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 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.24KNew |
$464K - $553K
|
1.24K
$626K
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.24K+ 7.78% |
$464K - $553K
|
17.1K
$8.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.24K+ 0.32% |
$464K - $552K
|
391K
$198M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1.23K+ 14.47% |
$463K - $552K
|
9.76K
$4.94M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.23K+ 5.17% |
$462K - $551K
|
25.1K
$12.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 2.7% |
$462K - $550K
|
46.8K
$23.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.23K+ 4.34% |
$462K - $550K
|
29.5K
$15M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.23K+ 1.54% |
$461K - $550K
|
80.9K
$41M
|
|
|
Apr 21, 2025
Q1 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.23K+ 8.2% |
$460K - $548K
|
16.2K
$8.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.21K+ 7.78% |
$455K - $542K
|
16.8K
$8.5M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.21K+ 175.4% |
$455K - $542K
|
1.9K
$963K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.21K+ 0.78% |
$455K - $542K
|
156K
$79.1M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.21K+ 25.65% |
$453K - $540K
|
5.92K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.2K+ 1.55% |
$452K - $538K
|
78.8K
$39.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
1.19K+ 0.41% |
$447K - $533K
|
288K
$146M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.19K+ 3.13% |
$446K - $531K
|
39.2K
$19.8M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.18K+ 2.9% |
$444K - $529K
|
42K
$21.3M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 1.9% |
$442K - $527K
|
63.1K
$31.9M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.17K+ 11.44% |
$438K - $522K
|
11.4K
$5.76M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.17K+ 12.56% |
$438K - $522K
|
10.5K
$5.3M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.16K+ 1.05% |
$434K - $517K
|
111K
$56.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.15K+ 3.49% |
$433K - $516K
|
34.2K
$17.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.15K+ 2.11% |
$433K - $516K
|
56K
$28.3M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.15KNew |
$433K - $516K
|
1.15K
$584K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.14K+ 1.02% |
$429K - $511K
|
114K
$57.5M
|
|
|
May 14, 2025
Q1 2025
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
1.14KNew |
$429K - $511K
|
1.14K
$578K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 41.44% |
$425K - $507K
|
3.87K
$1.96M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.13K+ 58.61% |
$425K - $507K
|
3.07K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.13K+ 18.53% |
$423K - $504K
|
7.21K
$3.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
BUY
|
- |
1.13K+ 0.94% |
$423K - $504K
|
121K
$61.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1.13K+ 4.33% |
$422K - $503K
|
27.1K
$13.7M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.12K+ 2.86% |
$422K - $503K
|
40.4K
$20.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.12K+ 5.06% |
$422K - $502K
|
23.3K
$11.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.12K+ 3.98% |
$421K - $501K
|
29.3K
$14.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.12K+ 3.0% |
$420K - $501K
|
38.5K
$19.5M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.12K+ 4.42% |
$419K - $499K
|
26.3K
$13.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.12K+ 13.49% |
$419K - $499K
|
9.38K
$4.75M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 7.9% |
$419K - $499K
|
15.2K
$7.7M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.11K+ 14.05% |
$416K - $495K
|
8.99K
$4.55M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
1.1K+ 12.44% |
$414K - $494K
|
9.98K
$5.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.1K+ 4.51% |
$414K - $493K
|
25.6K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.1K+ 1.56% |
$414K - $493K
|
71.6K
$36.2M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.1K+ 2.17% |
$413K - $492K
|
51.9K
$26.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.1K+ 6.32% |
$413K - $491K
|
18.5K
$9.35M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
1.1K+ 35.73% |
$413K - $491K
|
4.18K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.1K+ 3.74% |
$412K - $491K
|
30.4K
$15.4M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.1K+ 0.74% |
$411K - $490K
|
149K
$75.1M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.1K+ 0.81% |
$411K - $490K
|
136K
$69M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1.09K+ 18.15% |
$409K - $487K
|
7.1K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.09K+ 38.55% |
$409K - $487K
|
3.91K
$1.98M
|