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 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-20- 3.04% |
$7.09K - $9.95K
|
638
$319K
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-20- 1.33% |
$7.09K - $9.95K
|
1.48K
$743K
|
|
|
Aug 14, 2025
Q2 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-20- 0.34% |
$7.09K - $9.95K
|
5.9K
$2.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-21- 0.29% |
$7.45K - $10.4K
|
7.24K
$3.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-21- 0.18% |
$7.45K - $10.4K
|
11.8K
$5.92M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-21- 0.49% |
$7.45K - $10.4K
|
4.23K
$2.12M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-21- 0.16% |
$7.45K - $10.4K
|
13.1K
$6.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-21- 0.19% |
$7.45K - $10.4K
|
11K
$5.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-21- 0.52% |
$7.45K - $10.4K
|
4.06K
$2.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-21- 1.04% |
$7.45K - $10.4K
|
1.99K
$996K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-21- 0.27% |
$7.45K - $10.4K
|
7.72K
$3.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-22- 0.12% |
$7.8K - $10.9K
|
18.9K
$9.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-22- 1.59% |
$7.8K - $10.9K
|
1.36K
$680K
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-22- 0.18% |
$7.8K - $10.9K
|
12.1K
$6.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Vista Finance, LLC
|
SELL
|
- |
-22- 2.16% |
$7.8K - $10.9K
|
995
$498K
|
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-22- 0.68% |
$7.8K - $10.9K
|
3.21K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-22- 1.52% |
$7.8K - $10.9K
|
1.43K
$714K
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-22- 0.14% |
$7.8K - $10.9K
|
15.4K
$7.73M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-23- 0.35% |
$8.15K - $11.4K
|
6.61K
$3.31M
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-23- 0.34% |
$8.15K - $11.4K
|
6.68K
$3.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-23- 0.15% |
$8.15K - $11.4K
|
15.5K
$7.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.76% |
$8.15K - $11.4K
|
3K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-23- 0.16% |
$8.15K - $11.4K
|
14.3K
$7.13M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-23- 3.35% |
$8.15K - $11.4K
|
663
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-23- 1.21% |
$8.15K - $11.4K
|
1.89K
$943K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-23- 0.06% |
$8.15K - $11.4K
|
39.6K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-23- 0.38% |
$8.15K - $11.4K
|
6.02K
$3.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-24- 0.14% |
$8.51K - $11.9K
|
16.9K
$8.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-24- 0.18% |
$8.51K - $11.9K
|
13.7K
$6.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-24- 0.56% |
$8.51K - $11.9K
|
4.27K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-24- 0.37% |
$8.51K - $11.9K
|
6.51K
$3.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-25- 2.87% |
$8.86K - $12.4K
|
845
$423K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-25- 2.26% |
$8.86K - $12.4K
|
1.08K
$540K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-25- 1.01% |
$8.86K - $12.4K
|
2.45K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-25- 2.13% |
$8.86K - $12.4K
|
1.15K
$574K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-25- 0.26% |
$8.86K - $12.4K
|
9.46K
$4.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-25- 0.56% |
$8.86K - $12.4K
|
4.46K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-25- 0.37% |
$8.86K - $12.4K
|
6.77K
$3.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-25- 1.89% |
$8.86K - $12.4K
|
1.3K
$648K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-26- 1.25% |
$9.22K - $12.9K
|
2.05K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-26- 0.32% |
$9.22K - $12.9K
|
8.09K
$4.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-26- 0.88% |
$9.22K - $12.9K
|
2.91K
$1.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-26- 1.26% |
$9.22K - $12.9K
|
2.03K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-26- 0.26% |
$9.22K - $12.9K
|
9.98K
$4.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-26- 0.37% |
$9.22K - $12.9K
|
6.98K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-26- 0.12% |
$9.22K - $12.9K
|
20.9K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-26- 0.38% |
$9.22K - $12.9K
|
6.84K
$3.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-27- 0.89% |
$9.57K - $13.4K
|
3.01K
$1.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-27- 0.53% |
$9.57K - $13.4K
|
5.07K
$2.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-27- 0.6% |
$9.57K - $13.4K
|
4.46K
$2.23M
|