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 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
875+ 19.38% |
$328K - $391K
|
5.39K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
871+ 3.65% |
$327K - $390K
|
24.7K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
869+ 7.49% |
$326K - $389K
|
12.5K
$6.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
866+ 5.91% |
$325K - $387K
|
15.5K
$7.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
865+ 2.49% |
$325K - $387K
|
35.6K
$17.7M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
860+ 0.6% |
$323K - $385K
|
144K
$71.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
855+ 8.56% |
$321K - $382K
|
10.8K
$5.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
853+ 5.63% |
$320K - $381K
|
16K
$7.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
852+ 0.46% |
$320K - $381K
|
185K
$91.8M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
848+ 11.65% |
$318K - $379K
|
8.13K
$4.04M
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
848+ 94.64% |
$318K - $379K
|
1.74K
$866K
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
845+ 3.06% |
$317K - $378K
|
28.5K
$14.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
843+ 9.75% |
$316K - $377K
|
9.49K
$4.71M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
842+ 18.89% |
$316K - $377K
|
5.3K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
841+ 92.93% |
$316K - $376K
|
1.75K
$867K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
836+ 19.4% |
$314K - $374K
|
5.15K
$2.56M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
836+ 7.75% |
$314K - $374K
|
11.6K
$5.78M
|
|
|
Aug 14, 2025
Q1 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
836New |
$314K - $374K
|
836
$415K
|
|
|
May 13, 2025
Q1 2025
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
835+ 4.49% |
$313K - $373K
|
19.4K
$9.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
834+ 12.53% |
$313K - $373K
|
7.49K
$3.72M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
833+ 59.8% |
$313K - $373K
|
2.23K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
825+ 36.59% |
$310K - $369K
|
3.08K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
822+ 3.89% |
$309K - $368K
|
22K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
820+ 5.37% |
$308K - $367K
|
16.1K
$8M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
818+ 20.85% |
$307K - $366K
|
4.74K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
818+ 6.35% |
$307K - $366K
|
13.7K
$6.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
814+ 28.72% |
$306K - $364K
|
3.65K
$1.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
812+ 9.7% |
$305K - $363K
|
9.19K
$4.56M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
812+ 2.13% |
$305K - $363K
|
38.9K
$19.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
811+ 1.34% |
$304K - $363K
|
61.5K
$30.5M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
808+ 5.29% |
$303K - $361K
|
16.1K
$8M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
805+ 2.15% |
$302K - $360K
|
38.3K
$19M
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
804+ 1.95% |
$302K - $360K
|
42K
$20.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
802New |
$301K - $359K
|
802
$398K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
800+ 7.48% |
$300K - $358K
|
11.5K
$5.71M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
799+ 6.88% |
$300K - $357K
|
12.4K
$6.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
797+ 1.22% |
$299K - $356K
|
66.3K
$33M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
797New |
$299K - $356K
|
797
$396K
|
|
|
May 12, 2025
Q1 2025
|
Community Bank Of Raymore
|
BUY
|
- |
792+ 14.83% |
$297K - $354K
|
6.13K
$3.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
791+ 1.67% |
$297K - $354K
|
48.1K
$23.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
785+ 0.57% |
$295K - $351K
|
138K
$68.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
783+ 1.63% |
$294K - $350K
|
49K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
779+ 11.64% |
$292K - $348K
|
7.47K
$3.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
779+ 0.51% |
$292K - $348K
|
154K
$76.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
778+ 2.17% |
$292K - $348K
|
36.6K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
777+ 83.37% |
$292K - $347K
|
1.71K
$849K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
775+ 21.68% |
$291K - $347K
|
4.35K
$2.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
774+ 4.39% |
$291K - $346K
|
18.4K
$9.14M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
772+ 2.46% |
$290K - $345K
|
32.2K
$16M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
769+ 55.97% |
$289K - $344K
|
2.14K
$1.06M
|