.68K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
20+ 0.73% |
$7.09K - $9.95K
|
2.76K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
20+ 0.28% |
$7.09K - $9.95K
|
7.11K
$3.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
20+ 0.01% |
$7.09K - $9.95K
|
264K
$132M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
20+ 1.59% |
$7.09K - $9.95K
|
1.28K
$638K
|
|
|
Aug 12, 2025
Q2 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
20+ 51.28% |
$7.09K - $9.95K
|
59
$29.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
20+ 0.53% |
$7.09K - $9.95K
|
3.79K
$1.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
19+ 0.23% |
$6.74K - $9.45K
|
8.44K
$4.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
19+ 1.23% |
$6.74K - $9.45K
|
1.57K
$783K
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
19+ 2.2% |
$6.74K - $9.45K
|
883
$442K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
19+ 5.88% |
$6.74K - $9.45K
|
342
$171K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.07% |
$6.74K - $9.45K
|
29.2K
$14.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
18+ 2.35% |
$6.38K - $8.95K
|
785
$393K
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
18+ 0.33% |
$6.38K - $8.95K
|
5.39K
$2.7M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
17+ 0.9% |
$6.03K - $8.46K
|
1.91K
$957K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
17+ 0.18% |
$6.03K - $8.46K
|
9.36K
$4.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.2% |
$6.03K - $8.46K
|
8.48K
$4.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
17+ 1.32% |
$6.03K - $8.46K
|
1.3K
$652K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
17+ 0.4% |
$6.03K - $8.46K
|
4.22K
$2.11M
|