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 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
983+ 1.1% |
$369K - $440K
|
90.2K
$44.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
982+ 2.56% |
$369K - $439K
|
39.4K
$19.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
981+ 22.03% |
$368K - $439K
|
5.43K
$2.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
980+ 1.31% |
$368K - $438K
|
75.9K
$37.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
978+ 10.14% |
$367K - $437K
|
10.6K
$5.28M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
978+ 5.8% |
$367K - $437K
|
17.8K
$8.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
972+ 2.69% |
$365K - $435K
|
37.1K
$18.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
969+ 15.97% |
$364K - $433K
|
7.04K
$3.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
968+ 3.82% |
$363K - $433K
|
26.3K
$13.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
968+ 1.22% |
$363K - $433K
|
80.3K
$39.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
966+ 6.6% |
$363K - $432K
|
15.6K
$7.75M
|
|
|
Nov 06, 2025
Q1 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
965+ 23.3% |
$362K - $432K
|
5.11K
$2.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
961+ 0.64% |
$361K - $430K
|
152K
$75.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
960+ 52.86% |
$360K - $429K
|
2.78K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
960New |
$360K - $429K
|
960
$477K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
959+ 3.11% |
$360K - $429K
|
31.8K
$15.8M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
959+ 1.9% |
$360K - $429K
|
51.5K
$25.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
955+ 5.83% |
$358K - $427K
|
17.3K
$8.62M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
955+ 6.32% |
$358K - $427K
|
16.1K
$7.98M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
953+ 42.43% |
$358K - $426K
|
3.2K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
953+ 5.39% |
$358K - $426K
|
18.6K
$9.25M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
947New |
$355K - $423K
|
947
$470K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
946+ 8.11% |
$355K - $423K
|
12.6K
$6.26M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
943+ 2.86% |
$354K - $422K
|
33.9K
$16.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
941+ 11.29% |
$353K - $421K
|
9.27K
$4.61M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
939+ 1.45% |
$352K - $420K
|
65.5K
$32.5M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
938+ 1.71% |
$352K - $419K
|
55.8K
$27.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
932+ 14.06% |
$350K - $417K
|
7.56K
$3.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
931+ 10.79% |
$349K - $416K
|
9.56K
$4.75M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
929+ 11.1% |
$349K - $415K
|
9.3K
$4.62M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
927+ 7.05% |
$348K - $415K
|
14.1K
$7M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
926+ 10.32% |
$348K - $414K
|
9.9K
$4.92M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
921+ 5.59% |
$346K - $412K
|
17.4K
$8.64M
|
|
|
May 01, 2025
Q1 2025
|
Peregrine Investment Management Inc
Toronto, A6 |
BUY
|
- |
920+ 4.15% |
$345K - $411K
|
23.1K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
920+ 2.39% |
$345K - $411K
|
39.3K
$19.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
919+ 1.46% |
$345K - $411K
|
63.8K
$31.7M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
919+ 6.16% |
$345K - $411K
|
15.8K
$7.87M
|
|
|
May 14, 2025
Q1 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
916+ 5.58% |
$344K - $410K
|
17.3K
$8.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
907+ 10.79% |
$340K - $406K
|
9.31K
$4.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
904+ 39.91% |
$339K - $404K
|
3.17K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
904+ 5.81% |
$339K - $404K
|
16.5K
$8.19M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
903+ 0.36% |
$339K - $404K
|
255K
$127M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
902+ 48.7% |
$339K - $403K
|
2.75K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
898+ 7.26% |
$337K - $402K
|
13.3K
$6.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
896+ 15.68% |
$336K - $401K
|
6.61K
$3.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
895+ 0.24% |
$336K - $400K
|
370K
$184M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
891+ 10.73% |
$334K - $398K
|
9.2K
$4.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
887+ 0.51% |
$333K - $397K
|
176K
$87.4M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
879+ 6.93% |
$330K - $393K
|
13.6K
$6.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
878+ 4.27% |
$330K - $393K
|
21.4K
$10.6M
|