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 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-3.01K- 4.91% |
$1.13M - $1.34M
|
58.2K
$30.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.03K- 3.49% |
$1.14M - $1.36M
|
83.8K
$43.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-3.04K- 0.93% |
$1.14M - $1.36M
|
325K
$168M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-3.05K- 55.55% |
$1.14M - $1.36M
|
2.44K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.06K- 4.16% |
$1.15M - $1.37M
|
70.4K
$36.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.06K- 4.91% |
$1.15M - $1.37M
|
59.3K
$30.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.08K- 4.98% |
$1.16M - $1.38M
|
58.9K
$30.5M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-3.09K- 2.2% |
$1.16M - $1.38M
|
138K
$71.2M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-3.1K- 63.63% |
$1.16M - $1.38M
|
1.77K
$916K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-3.12K- 11.03% |
$1.17M - $1.4M
|
25.2K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.12K- 23.93% |
$1.17M - $1.4M
|
9.92K
$5.14M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-3.14K- 8.9% |
$1.18M - $1.4M
|
32.1K
$16.6M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-3.15K- 5.78% |
$1.18M - $1.41M
|
51.4K
$26.6M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.15K- 12.67% |
$1.18M - $1.41M
|
21.7K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-3.17K- 0.48% |
$1.19M - $1.42M
|
658K
$340M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-3.18K- 24.94% |
$1.19M - $1.42M
|
9.57K
$4.95M
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-3.19K- 15.66% |
$1.2M - $1.43M
|
17.2K
$8.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.22K- 1.51% |
$1.21M - $1.44M
|
211K
$109M
|
|
|
May 12, 2025
Q1 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-3.24K- 10.13% |
$1.21M - $1.45M
|
28.7K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.25K- 23.16% |
$1.22M - $1.45M
|
10.8K
$5.58M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-3.26K- 20.75% |
$1.22M - $1.46M
|
12.4K
$6.44M
|
|
|
May 14, 2025
Q1 2025
|
Avenir Corp
Washington, DC |
SELL
|
- |
-3.26K- 1.19% |
$1.22M - $1.46M
|
270K
$140M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.28K- 1.52% |
$1.23M - $1.47M
|
213K
$110M
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-3.3K- 21.42% |
$1.24M - $1.48M
|
12.1K
$6.26M
|
|
|
May 13, 2025
Q1 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.3K- 29.86% |
$1.24M - $1.48M
|
7.75K
$4.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.3K- 7.07% |
$1.24M - $1.48M
|
43.4K
$22.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-3.31K- 43.65% |
$1.24M - $1.48M
|
4.27K
$2.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-3.31K- 2.82% |
$1.24M - $1.48M
|
114K
$59M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-3.32K- 5.48% |
$1.24M - $1.48M
|
57.2K
$29.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.37K- 4.04% |
$1.26M - $1.51M
|
80K
$41.4M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-3.37K- 7.68% |
$1.26M - $1.51M
|
40.5K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-3.4K- 5.03% |
$1.27M - $1.52M
|
64.1K
$33.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.4K- 7.19% |
$1.28M - $1.52M
|
44K
$22.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-3.41K- 77.73% |
$1.28M - $1.52M
|
977
$506K
|
|
|
Apr 18, 2025
Q1 2025
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-3.43K- 1.49% |
$1.29M - $1.53M
|
226K
$117M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-3.44K- 35.77% |
$1.29M - $1.54M
|
6.18K
$3.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.45K- 22.06% |
$1.29M - $1.54M
|
12.2K
$6.3M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.46K- 1.15% |
$1.3M - $1.55M
|
297K
$154M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.48K- 4.17% |
$1.31M - $1.56M
|
80.1K
$41.4M
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3.48K- 4.16% |
$1.31M - $1.56M
|
80.2K
$41.5M
|
|
|
May 07, 2025
Q1 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-3.48K- 7.01% |
$1.31M - $1.56M
|
46.2K
$23.9M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.53K- 1.59% |
$1.33M - $1.58M
|
218K
$113M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.53K- 0.88% |
$1.33M - $1.58M
|
400K
$207M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.54K- 10.82% |
$1.33M - $1.58M
|
29.2K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-3.54K- 24.3% |
$1.33M - $1.58M
|
11K
$5.71M
|
|
|
May 01, 2025
Q1 2025
|
Eos Management, L.P.
|
SELL
|
- |
-3.55K- 13.17% |
$1.33M - $1.59M
|
23.4K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-3.57K- 6.53% |
$1.34M - $1.59M
|
51.1K
$26.4M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-3.65K- 1.61% |
$1.37M - $1.63M
|
224K
$116M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-3.67K- 18.56% |
$1.38M - $1.64M
|
16.1K
$8.33M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.67K- 2.83% |
$1.38M - $1.64M
|
126K
$65.3M
|