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 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.81K+ 10.39% |
$1.06M - $1.26M
|
29.9K
$15.9M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.81KNew |
$1.05M - $1.26M
|
2.81K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.81K+ 38.52% |
$1.05M - $1.25M
|
10.1K
$5.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.8K+ 4.67% |
$1.05M - $1.25M
|
62.8K
$33.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.8K+ 17.18% |
$1.05M - $1.25M
|
19.1K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.79K+ 147.02% |
$1.05M - $1.25M
|
4.68K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
2.78KNew |
$1.04M - $1.24M
|
2.78K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
2.77K+ 22.91% |
$1.04M - $1.24M
|
14.9K
$7.9M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.77K+ 11.25% |
$1.04M - $1.24M
|
27.3K
$14.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
2.74KNew |
$1.03M - $1.22M
|
2.74K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.74K+ 6.11% |
$1.03M - $1.22M
|
47.6K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.72K+ 1.12% |
$1.02M - $1.21M
|
245K
$130M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.71K+ 1.05% |
$1.02M - $1.21M
|
260K
$138M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.7K+ 2.26% |
$1.01M - $1.21M
|
122K
$65M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2.7KNew |
$1.01M - $1.21M
|
2.7K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.7K+ 20.92% |
$1.01M - $1.21M
|
15.6K
$8.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.68K+ 1.76% |
$1.01M - $1.2M
|
155K
$82.2M
|
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
2.68K+ 1.93% |
$1.01M - $1.2M
|
142K
$75.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
2.68K+ 1.7% |
$1.01M - $1.2M
|
161K
$85.4M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.68K+ 33.93% |
$1M - $1.2M
|
10.6K
$5.61M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.67K+ 1114.17% |
$1M - $1.2M
|
2.91K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.67K+ 3.29% |
$1M - $1.2M
|
84K
$44.6M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.67K+ 6.1% |
$1M - $1.19M
|
46.4K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
2.66K+ 15.13% |
$999K - $1.19M
|
20.3K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.66K+ 384.1% |
$998K - $1.19M
|
3.35K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
2.65K+ 39.11% |
$994K - $1.18M
|
9.42K
$5.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.64K+ 7.28% |
$989K - $1.18M
|
38.8K
$20.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.63K+ 68.19% |
$986K - $1.17M
|
6.48K
$3.44M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
2.62K+ 1.3% |
$984K - $1.17M
|
204K
$108M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.61K+ 5.82% |
$981K - $1.17M
|
47.5K
$25.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.61K+ 23.33% |
$981K - $1.17M
|
13.8K
$7.34M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
2.6K+ 50.86% |
$977K - $1.16M
|
7.72K
$4.1M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
2.6K+ 0.51% |
$977K - $1.16M
|
517K
$275M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.6K+ 7.27% |
$976K - $1.16M
|
38.4K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.59K+ 8.31% |
$974K - $1.16M
|
33.8K
$18M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.58K+ 67.74% |
$968K - $1.15M
|
6.38K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
2.58KNew |
$968K - $1.15M
|
2.58K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.57K+ 8.46% |
$966K - $1.15M
|
33K
$17.5M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.56K+ 117.14% |
$959K - $1.14M
|
4.74K
$2.52M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.54K+ 4.3% |
$955K - $1.14M
|
61.7K
$32.8M
|
|
|
May 12, 2025
Q1 2025
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.54K+ 6.7% |
$953K - $1.14M
|
40.4K
$21.5M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
2.53K+ 15.53% |
$950K - $1.13M
|
18.8K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
2.52K+ 14.89% |
$947K - $1.13M
|
19.5K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.52K+ 1.92% |
$947K - $1.13M
|
134K
$71.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.52K+ 18.88% |
$945K - $1.13M
|
15.9K
$8.43M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
2.5K+ 1.69% |
$938K - $1.12M
|
150K
$79.7M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.48K+ 15.55% |
$929K - $1.11M
|
18.4K
$9.78M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.47K+ 1.16% |
$929K - $1.11M
|
215K
$114M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.47K+ 1.02% |
$928K - $1.11M
|
244K
$130M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.46K+ 29.46% |
$924K - $1.1M
|
10.8K
$5.75M
|