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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
2.17K+ 1.1% |
$815K - $971K
|
200K
$106M
|
|
|
May 07, 2025
Q1 2025
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
2.17K+ 21.7% |
$814K - $970K
|
12.2K
$6.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.17K+ 6.04% |
$813K - $968K
|
38K
$20.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
2.16K+ 44.56% |
$812K - $967K
|
7.02K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.16K+ 4.35% |
$809K - $964K
|
51.7K
$27.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.15K+ 4.26% |
$808K - $963K
|
52.7K
$28M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2.15K+ 21.2% |
$807K - $961K
|
12.3K
$6.53M
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
2.15K+ 0.33% |
$807K - $961K
|
660K
$351M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.13K+ 2.27% |
$798K - $951K
|
95.8K
$50.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
2.12K+ 20.89% |
$797K - $949K
|
12.3K
$6.53M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
2.12KNew |
$796K - $948K
|
2.12K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
2.11K+ 27.79% |
$792K - $943K
|
9.7K
$5.16M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.11K+ 3.11% |
$791K - $942K
|
69.8K
$37.1M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.1K+ 6.69% |
$789K - $940K
|
33.5K
$17.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
2.09K+ 6.3% |
$785K - $936K
|
35.3K
$18.7M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.09K+ 23.65% |
$785K - $935K
|
10.9K
$5.81M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.09K+ 4.98% |
$784K - $934K
|
44K
$23.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.09K+ 1.38% |
$783K - $933K
|
153K
$81.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
2.07K+ 13.9% |
$776K - $925K
|
16.9K
$9.01M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.07KNew |
$776K - $925K
|
2.07K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.07K+ 1.56% |
$776K - $924K
|
134K
$71.4M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.06K+ 5.11% |
$775K - $923K
|
42.4K
$22.6M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.05K+ 374.64% |
$771K - $918K
|
2.6K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
2.05K+ 1.26% |
$770K - $917K
|
164K
$87.4M
|
|
|
Jul 29, 2025
Q1 2025
|
Strategy Capital LLC
Los Altos, CA |
BUY
|
- |
2.04K+ 1.79% |
$767K - $914K
|
116K
$61.7M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.03K+ 66.45% |
$762K - $908K
|
5.09K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.03K+ 33.01% |
$761K - $906K
|
8.17K
$4.34M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.02K+ 48.2% |
$760K - $905K
|
6.22K
$3.31M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2.02K+ 7.54% |
$759K - $904K
|
28.8K
$15.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.02K+ 24.33% |
$758K - $902K
|
10.3K
$5.48M
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
2.02K+ 8.06% |
$758K - $902K
|
27K
$14.4M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.02KNew |
$757K - $902K
|
2.02K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.02K+ 0.07% |
$756K - $901K
|
2.98M
$1.58B
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.01K+ 69.37% |
$756K - $900K
|
4.92K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
2.01K+ 11.71% |
$755K - $900K
|
19.2K
$10.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.01K+ 3.38% |
$754K - $898K
|
61.4K
$32.7M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.01K+ 2.74% |
$753K - $898K
|
75.3K
$40M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2K+ 2.27% |
$752K - $896K
|
90.1K
$47.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
2K+ 1.14% |
$750K - $894K
|
178K
$94.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2K+ 18.91% |
$749K - $893K
|
12.5K
$6.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2K+ 8.13% |
$749K - $892K
|
26.5K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2K+ 6.35% |
$749K - $892K
|
33.4K
$17.8M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1.99KNew |
$749K - $892K
|
1.99K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
1.99K+ 104.73% |
$748K - $891K
|
3.9K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.99K+ 1.41% |
$746K - $888K
|
143K
$76.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.98K+ 56.44% |
$745K - $887K
|
5.5K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.98K+ 8.19% |
$743K - $885K
|
26.2K
$13.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 5.35% |
$741K - $883K
|
38.9K
$20.7M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.97K+ 4.78% |
$741K - $883K
|
43.3K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.97K+ 315.02% |
$740K - $882K
|
2.6K
$1.38M
|