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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-285- 1.45% |
$101K - $142K
|
19.4K
$9.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-286- 0.39% |
$101K - $142K
|
73.2K
$36.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-287- 2.73% |
$102K - $143K
|
10.2K
$5.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-288- 8.39% |
$102K - $143K
|
3.15K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-288- 6.99% |
$102K - $143K
|
3.83K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-289- 0.6% |
$102K - $144K
|
48.1K
$24.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-289- 0.19% |
$102K - $144K
|
153K
$76.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-291- 2.05% |
$103K - $145K
|
13.9K
$6.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-291- 1.21% |
$103K - $145K
|
23.8K
$11.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Hendley & CO Inc
|
SELL
|
- |
-292- 0.6% |
$104K - $145K
|
48.6K
$24.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-292- 5.79% |
$104K - $145K
|
4.75K
$2.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-294- 2.37% |
$104K - $146K
|
12.1K
$6.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-294- 1.54% |
$104K - $146K
|
18.8K
$9.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-295- 13.87% |
$105K - $147K
|
1.83K
$917K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
SELL
|
- |
-295- 0.8% |
$105K - $147K
|
36.7K
$18.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-297- 0.61% |
$105K - $148K
|
48.6K
$24.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-297- 1.56% |
$105K - $148K
|
18.8K
$9.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-298- 1.31% |
$106K - $148K
|
22.5K
$11.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-298- 3.31% |
$106K - $148K
|
8.72K
$4.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-300- 5.13% |
$106K - $149K
|
5.55K
$2.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-301- 7.69% |
$107K - $150K
|
3.61K
$1.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-302- 0.64% |
$107K - $150K
|
46.9K
$23.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-303- 14.77% |
$107K - $151K
|
1.75K
$875K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-304- 5.97% |
$108K - $151K
|
4.79K
$2.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-304- 16.19% |
$108K - $151K
|
1.57K
$788K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-307- 1.89% |
$109K - $153K
|
15.9K
$7.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-307- 7.99% |
$109K - $153K
|
3.54K
$1.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-308- 2.95% |
$109K - $153K
|
10.1K
$5.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-308- 1.59% |
$109K - $153K
|
19.1K
$9.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-308- 0.33% |
$109K - $153K
|
93.1K
$46.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-310- 0.42% |
$110K - $154K
|
73.3K
$36.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-312- 1.47% |
$111K - $155K
|
20.9K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-312- 0.96% |
$111K - $155K
|
32.3K
$16.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-314- 3.17% |
$111K - $156K
|
9.6K
$4.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-314- 1.1% |
$111K - $156K
|
28.2K
$14.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-315- 11.95% |
$112K - $157K
|
2.32K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-315- 9.62% |
$112K - $157K
|
2.96K
$1.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-315- 1.77% |
$112K - $157K
|
17.5K
$8.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-316- 1.1% |
$112K - $157K
|
28.4K
$14.2M
|
|
|
Aug 12, 2025
Q2 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-316- 0.2% |
$112K - $157K
|
160K
$80M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-317- 5.8% |
$112K - $158K
|
5.15K
$2.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-317- 3.53% |
$112K - $158K
|
8.66K
$4.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-317- 0.51% |
$112K - $158K
|
61.4K
$30.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-317- 3.39% |
$112K - $158K
|
9.04K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-317- 3.88% |
$112K - $158K
|
7.86K
$3.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
SELL
|
- |
-318- 1.3% |
$113K - $158K
|
24.2K
$12.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-319- 3.48% |
$113K - $159K
|
8.85K
$4.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-320- 1.4% |
$113K - $159K
|
22.5K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-320- 2.01% |
$113K - $159K
|
15.6K
$7.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-323- 1.72% |
$115K - $161K
|
18.5K
$9.25M
|