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 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-1- 0.04% |
$355 - $497
|
2.29K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-1- 0.02% |
$355 - $497
|
4.45K
$2.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1- 0.03% |
$355 - $497
|
3.02K
$1.51M
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-1- 0.07% |
$355 - $497
|
1.51K
$753K
|
|
|
Aug 12, 2025
Q2 2025
|
Cfc Planning CO LLC
Cicero, IN |
SELL
|
- |
-1- 0.1% |
$355 - $497
|
1.03K
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-1- 0.1% |
$355 - $497
|
1.01K
$503K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-1- 0.01% |
$355 - $497
|
7.99K
$4M
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-1- 0.03% |
$355 - $497
|
3.48K
$1.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2- 0.01% |
$709 - $995
|
15.6K
$7.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-2- 0.28% |
$709 - $995
|
711
$356K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-2- 1.05% |
$709 - $995
|
189
$94.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-2- 0.07% |
$709 - $995
|
2.69K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-2- 0.16% |
$709 - $995
|
1.22K
$612K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-3- 0.07% |
$1.06K - $1.49K
|
4.01K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3- 0.07% |
$1.06K - $1.49K
|
4.59K
$2.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3- 0.3% |
$1.06K - $1.49K
|
1.01K
$507K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-3- 0.55% |
$1.06K - $1.49K
|
545
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-4- 0.15% |
$1.42K - $1.99K
|
2.6K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-4- 0.21% |
$1.42K - $1.99K
|
1.87K
$934K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-4- 0.09% |
$1.42K - $1.99K
|
4.27K
$2.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-4- 0.5% |
$1.42K - $1.99K
|
803
$402K
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.55% |
$1.42K - $1.99K
|
722
$361K
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
SELL
|
- |
-4- 0.29% |
$1.42K - $1.99K
|
1.36K
$682K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4- 0.17% |
$1.42K - $1.99K
|
2.35K
$1.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-4- 0.03% |
$1.42K - $1.99K
|
11.8K
$5.9M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-4- 0.14% |
$1.42K - $1.99K
|
2.81K
$1.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-4- 0.19% |
$1.42K - $1.99K
|
2.11K
$1.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-4- 0.13% |
$1.42K - $1.99K
|
2.98K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-4- 0.11% |
$1.42K - $1.99K
|
3.78K
$1.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-4- 0.05% |
$1.42K - $1.99K
|
8.47K
$4.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-5- 0.19% |
$1.77K - $2.49K
|
2.58K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5- 0.39% |
$1.77K - $2.49K
|
1.28K
$638K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-5- 0.25% |
$1.77K - $2.49K
|
1.98K
$991K
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-5- 0.03% |
$1.77K - $2.49K
|
15.2K
$7.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-5- 0.18% |
$1.77K - $2.49K
|
2.71K
$1.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-5- 0.05% |
$1.77K - $2.49K
|
9.31K
$4.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-5- 0.25% |
$1.77K - $2.49K
|
2.02K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Corbyn Investment Management Inc
|
SELL
|
- |
-5- 0.73% |
$1.77K - $2.49K
|
680
$340K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-5- 0.04% |
$1.77K - $2.49K
|
11.2K
$5.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-5- 0.03% |
$1.77K - $2.49K
|
19.2K
$9.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-6- 0.02% |
$2.13K - $2.98K
|
32.9K
$16.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-6- 0.22% |
$2.13K - $2.98K
|
2.76K
$1.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-6- 0.24% |
$2.13K - $2.98K
|
2.47K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-6- 0.02% |
$2.13K - $2.98K
|
37.3K
$18.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-6- 0.05% |
$2.13K - $2.98K
|
11.2K
$5.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-6- 0.04% |
$2.13K - $2.98K
|
14.2K
$7.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.16% |
$2.13K - $2.98K
|
3.79K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-6- 0.18% |
$2.13K - $2.98K
|
3.28K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-6- 0.02% |
$2.13K - $2.98K
|
24.2K
$12.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-7- 1.09% |
$2.48K - $3.48K
|
637
$319K
|