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
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5.45KNew |
$2.05M - $2.44M
|
5.45K
$2.9M
|
|
|
May 09, 2025
Q1 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
5.43K+ 30.22% |
$2.04M - $2.43M
|
23.4K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
5.42K+ 57.11% |
$2.03M - $2.42M
|
14.9K
$7.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.4K+ 9.68% |
$2.03M - $2.41M
|
61.2K
$32.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.34K+ 5.42% |
$2.01M - $2.39M
|
104K
$55.2M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.34K+ 1.28% |
$2.01M - $2.39M
|
422K
$224M
|
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
5.33K+ 30.03% |
$2M - $2.38M
|
23.1K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
5.33K+ 17.77% |
$2M - $2.38M
|
35.3K
$18.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.31K+ 1.77% |
$1.99M - $2.38M
|
305K
$162M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.29K+ 4.37% |
$1.99M - $2.36M
|
126K
$67.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.29K+ 28.13% |
$1.98M - $2.36M
|
24.1K
$12.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
5.19K+ 7.05% |
$1.95M - $2.32M
|
78.7K
$41.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
5.17K+ 3.67% |
$1.94M - $2.31M
|
146K
$77.7M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
5.16KNew |
$1.94M - $2.31M
|
5.16K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
5.13K+ 29.67% |
$1.93M - $2.3M
|
22.4K
$11.9M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
5.13K+ 17.29% |
$1.92M - $2.29M
|
34.8K
$18.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
5.12K+ 11.65% |
$1.92M - $2.29M
|
49.1K
$26.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
5.12K+ 24.33% |
$1.92M - $2.29M
|
26.2K
$13.9M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
5.12KNew |
$1.92M - $2.29M
|
5.12K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.1K+ 16.95% |
$1.92M - $2.28M
|
35.2K
$18.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
5.1K+ 7.04% |
$1.91M - $2.28M
|
77.5K
$41.2M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
5.09K+ 6.47% |
$1.91M - $2.28M
|
83.8K
$44.5M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.06K+ 11.76% |
$1.9M - $2.26M
|
48.1K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.06K+ 1.81% |
$1.9M - $2.26M
|
284K
$151M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5.05K+ 7.65% |
$1.9M - $2.26M
|
71.1K
$37.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
5.03K+ 11.49% |
$1.89M - $2.25M
|
48.8K
$25.9M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5K+ 5.84% |
$1.88M - $2.24M
|
90.7K
$48.2M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5KNew |
$1.88M - $2.24M
|
5K
$2.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Rubicon Global Capital LTD
London, X0 |
BUY
|
- |
5K+ 33.33% |
$1.88M - $2.24M
|
20K
$10.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
5K+ 50.0% |
$1.88M - $2.24M
|
15K
$7.97M
|
|
|
May 14, 2025
Q1 2025
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
5K+ 6.85% |
$1.88M - $2.24M
|
78K
$41.5M
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
5KNew |
$1.88M - $2.24M
|
5K
$2.66M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
5K+ 1.79% |
$1.88M - $2.23M
|
283K
$151M
|
|
|
May 14, 2025
Q1 2025
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
5KNew |
$1.88M - $2.23M
|
5K
$2.66M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
4.96K+ 10.41% |
$1.86M - $2.22M
|
52.5K
$27.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.95K+ 17.98% |
$1.86M - $2.21M
|
32.5K
$17.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.93K+ 4.7% |
$1.85M - $2.2M
|
110K
$58.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
4.88KNew |
$1.83M - $2.18M
|
4.88K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
4.87K+ 22.14% |
$1.83M - $2.18M
|
26.9K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
4.86K+ 10.56% |
$1.83M - $2.17M
|
50.9K
$27.1M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.85K+ 30.13% |
$1.82M - $2.17M
|
20.9K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
4.83K+ 188.71% |
$1.81M - $2.16M
|
7.39K
$3.93M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.83K+ 0.62% |
$1.81M - $2.16M
|
789K
$419M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
4.82K+ 124.44% |
$1.81M - $2.15M
|
8.69K
$4.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
4.81K+ 2.14% |
$1.81M - $2.15M
|
230K
$122M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.8K+ 11.1% |
$1.8M - $2.15M
|
48.1K
$25.6M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
4.79K+ 3.88% |
$1.8M - $2.14M
|
128K
$68.2M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.78K+ 54.65% |
$1.79M - $2.14M
|
13.5K
$7.19M
|
|
|
May 15, 2025
Q1 2025
|
Ten Core Partners, LP
New York, NY |
BUY
|
- |
4.76K+ 4.49% |
$1.78M - $2.13M
|
111K
$58.8M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.75K+ 4.38% |
$1.78M - $2.12M
|
113K
$60.1M
|