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 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
1+ 0.07% |
$355 - $497
|
1.34K
$672K
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$355 - $497
|
806
$405K
|
|
Jul 11, 2025
Q2 2025
|
Enhancing Capital LLC
|
SELL
|
- |
-1- -0.0% |
$355 - $497
|
25.1K
$12.6M
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2- 0.01% |
$709 - $995
|
15.6K
$7.83M
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-4- 0.15% |
$1.42K - $1.99K
|
2.6K
$1.31M
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-5- 0.19% |
$1.77K - $2.49K
|
2.58K
$1.3M
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-7- 1.09% |
$2.48K - $3.48K
|
637
$320K
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-7- 0.16% |
$2.48K - $3.48K
|
4.5K
$2.27M
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-8- 0.05% |
$2.84K - $3.98K
|
16.7K
$8.39M
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-10- 0.29% |
$3.55K - $4.97K
|
3.42K
$1.72M
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-10- 0.16% |
$3.55K - $4.97K
|
6.41K
$3.22M
|
|
Jul 09, 2025
Q2 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-10- 0.02% |
$3.55K - $4.97K
|
46.2K
$23.2M
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-12- 0.06% |
$4.25K - $5.97K
|
20K
$10.1M
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-13- 1.06% |
$4.61K - $6.47K
|
1.21K
$609K
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-13- 1.41% |
$4.61K - $6.47K
|
912
$459K
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-14- 1.41% |
$4.96K - $6.96K
|
980
$493K
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-15- 0.47% |
$5.32K - $7.46K
|
3.15K
$1.59M
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-15- 0.19% |
$5.32K - $7.46K
|
7.88K
$3.96M
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-16- 0.67% |
$5.67K - $7.96K
|
2.38K
$1.2M
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-17- 0.15% |
$6.03K - $8.46K
|
11.6K
$5.86M
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-18- 0.86% |
$6.38K - $8.95K
|
2.07K
$1.04M
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-18- 2.22% |
$6.38K - $8.95K
|
791
$398K
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-19- 0.57% |
$6.74K - $9.45K
|
3.33K
$1.68M
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-20- 0.43% |
$7.09K - $9.95K
|
4.67K
$2.35M
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-21- 0.29% |
$7.45K - $10.4K
|
7.24K
$3.64M
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-21- 0.49% |
$7.45K - $10.4K
|
4.23K
$2.13M
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-21- 0.18% |
$7.45K - $10.4K
|
11.8K
$5.95M
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-22- 0.12% |
$7.8K - $10.9K
|
18.9K
$9.52M
|
|
Jul 14, 2025
Q2 2025
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-22- 1.59% |
$7.8K - $10.9K
|
1.36K
$684K
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-23- 0.35% |
$8.15K - $11.4K
|
6.61K
$3.32M
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.76% |
$8.15K - $11.4K
|
3K
$1.51M
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-23- 0.15% |
$8.15K - $11.4K
|
15.5K
$7.79M
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-23- 0.34% |
$8.15K - $11.4K
|
6.68K
$3.36M
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-24- 0.14% |
$8.51K - $11.9K
|
16.9K
$8.51M
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-25- 2.87% |
$8.86K - $12.4K
|
845
$425K
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-26- 1.25% |
$9.22K - $12.9K
|
2.05K
$1.03M
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-28- 0.9% |
$9.93K - $13.9K
|
3.1K
$1.56M
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-32- 1.36% |
$11.3K - $15.9K
|
2.32K
$1.17M
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-32- 1.2% |
$11.3K - $15.9K
|
2.63K
$1.32M
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-32- 5.32% |
$11.3K - $15.9K
|
569
$286K
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-33- 3.78% |
$11.7K - $16.4K
|
840
$423K
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-35- 1.86% |
$12.4K - $17.4K
|
1.85K
$929K
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-35- 0.31% |
$12.4K - $17.4K
|
11.4K
$5.72M
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-36- 5.1% |
$12.8K - $17.9K
|
670
$337K
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-37- 0.55% |
$13.1K - $18.4K
|
6.72K
$3.38M
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.55% |
$13.1K - $18.4K
|
6.75K
$3.39M
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-39- 2.26% |
$13.8K - $19.4K
|
1.69K
$849K
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-39- 0.06% |
$13.8K - $19.4K
|
65.8K
$33.1M
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-41- 4.12% |
$14.5K - $20.4K
|
953
$479K
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-41- 0.88% |
$14.5K - $20.4K
|
4.59K
$2.31M
|