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
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.71K- 19.59% |
$1.39M - $1.66M
|
15.2K
$7.88M
|
|
|
May 15, 2025
Q1 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-3.72K- 1.94% |
$1.4M - $1.66M
|
188K
$97.4M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.73K- 0.55% |
$1.4M - $1.67M
|
676K
$350M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-3.74K- 1.44% |
$1.4M - $1.67M
|
256K
$132M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.74K- 36.29% |
$1.4M - $1.67M
|
6.56K
$3.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.75K- 6.55% |
$1.41M - $1.68M
|
53.5K
$27.7M
|
|
|
May 13, 2025
Q1 2025
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-3.76K- 16.23% |
$1.41M - $1.68M
|
19.4K
$10M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-3.77K- 1.43% |
$1.42M - $1.69M
|
260K
$134M
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-3.8K- 2.74% |
$1.43M - $1.7M
|
135K
$69.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.83K- 8.57% |
$1.44M - $1.71M
|
40.9K
$21.2M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.86K- 2.77% |
$1.45M - $1.72M
|
136K
$70.2M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3.86K- 5.47% |
$1.45M - $1.73M
|
66.8K
$34.6M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-3.87K- 5.33% |
$1.45M - $1.73M
|
68.8K
$35.6M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.88K- 62.56% |
$1.46M - $1.73M
|
2.32K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-3.9K- 4.64% |
$1.47M - $1.75M
|
80.2K
$41.5M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-3.9KClosed |
$1.47M - $1.75M
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.92K- 1.43% |
$1.47M - $1.75M
|
270K
$140M
|
|
|
Apr 01, 2025
Q1 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-3.94K- 5.39% |
$1.48M - $1.76M
|
69.1K
$35.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-3.97K- 17.66% |
$1.49M - $1.77M
|
18.5K
$9.57M
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-4K- 1.45% |
$1.5M - $1.79M
|
272K
$141M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4K- 15.6% |
$1.5M - $1.79M
|
21.6K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-4.01K- 3.13% |
$1.5M - $1.79M
|
124K
$64.1M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-4.02K- 12.72% |
$1.51M - $1.8M
|
27.6K
$14.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
SELL
|
- |
-4.04K- 25.06% |
$1.52M - $1.81M
|
12.1K
$6.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.05K- 21.22% |
$1.52M - $1.81M
|
15K
$7.77M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.06K- 9.7% |
$1.52M - $1.82M
|
37.8K
$19.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-4.07K- 2.2% |
$1.53M - $1.82M
|
181K
$93.7M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4.07K- 0.33% |
$1.53M - $1.82M
|
1.22M
$633M
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.07K- 17.83% |
$1.53M - $1.82M
|
18.8K
$9.72M
|
|
|
May 12, 2025
Q1 2025
|
Whitebark Investors LP
Incline Village, NV |
SELL
|
- |
-4.08K- 5.35% |
$1.53M - $1.82M
|
72.1K
$37.3M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-4.08K- 12.65% |
$1.53M - $1.83M
|
28.2K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-4.09K- 4.96% |
$1.54M - $1.83M
|
78.4K
$40.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-4.11K- 38.39% |
$1.54M - $1.84M
|
6.59K
$3.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.14K- 21.02% |
$1.55M - $1.85M
|
15.5K
$8.05M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-4.15K- 55.83% |
$1.56M - $1.86M
|
3.29K
$1.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-4.16K- 4.39% |
$1.56M - $1.86M
|
90.6K
$46.9M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.2K- 3.57% |
$1.58M - $1.88M
|
113K
$58.7M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.2K- 3.81% |
$1.58M - $1.88M
|
106K
$55M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-4.23K- 45.2% |
$1.59M - $1.89M
|
5.13K
$2.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.26K- 5.33% |
$1.6M - $1.9M
|
75.6K
$39.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-4.26K- 21.99% |
$1.6M - $1.9M
|
15.1K
$7.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.27K- 0.46% |
$1.6M - $1.91M
|
916K
$474M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-4.29K- 7.49% |
$1.61M - $1.92M
|
52.9K
$27.4M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.3K- 0.45% |
$1.61M - $1.92M
|
953K
$494M
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-4.31K- 7.26% |
$1.62M - $1.93M
|
55.1K
$28.5M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-4.31K- 45.76% |
$1.62M - $1.93M
|
5.11K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-4.36K- 5.19% |
$1.64M - $1.95M
|
79.7K
$41.2M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-4.36K- 24.48% |
$1.64M - $1.95M
|
13.5K
$6.97M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.38K- 13.87% |
$1.64M - $1.96M
|
27.2K
$14.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4.41K- 4.93% |
$1.66M - $1.97M
|
85.1K
$44M
|