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 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-6.19K- 9.3% |
$2.32M - $2.77M
|
60.4K
$31.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-6.19K- 20.7% |
$2.32M - $2.77M
|
23.7K
$12.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-6.2K- 5.73% |
$2.33M - $2.77M
|
102K
$52.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-6.22K- 20.48% |
$2.34M - $2.78M
|
24.2K
$12.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-6.24K- 50.55% |
$2.34M - $2.79M
|
6.1K
$3.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-6.24K- 18.19% |
$2.34M - $2.79M
|
28.1K
$14.5M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-6.27K- 5.44% |
$2.35M - $2.8M
|
109K
$56.4M
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-6.28K- 15.64% |
$2.36M - $2.81M
|
33.9K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6.28K- 2.38% |
$2.36M - $2.81M
|
258K
$133M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-6.43K- 28.02% |
$2.41M - $2.87M
|
16.5K
$8.54M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.44K- 5.81% |
$2.42M - $2.88M
|
105K
$54.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-6.5K- 13.32% |
$2.44M - $2.91M
|
42.3K
$21.9M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-6.56K- 12.94% |
$2.46M - $2.93M
|
44.1K
$22.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-6.57K- 8.72% |
$2.46M - $2.94M
|
68.8K
$35.6M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-6.57K- 43.41% |
$2.47M - $2.94M
|
8.56K
$4.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-6.59K- 23.23% |
$2.47M - $2.95M
|
21.8K
$11.3M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-6.62K- 15.79% |
$2.49M - $2.96M
|
35.3K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-6.66K- 18.31% |
$2.5M - $2.98M
|
29.7K
$15.4M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.68K- 9.21% |
$2.51M - $2.99M
|
65.9K
$34.1M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-6.7K- 2.21% |
$2.52M - $3M
|
297K
$154M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-6.71K- 52.14% |
$2.52M - $3M
|
6.16K
$3.19M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-6.73K- 45.22% |
$2.53M - $3.01M
|
8.15K
$4.22M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-6.73K- 42.83% |
$2.53M - $3.01M
|
8.99K
$4.65M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-6.74K- 39.62% |
$2.53M - $3.02M
|
10.3K
$5.32M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.81K- 1.51% |
$2.56M - $3.04M
|
444K
$230M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.81K- 22.74% |
$2.56M - $3.05M
|
23.2K
$12M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-6.84K- 39.94% |
$2.57M - $3.06M
|
10.3K
$5.32M
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-6.85K- 11.47% |
$2.57M - $3.06M
|
52.8K
$27.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-6.88K- 5.06% |
$2.58M - $3.07M
|
129K
$66.8M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-6.9K- 1.95% |
$2.59M - $3.09M
|
347K
$180M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-6.91K- 28.98% |
$2.59M - $3.09M
|
16.9K
$8.77M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-6.94K- 9.6% |
$2.6M - $3.1M
|
65.3K
$33.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-6.96K- 4.94% |
$2.61M - $3.11M
|
134K
$69.2M
|
|
|
May 13, 2025
Q1 2025
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-6.97K- 1.26% |
$2.62M - $3.12M
|
547K
$283M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-7.06K- 4.45% |
$2.65M - $3.16M
|
152K
$78.5M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-7.07K- 1.99% |
$2.66M - $3.16M
|
348K
$180M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-7.12K- 13.93% |
$2.67M - $3.18M
|
44K
$22.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-7.12K- 11.38% |
$2.67M - $3.19M
|
55.4K
$28.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-7.16K- 3.71% |
$2.69M - $3.2M
|
186K
$96.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-7.31K- 12.68% |
$2.74M - $3.27M
|
50.3K
$26M
|
|
|
May 15, 2025
Q1 2025
|
Stanley Capital Management, LLC
Houston, TX |
SELL
|
- |
-7.33K- 49.87% |
$2.75M - $3.28M
|
7.37K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-7.34K- 6.74% |
$2.76M - $3.28M
|
102K
$52.6M
|
|
|
May 13, 2025
Q1 2025
|
Strategy Capital LLC
Los Altos, CA |
SELL
|
- |
-7.45K- 6.13% |
$2.79M - $3.33M
|
114K
$59M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-7.46K- 0.2% |
$2.8M - $3.34M
|
3.66M
$1.9B
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-7.5K- 11.71% |
$2.82M - $3.35M
|
56.6K
$29.3M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-7.52K- 8.54% |
$2.82M - $3.36M
|
80.6K
$41.7M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-7.55K- 3.63% |
$2.83M - $3.38M
|
201K
$104M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-7.56K- 12.63% |
$2.84M - $3.38M
|
52.3K
$27.1M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-7.59K- 13.14% |
$2.85M - $3.39M
|
50.1K
$26M
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-7.65K- 10.99% |
$2.87M - $3.42M
|
61.9K
$32.1M
|