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
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-151- 0.77% |
$53.5K - $75.1K
|
19.4K
$9.73M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-151- 0.17% |
$53.5K - $75.1K
|
88.5K
$44.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-153- 5.94% |
$54.2K - $76.1K
|
2.42K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-153- 2.73% |
$54.2K - $76.1K
|
5.45K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-153- 2.53% |
$54.2K - $76.1K
|
5.89K
$2.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-155- 1.44% |
$55K - $77.1K
|
10.6K
$5.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-155- 5.01% |
$55K - $77.1K
|
2.94K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-156- 2.2% |
$55.3K - $77.6K
|
6.94K
$3.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-157- 0.37% |
$55.7K - $78.1K
|
42.3K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-157- 0.89% |
$55.7K - $78.1K
|
17.4K
$8.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-158- 0.85% |
$56K - $78.6K
|
18.3K
$9.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-158- 2.81% |
$56K - $78.6K
|
5.47K
$2.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-158- 1.12% |
$56K - $78.6K
|
14K
$7M
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-159- 0.83% |
$56.4K - $79.1K
|
19K
$9.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-159- 1.46% |
$56.4K - $79.1K
|
10.8K
$5.38M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-160- 5.56% |
$56.7K - $79.6K
|
2.72K
$1.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-160- 0.34% |
$56.7K - $79.6K
|
47.4K
$23.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-160- 3.78% |
$56.7K - $79.6K
|
4.07K
$2.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-161- 1.9% |
$57.1K - $80.1K
|
8.3K
$4.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-161- 0.94% |
$57.1K - $80.1K
|
16.9K
$8.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-162- 0.74% |
$57.4K - $80.6K
|
21.8K
$10.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-164- 0.61% |
$58.1K - $81.6K
|
26.7K
$13.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-165- 1.04% |
$58.5K - $82.1K
|
15.7K
$7.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-165- 1.2% |
$58.5K - $82.1K
|
13.6K
$6.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-165- 3.32% |
$58.5K - $82.1K
|
4.8K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-165- 12.6% |
$58.5K - $82.1K
|
1.15K
$573K
|
|
|
Aug 11, 2025
Q2 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-167- 1.04% |
$59.2K - $83.1K
|
15.8K
$7.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-168- 2.14% |
$59.6K - $83.6K
|
7.69K
$3.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
SELL
|
- |
-169- 21.37% |
$59.9K - $84.1K
|
622
$311K
|
|
|
Aug 05, 2025
Q2 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-169- 13.43% |
$59.9K - $84.1K
|
1.09K
$545K
|
|
|
Aug 08, 2025
Q2 2025
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-169- 6.35% |
$59.9K - $84.1K
|
2.49K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-169- 0.2% |
$59.9K - $84.1K
|
84K
$42M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-169- 20.22% |
$59.9K - $84.1K
|
667
$334K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-170- 0.34% |
$60.3K - $84.6K
|
50.4K
$25.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-170- 0.4% |
$60.3K - $84.6K
|
42.7K
$21.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-170- 0.61% |
$60.3K - $84.6K
|
27.6K
$13.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-171- 1.22% |
$60.6K - $85.1K
|
13.8K
$6.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-171- 0.75% |
$60.6K - $85.1K
|
22.5K
$11.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-171- 0.93% |
$60.6K - $85.1K
|
18.3K
$9.16M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-171- 6.91% |
$60.6K - $85.1K
|
2.3K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-173- 3.4% |
$61.3K - $86.1K
|
4.91K
$2.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-173- 0.63% |
$61.3K - $86.1K
|
27.2K
$13.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-173- 8.88% |
$61.3K - $86.1K
|
1.78K
$889K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-173- 3.23% |
$61.3K - $86.1K
|
5.19K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-173- 6.9% |
$61.3K - $86.1K
|
2.34K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-174- 0.52% |
$61.7K - $86.6K
|
33.6K
$16.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-175- 1.4% |
$62K - $87.1K
|
12.3K
$6.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-175- 6.03% |
$62K - $87.1K
|
2.73K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-175- 0.97% |
$62K - $87.1K
|
17.8K
$8.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-176- 0.32% |
$62.4K - $87.6K
|
54.9K
$27.5M
|