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 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
2.45K+ 2.84% |
$921K - $1.1M
|
88.9K
$47.2M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.45K+ 23.0% |
$919K - $1.09M
|
13.1K
$6.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.44K+ 3.55% |
$917K - $1.09M
|
71.3K
$37.9M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
2.44K+ 0.27% |
$914K - $1.09M
|
911K
$484M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
2.44KNew |
$914K - $1.09M
|
2.44K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.43K+ 1.62% |
$910K - $1.08M
|
152K
$80.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.42K+ 5.21% |
$910K - $1.08M
|
49K
$26M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
2.42K+ 20.28% |
$908K - $1.08M
|
14.4K
$7.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.42K+ 6.12% |
$908K - $1.08M
|
42K
$22.3M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.42K+ 22.28% |
$908K - $1.08M
|
13.3K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
2.41K+ 6.97% |
$904K - $1.08M
|
37K
$19.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.4K+ 36.0% |
$902K - $1.08M
|
9.08K
$4.83M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.39K+ 61.04% |
$898K - $1.07M
|
6.31K
$3.35M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 2.18% |
$895K - $1.07M
|
112K
$59.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.37K+ 29.11% |
$889K - $1.06M
|
10.5K
$5.58M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
2.36K+ 21.63% |
$886K - $1.06M
|
13.3K
$7.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.35K+ 41.93% |
$882K - $1.05M
|
7.96K
$4.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.33K+ 8.75% |
$875K - $1.04M
|
29K
$15.4M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.33K+ 73.15% |
$874K - $1.04M
|
5.51K
$2.93M
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
2.32K+ 26.8% |
$869K - $1.04M
|
11K
$5.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
2.31K+ 1.32% |
$868K - $1.03M
|
178K
$94.6M
|
|
|
May 09, 2025
Q1 2025
|
Once Capital Management, LLC
|
BUY
|
- |
2.3K+ 7.72% |
$863K - $1.03M
|
32.1K
$17.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.3K+ 48.95% |
$862K - $1.03M
|
6.99K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
2.3K+ 2.99% |
$862K - $1.03M
|
79.1K
$42M
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
2.29K+ 280.88% |
$860K - $1.02M
|
3.11K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.29K+ 15.33% |
$860K - $1.02M
|
17.2K
$9.16M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
2.29K+ 18.26% |
$859K - $1.02M
|
14.8K
$7.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
2.29K+ 5.67% |
$859K - $1.02M
|
42.6K
$22.7M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.27K+ 1.05% |
$852K - $1.01M
|
219K
$116M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.27K+ 17.47% |
$852K - $1.01M
|
15.3K
$8.11M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2.27KNew |
$851K - $1.01M
|
2.27K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.26K+ 33.43% |
$848K - $1.01M
|
9.02K
$4.79M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2.25KNew |
$845K - $1.01M
|
2.25K
$1.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
2.24K+ 6.36% |
$842K - $1M
|
37.5K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Mirova
Paris, I0 |
BUY
|
- |
2.24K+ 3.42% |
$842K - $1M
|
67.8K
$36M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
2.24KNew |
$841K - $1M
|
2.24K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.24K+ 7.29% |
$841K - $1M
|
33K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.24K+ 6.78% |
$841K - $1M
|
35.3K
$18.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.24K+ 7.72% |
$840K - $1M
|
31.2K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Incline Global Management LLC
New York, NY |
BUY
|
- |
2.23KNew |
$838K - $999K
|
2.23K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.23K+ 5.83% |
$837K - $997K
|
40.5K
$21.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
2.22K+ 5.77% |
$833K - $992K
|
40.6K
$21.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.21K+ 16.49% |
$828K - $987K
|
15.6K
$8.28M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2.2K+ 31.02% |
$827K - $986K
|
9.31K
$4.95M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2.2K+ 3.06% |
$826K - $984K
|
74.1K
$39.4M
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.2K+ 1.15% |
$826K - $984K
|
194K
$103M
|
|
|
Aug 20, 2025
Q1 2025
|
Night Squared LP
New York, NY |
BUY
|
- |
2.19K+ 19.63% |
$822K - $979K
|
13.3K
$7.09M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.18K+ 2.09% |
$820K - $977K
|
107K
$56.7M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.18K+ 9.41% |
$819K - $976K
|
25.4K
$13.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.18K+ 3.34% |
$816K - $973K
|
67.2K
$35.7M
|