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 17, 2025
Q2 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
SELL
|
- |
-72- 0.18% |
$25.5K - $35.8K
|
40.5K
$20.3M
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-72- 0.83% |
$25.5K - $35.8K
|
8.59K
$4.3M
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-72- 0.12% |
$25.5K - $35.8K
|
59.7K
$29.9M
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-72- 7.38% |
$25.5K - $35.8K
|
903
$452K
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-73- 0.41% |
$25.9K - $36.3K
|
17.7K
$8.85M
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-73- 0.28% |
$25.9K - $36.3K
|
26.2K
$13.1M
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-73- 6.53% |
$25.9K - $36.3K
|
1.05K
$523K
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-73- 2.46% |
$25.9K - $36.3K
|
2.89K
$1.45M
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-74- 0.81% |
$26.2K - $36.8K
|
9.09K
$4.55M
|
|
Jul 24, 2025
Q2 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-74- 3.8% |
$26.2K - $36.8K
|
1.87K
$938K
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-74- 0.06% |
$26.2K - $36.8K
|
125K
$62.4M
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-75- 0.49% |
$26.6K - $37.3K
|
15.2K
$7.58M
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-75- 0.48% |
$26.6K - $37.3K
|
15.6K
$7.78M
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-75- 13.2% |
$26.6K - $37.3K
|
493
$247K
|
|
Aug 11, 2025
Q2 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-75- 0.22% |
$26.6K - $37.3K
|
33.4K
$16.7M
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-75- 0.7% |
$26.6K - $37.3K
|
10.7K
$5.36M
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-76- 0.19% |
$26.9K - $37.8K
|
39.9K
$19.9M
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-76- 1.02% |
$26.9K - $37.8K
|
7.34K
$3.67M
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-77- 1.67% |
$27.3K - $38.3K
|
4.53K
$2.27M
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-77- 2.16% |
$27.3K - $38.3K
|
3.48K
$1.74M
|
|
Aug 01, 2025
Q2 2025
|
Unconventional Investor, LLC
|
SELL
|
- |
-77- 12.85% |
$27.3K - $38.3K
|
522
$261K
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-77- 0.46% |
$27.3K - $38.3K
|
16.6K
$8.28M
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-77- 1.52% |
$27.3K - $38.3K
|
4.99K
$2.49M
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-78- 3.24% |
$27.7K - $38.8K
|
2.33K
$1.16M
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-78- 0.27% |
$27.7K - $38.8K
|
29.2K
$14.6M
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-78- 2.12% |
$27.7K - $38.8K
|
3.6K
$1.8M
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-78- 2.84% |
$27.7K - $38.8K
|
2.66K
$1.33M
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-78- 0.36% |
$27.7K - $38.8K
|
21.4K
$10.7M
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-78- 2.43% |
$27.7K - $38.8K
|
3.14K
$1.57M
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-78- 2.64% |
$27.7K - $38.8K
|
2.88K
$1.44M
|
|
Aug 08, 2025
Q2 2025
|
Summerhill Capital Management Lnc.
Toronto, A6 |
SELL
|
- |
-78- 0.48% |
$27.7K - $38.8K
|
16.3K
$8.16M
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-79- 7.32% |
$28K - $39.3K
|
1K
$500K
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-79- 0.48% |
$28K - $39.3K
|
16.5K
$8.27M
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-79- 0.17% |
$28K - $39.3K
|
46K
$23M
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-79- 1.83% |
$28K - $39.3K
|
4.24K
$2.12M
|
|
Aug 14, 2025
Q2 2025
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-79- 0.4% |
$28K - $39.3K
|
19.8K
$9.93M
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-80- 0.49% |
$28.4K - $39.8K
|
16.2K
$8.09M
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-80- 1.71% |
$28.4K - $39.8K
|
4.59K
$2.3M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-81- 0.23% |
$28.7K - $40.3K
|
35.5K
$17.8M
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-81- 2.37% |
$28.7K - $40.3K
|
3.34K
$1.67M
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-81- 4.68% |
$28.7K - $40.3K
|
1.65K
$825K
|
|
Aug 14, 2025
Q2 2025
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-81- 1.3% |
$28.7K - $40.3K
|
6.13K
$3.07M
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-82- 3.66% |
$29.1K - $40.8K
|
2.16K
$1.08M
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-82- 0.76% |
$29.1K - $40.8K
|
10.7K
$5.37M
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-82- 1.93% |
$29.1K - $40.8K
|
4.18K
$2.09M
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-83- 7.55% |
$29.4K - $41.3K
|
1.02K
$509K
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-83- 2.74% |
$29.4K - $41.3K
|
2.95K
$1.48M
|
|
Aug 13, 2025
Q2 2025
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-83- 0.42% |
$29.4K - $41.3K
|
19.7K
$9.87M
|
|
Aug 26, 2025
Q2 2025
|
Zeit Capital LLC
|
SELL
|
- |
-83- 2.21% |
$29.4K - $41.3K
|
3.67K
$1.83M
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-84- 0.56% |
$29.8K - $41.8K
|
15K
$7.53M
|