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 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-197- 1.17% |
$69.8K - $98K
|
16.6K
$8.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-197- 4.19% |
$69.8K - $98K
|
4.5K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-197- 6.61% |
$69.8K - $98K
|
2.78K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-198- 2.07% |
$70.2K - $98.5K
|
9.35K
$4.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-198- 0.82% |
$70.2K - $98.5K
|
23.9K
$12M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-199- 0.2% |
$70.6K - $99K
|
101K
$50.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-199- 0.67% |
$70.6K - $99K
|
29.7K
$14.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-200- 6.33% |
$70.9K - $99.5K
|
2.96K
$1.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-200- 1.03% |
$70.9K - $99.5K
|
19.3K
$9.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-200- 2.43% |
$70.9K - $99.5K
|
8.03K
$4.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-200- 2.2% |
$70.9K - $99.5K
|
8.89K
$4.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-200- 0.58% |
$70.9K - $99.5K
|
34.5K
$17.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-201- 0.73% |
$71.3K - $100K
|
27.2K
$13.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-202- 3.67% |
$71.6K - $100K
|
5.3K
$2.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-202- 4.9% |
$71.6K - $100K
|
3.92K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-202- 2.11% |
$71.6K - $100K
|
9.38K
$4.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
SELL
|
- |
-203- 0.8% |
$72K - $101K
|
25.3K
$12.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-204- 4.12% |
$72.3K - $101K
|
4.75K
$2.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-204- 1.37% |
$72.3K - $101K
|
14.7K
$7.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Glynn Capital Management LLC
|
SELL
|
- |
-205- 2.23% |
$72.7K - $102K
|
9.01K
$4.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-207- 0.94% |
$73.4K - $103K
|
21.7K
$10.9M
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-208- 2.48% |
$73.7K - $103K
|
8.17K
$4.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-208- 6.5% |
$73.7K - $103K
|
2.99K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-209- 0.6% |
$74.1K - $104K
|
34.8K
$17.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-210- 4.02% |
$74.5K - $104K
|
5.01K
$2.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-210- 0.14% |
$74.5K - $104K
|
153K
$76.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-210- 6.41% |
$74.5K - $104K
|
3.07K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-211- 0.84% |
$74.8K - $105K
|
24.8K
$12.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-211- 1.65% |
$74.8K - $105K
|
12.5K
$6.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
SELL
|
- |
-211- 1.38% |
$74.8K - $105K
|
15.1K
$7.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-212- 0.77% |
$75.2K - $105K
|
27.4K
$13.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-212- 4.91% |
$75.2K - $105K
|
4.11K
$2.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-212- 0.45% |
$75.2K - $105K
|
46.4K
$23.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-214- 1.08% |
$75.9K - $106K
|
19.6K
$9.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-215- 2.27% |
$76.2K - $107K
|
9.28K
$4.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-215- 0.49% |
$76.2K - $107K
|
43.8K
$21.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Kdt Advisors, LLC
New York, NY |
SELL
|
- |
-215- 1.77% |
$76.2K - $107K
|
11.9K
$5.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-216- 0.69% |
$76.6K - $107K
|
31.1K
$15.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-217- 0.29% |
$76.9K - $108K
|
75.4K
$37.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-217- 1.19% |
$76.9K - $108K
|
18K
$9.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-220- 1.26% |
$78K - $109K
|
17.3K
$8.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-220- 3.11% |
$78K - $109K
|
6.86K
$3.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-220- 0.79% |
$78K - $109K
|
27.6K
$13.8M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-220- 1.58% |
$78K - $109K
|
13.7K
$6.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-221- 3.62% |
$78.4K - $110K
|
5.88K
$2.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-222- 1.03% |
$78.7K - $110K
|
21.4K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-222- 6.93% |
$78.7K - $110K
|
2.98K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-222- 4.41% |
$78.7K - $110K
|
4.81K
$2.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-223- 0.65% |
$79.1K - $111K
|
34K
$17M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-225- 1.41% |
$79.8K - $112K
|
15.7K
$7.86M
|