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 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$5.67K - $7.96K
|
5.37K
$2.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
16+ 0.58% |
$5.67K - $7.96K
|
2.8K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
16+ 0.1% |
$5.67K - $7.96K
|
15.4K
$7.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
16+ 0.27% |
$5.67K - $7.96K
|
6.04K
$3.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Ninepoint Partners LP
|
BUY
|
- |
16+ 0.25% |
$5.67K - $7.96K
|
6.4K
$3.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
15+ 0.98% |
$5.32K - $7.46K
|
1.54K
$771K
|
|
|
Jul 15, 2025
Q2 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
15+ 0.01% |
$5.32K - $7.46K
|
111K
$55.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
15+ 0.69% |
$5.32K - $7.46K
|
2.2K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
15+ 0.36% |
$5.32K - $7.46K
|
4.17K
$2.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
15+ 1.52% |
$5.32K - $7.46K
|
1K
$501K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
15+ 0.86% |
$5.32K - $7.46K
|
1.76K
$881K
|
|
|
Aug 07, 2025
Q2 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
15+ 0.35% |
$5.32K - $7.46K
|
4.27K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
15New |
$5.32K - $7.46K
|
15
$7.51K
|
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
14+ 0.51% |
$4.96K - $6.96K
|
2.75K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
14+ 0.16% |
$4.96K - $6.96K
|
9.03K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
14+ 0.07% |
$4.96K - $6.96K
|
20.4K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
13+ 0.69% |
$4.61K - $6.47K
|
1.9K
$950K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
13+ 0.08% |
$4.61K - $6.47K
|
16.1K
$8.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
13+ 0.17% |
$4.61K - $6.47K
|
7.72K
$3.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
13+ 1.36% |
$4.61K - $6.47K
|
966
$483K
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
13+ 0.06% |
$4.61K - $6.47K
|
23.2K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
13+ 1.06% |
$4.61K - $6.47K
|
1.25K
$623K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
12+ 0.33% |
$4.25K - $5.97K
|
3.67K
$1.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
12+ 0.24% |
$4.25K - $5.97K
|
5.11K
$2.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
12+ 0.03% |
$4.25K - $5.97K
|
42.3K
$21.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
12+ 0.4% |
$4.25K - $5.97K
|
3K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
11+ 1.67% |
$3.9K - $5.47K
|
669
$335K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
11+ 0.17% |
$3.9K - $5.47K
|
6.3K
$3.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
11+ 0.21% |
$3.9K - $5.47K
|
5.2K
$2.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
11+ 0.16% |
$3.9K - $5.47K
|
7.02K
$3.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
11+ 0.13% |
$3.9K - $5.47K
|
8.59K
$4.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
11+ 0.08% |
$3.9K - $5.47K
|
13.3K
$6.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
11+ 0.32% |
$3.9K - $5.47K
|
3.41K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
11+ 0.33% |
$3.9K - $5.47K
|
3.3K
$1.65M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
11+ 0.23% |
$3.9K - $5.47K
|
4.87K
$2.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.88% |
$3.55K - $4.97K
|
1.15K
$576K
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
10+ 0.16% |
$3.55K - $4.97K
|
6.23K
$3.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
10+ 1.32% |
$3.55K - $4.97K
|
766
$383K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
10+ 0.42% |
$3.55K - $4.97K
|
2.41K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
10+ 0.21% |
$3.55K - $4.97K
|
4.73K
$2.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
10+ 0.08% |
$3.55K - $4.97K
|
12.5K
$6.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
10+ 0.04% |
$3.55K - $4.97K
|
24.2K
$12.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
10+ 1.61% |
$3.55K - $4.97K
|
631
$316K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
10+ 0.54% |
$3.55K - $4.97K
|
1.86K
$930K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
10+ 0.84% |
$3.55K - $4.97K
|
1.2K
$602K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
9+ 0.55% |
$3.19K - $4.48K
|
1.65K
$824K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
9+ 0.05% |
$3.19K - $4.48K
|
17.5K
$8.74M
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
9+ 0.66% |
$3.19K - $4.48K
|
1.37K
$686K
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
9+ 0.16% |
$3.19K - $4.48K
|
5.51K
$2.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
9+ 0.14% |
$3.19K - $4.48K
|
6.45K
$3.23M
|