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 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-660- 1.15% |
$234K - $328K
|
56.6K
$28.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-660- 0.02% |
$234K - $328K
|
2.84M
$1.42B
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-661- 3.21% |
$234K - $329K
|
19.9K
$9.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-661- 13.83% |
$234K - $329K
|
4.12K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-664- 4.96% |
$235K - $330K
|
12.7K
$6.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-669- 1.73% |
$237K - $333K
|
38K
$19M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-669- 44.19% |
$237K - $333K
|
845
$423K
|
|
|
Aug 11, 2025
Q2 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-670- 0.74% |
$238K - $333K
|
90.3K
$45.2M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-670- 16.65% |
$238K - $333K
|
3.35K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-672- 21.34% |
$238K - $334K
|
2.48K
$1.24M
|
|
|
Aug 15, 2025
Q2 2025
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-674- 2.15% |
$239K - $335K
|
30.7K
$15.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-678- 0.72% |
$240K - $337K
|
92.9K
$46.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-678- 6.14% |
$240K - $337K
|
10.4K
$5.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-680- 5.92% |
$241K - $338K
|
10.8K
$5.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-681- 11.78% |
$241K - $339K
|
5.1K
$2.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-683- 4.47% |
$242K - $340K
|
14.6K
$7.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-686- 11.01% |
$243K - $341K
|
5.54K
$2.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-691- 14.49% |
$245K - $344K
|
4.08K
$2.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-692- 0.15% |
$245K - $344K
|
467K
$234M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-693- 12.07% |
$246K - $345K
|
5.05K
$2.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-695- 9.75% |
$246K - $346K
|
6.44K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-697- 6.91% |
$247K - $347K
|
9.39K
$4.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-699- 1.38% |
$248K - $348K
|
50.1K
$25.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
SELL
|
- |
-700- 58.33% |
$248K - $348K
|
500
$250K
|
|
|
Aug 05, 2025
Q2 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-700- 0.14% |
$248K - $348K
|
516K
$258M
|
|
|
Jul 09, 2025
Q2 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-701- 5.16% |
$249K - $349K
|
12.9K
$6.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-706- 2.44% |
$250K - $351K
|
28.3K
$14.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-707- 3.14% |
$251K - $352K
|
21.8K
$10.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-710- 2.75% |
$252K - $353K
|
25.1K
$12.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-711- 17.56% |
$252K - $354K
|
3.34K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-712- 3.95% |
$252K - $354K
|
17.3K
$8.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-713- 26.43% |
$253K - $355K
|
1.99K
$993K
|
|
|
Jul 30, 2025
Q2 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-713- 2.01% |
$253K - $355K
|
34.8K
$17.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-714- 3.09% |
$253K - $355K
|
22.4K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-718- 2.49% |
$255K - $357K
|
28.2K
$14.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-721- 5.36% |
$256K - $359K
|
12.7K
$6.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-722- 10.24% |
$256K - $359K
|
6.33K
$3.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-724- 4.72% |
$257K - $360K
|
14.6K
$7.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-725- 12.34% |
$257K - $361K
|
5.15K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-725- 13.9% |
$257K - $361K
|
4.49K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-726- 2.87% |
$257K - $361K
|
24.6K
$12.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-731- 18.76% |
$259K - $364K
|
3.17K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-731- 9.67% |
$259K - $364K
|
6.83K
$3.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-732- 5.38% |
$260K - $364K
|
12.9K
$6.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
SELL
|
- |
-732- 4.36% |
$260K - $364K
|
16K
$8.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-734- 55.78% |
$260K - $365K
|
582
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-734- 0.79% |
$260K - $365K
|
91.9K
$46M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-737- 0.6% |
$261K - $367K
|
123K
$61.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
SELL
|
- |
-737- 5.91% |
$261K - $367K
|
11.7K
$5.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-738- 3.96% |
$262K - $367K
|
17.9K
$8.95M
|