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 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-738- 0.76% |
$262K - $367K
|
96.3K
$48.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-740- 4.28% |
$262K - $368K
|
16.6K
$8.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-740- 19.17% |
$262K - $368K
|
3.12K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-743- 3.44% |
$263K - $370K
|
20.8K
$10.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-746- 5.92% |
$265K - $371K
|
11.9K
$5.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-748- 12.81% |
$265K - $372K
|
5.09K
$2.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-749- 4.23% |
$266K - $373K
|
16.9K
$8.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-750- 58.82% |
$266K - $373K
|
525
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-754- 2.97% |
$267K - $375K
|
24.6K
$12.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-754- 6.12% |
$267K - $375K
|
11.6K
$5.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-755- 31.55% |
$268K - $376K
|
1.64K
$820K
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-756- 3.04% |
$268K - $376K
|
24.1K
$12.1M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-756- 1.43% |
$268K - $376K
|
52.2K
$26.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
SELL
|
- |
-757- 8.33% |
$268K - $377K
|
8.33K
$4.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-757- 2.03% |
$268K - $377K
|
36.5K
$18.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-758- 2.33% |
$269K - $377K
|
31.8K
$15.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-762- 1.28% |
$270K - $379K
|
59K
$29.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-762- 2.52% |
$270K - $379K
|
29.4K
$14.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-766- 2.77% |
$272K - $381K
|
26.9K
$13.5M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-766- 0.04% |
$272K - $381K
|
1.73M
$865M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-767- 0.34% |
$272K - $382K
|
224K
$112M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-772- 7.78% |
$274K - $384K
|
9.15K
$4.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-775- 1.86% |
$275K - $386K
|
41K
$20.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-777- 3.18% |
$275K - $387K
|
23.7K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-782- 1.85% |
$277K - $389K
|
41.5K
$20.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-783- 3.52% |
$278K - $390K
|
21.5K
$10.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-784- 10.12% |
$278K - $390K
|
6.97K
$3.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-784- 1.54% |
$278K - $390K
|
50.3K
$25.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-787- 4.34% |
$279K - $391K
|
17.3K
$8.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Oakmont Corp
|
SELL
|
- |
-789- 0.37% |
$280K - $392K
|
212K
$106M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-789- 0.39% |
$280K - $392K
|
203K
$101M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-791- 21.68% |
$280K - $393K
|
2.86K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Windward Capital Management CO
|
SELL
|
- |
-794- 2.8% |
$282K - $395K
|
27.6K
$13.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-796- 2.78% |
$282K - $396K
|
27.8K
$13.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-796- 5.35% |
$282K - $396K
|
14.1K
$7.04M
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
SELL
|
- |
-797- 1.03% |
$283K - $396K
|
76.5K
$38.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-799- 3.75% |
$283K - $397K
|
20.5K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-799- 1.9% |
$283K - $397K
|
41.4K
$20.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-800- 1.05% |
$284K - $398K
|
75.5K
$37.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-801- 28.85% |
$284K - $398K
|
1.98K
$988K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-804- 15.98% |
$285K - $400K
|
4.23K
$2.11M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-808- 0.57% |
$286K - $402K
|
141K
$70.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-809- 7.97% |
$287K - $402K
|
9.35K
$4.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-810- 4.59% |
$287K - $403K
|
16.8K
$8.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-812- 3.3% |
$288K - $404K
|
23.8K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-812- 1.87% |
$288K - $404K
|
42.5K
$21.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-815- 0.74% |
$289K - $405K
|
109K
$54.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-817- 35.19% |
$290K - $406K
|
1.51K
$753K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-818- 3.31% |
$290K - $407K
|
23.9K
$12M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-820- 5.15% |
$291K - $408K
|
15.1K
$7.56M
|