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 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-177- 0.88% |
$62.8K - $88K
|
20K
$9.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-177- 1.26% |
$62.8K - $88K
|
13.9K
$6.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-177- 2.0% |
$62.8K - $88K
|
8.65K
$4.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-178- 3.09% |
$63.1K - $88.5K
|
5.59K
$2.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-178- 0.98% |
$63.1K - $88.5K
|
17.9K
$8.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
SELL
|
- |
-179- 25.0% |
$63.5K - $89K
|
537
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
SELL
|
- |
-179- 10.39% |
$63.5K - $89K
|
1.54K
$773K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-180- 2.7% |
$63.8K - $89.5K
|
6.49K
$3.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-180- 2.95% |
$63.8K - $89.5K
|
5.92K
$2.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-180- 1.36% |
$63.8K - $89.5K
|
13K
$6.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-180- 6.22% |
$63.8K - $89.5K
|
2.72K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-180- 1.6% |
$63.8K - $89.5K
|
11.1K
$5.55M
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-180- 0.81% |
$63.8K - $89.5K
|
22.1K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-181- 0.81% |
$64.2K - $90K
|
22.1K
$11M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-181- 1.86% |
$64.2K - $90K
|
9.53K
$4.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-181- 1.43% |
$64.2K - $90K
|
12.5K
$6.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-181- 1.54% |
$64.2K - $90K
|
11.6K
$5.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-182- 0.78% |
$64.5K - $90.5K
|
23.1K
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-182- 2.68% |
$64.5K - $90.5K
|
6.61K
$3.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-183- 5.17% |
$64.9K - $91K
|
3.36K
$1.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-183- 1.75% |
$64.9K - $91K
|
10.3K
$5.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-183- 0.65% |
$64.9K - $91K
|
28.2K
$14.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-183- 13.67% |
$64.9K - $91K
|
1.16K
$578K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-184- 1.11% |
$65.2K - $91.5K
|
16.4K
$8.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-185- 0.25% |
$65.6K - $92K
|
74.3K
$37.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-185- 1.07% |
$65.6K - $92K
|
17.2K
$8.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-186- 0.61% |
$65.9K - $92.5K
|
30.3K
$15.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-187- 0.38% |
$66.3K - $93K
|
49.3K
$24.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-187- 3.06% |
$66.3K - $93K
|
5.93K
$2.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-188- 1.32% |
$66.7K - $93.5K
|
14.1K
$7.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-188- 1.51% |
$66.7K - $93.5K
|
12.3K
$6.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-189- 1.38% |
$67K - $94K
|
13.5K
$6.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
SELL
|
- |
-189- 1.16% |
$67K - $94K
|
16.2K
$8.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-190- 1.13% |
$67.4K - $94.5K
|
16.6K
$8.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-190- 14.66% |
$67.4K - $94.5K
|
1.11K
$553K
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
SELL
|
- |
-191- 19.9% |
$67.7K - $95K
|
769
$385K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-191- 0.66% |
$67.7K - $95K
|
28.9K
$14.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-191- 5.16% |
$67.7K - $95K
|
3.51K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-191- 0.78% |
$67.7K - $95K
|
24.4K
$12.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-192- 0.52% |
$68.1K - $95.5K
|
36.7K
$18.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-192- 1.36% |
$68.1K - $95.5K
|
13.9K
$6.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-192- 0.43% |
$68.1K - $95.5K
|
44.6K
$22.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-193- 3.02% |
$68.4K - $96K
|
6.19K
$3.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-193- 0.16% |
$68.4K - $96K
|
124K
$62.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-194- 1.2% |
$68.8K - $96.5K
|
16K
$7.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-196- 5.43% |
$69.5K - $97.5K
|
3.41K
$1.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-196- 1.83% |
$69.5K - $97.5K
|
10.5K
$5.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-196- 0.86% |
$69.5K - $97.5K
|
22.7K
$11.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-197- 1.61% |
$69.8K - $98K
|
12K
$6.02M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-197- 2.35% |
$69.8K - $98K
|
8.19K
$4.1M
|