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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Pennant Select, LLC
Summit, NJ |
BUY
|
- |
20K+ 98.04% |
$7.51M - $8.94M
|
40.4K
$20.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
19.9K+ 5.88% |
$7.48M - $8.91M
|
359K
$186M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
19.7K+ 32.31% |
$7.4M - $8.82M
|
80.7K
$41.8M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
19.5K+ 657.09% |
$7.32M - $8.72M
|
22.5K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
19.4K+ 156.59% |
$7.29M - $8.68M
|
31.8K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.3K+ 9.87% |
$7.25M - $8.63M
|
215K
$111M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
19.1KNew |
$7.16M - $8.53M
|
19.1K
$9.87M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19K+ 5.84% |
$7.14M - $8.51M
|
345K
$178M
|
|
|
May 15, 2025
Q1 2025
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
19K+ 29.86% |
$7.12M - $8.48M
|
82.5K
$42.7M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
18.9K+ 55.31% |
$7.09M - $8.45M
|
53K
$27.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
18.5K+ 2.61% |
$6.94M - $8.27M
|
726K
$376M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.3K+ 8.75% |
$6.87M - $8.19M
|
228K
$118M
|
|
|
May 08, 2025
Q1 2025
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
18.3KNew |
$6.87M - $8.18M
|
18.3K
$9.47M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
18.2KNew |
$6.84M - $8.15M
|
18.2K
$9.43M
|
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
18.2K+ 89.39% |
$6.83M - $8.14M
|
38.6K
$20M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
18.2KNew |
$6.83M - $8.14M
|
18.2K
$9.42M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
18.1K+ 10.48% |
$6.78M - $8.08M
|
190K
$98.6M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
18K+ 9.98% |
$6.77M - $8.07M
|
199K
$103M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
18K+ 83.42% |
$6.74M - $8.03M
|
39.5K
$20.4M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
17.9K+ 0.67% |
$6.7M - $7.98M
|
2.67M
$1.38B
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
17.8K+ 1685.54% |
$6.69M - $7.97M
|
18.9K
$9.78M
|
|
|
May 13, 2025
Q1 2025
|
Martin Currie LTD
Edinburgh, X0 |
BUY
|
- |
17.8K+ 7.05% |
$6.67M - $7.94M
|
270K
$140M
|
|
|
May 06, 2025
Q1 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
17.7K+ 147500.0% |
$6.64M - $7.92M
|
17.7K
$9.17M
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
17.7K+ 12.29% |
$6.63M - $7.9M
|
161K
$83.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
17.6K+ 145.01% |
$6.62M - $7.88M
|
29.8K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
17.6K+ 1.06% |
$6.59M - $7.85M
|
1.68M
$870M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
17.5K+ 45.6% |
$6.59M - $7.85M
|
56K
$29M
|
|
|
May 13, 2025
Q1 2025
|
Arrow Capital Pty LTD
Sydney, C3 |
BUY
|
- |
17.5KNew |
$6.57M - $7.83M
|
17.5K
$9.06M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
17.4K+ 11.85% |
$6.53M - $7.77M
|
164K
$84.9M
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
17.4K+ 83.02% |
$6.52M - $7.76M
|
38.3K
$19.8M
|
|
|
May 09, 2025
Q1 2025
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
17.3KNew |
$6.51M - $7.75M
|
17.3K
$8.98M
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
17.3K+ 9.92% |
$6.48M - $7.72M
|
191K
$99M
|
|
|
May 08, 2025
Q1 2025
|
Rd Finance LTD
Limassol, G4 |
BUY
|
- |
17.2KNew |
$6.44M - $7.67M
|
17.2K
$8.88M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
17K+ 7.71% |
$6.39M - $7.61M
|
238K
$123M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
16.9K+ 10.3% |
$6.36M - $7.57M
|
181K
$93.8M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
16.8K+ 19.24% |
$6.32M - $7.53M
|
104K
$54M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
16.8KNew |
$6.31M - $7.51M
|
16.8K
$8.7M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
16.6K+ 4.58% |
$6.24M - $7.44M
|
380K
$197M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
16.6K+ 1.79% |
$6.24M - $7.44M
|
944K
$489M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
16.5K+ 10.02% |
$6.2M - $7.39M
|
182K
$94M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16.4K+ 11.14% |
$6.17M - $7.35M
|
164K
$84.8M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
16.3K+ 1.6% |
$6.11M - $7.28M
|
1.03M
$534M
|
|
|
May 15, 2025
Q1 2025
|
Orbis Allan Gray LTD
Hamilton, D0 |
BUY
|
- |
16.2K+ 20.58% |
$6.08M - $7.24M
|
94.9K
$49.1M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
16.1K+ 7.25% |
$6.06M - $7.22M
|
239K
$124M
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$5.94M - $7.08M
|
15.8K
$8.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
15.8K+ 17.09% |
$5.92M - $7.05M
|
108K
$55.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
15.8K+ 563.5% |
$5.92M - $7.05M
|
18.6K
$9.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15.7K+ 1.61% |
$5.88M - $7.01M
|
991K
$513M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.6K+ 1.84% |
$5.87M - $6.99M
|
864K
$447M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
15.1K+ 1.47% |
$5.66M - $6.75M
|
1.04M
$539M
|