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 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
326+ 5.75% |
$122K - $146K
|
6K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
326+ 7.51% |
$122K - $146K
|
4.66K
$2.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
323+ 3.04% |
$121K - $144K
|
10.9K
$5.44M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
323+ 1.65% |
$121K - $144K
|
19.9K
$9.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
321+ 1.14% |
$121K - $144K
|
28.4K
$14.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
320+ 17.94% |
$120K - $143K
|
2.1K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
320+ 5.06% |
$120K - $143K
|
6.65K
$3.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
319+ 0.56% |
$120K - $143K
|
57.7K
$28.7M
|
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
319+ 0.78% |
$120K - $143K
|
41.3K
$20.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
317+ 18.55% |
$119K - $142K
|
2.03K
$1.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
317+ 0.68% |
$119K - $142K
|
47.1K
$23.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
317+ 3.0% |
$119K - $142K
|
10.9K
$5.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
317+ 6.12% |
$119K - $142K
|
5.49K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
317+ 5.08% |
$119K - $142K
|
6.56K
$3.26M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
317+ 0.13% |
$119K - $142K
|
247K
$123M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
317+ 2.63% |
$119K - $142K
|
12.4K
$6.16M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
316+ 7.9% |
$119K - $141K
|
4.32K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
316+ 8.98% |
$119K - $141K
|
3.84K
$1.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
315+ 1.76% |
$118K - $141K
|
18.2K
$9.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
314+ 6.77% |
$118K - $140K
|
4.95K
$2.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
314+ 1.86% |
$118K - $140K
|
17.2K
$8.54M
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
313+ 1.12% |
$117K - $140K
|
28.3K
$14.1M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
312+ 2.46% |
$117K - $140K
|
13K
$6.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
309+ 0.76% |
$116K - $138K
|
40.9K
$20.3M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
309+ 0.97% |
$116K - $138K
|
32.3K
$16M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
308+ 4.42% |
$116K - $138K
|
7.28K
$3.62M
|
|
|
Aug 13, 2025
Q1 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
308+ 3.13% |
$116K - $138K
|
10.2K
$5.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
307+ 0.28% |
$115K - $137K
|
109K
$54.4M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
307+ 11.48% |
$115K - $137K
|
2.98K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
303+ 2.67% |
$114K - $136K
|
11.6K
$5.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
302+ 1.64% |
$113K - $135K
|
18.7K
$9.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
300+ 6.09% |
$113K - $134K
|
5.23K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
300+ 0.99% |
$113K - $134K
|
30.6K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
300+ 7.14% |
$113K - $134K
|
4.5K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
300New |
$113K - $134K
|
300
$149K
|
|
|
Aug 20, 2025
Q1 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
300+ 1.51% |
$113K - $134K
|
20.2K
$10M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
299+ 0.36% |
$112K - $134K
|
82.3K
$40.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
299+ 202.03% |
$112K - $134K
|
447
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
298+ 4.78% |
$112K - $133K
|
6.53K
$3.24M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
297+ 3.42% |
$111K - $133K
|
8.98K
$4.46M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
296+ 1.18% |
$111K - $132K
|
25.3K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
296+ 0.36% |
$111K - $132K
|
82.6K
$41.1M
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
296+ 2.25% |
$111K - $132K
|
13.4K
$6.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
295+ 3.29% |
$111K - $132K
|
9.26K
$4.6M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
295+ 12.38% |
$111K - $132K
|
2.68K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
295+ 21.09% |
$111K - $132K
|
1.69K
$842K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
295+ 2.13% |
$111K - $132K
|
14.1K
$7.01M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
295+ 1.53% |
$111K - $132K
|
19.6K
$9.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
294+ 0.63% |
$110K - $131K
|
46.8K
$23.2M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
294+ 0.6% |
$110K - $131K
|
49K
$24.3M
|