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 12, 2025
Q2 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-407- 1.39% |
$144K - $202K
|
28.9K
$14.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-408- 2.13% |
$145K - $203K
|
18.7K
$9.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-409- 0.05% |
$145K - $203K
|
789K
$395M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-410- 0.43% |
$145K - $204K
|
95.6K
$47.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-410- 2.18% |
$145K - $204K
|
18.4K
$9.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-411- 3.43% |
$146K - $204K
|
11.6K
$5.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-412- 1.9% |
$146K - $205K
|
21.3K
$10.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-414- 1.38% |
$147K - $206K
|
29.7K
$14.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-417- 1.58% |
$148K - $207K
|
26K
$13M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-419- 2.25% |
$149K - $208K
|
18.2K
$9.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-420- 1.19% |
$149K - $209K
|
34.8K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Avos Capital Management, LLC
Seattle, WA |
SELL
|
- |
-421- 25.99% |
$149K - $209K
|
1.2K
$600K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-423- 21.34% |
$150K - $210K
|
1.56K
$780K
|
|
|
Aug 13, 2025
Q2 2025
|
Carroll Investors, Inc
|
SELL
|
- |
-423- 1.33% |
$150K - $210K
|
31.4K
$15.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-423- 0.42% |
$150K - $210K
|
101K
$50.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-425- 1.51% |
$151K - $211K
|
27.6K
$13.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-425- 1.16% |
$151K - $211K
|
36.2K
$18.1M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-425- 33.33% |
$151K - $211K
|
850
$425K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-426- 18.56% |
$151K - $212K
|
1.87K
$935K
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-426- 0.91% |
$151K - $212K
|
46.6K
$23.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-427- 6.95% |
$151K - $212K
|
5.72K
$2.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-430- 0.63% |
$152K - $214K
|
68.2K
$34.1M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-431- 0.81% |
$153K - $214K
|
52.9K
$26.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-431- 4.74% |
$153K - $214K
|
8.67K
$4.34M
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
SELL
|
- |
-431- 3.35% |
$153K - $214K
|
12.5K
$6.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-432- 4.61% |
$153K - $215K
|
8.95K
$4.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-433- 2.71% |
$154K - $215K
|
15.6K
$7.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-433- 1.2% |
$154K - $215K
|
35.7K
$17.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-434- 17.2% |
$154K - $216K
|
2.09K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-435- 18.9% |
$154K - $216K
|
1.87K
$934K
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-435- 0.97% |
$154K - $216K
|
44.2K
$22.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-435- 1.54% |
$154K - $216K
|
27.8K
$13.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-437- 8.98% |
$155K - $217K
|
4.43K
$2.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-437- 72.83% |
$155K - $217K
|
163
$81.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-438- 0.94% |
$155K - $218K
|
46.2K
$23.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-438- 6.86% |
$155K - $218K
|
5.95K
$2.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-438- 2.05% |
$155K - $218K
|
20.9K
$10.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-438- 1.07% |
$155K - $218K
|
40.4K
$20.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-439- 11.41% |
$156K - $218K
|
3.41K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-439- 2.73% |
$156K - $218K
|
15.6K
$7.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-439- 6.6% |
$156K - $218K
|
6.21K
$3.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-440- 0.53% |
$156K - $219K
|
83.4K
$41.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-440- 0.78% |
$156K - $219K
|
55.7K
$27.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-444- 0.48% |
$157K - $221K
|
92.4K
$46.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-445- 1.37% |
$158K - $221K
|
32.1K
$16M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-447- 0.85% |
$158K - $222K
|
52.2K
$26.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-447- 3.07% |
$158K - $222K
|
14.1K
$7.07M
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-448- 2.84% |
$159K - $223K
|
15.3K
$7.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-448- 5.23% |
$159K - $223K
|
8.12K
$4.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-448- 2.94% |
$159K - $223K
|
14.8K
$7.39M
|