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 05, 2025
Q2 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-366- 5.71% |
$130K - $182K
|
6.04K
$3.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-366- 15.52% |
$130K - $182K
|
1.99K
$997K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-367- 1.62% |
$130K - $183K
|
22.3K
$11.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-367- 1.27% |
$130K - $183K
|
28.5K
$14.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-368- 10.55% |
$130K - $183K
|
3.12K
$1.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-370- 1.98% |
$131K - $184K
|
18.3K
$9.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-372- 2.42% |
$132K - $185K
|
15K
$7.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-373- 4.49% |
$132K - $186K
|
7.93K
$3.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-374- 4.42% |
$133K - $186K
|
8.1K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-375- 0.53% |
$133K - $187K
|
71K
$35.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-376- 3.24% |
$133K - $187K
|
11.2K
$5.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-376- 1.09% |
$133K - $187K
|
34.2K
$17.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-377- 1.44% |
$134K - $188K
|
25.8K
$12.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-380- 4.25% |
$135K - $189K
|
8.56K
$4.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-380- 8.23% |
$135K - $189K
|
4.24K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-381- 12.83% |
$135K - $190K
|
2.59K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-384- 1.34% |
$136K - $191K
|
28.3K
$14.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-385- 0.41% |
$137K - $192K
|
94.2K
$47.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-385- 2.2% |
$137K - $192K
|
17.1K
$8.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-386- 9.29% |
$137K - $192K
|
3.77K
$1.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Bender Robert & Associates
|
SELL
|
- |
-386- 1.86% |
$137K - $192K
|
20.3K
$10.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
SELL
|
- |
-386- 38.72% |
$137K - $192K
|
611
$306K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-386- 1.06% |
$137K - $192K
|
36K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-389- 0.7% |
$138K - $194K
|
54.9K
$27.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-390- 9.61% |
$138K - $194K
|
3.67K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-390- 2.28% |
$138K - $194K
|
16.7K
$8.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-390- 21.89% |
$138K - $194K
|
1.39K
$697K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-390- 0.75% |
$138K - $194K
|
51.5K
$25.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-390- 1.28% |
$138K - $194K
|
30.2K
$15.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-390- 1.45% |
$138K - $194K
|
26.5K
$13.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-391- 9.95% |
$139K - $195K
|
3.54K
$1.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-391- 2.58% |
$139K - $195K
|
14.8K
$7.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-394- 0.93% |
$140K - $196K
|
41.9K
$21M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-394- 3.34% |
$140K - $196K
|
11.4K
$5.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-394- 23.3% |
$140K - $196K
|
1.3K
$649K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-395- 0.8% |
$140K - $196K
|
48.7K
$24.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-395- 1.12% |
$140K - $196K
|
34.8K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-397- 3.01% |
$141K - $197K
|
12.8K
$6.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-400- 5.57% |
$142K - $199K
|
6.79K
$3.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-400- 6.33% |
$142K - $199K
|
5.92K
$2.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-400- 2.99% |
$142K - $199K
|
13K
$6.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-401- 1.75% |
$142K - $199K
|
22.5K
$11.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-402- 0.98% |
$143K - $200K
|
40.7K
$20.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-402- 2.59% |
$143K - $200K
|
15.1K
$7.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-404- 12.59% |
$143K - $201K
|
2.81K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-405- 5.13% |
$144K - $201K
|
7.49K
$3.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-405- 4.21% |
$144K - $201K
|
9.21K
$4.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-406- 3.86% |
$144K - $202K
|
10.1K
$5.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-406- 1.99% |
$144K - $202K
|
20K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-406- 18.46% |
$144K - $202K
|
1.79K
$897K
|