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
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6.53K+ 5.42% |
$2.45M - $2.92M
|
127K
$67.5M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
6.52K+ 8.09% |
$2.45M - $2.92M
|
87.1K
$46.3M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
6.46K+ 29.36% |
$2.42M - $2.89M
|
28.4K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
6.41KNew |
$2.41M - $2.87M
|
6.41K
$3.41M
|
|
|
May 13, 2025
Q1 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
6.4K+ 9.78% |
$2.4M - $2.86M
|
71.9K
$38.2M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
6.37K+ 3.98% |
$2.39M - $2.85M
|
166K
$88.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.36K+ 8.79% |
$2.39M - $2.85M
|
78.8K
$41.9M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.31K+ 2.86% |
$2.37M - $2.82M
|
227K
$121M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.31K+ 34.79% |
$2.37M - $2.82M
|
24.4K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
6.28K+ 9.9% |
$2.36M - $2.81M
|
69.7K
$37.1M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
6.26KNew |
$2.35M - $2.8M
|
6.26K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
6.21K+ 58.81% |
$2.33M - $2.78M
|
16.8K
$8.92M
|
|
|
May 15, 2025
Q1 2025
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
6.2K+ 44.93% |
$2.33M - $2.77M
|
20K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
6.2K+ 7.04% |
$2.33M - $2.77M
|
94.2K
$50.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Saybrook Capital
|
BUY
|
- |
6.16K+ 266.55% |
$2.31M - $2.75M
|
8.47K
$4.5M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.15K+ 38.76% |
$2.31M - $2.75M
|
22K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
6.13K+ 5.66% |
$2.3M - $2.74M
|
114K
$60.8M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.12K+ 0.33% |
$2.3M - $2.73M
|
1.87M
$994M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.11K+ 14.25% |
$2.29M - $2.73M
|
49K
$26M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
6.11K+ 4.49% |
$2.29M - $2.73M
|
142K
$75.6M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.11K+ 32.47% |
$2.29M - $2.73M
|
24.9K
$13.2M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6.09K+ 21.4% |
$2.28M - $2.72M
|
34.5K
$18.4M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.06K+ 14.27% |
$2.28M - $2.71M
|
48.5K
$25.8M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.06K+ 2.25% |
$2.27M - $2.71M
|
275K
$146M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
6K+ 0.27% |
$2.25M - $2.68M
|
2.19M
$1.16B
|
|
|
May 14, 2025
Q1 2025
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
6K+ 19.64% |
$2.25M - $2.68M
|
36.5K
$19.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.99K+ 907.58% |
$2.25M - $2.68M
|
6.65K
$3.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.96K+ 18.44% |
$2.24M - $2.67M
|
38.3K
$20.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.95K+ 15.03% |
$2.23M - $2.66M
|
45.5K
$24.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
5.92K+ 59.15% |
$2.22M - $2.65M
|
15.9K
$8.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.91K+ 4.98% |
$2.22M - $2.64M
|
125K
$66.3M
|
|
|
May 15, 2025
Q1 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.89K+ 17.43% |
$2.21M - $2.64M
|
39.7K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.89K+ 2.74% |
$2.21M - $2.63M
|
221K
$118M
|
|
|
May 15, 2025
Q1 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
5.88K+ 3.22% |
$2.21M - $2.63M
|
189K
$100M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5.83K+ 29.04% |
$2.19M - $2.61M
|
25.9K
$13.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
5.77K+ 7.36% |
$2.17M - $2.58M
|
84.2K
$44.7M
|
|
|
May 14, 2025
Q1 2025
|
Elwood Capital Partners LP
New York, NY |
BUY
|
- |
5.76K+ 29.53% |
$2.16M - $2.57M
|
25.2K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Lgt Capital Partners Ltd.
|
BUY
|
- |
5.74K+ 1.0% |
$2.16M - $2.57M
|
581K
$309M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.74K+ 571.22% |
$2.15M - $2.56M
|
6.74K
$3.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
5.73K+ 2.31% |
$2.15M - $2.56M
|
253K
$135M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
5.72K+ 136.34% |
$2.15M - $2.56M
|
9.92K
$5.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.71K+ 24.57% |
$2.14M - $2.55M
|
29K
$15.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
5.67K+ 885.31% |
$2.13M - $2.53M
|
6.31K
$3.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
5.65K+ 7.57% |
$2.12M - $2.52M
|
80.3K
$42.7M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.63K+ 9.51% |
$2.11M - $2.52M
|
64.8K
$34.5M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.59K+ 17.61% |
$2.1M - $2.5M
|
37.3K
$19.8M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.54K+ 5.1% |
$2.08M - $2.48M
|
114K
$60.7M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
5.53K+ 25.66% |
$2.08M - $2.47M
|
27.1K
$14.4M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5.52K+ 8.43% |
$2.07M - $2.47M
|
71.1K
$37.8M
|
|
|
May 14, 2025
Q1 2025
|
Siren, L.L.C.
New York, NY |
BUY
|
- |
5.5K+ 23.91% |
$2.06M - $2.46M
|
28.5K
$15.1M
|