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
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-383- 0.98% |
$144K - $171K
|
38.5K
$20.5M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-383- 2.63% |
$144K - $171K
|
14.2K
$7.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-385- 0.93% |
$145K - $172K
|
41.1K
$21.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-387- 0.88% |
$145K - $173K
|
43.8K
$23.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-388- 1.53% |
$146K - $174K
|
25K
$13.3M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-390- 1.77% |
$146K - $174K
|
21.7K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-390- 1.6% |
$146K - $174K
|
24K
$12.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-391- 1.07% |
$147K - $175K
|
36.2K
$19.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-392- 12.85% |
$147K - $175K
|
2.66K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-397- 8.73% |
$149K - $178K
|
4.15K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-399- 7.06% |
$150K - $178K
|
5.25K
$2.79M
|
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-399- 23.27% |
$150K - $178K
|
1.32K
$699K
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-400- 2.56% |
$150K - $179K
|
15.2K
$8.08M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-400- 4.25% |
$150K - $179K
|
9K
$4.79M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-400- 21.88% |
$150K - $179K
|
1.43K
$759K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-400- 4.09% |
$150K - $179K
|
9.39K
$4.99M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-400- 6.39% |
$150K - $179K
|
5.86K
$3.11M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-401- 3.94% |
$151K - $179K
|
9.77K
$5.19M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-402- 2.13% |
$151K - $180K
|
18.5K
$9.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-403- 4.3% |
$151K - $180K
|
8.97K
$4.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-403- 1.23% |
$151K - $180K
|
32.4K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-403- 17.19% |
$151K - $180K
|
1.94K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-404- 2.22% |
$152K - $181K
|
17.8K
$9.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-406- 3.44% |
$152K - $182K
|
11.4K
$6.07M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-406- 4.54% |
$152K - $182K
|
8.54K
$4.54M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-408- 1.93% |
$153K - $182K
|
20.8K
$11M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-409- 0.98% |
$154K - $183K
|
41.2K
$21.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-410- 8.33% |
$154K - $183K
|
4.51K
$2.4M
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-410- 0.97% |
$154K - $183K
|
42K
$22.3M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-412- 6.71% |
$155K - $184K
|
5.73K
$3.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-412- 2.24% |
$155K - $184K
|
18K
$9.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-412- 2.84% |
$155K - $184K
|
14.1K
$7.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-414- 0.73% |
$155K - $185K
|
56.5K
$30M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-415- 10.79% |
$156K - $186K
|
3.43K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-415- 6.19% |
$156K - $186K
|
6.29K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Troy Asset Management LTD
|
SELL
|
- |
-415- 0.05% |
$156K - $186K
|
847K
$450M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-417- 2.73% |
$157K - $186K
|
14.9K
$7.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-418- 6.19% |
$157K - $187K
|
6.33K
$3.37M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-418- 27.45% |
$157K - $187K
|
1.11K
$587K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-419- 4.87% |
$157K - $187K
|
8.19K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-419- 1.81% |
$157K - $187K
|
22.8K
$12.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Barton Investment Management
|
SELL
|
- |
-420- 1.6% |
$158K - $188K
|
25.8K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-421- 6.93% |
$158K - $188K
|
5.65K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-422- 5.62% |
$158K - $189K
|
7.08K
$3.76M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-423- 12.36% |
$159K - $189K
|
3K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-424- 2.74% |
$159K - $190K
|
15K
$7.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-425- 3.18% |
$160K - $190K
|
12.9K
$6.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-426- 2.86% |
$160K - $191K
|
14.5K
$7.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-427- 1.27% |
$160K - $191K
|
33.1K
$17.6M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-427- 0.32% |
$160K - $191K
|
134K
$71M
|