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
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-37- 0.18% |
$13.1K - $18.4K
|
20.8K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-37- 1.96% |
$13.1K - $18.4K
|
1.85K
$926K
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-38- 2.46% |
$13.5K - $18.9K
|
1.51K
$754K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-38- 5.1% |
$13.5K - $18.9K
|
707
$354K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-38- 1.19% |
$13.5K - $18.9K
|
3.16K
$1.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-38- 2.22% |
$13.5K - $18.9K
|
1.67K
$836K
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-38- 6.21% |
$13.5K - $18.9K
|
574
$287K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-38- 3.77% |
$13.5K - $18.9K
|
969
$485K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-38- 0.88% |
$13.5K - $18.9K
|
4.26K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-38- 0.42% |
$13.5K - $18.9K
|
8.98K
$4.49M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-39- 0.06% |
$13.8K - $19.4K
|
65.8K
$32.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-39- 2.26% |
$13.8K - $19.4K
|
1.69K
$845K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-39- 1.17% |
$13.8K - $19.4K
|
3.3K
$1.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-39- 4.43% |
$13.8K - $19.4K
|
841
$421K
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-39- 0.47% |
$13.8K - $19.4K
|
8.31K
$4.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-39- 0.13% |
$13.8K - $19.4K
|
31.2K
$15.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-39- 2.14% |
$13.8K - $19.4K
|
1.78K
$891K
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-40- 0.14% |
$14.2K - $19.9K
|
28.7K
$14.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-40- 0.07% |
$14.2K - $19.9K
|
53.5K
$26.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-40- 0.15% |
$14.2K - $19.9K
|
27.1K
$13.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-40- 0.13% |
$14.2K - $19.9K
|
31.2K
$15.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-40- 7.86% |
$14.2K - $19.9K
|
469
$235K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-41- 0.88% |
$14.5K - $20.4K
|
4.59K
$2.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-41- 4.12% |
$14.5K - $20.4K
|
953
$477K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-41- 0.21% |
$14.5K - $20.4K
|
19.6K
$9.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-41- 0.9% |
$14.5K - $20.4K
|
4.52K
$2.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-41- 1.17% |
$14.5K - $20.4K
|
3.46K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-41- 0.74% |
$14.5K - $20.4K
|
5.52K
$2.76M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-41- 0.71% |
$14.5K - $20.4K
|
5.76K
$2.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Croban
Fremont, OH |
SELL
|
- |
-42- 1.19% |
$14.9K - $20.9K
|
3.5K
$1.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-43- 1.02% |
$15.2K - $21.4K
|
4.17K
$2.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-43- 13.31% |
$15.2K - $21.4K
|
280
$140K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-43- 0.58% |
$15.2K - $21.4K
|
7.43K
$3.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-43- 0.28% |
$15.2K - $21.4K
|
15.1K
$7.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-44- 4.24% |
$15.6K - $21.9K
|
994
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-44- 0.85% |
$15.6K - $21.9K
|
5.12K
$2.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-45- 0.35% |
$16K - $22.4K
|
13K
$6.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-46- 5.25% |
$16.3K - $22.9K
|
831
$416K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-46- 2.24% |
$16.3K - $22.9K
|
2K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-46- 0.5% |
$16.3K - $22.9K
|
9.22K
$4.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-46- 1.04% |
$16.3K - $22.9K
|
4.37K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-46- 0.5% |
$16.3K - $22.9K
|
9.09K
$4.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-47- 1.34% |
$16.7K - $23.4K
|
3.47K
$1.74M
|
|
|
Aug 18, 2025
Q2 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-47- 0.17% |
$16.7K - $23.4K
|
27.9K
$14M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-48- 2.52% |
$17K - $23.9K
|
1.86K
$928K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-48- 2.41% |
$17K - $23.9K
|
1.95K
$973K
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-48- 0.03% |
$17K - $23.9K
|
142K
$71M
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-48- 0.39% |
$17K - $23.9K
|
12.3K
$6.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-48- 0.7% |
$17K - $23.9K
|
6.81K
$3.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-48- 2.99% |
$17K - $23.9K
|
1.56K
$779K
|