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
|
Crosspoint Financial, LLC
Tustin, CA |
SELL
|
- |
-111- 17.73% |
$39.4K - $55.2K
|
515
$258K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-112- 1.74% |
$39.7K - $55.7K
|
6.31K
$3.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-113- 0.71% |
$40.1K - $56.2K
|
15.8K
$7.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-113- 0.62% |
$40.1K - $56.2K
|
18K
$9.02M
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-113- 2.5% |
$40.1K - $56.2K
|
4.4K
$2.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-114- 2.84% |
$40.4K - $56.7K
|
3.9K
$1.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-114- 0.84% |
$40.4K - $56.7K
|
13.4K
$6.7M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-115- 2.77% |
$40.8K - $57.2K
|
4.04K
$2.02M
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-115- 0.66% |
$40.8K - $57.2K
|
17.4K
$8.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-116- 0.36% |
$41.1K - $57.7K
|
32.1K
$16.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-117- 0.53% |
$41.5K - $58.2K
|
21.9K
$11M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-117- 1.52% |
$41.5K - $58.2K
|
7.6K
$3.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-118- 0.92% |
$41.8K - $58.7K
|
12.7K
$6.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-119- 0.4% |
$42.2K - $59.2K
|
29.7K
$14.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-120- 1.02% |
$42.5K - $59.7K
|
11.7K
$5.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
SELL
|
- |
-121- 2.74% |
$42.9K - $60.2K
|
4.3K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-121- 0.36% |
$42.9K - $60.2K
|
33.4K
$16.7M
|
|
|
Aug 13, 2025
Q2 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-121- 16.64% |
$42.9K - $60.2K
|
606
$303K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-122- 0.3% |
$43.3K - $60.7K
|
40.8K
$20.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-122- 0.34% |
$43.3K - $60.7K
|
35.3K
$17.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-122- 0.64% |
$43.3K - $60.7K
|
18.9K
$9.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-123- 2.23% |
$43.6K - $61.2K
|
5.39K
$2.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-123- 9.95% |
$43.6K - $61.2K
|
1.11K
$557K
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-123- 2.1% |
$43.6K - $61.2K
|
5.73K
$2.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-123- 4.49% |
$43.6K - $61.2K
|
2.62K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-123- 15.47% |
$43.6K - $61.2K
|
672
$336K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-123- 0.58% |
$43.6K - $61.2K
|
20.9K
$10.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-123- 1.91% |
$43.6K - $61.2K
|
6.32K
$3.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-123- 3.67% |
$43.6K - $61.2K
|
3.22K
$1.61M
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-123- 6.95% |
$43.6K - $61.2K
|
1.65K
$824K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-124- 0.52% |
$44K - $61.7K
|
23.9K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-124- 1.14% |
$44K - $61.7K
|
10.7K
$5.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-125- 0.51% |
$44.3K - $62.2K
|
24.6K
$12.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-125- 0.58% |
$44.3K - $62.2K
|
21.3K
$10.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-126- 0.34% |
$44.7K - $62.7K
|
37.4K
$18.7M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-126- 0.75% |
$44.7K - $62.7K
|
16.7K
$8.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-126- 0.68% |
$44.7K - $62.7K
|
18.3K
$9.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-127- 0.43% |
$45K - $63.2K
|
29.5K
$14.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-128- 0.88% |
$45.4K - $63.7K
|
14.4K
$7.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-128- 1.09% |
$45.4K - $63.7K
|
11.6K
$5.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-128- 1.96% |
$45.4K - $63.7K
|
6.39K
$3.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-129- 2.14% |
$45.7K - $64.2K
|
5.9K
$2.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-130- 4.53% |
$46.1K - $64.7K
|
2.74K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-130- 0.33% |
$46.1K - $64.7K
|
39.4K
$19.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-130- 0.08% |
$46.1K - $64.7K
|
161K
$80.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-130- 1.54% |
$46.1K - $64.7K
|
8.34K
$4.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-131- 1.0% |
$46.4K - $65.2K
|
12.9K
$6.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-131- 0.48% |
$46.4K - $65.2K
|
26.9K
$13.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-132- 0.89% |
$46.8K - $65.7K
|
14.8K
$7.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-132- 0.27% |
$46.8K - $65.7K
|
48.6K
$24.3M
|