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 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-14- 1.41% |
$4.96K - $6.96K
|
980
$490K
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-14- 0.34% |
$4.96K - $6.96K
|
4.05K
$2.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-14- 0.96% |
$4.96K - $6.96K
|
1.44K
$721K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-14- 6.51% |
$4.96K - $6.96K
|
201
$101K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-14- 0.18% |
$4.96K - $6.96K
|
7.91K
$3.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-14- 0.43% |
$4.96K - $6.96K
|
3.26K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-14- 0.96% |
$4.96K - $6.96K
|
1.44K
$722K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-14- 0.63% |
$4.96K - $6.96K
|
2.21K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-14- 2.75% |
$4.96K - $6.96K
|
495
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-14- 0.21% |
$4.96K - $6.96K
|
6.79K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-14- 0.19% |
$4.96K - $6.96K
|
7.35K
$3.68M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-15- 0.47% |
$5.32K - $7.46K
|
3.15K
$1.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-15- 0.19% |
$5.32K - $7.46K
|
7.88K
$3.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-15- 0.43% |
$5.32K - $7.46K
|
3.47K
$1.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-15- 0.33% |
$5.32K - $7.46K
|
4.59K
$2.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-15- 0.46% |
$5.32K - $7.46K
|
3.22K
$1.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-15- 0.9% |
$5.32K - $7.46K
|
1.66K
$830K
|
|
|
Aug 14, 2025
Q2 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-15- 0.06% |
$5.32K - $7.46K
|
24.3K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-15- 0.41% |
$5.32K - $7.46K
|
3.67K
$1.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-16- 0.03% |
$5.67K - $7.96K
|
47K
$23.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-16- 0.67% |
$5.67K - $7.96K
|
2.38K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-16- 0.25% |
$5.67K - $7.96K
|
6.32K
$3.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-16- 0.31% |
$5.67K - $7.96K
|
5.11K
$2.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-16- 0.2% |
$5.67K - $7.96K
|
8.02K
$4.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-17- 0.15% |
$6.03K - $8.46K
|
11.6K
$5.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-17- 0.08% |
$6.03K - $8.46K
|
20.3K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-17- 2.0% |
$6.03K - $8.46K
|
834
$417K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-17- 0.16% |
$6.03K - $8.46K
|
10.5K
$5.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-17- 0.13% |
$6.03K - $8.46K
|
13.6K
$6.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-17- 1.16% |
$6.03K - $8.46K
|
1.45K
$728K
|
|
|
Aug 13, 2025
Q2 2025
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-17- 0.7% |
$6.03K - $8.46K
|
2.41K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-17- 0.04% |
$6.03K - $8.46K
|
43.5K
$21.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-18- 0.86% |
$6.38K - $8.95K
|
2.07K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-18- 2.22% |
$6.38K - $8.95K
|
791
$396K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-18- 0.78% |
$6.38K - $8.95K
|
2.29K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-18- 0.14% |
$6.38K - $8.95K
|
12.5K
$6.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-18- 0.63% |
$6.38K - $8.95K
|
2.82K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-18- 0.76% |
$6.38K - $8.95K
|
2.35K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-18- 1.85% |
$6.38K - $8.95K
|
953
$477K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-19- 0.57% |
$6.74K - $9.45K
|
3.33K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-19- 0.15% |
$6.74K - $9.45K
|
13.1K
$6.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-19- 0.19% |
$6.74K - $9.45K
|
9.92K
$4.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-19- 0.07% |
$6.74K - $9.45K
|
25.4K
$12.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-19- 0.69% |
$6.74K - $9.45K
|
2.74K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-19- 0.74% |
$6.74K - $9.45K
|
2.56K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-20- 0.43% |
$7.09K - $9.95K
|
4.67K
$2.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-20- 1.55% |
$7.09K - $9.95K
|
1.27K
$637K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-20- 0.79% |
$7.09K - $9.95K
|
2.51K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-20- 0.13% |
$7.09K - $9.95K
|
15.1K
$7.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-20- 0.23% |
$7.09K - $9.95K
|
8.64K
$4.32M
|