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 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
3.31K+ 0.52% |
$1.24M - $1.48M
|
634K
$337M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.29K+ 33.8% |
$1.24M - $1.47M
|
13K
$6.92M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
3.29KNew |
$1.23M - $1.47M
|
3.29K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.28KNew |
$1.23M - $1.47M
|
3.28K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.27K+ 43.29% |
$1.23M - $1.46M
|
10.8K
$5.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.26K+ 216.3% |
$1.23M - $1.46M
|
4.77K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.26K+ 33.03% |
$1.22M - $1.46M
|
13.1K
$6.99M
|
|
|
May 02, 2025
Q1 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
3.25K+ 0.63% |
$1.22M - $1.45M
|
523K
$278M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
3.25K+ 2.05% |
$1.22M - $1.45M
|
162K
$86.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
3.25KNew |
$1.22M - $1.45M
|
3.25K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.23K+ 3.63% |
$1.21M - $1.45M
|
92.2K
$49M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.22K+ 5.48% |
$1.21M - $1.44M
|
61.9K
$32.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 3.46% |
$1.2M - $1.43M
|
96K
$51.1M
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
3.2K+ 1.75% |
$1.2M - $1.43M
|
186K
$99M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.17K+ 4.6% |
$1.19M - $1.42M
|
72.1K
$38.3M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.15KNew |
$1.18M - $1.41M
|
3.15K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
BUY
|
- |
3.13K+ 3.2% |
$1.17M - $1.4M
|
101K
$53.6M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.13K+ 783.96% |
$1.17M - $1.4M
|
3.53K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
3.13K+ 2.02% |
$1.17M - $1.4M
|
158K
$83.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.1K+ 2.33% |
$1.16M - $1.39M
|
136K
$72.3M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.08K+ 2.28% |
$1.16M - $1.38M
|
138K
$73.6M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.08K+ 1.39% |
$1.16M - $1.38M
|
225K
$120M
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
3.08K+ 2.07% |
$1.16M - $1.38M
|
152K
$80.7M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.07K+ 9.15% |
$1.15M - $1.37M
|
36.6K
$19.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.07KNew |
$1.15M - $1.37M
|
3.07K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.06K+ 33.79% |
$1.15M - $1.37M
|
12.1K
$6.45M
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
3.03K+ 30.86% |
$1.14M - $1.35M
|
12.8K
$6.83M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.03K+ 249.71% |
$1.14M - $1.35M
|
4.24K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
3.03K+ 3.43% |
$1.14M - $1.35M
|
91.3K
$48.5M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
3.02K+ 5.52% |
$1.13M - $1.35M
|
57.6K
$30.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3K+ 12.68% |
$1.13M - $1.34M
|
26.7K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Nellore Capital Management LLC
Palo Alto, CA |
BUY
|
- |
3K+ 2.02% |
$1.13M - $1.34M
|
151K
$80.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.99K+ 5.79% |
$1.12M - $1.34M
|
54.6K
$29M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.97K+ 5.81% |
$1.12M - $1.33M
|
54.2K
$28.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
2.96K+ 4.54% |
$1.11M - $1.33M
|
68.3K
$36.3M
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.96KNew |
$1.11M - $1.32M
|
2.96K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2.94K+ 2.09% |
$1.1M - $1.31M
|
144K
$76.3M
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
2.92KNew |
$1.1M - $1.31M
|
2.92K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.91K+ 6.02% |
$1.09M - $1.3M
|
51.2K
$27.2M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.89K+ 15.33% |
$1.08M - $1.29M
|
21.7K
$11.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.88K+ 23.84% |
$1.08M - $1.29M
|
15K
$7.95M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.87K+ 0.52% |
$1.08M - $1.28M
|
559K
$297M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
2.87KNew |
$1.08M - $1.28M
|
2.87K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.86K+ 5.66% |
$1.07M - $1.28M
|
53.3K
$28.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.85K+ 28.8% |
$1.07M - $1.28M
|
12.8K
$6.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.85K+ 16.6% |
$1.07M - $1.27M
|
20K
$10.6M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.85K+ 21.6% |
$1.07M - $1.27M
|
16K
$8.52M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.84K+ 5.37% |
$1.07M - $1.27M
|
55.8K
$29.6M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.84K+ 33.91% |
$1.07M - $1.27M
|
11.2K
$5.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.83K+ 7.99% |
$1.06M - $1.26M
|
38.2K
$20.3M
|