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
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-9.62K- 55.86% |
$3.61M - $4.3M
|
7.6K
$3.93M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-9.66K- 59.52% |
$3.63M - $4.32M
|
6.57K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-9.67K- 7.64% |
$3.63M - $4.33M
|
117K
$60.5M
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-9.69K- 81.5% |
$3.64M - $4.33M
|
2.2K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-9.8K- 8.6% |
$3.68M - $4.38M
|
104K
$53.9M
|
|
|
May 14, 2025
Q1 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-9.84K- 23.77% |
$3.69M - $4.4M
|
31.6K
$16.3M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-9.91K- 1.83% |
$3.72M - $4.43M
|
531K
$275M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-9.91K- 19.78% |
$3.72M - $4.43M
|
40.2K
$20.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-9.92K- 89.76% |
$3.72M - $4.44M
|
1.13K
$586K
|
|
|
May 13, 2025
Q1 2025
|
Perseverance Asset Management International
George Town, E9 |
SELL
|
- |
-10K- 50.0% |
$3.75M - $4.47M
|
10K
$5.18M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-10K- 4.23% |
$3.77M - $4.49M
|
227K
$118M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-10.1K- 27.87% |
$3.8M - $4.53M
|
26.2K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-10.2K- 1.17% |
$3.81M - $4.54M
|
861K
$446M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-10.2K- 1.02% |
$3.82M - $4.55M
|
992K
$513M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-10.2K- 36.96% |
$3.82M - $4.55M
|
17.4K
$8.98M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-10.2K- 12.52% |
$3.83M - $4.56M
|
71.3K
$36.9M
|
|
|
May 15, 2025
Q1 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-10.2K- 36.52% |
$3.84M - $4.58M
|
17.8K
$9.21M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-10.3K- 4.4% |
$3.87M - $4.62M
|
224K
$116M
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-10.6K- 7.28% |
$3.97M - $4.73M
|
135K
$69.7M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-10.7K- 5.6% |
$4M - $4.77M
|
180K
$92.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-10.7K- 76.48% |
$4.01M - $4.78M
|
3.29K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-10.7K- 0.99% |
$4.02M - $4.78M
|
1.07M
$554M
|
|
|
May 15, 2025
Q1 2025
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-10.7K- 58.79% |
$4.02M - $4.79M
|
7.5K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-10.7K- 67.63% |
$4.02M - $4.79M
|
5.13K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-10.7K- 4.01% |
$4.02M - $4.79M
|
257K
$133M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-10.7K- 43.8% |
$4.02M - $4.79M
|
13.8K
$7.12M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-10.8K- 3.74% |
$4.05M - $4.82M
|
278K
$144M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-10.8K- 10.19% |
$4.05M - $4.82M
|
95.1K
$49.2M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-10.9K- 11.4% |
$4.1M - $4.88M
|
84.8K
$43.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-11K- 4.87% |
$4.12M - $4.9M
|
214K
$111M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-11K- 99.01% |
$4.15M - $4.94M
|
110
$56.9K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-11.1K- 5.14% |
$4.15M - $4.95M
|
204K
$106M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-11.1K- 5.14% |
$4.15M - $4.95M
|
204K
$106M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-11.1K- 9.81% |
$4.16M - $4.95M
|
102K
$52.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Summerhill Capital Management Lnc.
Toronto, A6 |
SELL
|
- |
-11.1K- 40.38% |
$4.17M - $4.96M
|
16.4K
$8.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-11.2K- 91.88% |
$4.2M - $5M
|
988
$511K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-11.2K- 20.41% |
$4.2M - $5.01M
|
43.7K
$22.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-11.2K- 1.81% |
$4.2M - $5.01M
|
606K
$314M
|
|
|
Apr 30, 2025
Q1 2025
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-11.2K- 5.14% |
$4.22M - $5.02M
|
207K
$107M
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-11.3K- 4.5% |
$4.23M - $5.04M
|
239K
$124M
|
|
|
May 14, 2025
Q1 2025
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-11.3K- 48.12% |
$4.24M - $5.05M
|
12.2K
$6.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-11.4K- 98.15% |
$4.28M - $5.1M
|
215
$111K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-11.4K- 1.95% |
$4.3M - $5.12M
|
576K
$298M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 3.39% |
$4.3M - $5.12M
|
326K
$169M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-11.5K- 24.35% |
$4.33M - $5.16M
|
35.8K
$18.5M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-11.5K- 21.09% |
$4.33M - $5.16M
|
43.2K
$22.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-11.6K- 27.93% |
$4.36M - $5.19M
|
29.9K
$15.5M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-11.6K- 5.21% |
$4.36M - $5.19M
|
211K
$109M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.7K- 1.65% |
$4.39M - $5.23M
|
697K
$361M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-11.7K- 81.33% |
$4.4M - $5.24M
|
2.69K
$1.39M
|