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 05, 2025
Q2 2025
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-5.67K- 89.85% |
$2.01M - $2.82M
|
640
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Ycg, LLC
|
SELL
|
- |
-5.71K- 2.56% |
$2.02M - $2.84M
|
217K
$108M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5.71K- 19.22% |
$2.02M - $2.84M
|
24K
$12M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.8K- 1.38% |
$2.06M - $2.89M
|
415K
$207M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-5.81K- 27.13% |
$2.06M - $2.89M
|
15.6K
$7.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-5.82K- 13.73% |
$2.06M - $2.9M
|
36.6K
$18.2M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-5.87K- 5.25% |
$2.08M - $2.92M
|
106K
$52.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-5.89K- 28.09% |
$2.09M - $2.93M
|
15.1K
$7.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-5.89K- 3.38% |
$2.09M - $2.93M
|
169K
$84M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.9K- 0.57% |
$2.09M - $2.94M
|
1.02M
$510M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-5.91K- 5.51% |
$2.09M - $2.94M
|
101K
$50.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-5.91K- 0.76% |
$2.1M - $2.94M
|
769K
$383M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-5.92K- 59.63% |
$2.1M - $2.94M
|
4K
$2M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5.93K- 1.89% |
$2.1M - $2.95M
|
308K
$154M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-5.93K- 3.06% |
$2.1M - $2.95M
|
188K
$93.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-5.96K- 8.19% |
$2.11M - $2.97M
|
66.9K
$33.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-5.98K- 1.16% |
$2.12M - $2.97M
|
508K
$253M
|
|
|
Jul 17, 2025
Q2 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-5.99K- 3.22% |
$2.12M - $2.98M
|
180K
$89.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-6K- 2.85% |
$2.13M - $2.98M
|
205K
$102M
|
|
|
Jul 18, 2025
Q2 2025
|
Whitebark Investors LP
Incline Village, NV |
SELL
|
- |
-6K- 8.32% |
$2.13M - $2.98M
|
66.1K
$33M
|
|
|
Aug 14, 2025
Q2 2025
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-6K- 8.33% |
$2.13M - $2.98M
|
66.1K
$32.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-6.02K- 58.6% |
$2.13M - $3M
|
4.25K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
SELL
|
- |
-6.03K- 2.64% |
$2.14M - $3M
|
222K
$111M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.03K- 6.61% |
$2.14M - $3M
|
85.1K
$42.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-6.04K- 6.65% |
$2.14M - $3.01M
|
84.9K
$42.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-6.1K- 1.38% |
$2.16M - $3.03M
|
434K
$217M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.14K- 1.1% |
$2.18M - $3.05M
|
553K
$276M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-6.19K- 3.52% |
$2.19M - $3.08M
|
170K
$84.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-6.2K- 0.51% |
$2.2M - $3.08M
|
1.21M
$605M
|
|
|
Aug 13, 2025
Q2 2025
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-6.24K- 1.21% |
$2.21M - $3.1M
|
508K
$253M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-6.29K- 49.36% |
$2.23M - $3.13M
|
6.45K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Nwi Management LP
New York, NY |
SELL
|
- |
-6.3K- 9.94% |
$2.23M - $3.13M
|
57.1K
$28.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-6.31K- 22.48% |
$2.24M - $3.14M
|
21.8K
$10.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-6.31K- 24.13% |
$2.24M - $3.14M
|
19.8K
$9.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-6.37K- 0.7% |
$2.26M - $3.17M
|
898K
$448M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-6.44K- 7.03% |
$2.28M - $3.2M
|
85.2K
$42.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-6.45K- 0.53% |
$2.29M - $3.21M
|
1.22M
$607M
|
|
|
Aug 11, 2025
Q2 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-6.52K- 15.82% |
$2.31M - $3.24M
|
34.7K
$17.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-6.57K- 36.45% |
$2.33M - $3.27M
|
11.4K
$5.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-6.61K- 24.96% |
$2.34M - $3.29M
|
19.9K
$9.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-6.67K- 10.56% |
$2.37M - $3.32M
|
56.5K
$28.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-6.68K- 5.27% |
$2.37M - $3.32M
|
120K
$59.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-6.69K- 15.15% |
$2.37M - $3.33M
|
37.4K
$18.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-6.69K- 1.54% |
$2.37M - $3.33M
|
427K
$213M
|
|
|
Jul 23, 2025
Q2 2025
|
Focused Investors LLC
|
SELL
|
- |
-6.8K- 2.1% |
$2.41M - $3.38M
|
317K
$158M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.82K- 1.03% |
$2.42M - $3.39M
|
654K
$326M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-6.83K- 41.51% |
$2.42M - $3.4M
|
9.63K
$4.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-6.84K- 1.08% |
$2.42M - $3.4M
|
623K
$311M
|
|
|
Jul 09, 2025
Q2 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
SELL
|
- |
-6.88K- 59.1% |
$2.44M - $3.42M
|
4.76K
$2.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-6.88K- 3.66% |
$2.44M - $3.42M
|
181K
$90.3M
|