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
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-909- 10.12% |
$322K - $452K
|
8.07K
$4.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-911- 9.97% |
$323K - $453K
|
8.23K
$4.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-915- 2.17% |
$324K - $455K
|
41.2K
$20.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-916- 28.41% |
$325K - $456K
|
2.31K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-918- 4.99% |
$325K - $457K
|
17.5K
$8.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-928- 1.47% |
$329K - $462K
|
62K
$31M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-928- 4.27% |
$329K - $462K
|
20.8K
$10.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-929- 6.09% |
$329K - $462K
|
14.3K
$7.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-932- 2.01% |
$330K - $464K
|
45.3K
$22.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-933- 13.91% |
$331K - $464K
|
5.77K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-933- 3.33% |
$331K - $464K
|
27.1K
$13.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-935- 23.43% |
$332K - $465K
|
3.06K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-936- 1.4% |
$332K - $466K
|
65.7K
$32.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-937- 3.46% |
$332K - $466K
|
26.2K
$13.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-938- 1.13% |
$333K - $467K
|
82.4K
$41.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-939- 6.06% |
$333K - $467K
|
14.6K
$7.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-944- 1.67% |
$335K - $470K
|
55.4K
$27.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-946- 1.79% |
$335K - $471K
|
51.9K
$26M
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-950- 0.66% |
$337K - $473K
|
142K
$71.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-952- 40.34% |
$338K - $474K
|
1.41K
$705K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-952- 3.0% |
$338K - $474K
|
30.8K
$15.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-954- 6.01% |
$338K - $475K
|
14.9K
$7.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-955- 2.24% |
$339K - $475K
|
41.7K
$20.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-957- 0.46% |
$339K - $476K
|
207K
$103M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-958- 2.91% |
$340K - $477K
|
31.9K
$16M
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-962- 3.59% |
$341K - $479K
|
25.9K
$12.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-962- 22.12% |
$341K - $479K
|
3.39K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-964- 39.8% |
$342K - $480K
|
1.46K
$730K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-966- 3.09% |
$343K - $481K
|
30.3K
$15.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-966- 5.15% |
$343K - $481K
|
17.8K
$8.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-968- 15.78% |
$343K - $482K
|
5.17K
$2.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Baskin Financial Services Inc.
|
SELL
|
- |
-979- 0.66% |
$347K - $487K
|
147K
$73.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-979- 1.5% |
$347K - $487K
|
64.5K
$32.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-981- 4.51% |
$348K - $488K
|
20.8K
$10.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-981- 14.75% |
$348K - $488K
|
5.67K
$2.84M
|
|
|
Aug 20, 2025
Q2 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-981- 1.96% |
$348K - $488K
|
49.2K
$24.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-985- 3.14% |
$349K - $490K
|
30.4K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-987- 0.24% |
$350K - $491K
|
404K
$202M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-988- 5.94% |
$350K - $491K
|
15.7K
$7.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-989- 25.06% |
$351K - $492K
|
2.96K
$1.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-992- 7.91% |
$352K - $493K
|
11.6K
$5.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-998- 0.87% |
$354K - $496K
|
114K
$56.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-998- 7.68% |
$354K - $496K
|
12K
$6.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-999- 3.68% |
$354K - $497K
|
26.1K
$13.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1K- 2.42% |
$356K - $499K
|
40.4K
$20.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-1K- 10.72% |
$356K - $499K
|
8.35K
$4.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.01K- 0.01% |
$356K - $500K
|
7.16M
$3.58B
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.01K- 2.28% |
$358K - $502K
|
43.3K
$21.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-1.01K- 5.09% |
$359K - $503K
|
18.9K
$9.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.02K- 1.94% |
$360K - $505K
|
51.3K
$25.7M
|