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 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
206+ 1.07% |
$77.3K - $92.1K
|
19.5K
$10M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
206+ 19.64% |
$77.3K - $92.1K
|
1.26K
$645K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
206+ 5.79% |
$77.3K - $92.1K
|
3.77K
$1.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
204+ 2.11% |
$76.6K - $91.2K
|
9.86K
$5.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
204+ 0.36% |
$76.6K - $91.2K
|
56.7K
$29.2M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
203+ 9.22% |
$76.2K - $90.8K
|
2.4K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
203+ 2.15% |
$76.2K - $90.8K
|
9.63K
$4.95M
|
|
|
May 13, 2025
Q1 2025
|
Muhlenkamp & CO Inc
|
BUY
|
- |
203+ 0.63% |
$76.2K - $90.8K
|
32.2K
$16.6M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
202+ 1.16% |
$75.8K - $90.3K
|
17.6K
$9.05M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
202+ 4.56% |
$75.8K - $90.3K
|
4.63K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
201+ 11.55% |
$75.5K - $89.9K
|
1.94K
$998K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
201+ 0.13% |
$75.5K - $89.9K
|
152K
$78M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
200+ 1.43% |
$75.1K - $89.4K
|
14.1K
$7.28M
|
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
200+ 11.8% |
$75.1K - $89.4K
|
1.9K
$975K
|
|
|
May 13, 2025
Q1 2025
|
Carroll Investors, Inc
|
BUY
|
- |
200+ 0.63% |
$75.1K - $89.4K
|
31.8K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
200+ 0.45% |
$75.1K - $89.4K
|
44.2K
$22.8M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
200+ 526.32% |
$75.1K - $89.4K
|
238
$122K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
199+ 0.72% |
$74.7K - $89K
|
27.7K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
198+ 3.09% |
$74.3K - $88.5K
|
6.61K
$3.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
197+ 3.05% |
$74K - $88.1K
|
6.66K
$3.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
196+ 25.89% |
$73.6K - $87.7K
|
953
$490K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
196+ 2.5% |
$73.6K - $87.7K
|
8.05K
$4.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
196+ 1.47% |
$73.6K - $87.7K
|
13.5K
$6.96M
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
196+ 1.12% |
$73.6K - $87.7K
|
17.8K
$9.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
195+ 4.09% |
$73.2K - $87.2K
|
4.97K
$2.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
195+ 10.6% |
$73.2K - $87.2K
|
2.04K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
195+ 8.29% |
$73.2K - $87.2K
|
2.55K
$1.31M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
195New |
$73.2K - $87.2K
|
195
$100K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
194+ 0.71% |
$72.8K - $86.8K
|
27.4K
$14.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
193+ 3.34% |
$72.5K - $86.3K
|
5.97K
$3.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
193+ 1.45% |
$72.5K - $86.3K
|
13.5K
$6.96M
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
193+ 1.78% |
$72.5K - $86.3K
|
11K
$5.66M
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
193+ 0.55% |
$72.5K - $86.3K
|
35K
$18M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
192+ 23.3% |
$72.1K - $85.9K
|
1.02K
$523K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
192+ 3.07% |
$72.1K - $85.9K
|
6.44K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
192+ 5.18% |
$72.1K - $85.9K
|
3.9K
$2.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
191+ 2.55% |
$71.7K - $85.4K
|
7.67K
$3.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
189+ 2.28% |
$70.9K - $84.5K
|
8.46K
$4.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
188+ 0.72% |
$70.6K - $84.1K
|
26.2K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
188+ 1.28% |
$70.6K - $84.1K
|
14.9K
$7.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
187+ 2.13% |
$70.2K - $83.6K
|
8.96K
$4.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
187+ 0.4% |
$70.2K - $83.6K
|
47K
$24.2M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
187+ 2.33% |
$70.2K - $83.6K
|
8.2K
$4.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
186+ 3.11% |
$69.8K - $83.2K
|
6.16K
$3.17M
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
186+ 11.0% |
$69.8K - $83.2K
|
1.88K
$965K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
186+ 7.4% |
$69.8K - $83.2K
|
2.7K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
186+ 0.28% |
$69.8K - $83.2K
|
65.6K
$33.7M
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
186+ 5.1% |
$69.8K - $83.2K
|
3.83K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
184+ 4.76% |
$69.1K - $82.3K
|
4.05K
$2.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
183+ 0.34% |
$68.7K - $81.8K
|
53.8K
$27.7M
|