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 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-253- 3.91% |
$89.7K - $126K
|
6.21K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-253- 1.67% |
$89.7K - $126K
|
14.9K
$7.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-254- 15.61% |
$90.1K - $126K
|
1.37K
$687K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-254- 3.63% |
$90.1K - $126K
|
6.74K
$3.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-255- 15.88% |
$90.4K - $127K
|
1.35K
$676K
|
|
|
Aug 01, 2025
Q2 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-255- 1.5% |
$90.4K - $127K
|
16.7K
$8.35M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-255- 1.8% |
$90.4K - $127K
|
13.9K
$6.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-256- 4.15% |
$90.8K - $127K
|
5.91K
$2.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-258- 0.77% |
$91.5K - $128K
|
33.4K
$16.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-260- 2.3% |
$92.2K - $129K
|
11K
$5.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-260- 4.7% |
$92.2K - $129K
|
5.27K
$2.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-260- 0.54% |
$92.2K - $129K
|
48K
$24M
|
|
|
Aug 14, 2025
Q2 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
SELL
|
- |
-260- 3.92% |
$92.2K - $129K
|
6.37K
$3.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-261- 0.95% |
$92.5K - $130K
|
27.2K
$13.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-261- 7.94% |
$92.5K - $130K
|
3.03K
$1.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-261- 0.51% |
$92.5K - $130K
|
50.9K
$25.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-262- 9.65% |
$92.9K - $130K
|
2.45K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Westwood Wealth Management
|
SELL
|
- |
-262- 0.88% |
$92.9K - $130K
|
29.6K
$14.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-262- 12.31% |
$92.9K - $130K
|
1.87K
$934K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-264- 1.47% |
$93.6K - $131K
|
17.7K
$8.87M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-266- 2.42% |
$94.3K - $132K
|
10.7K
$5.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-266- 3.2% |
$94.3K - $132K
|
8.04K
$4.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-267- 0.29% |
$94.7K - $133K
|
93.2K
$46.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-269- 13.86% |
$95.4K - $134K
|
1.67K
$837K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-271- 1.62% |
$96.1K - $135K
|
16.4K
$8.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-271- 0.55% |
$96.1K - $135K
|
48.9K
$24.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-272- 0.5% |
$96.4K - $135K
|
54.3K
$27.2M
|
|
|
Aug 06, 2025
Q2 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-272- 1.28% |
$96.4K - $135K
|
21K
$10.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-272- 4.14% |
$96.4K - $135K
|
6.3K
$3.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-273- 1.59% |
$96.8K - $136K
|
16.9K
$8.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-273- 0.88% |
$96.8K - $136K
|
30.8K
$15.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-274- 0.41% |
$97.1K - $136K
|
66.8K
$33.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-274- 58.8% |
$97.1K - $136K
|
192
$96.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-275- 0.1% |
$97.5K - $137K
|
283K
$142M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-275- 1.65% |
$97.5K - $137K
|
16.4K
$8.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-276- 2.77% |
$97.9K - $137K
|
9.69K
$4.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-279- 3.81% |
$98.9K - $139K
|
7.04K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-280- 1.74% |
$99.3K - $139K
|
15.8K
$7.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-281- 17.09% |
$99.6K - $140K
|
1.36K
$682K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-281- 0.5% |
$99.6K - $140K
|
55.4K
$27.7M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-281- 0.26% |
$99.6K - $140K
|
107K
$53.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-281- 0.45% |
$99.6K - $140K
|
61.9K
$31M
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-282- 0.3% |
$100K - $140K
|
92.7K
$46.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-282- 8.9% |
$100K - $140K
|
2.89K
$1.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-284- 5.43% |
$101K - $141K
|
4.94K
$2.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-284- 2.5% |
$101K - $141K
|
11.1K
$5.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
SELL
|
- |
-284- 3.01% |
$101K - $141K
|
9.16K
$4.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-285- 2.42% |
$101K - $142K
|
11.5K
$5.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-285- 1.52% |
$101K - $142K
|
18.4K
$9.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-285- 6.8% |
$101K - $142K
|
3.91K
$1.95M
|