Purchases and Sales Made in Q1 2025 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.7K+ 25.52% |
$4.4M - $5.24M
|
57.7K
$29.9M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11.7K+ 23.28% |
$4.4M - $5.24M
|
62.1K
$32.1M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11.7K+ 12.74% |
$4.4M - $5.24M
|
104K
$53.7M
|
|
|
Apr 17, 2025
Q1 2025
|
James Hambro & Partners
|
BUY
|
- |
11.7K+ 3.19% |
$4.37M - $5.21M
|
377K
$195M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
11.7K+ 305.69% |
$4.37M - $5.21M
|
15.5K
$8.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11.6K+ 19.24% |
$4.37M - $5.21M
|
72.2K
$37.4M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
11.6K+ 43.2% |
$4.36M - $5.19M
|
38.5K
$19.9M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
11.6K+ 44.78% |
$4.35M - $5.18M
|
37.5K
$19.4M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
11.5K+ 1.55% |
$4.3M - $5.12M
|
751K
$389M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11.4KNew |
$4.29M - $5.11M
|
11.4K
$5.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
11.4K+ 1.62% |
$4.28M - $5.1M
|
714K
$369M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.4K+ 11.51% |
$4.26M - $5.08M
|
110K
$56.9M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
11.3KNew |
$4.25M - $5.06M
|
11.3K
$5.86M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
11.2K+ 143.69% |
$4.22M - $5.02M
|
19K
$9.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
11.2K+ 28.67% |
$4.19M - $5M
|
50.1K
$26M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
11.1K+ 16.87% |
$4.18M - $4.98M
|
77.2K
$40M
|
|
|
May 15, 2025
Q1 2025
|
C Partners Holding Gmb H
Zurich, V8 |
BUY
|
- |
11K+ 10.19% |
$4.13M - $4.92M
|
119K
$61.5M
|
|
|
May 14, 2025
Q1 2025
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
BUY
|
- |
10.8K+ 21.18% |
$4.05M - $4.83M
|
61.8K
$32M
|
|
|
May 14, 2025
Q1 2025
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
10.8K+ 11.95% |
$4.04M - $4.81M
|
101K
$52.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
10.7K+ 5.8% |
$4.02M - $4.79M
|
195K
$101M
|
|
|
May 15, 2025
Q1 2025
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
10.7K+ 39.26% |
$4M - $4.77M
|
37.8K
$19.6M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10.6K+ 2.35% |
$3.97M - $4.73M
|
460K
$238M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
10.5K+ 94.51% |
$3.95M - $4.71M
|
21.7K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
10.5K+ 49.38% |
$3.94M - $4.69M
|
31.7K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
10.4K+ 75.18% |
$3.92M - $4.67M
|
24.3K
$12.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
10.4K+ 101.46% |
$3.91M - $4.66M
|
20.7K
$10.7M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.3K+ 2.74% |
$3.88M - $4.63M
|
388K
$201M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
10.3K+ 9382.73% |
$3.87M - $4.62M
|
10.4K
$5.4M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.3K+ 49.29% |
$3.85M - $4.59M
|
31.1K
$16.1M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.1K+ 1.14% |
$3.79M - $4.51M
|
897K
$464M
|
|
|
May 15, 2025
Q1 2025
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
BUY
|
- |
10K+ 18.18% |
$3.75M - $4.47M
|
65K
$33.6M
|
|
|
May 15, 2025
Q1 2025
|
Clear Street Derivatives LLC
New York, NY |
BUY
|
- |
9.92K+ 128.13% |
$3.72M - $4.44M
|
17.7K
$9.14M
|
|
|
May 14, 2025
Q1 2025
|
Ceredex Value Advisors LLC
|
BUY
|
- |
9.89K+ 9.58% |
$3.71M - $4.42M
|
113K
$58.6M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
9.87K+ 121.13% |
$3.7M - $4.41M
|
18K
$9.32M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.84K+ 167.68% |
$3.69M - $4.4M
|
15.7K
$8.13M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
9.73K+ 301.42% |
$3.65M - $4.35M
|
13K
$6.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
9.73K+ 5.61% |
$3.65M - $4.35M
|
183K
$94.8M
|
|
|
May 05, 2025
Q1 2025
|
Hs Management Partners, LLC
New York, NY |
BUY
|
- |
9.68K+ 6.67% |
$3.63M - $4.33M
|
155K
$80.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
9.63K+ 27.37% |
$3.62M - $4.31M
|
44.8K
$23.2M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9.63K+ 4.71% |
$3.61M - $4.3M
|
214K
$111M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
9.61KNew |
$3.61M - $4.3M
|
9.61K
$4.98M
|
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
9.57K+ 4.49% |
$3.59M - $4.28M
|
222K
$115M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
9.51K+ 123.51% |
$3.57M - $4.25M
|
17.2K
$8.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
9.48KNew |
$3.56M - $4.24M
|
9.48K
$4.91M
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
9.44K+ 32.06% |
$3.54M - $4.22M
|
38.9K
$20.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
9.43K+ 2.51% |
$3.54M - $4.22M
|
386K
$200M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.41K+ 7.66% |
$3.53M - $4.21M
|
132K
$68.4M
|
|
|
May 07, 2025
Q1 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
9.4K+ 33.53% |
$3.53M - $4.2M
|
37.4K
$19.4M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
9.39K+ 280.18% |
$3.52M - $4.2M
|
12.7K
$6.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
9.37K+ 114.93% |
$3.52M - $4.19M
|
17.5K
$9.07M
|