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
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.09K+ 4.44% |
$408K - $486K
|
25.6K
$12.9M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.09K+ 8.66% |
$407K - $485K
|
13.6K
$6.89M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.08K+ 5.91% |
$407K - $485K
|
19.4K
$9.83M
|
|
|
Nov 04, 2025
Q1 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
1.08K+ 24.27% |
$407K - $485K
|
5.55K
$2.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
BUY
|
- |
1.08K+ 6.37% |
$405K - $483K
|
18K
$9.12M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.08K+ 2.36% |
$404K - $481K
|
46.7K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.07K+ 0.66% |
$403K - $480K
|
165K
$83.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.07K+ 7.03% |
$402K - $479K
|
16.3K
$8.25M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.07K+ 12.38% |
$402K - $479K
|
9.72K
$4.92M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.07K+ 7.51% |
$400K - $476K
|
15.2K
$7.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.06K+ 5.64% |
$398K - $474K
|
19.8K
$10M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.06K+ 2.54% |
$398K - $474K
|
42.7K
$21.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.06K+ 2.41% |
$396K - $472K
|
44.8K
$22.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.05K+ 1.98% |
$396K - $471K
|
54.4K
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.05K+ 2.75% |
$395K - $471K
|
39.3K
$19.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.05K+ 13.27% |
$395K - $470K
|
8.97K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Avenir Tech LTD
Hong Kong, K3 |
BUY
|
- |
1.05KNew |
$394K - $470K
|
1.05K
$531K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
1.05K+ 5.65% |
$394K - $469K
|
19.6K
$9.93M
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.05K+ 12.59% |
$393K - $468K
|
9.36K
$4.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1.04K+ 11.39% |
$392K - $466K
|
10.2K
$5.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
1.04K+ 3.84% |
$390K - $465K
|
28.1K
$14.2M
|
|
|
May 05, 2025
Q1 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
1.04K+ 4.88% |
$390K - $464K
|
22.3K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.03K+ 2.49% |
$388K - $462K
|
42.6K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 8.25% |
$387K - $462K
|
13.5K
$6.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.03KNew |
$386K - $460K
|
1.03K
$520K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
1.03K+ 0.9% |
$385K - $459K
|
115K
$58.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.03K+ 21.23% |
$385K - $458K
|
5.85K
$2.96M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1.02K+ 80.42% |
$384K - $457K
|
2.3K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.02K+ 6.93% |
$383K - $456K
|
15.7K
$7.96M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
1.02K+ 9.3% |
$383K - $456K
|
12K
$6.06M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.02K+ 35.37% |
$382K - $455K
|
3.89K
$1.97M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.01K+ 108.45% |
$381K - $453K
|
1.95K
$986K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.01K+ 3.35% |
$380K - $453K
|
31.2K
$15.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.01K+ 2.54% |
$380K - $453K
|
40.8K
$20.7M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
1.01K+ 12.12% |
$380K - $453K
|
9.36K
$4.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.01K+ 186.48% |
$378K - $450K
|
1.55K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
1K+ 112.81% |
$377K - $449K
|
1.89K
$958K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1K+ 38.09% |
$377K - $449K
|
3.64K
$1.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1K+ 14.38% |
$376K - $448K
|
7.97K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Lts One Management LP
|
BUY
|
- |
1K+ 1.69% |
$375K - $447K
|
60K
$30.4M
|
|
|
May 15, 2025
Q1 2025
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1K+ 73.58% |
$375K - $447K
|
2.36K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1K+ 4.41% |
$375K - $447K
|
23.7K
$12M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
999+ 32.97% |
$375K - $447K
|
4.03K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
996+ 6.36% |
$374K - $445K
|
16.7K
$8.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
994+ 7.53% |
$373K - $445K
|
14.2K
$7.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
991+ 2.9% |
$372K - $443K
|
35.1K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
991+ 9.2% |
$372K - $443K
|
11.8K
$5.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
990+ 0.16% |
$372K - $443K
|
638K
$323M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
990+ 2.15% |
$372K - $443K
|
47K
$23.8M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
987+ 19.24% |
$371K - $441K
|
6.12K
$3.1M
|