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
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-225- 1.66% |
$79.8K - $112K
|
13.3K
$6.65M
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-225- 3.8% |
$79.8K - $112K
|
5.69K
$2.85M
|
|
Aug 15, 2025
Q2 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
SELL
|
- |
-225- 5.87% |
$79.8K - $112K
|
3.61K
$1.8M
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-227- 26.0% |
$80.5K - $113K
|
646
$323K
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-227- 0.91% |
$80.5K - $113K
|
24.8K
$12.4M
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-229- 4.53% |
$81.2K - $114K
|
4.82K
$2.41M
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-229- 1.65% |
$81.2K - $114K
|
13.7K
$6.85M
|
|
Aug 12, 2025
Q2 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-229- 5.07% |
$81.2K - $114K
|
4.29K
$2.15M
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-230- 2.65% |
$81.5K - $114K
|
8.45K
$4.23M
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-230- 0.74% |
$81.5K - $114K
|
30.8K
$15.4M
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-230- 16.87% |
$81.5K - $114K
|
1.13K
$567K
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-231- 1.03% |
$81.9K - $115K
|
22.1K
$11.1M
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-231- 31.86% |
$81.9K - $115K
|
494
$247K
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-231- 2.37% |
$81.9K - $115K
|
9.52K
$4.76M
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-232- 2.04% |
$82.3K - $115K
|
11.1K
$5.58M
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-232- 0.54% |
$82.3K - $115K
|
43K
$21.5M
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-232- 9.6% |
$82.3K - $115K
|
2.19K
$1.09M
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-232- 0.42% |
$82.3K - $115K
|
54.5K
$27.3M
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-233- 1.72% |
$82.6K - $116K
|
13.3K
$6.65M
|
|
Aug 04, 2025
Q2 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-234- 3.21% |
$83K - $116K
|
7.05K
$3.53M
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-235- 29.56% |
$83.3K - $117K
|
560
$280K
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-235- 0.34% |
$83.3K - $117K
|
67.9K
$34M
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-237- 1.77% |
$84K - $118K
|
13.1K
$6.58M
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-238- 23.71% |
$84.4K - $118K
|
766
$383K
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-238- 0.42% |
$84.4K - $118K
|
56.3K
$28.2M
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-239- 3.58% |
$84.7K - $119K
|
6.43K
$3.22M
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-239- 1.92% |
$84.7K - $119K
|
12.2K
$6.1M
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-239- 3.33% |
$84.7K - $119K
|
6.95K
$3.48M
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-240- 7.53% |
$85.1K - $119K
|
2.95K
$1.47M
|
|
Aug 15, 2025
Q2 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-240- 0.72% |
$85.1K - $119K
|
32.9K
$16.4M
|
|
Aug 08, 2025
Q2 2025
|
Tiff Advisory Services Inc
|
SELL
|
- |
-241- 3.42% |
$85.4K - $120K
|
6.81K
$3.41M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-242- 0.96% |
$85.8K - $120K
|
24.9K
$12.5M
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-242- 4.39% |
$85.8K - $120K
|
5.27K
$2.64M
|
|
Jul 25, 2025
Q2 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-242- 0.33% |
$85.8K - $120K
|
72.2K
$36.1M
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-242- 0.73% |
$85.8K - $120K
|
32.7K
$16.4M
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-243- 0.94% |
$86.2K - $121K
|
25.7K
$12.8M
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-245- 0.59% |
$86.9K - $122K
|
41.4K
$20.7M
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-245- 2.42% |
$86.9K - $122K
|
9.89K
$4.95M
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-247- 4.6% |
$87.6K - $123K
|
5.12K
$2.56M
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-247- 2.56% |
$87.6K - $123K
|
9.41K
$4.71M
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-248- 0.65% |
$87.9K - $123K
|
37.9K
$19M
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-248- 1.03% |
$87.9K - $123K
|
23.8K
$11.9M
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-249- 2.79% |
$88.3K - $124K
|
8.66K
$4.34M
|
|
Jul 29, 2025
Q2 2025
|
Palmer Knight CO
|
SELL
|
- |
-249- 1.33% |
$88.3K - $124K
|
18.5K
$9.27M
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-250- 4.59% |
$88.6K - $124K
|
5.2K
$2.6M
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-250- 2.18% |
$88.6K - $124K
|
11.2K
$5.63M
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-251- 1.13% |
$89K - $125K
|
21.9K
$11M
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-251- 9.25% |
$89K - $125K
|
2.46K
$1.23M
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-252- 4.71% |
$89.3K - $125K
|
5.1K
$2.55M
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-252- 1.24% |
$89.3K - $125K
|
20.1K
$10M
|