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 23, 2025
Q1 2025
|
Arlington Partners LLC
|
BUY
|
- |
183+ 1.89% |
$68.7K - $81.8K
|
9.86K
$5.07M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
183+ 3.11% |
$68.7K - $81.8K
|
6.08K
$3.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
182+ 0.24% |
$68.3K - $81.4K
|
77.4K
$39.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
182+ 5.88% |
$68.3K - $81.4K
|
3.28K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
182+ 10.11% |
$68.3K - $81.4K
|
1.98K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
182+ 5.45% |
$68.3K - $81.4K
|
3.52K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
182+ 2.48% |
$68.3K - $81.4K
|
7.52K
$3.87M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
182+ 7.6% |
$68.3K - $81.4K
|
2.58K
$1.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
181+ 2.88% |
$67.9K - $80.9K
|
6.47K
$3.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
181+ 1.48% |
$67.9K - $80.9K
|
12.4K
$6.4M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
181+ 9.69% |
$67.9K - $80.9K
|
2.05K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
181+ 0.11% |
$67.9K - $80.9K
|
168K
$86.2M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
180+ 1.48% |
$67.6K - $80.5K
|
12.3K
$6.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
179+ 3.61% |
$67.2K - $80K
|
5.14K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
179+ 3.19% |
$67.2K - $80K
|
5.8K
$2.98M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
178+ 12.28% |
$66.8K - $79.6K
|
1.63K
$837K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
178+ 1.78% |
$66.8K - $79.6K
|
10.2K
$5.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
176+ 0.89% |
$66.1K - $78.7K
|
19.9K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
176+ 0.97% |
$66.1K - $78.7K
|
18.4K
$9.45M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
174+ 0.59% |
$65.3K - $77.8K
|
29.6K
$15.2M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
173+ 16.78% |
$64.9K - $77.4K
|
1.2K
$619K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
173+ 10.63% |
$64.9K - $77.4K
|
1.8K
$926K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
173+ 1.51% |
$64.9K - $77.4K
|
11.6K
$5.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
172+ 2.65% |
$64.6K - $76.9K
|
6.67K
$3.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
172+ 2.08% |
$64.6K - $76.9K
|
8.45K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
172+ 0.12% |
$64.6K - $76.9K
|
138K
$71M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
170+ 0.84% |
$63.8K - $76K
|
20.5K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
170+ 2.39% |
$63.8K - $76K
|
7.29K
$3.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
170+ 1.22% |
$63.8K - $76K
|
14.1K
$7.25M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
170+ 0.13% |
$63.8K - $76K
|
130K
$66.7M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
170+ 0.63% |
$63.8K - $76K
|
27.4K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
168+ 4.26% |
$63.1K - $75.1K
|
4.11K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
168+ 0.68% |
$63.1K - $75.1K
|
24.8K
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
167+ 0.74% |
$62.7K - $74.7K
|
22.9K
$11.8M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
167+ 2.34% |
$62.7K - $74.7K
|
7.31K
$3.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
166+ 1.76% |
$62.3K - $74.2K
|
9.62K
$4.95M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
166+ 1.3% |
$62.3K - $74.2K
|
12.9K
$6.63M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
166+ 1.28% |
$62.3K - $74.2K
|
13.1K
$6.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
164+ 7.16% |
$61.6K - $73.3K
|
2.45K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
164+ 1.1% |
$61.6K - $73.3K
|
15.1K
$7.76M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
163+ 0.85% |
$61.2K - $72.9K
|
19.3K
$9.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
163+ 3.3% |
$61.2K - $72.9K
|
5.1K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
162+ 0.31% |
$60.8K - $72.4K
|
52.6K
$27M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
162+ 4.4% |
$60.8K - $72.4K
|
3.84K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
162+ 0.15% |
$60.8K - $72.4K
|
106K
$54.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
161+ 7.34% |
$60.4K - $72K
|
2.35K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
160+ 0.21% |
$60.1K - $71.6K
|
75.8K
$39M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
160+ 1.47% |
$60.1K - $71.6K
|
11.1K
$5.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
160+ 11.72% |
$60.1K - $71.6K
|
1.53K
$784K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
160+ 0.22% |
$60.1K - $71.6K
|
71.4K
$36.7M
|