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
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9+ 0.18% |
$3.19K - $4.48K
|
5.06K
$2.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
8+ 0.12% |
$2.84K - $3.98K
|
6.44K
$3.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
7+ 0.01% |
$2.48K - $3.48K
|
68.7K
$34.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
7+ 0.1% |
$2.48K - $3.48K
|
6.77K
$3.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
7+ 0.02% |
$2.48K - $3.48K
|
37.8K
$18.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7+ 0.08% |
$2.48K - $3.48K
|
8.38K
$4.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
7+ 0.02% |
$2.48K - $3.48K
|
41.3K
$20.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
7+ 0.18% |
$2.48K - $3.48K
|
3.88K
$1.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Georgetown University
Washington, DC |
BUY
|
- |
7+ 0.17% |
$2.48K - $3.48K
|
4.06K
$2.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
6+ 0.22% |
$2.13K - $2.98K
|
2.67K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6+ 0.17% |
$2.13K - $2.98K
|
3.44K
$1.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
6+ 0.2% |
$2.13K - $2.98K
|
3.02K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
6+ 0.6% |
$2.13K - $2.98K
|
1.01K
$503K
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
6+ 0.25% |
$2.13K - $2.98K
|
2.36K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
6+ 1.29% |
$2.13K - $2.98K
|
470
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
6+ 0.3% |
$2.13K - $2.98K
|
1.99K
$996K
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.04% |
$2.13K - $2.98K
|
15.3K
$7.68M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5+ 0.11% |
$1.77K - $2.49K
|
4.57K
$2.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$1.77K - $2.49K
|
11.5K
$5.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
5+ 0.11% |
$1.77K - $2.49K
|
4.54K
$2.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.06% |
$1.77K - $2.49K
|
8.43K
$4.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
5+ 0.28% |
$1.77K - $2.49K
|
1.78K
$891K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
4+ 0.02% |
$1.42K - $1.99K
|
18.9K
$9.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4+ 0.1% |
$1.42K - $1.99K
|
3.82K
$1.91M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$1.42K - $1.99K
|
3.54K
$1.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.06% |
$1.42K - $1.99K
|
7.12K
$3.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$1.42K - $1.99K
|
4.96K
$2.48M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
4+ 0.12% |
$1.42K - $1.99K
|
3.41K
$1.71M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
4+ 0.02% |
$1.42K - $1.99K
|
19.5K
$9.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4+ 0.15% |
$1.42K - $1.99K
|
2.63K
$1.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4+ 0.07% |
$1.42K - $1.99K
|
5.81K
$2.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
4+ 0.27% |
$1.42K - $1.99K
|
1.5K
$753K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
3+ 0.18% |
$1.06K - $1.49K
|
1.65K
$825K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
3+ 0.04% |
$1.06K - $1.49K
|
6.77K
$3.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3+ 0.05% |
$1.06K - $1.49K
|
6.41K
$3.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3+ 0.01% |
$1.06K - $1.49K
|
22.7K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3+ 0.17% |
$1.06K - $1.49K
|
1.77K
$886K
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.18% |
$1.06K - $1.49K
|
1.7K
$851K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3+ 0.16% |
$1.06K - $1.49K
|
1.93K
$963K
|
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3+ 0.17% |
$1.06K - $1.49K
|
1.79K
$895K
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
3+ 0.05% |
$1.06K - $1.49K
|
5.46K
$2.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.04% |
$1.06K - $1.49K
|
7.77K
$3.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
3+ 0.02% |
$1.06K - $1.49K
|
13.6K
$6.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
3+ 0.04% |
$1.06K - $1.49K
|
7.82K
$3.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.15% |
$1.06K - $1.49K
|
1.99K
$993K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3+ 0.03% |
$1.06K - $1.49K
|
9.02K
$4.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
3+ 0.02% |
$1.06K - $1.49K
|
16.3K
$8.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
3+ 0.19% |
$1.06K - $1.49K
|
1.6K
$802K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2+ 0.36% |
$709 - $995
|
551
$276K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.11% |
$709 - $995
|
1.88K
$940K
|