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 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
69+ 1.09% |
$24.5K - $34.3K
|
6.4K
$3.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
68+ 1.38% |
$24.1K - $33.8K
|
4.99K
$2.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
67+ 0.33% |
$23.8K - $33.3K
|
20.7K
$10.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
65+ 0.49% |
$23K - $32.3K
|
13.2K
$6.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
64New |
$22.7K - $31.8K
|
64
$32.2K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
61+ 0.47% |
$21.6K - $30.3K
|
13.1K
$6.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
58+ 0.21% |
$20.6K - $28.9K
|
27.2K
$13.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
58+ 386.67% |
$20.6K - $28.9K
|
73
$36.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
53+ 0.17% |
$18.8K - $26.4K
|
31.5K
$15.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
52+ 0.78% |
$18.4K - $25.9K
|
6.71K
$3.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
51+ 0.02% |
$18.1K - $25.4K
|
287K
$144M
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
46+ 1.69% |
$16.3K - $22.9K
|
2.77K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
44+ 0.16% |
$15.6K - $21.9K
|
27.5K
$13.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
42+ 6.84% |
$14.9K - $20.9K
|
656
$330K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
38+ 0.31% |
$13.5K - $18.9K
|
12.2K
$6.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
33+ 0.22% |
$11.7K - $16.4K
|
14.7K
$7.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
33+ 0.45% |
$11.7K - $16.4K
|
7.39K
$3.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
32+ 0.28% |
$11.3K - $15.9K
|
11.4K
$5.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
30+ 0.11% |
$10.6K - $14.9K
|
26.4K
$13.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
30+ 0.16% |
$10.6K - $14.9K
|
18.4K
$9.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
30+ 2.31% |
$10.6K - $14.9K
|
1.33K
$669K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
28+ 0.48% |
$9.93K - $13.9K
|
5.84K
$2.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
27+ 0.17% |
$9.57K - $13.4K
|
15.8K
$7.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
26+ 0.28% |
$9.22K - $12.9K
|
9.21K
$4.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
24+ 0.03% |
$8.51K - $11.9K
|
81.8K
$41.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
21+ 0.39% |
$7.45K - $10.4K
|
5.41K
$2.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
20+ 5.9% |
$7.09K - $9.95K
|
359
$181K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
20+ 1.49% |
$7.09K - $9.95K
|
1.36K
$683K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
19+ 0.23% |
$6.74K - $9.45K
|
8.44K
$4.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
19+ 1.23% |
$6.74K - $9.45K
|
1.57K
$787K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
17+ 0.9% |
$6.03K - $8.46K
|
1.91K
$962K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$5.67K - $7.96K
|
5.37K
$2.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
15+ 0.98% |
$5.32K - $7.46K
|
1.54K
$775K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
13+ 0.69% |
$4.61K - $6.47K
|
1.9K
$955K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
11+ 0.17% |
$3.9K - $5.47K
|
6.3K
$3.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.88% |
$3.55K - $4.97K
|
1.15K
$579K
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
10+ 0.16% |
$3.55K - $4.97K
|
6.23K
$3.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$1.77K - $2.49K
|
11.5K
$5.81M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5+ 0.11% |
$1.77K - $2.49K
|
4.57K
$2.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
4+ 0.02% |
$1.42K - $1.99K
|
18.9K
$9.53M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
3+ 0.18% |
$1.06K - $1.49K
|
1.65K
$829K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3+ 0.17% |
$1.06K - $1.49K
|
1.77K
$891K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3+ 0.01% |
$1.06K - $1.49K
|
22.7K
$11.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3+ 0.05% |
$1.06K - $1.49K
|
6.41K
$3.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
3+ 0.04% |
$1.06K - $1.49K
|
6.77K
$3.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.11% |
$709 - $995
|
1.88K
$945K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2+ 0.36% |
$709 - $995
|
551
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1+ 0.03% |
$355 - $497
|
3.22K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$355 - $497
|
866
$436K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$355 - $497
|
4.39K
$2.21M
|