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 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.78K- 7.83% |
$630K - $884K
|
20.9K
$10.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.78K- 28.28% |
$631K - $886K
|
4.52K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-1.78K- 0.95% |
$631K - $886K
|
186K
$92.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.78K- 2.61% |
$632K - $887K
|
66.6K
$33.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.79K- 4.71% |
$633K - $888K
|
36.1K
$18M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.8K- 2.14% |
$637K - $893K
|
82.3K
$41M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.8K- 0.51% |
$637K - $893K
|
348K
$173M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 5.23% |
$637K - $893K
|
32.5K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-1.8K- 4.45% |
$638K - $895K
|
38.6K
$19.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.8K- 15.48% |
$639K - $896K
|
9.83K
$4.9M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.8K- 0.17% |
$639K - $896K
|
1.08M
$540M
|
|
|
Jul 18, 2025
Q2 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-1.81K- 7.58% |
$642K - $900K
|
22.1K
$11M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.81K- 11.23% |
$643K - $902K
|
14.3K
$7.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Channing Global Advisors, LLC
|
SELL
|
- |
-1.82K- 10.61% |
$644K - $903K
|
15.3K
$7.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.82K- 4.5% |
$646K - $906K
|
38.6K
$19.3M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.83K- 3.52% |
$647K - $908K
|
50K
$24.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-1.83K- 12.38% |
$649K - $910K
|
12.9K
$6.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.83K- 1.56% |
$650K - $912K
|
115K
$57.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.84K- 7.17% |
$653K - $916K
|
23.8K
$11.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.84K- 2.48% |
$653K - $916K
|
72.4K
$36.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.85K- 1.37% |
$654K - $918K
|
132K
$66M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 1.46% |
$655K - $919K
|
124K
$62M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.85K- 1.14% |
$656K - $920K
|
160K
$79.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.85K- 5.34% |
$656K - $920K
|
32.8K
$16.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.85K- 2.3% |
$656K - $921K
|
78.5K
$39.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.85K- 1.68% |
$657K - $921K
|
108K
$53.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.86K- 6.45% |
$658K - $923K
|
26.9K
$13.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.86K- 8.82% |
$661K - $927K
|
19.3K
$9.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.87K- 5.23% |
$661K - $928K
|
33.8K
$16.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-1.87K- 7.57% |
$664K - $932K
|
22.9K
$11.4M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-1.88K- 2.35% |
$665K - $933K
|
77.8K
$38.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.89K- 1.38% |
$672K - $942K
|
135K
$67.4M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.9K- 12.52% |
$672K - $943K
|
13.3K
$6.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.9K- 30.43% |
$675K - $947K
|
4.35K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.91K- 3.32% |
$679K - $952K
|
55.8K
$27.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.92K- 2.71% |
$679K - $953K
|
68.8K
$34.3M
|
|
|
Aug 14, 2025
Q2 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.92K- 10.62% |
$681K - $956K
|
16.2K
$8.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.92K- 1.15% |
$682K - $957K
|
166K
$82.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.92K- 1.86% |
$682K - $957K
|
102K
$50.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-1.92K- 24.37% |
$682K - $957K
|
5.97K
$2.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.93K- 2.4% |
$684K - $960K
|
78.4K
$39.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.94K- 1.28% |
$686K - $963K
|
150K
$74.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.94K- 10.89% |
$687K - $964K
|
15.9K
$7.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1.94K- 3.52% |
$689K - $966K
|
53.2K
$26.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-1.95K- 12.04% |
$691K - $970K
|
14.2K
$7.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.95K- 0.71% |
$691K - $970K
|
273K
$136M
|
|
|
Jul 24, 2025
Q2 2025
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
SELL
|
- |
-1.95K- 1.93% |
$691K - $970K
|
99K
$49.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-1.95K- 2.57% |
$693K - $972K
|
74K
$36.9M
|
|
|
Aug 14, 2025
Q2 2025
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-1.96K- 2.46% |
$694K - $973K
|
77.7K
$38.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-1.96K- 79.87% |
$695K - $975K
|
494
$246K
|