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 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
8.9K+ 20.24% |
$3.34M - $3.98M
|
52.9K
$26.6M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
8.88K+ 1.86% |
$3.33M - $3.97M
|
486K
$245M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
8.81K+ 1.75% |
$3.31M - $3.94M
|
513K
$258M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
8.78K+ 29.32% |
$3.3M - $3.93M
|
38.7K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
8.77K+ 47.63% |
$3.29M - $3.92M
|
27.2K
$13.7M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.63K+ 4.58% |
$3.24M - $3.86M
|
197K
$99.1M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
8.59K+ 70.17% |
$3.22M - $3.84M
|
20.8K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
8.58KNew |
$3.22M - $3.84M
|
8.58K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
8.57K+ 10.05% |
$3.22M - $3.83M
|
93.8K
$47.2M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.55K+ 1.38% |
$3.21M - $3.82M
|
628K
$316M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
8.53K+ 0.45% |
$3.2M - $3.81M
|
1.92M
$964M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.52K+ 54.58% |
$3.2M - $3.81M
|
24.1K
$12.1M
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
BUY
|
- |
8.5K+ 47.75% |
$3.19M - $3.8M
|
26.3K
$13.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
8.45K+ 10.25% |
$3.17M - $3.78M
|
90.9K
$45.7M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
8.44KNew |
$3.17M - $3.78M
|
8.44K
$4.25M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
8.44K+ 20.02% |
$3.17M - $3.77M
|
50.6K
$25.5M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.41K+ 1.52% |
$3.16M - $3.76M
|
560K
$281M
|
|
|
May 15, 2025
Q1 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
8.4K+ 110.82% |
$3.15M - $3.76M
|
16K
$8.04M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.38K+ 0.84% |
$3.15M - $3.75M
|
1M
$504M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
8.3KNew |
$3.12M - $3.71M
|
8.3K
$4.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.26K+ 4.59% |
$3.1M - $3.69M
|
188K
$94.7M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
8.25K+ 1.94% |
$3.1M - $3.69M
|
433K
$218M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
8.24K+ 0.93% |
$3.09M - $3.68M
|
890K
$448M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8.2K+ 16.91% |
$3.08M - $3.67M
|
56.7K
$28.5M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
8.19K+ 9.91% |
$3.08M - $3.66M
|
90.9K
$45.7M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
8.17K+ 32.74% |
$3.07M - $3.65M
|
33.1K
$16.7M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.11K+ 4.59% |
$3.05M - $3.63M
|
185K
$93M
|
|
|
May 14, 2025
Q1 2025
|
Palo Ds Manager LLC
Miami Beach, FL |
BUY
|
- |
8.1K+ 29.52% |
$3.04M - $3.62M
|
35.5K
$17.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
8.09K+ 50.52% |
$3.04M - $3.62M
|
24.1K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
8.08K+ 71.48% |
$3.03M - $3.61M
|
19.4K
$9.75M
|
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
8.03K+ 13.98% |
$3.02M - $3.59M
|
65.5K
$32.9M
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
8.01K+ 142.38% |
$3.01M - $3.58M
|
13.6K
$6.86M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
7.97K+ 5.64% |
$2.99M - $3.56M
|
149K
$75.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
7.95K+ 17.31% |
$2.98M - $3.55M
|
53.8K
$27.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
7.94K+ 13.8% |
$2.98M - $3.55M
|
65.5K
$32.9M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
7.92K+ 9.81% |
$2.97M - $3.54M
|
88.7K
$44.6M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.9K+ 2.62% |
$2.97M - $3.53M
|
309K
$155M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7.9KNew |
$2.96M - $3.53M
|
7.9K
$3.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.8K+ 0.85% |
$2.93M - $3.49M
|
928K
$467M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
7.71KNew |
$2.9M - $3.45M
|
7.71K
$3.88M
|
|
|
May 06, 2025
Q1 2025
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
7.71K+ 1.11% |
$2.89M - $3.45M
|
701K
$352M
|
|
|
May 13, 2025
Q1 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
7.69K+ 4.49% |
$2.89M - $3.44M
|
179K
$90M
|
|
|
May 12, 2025
Q1 2025
|
Saratoga Research & Investment Management
|
BUY
|
- |
7.6K+ 2.42% |
$2.85M - $3.4M
|
321K
$161M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
7.6K+ 45.68% |
$2.85M - $3.4M
|
24.2K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.54K+ 6.62% |
$2.83M - $3.37M
|
122K
$61.1M
|
|
|
May 15, 2025
Q1 2025
|
Chescapmanager LLC
Baltimore, MD |
BUY
|
- |
7.5K+ 6.61% |
$2.82M - $3.35M
|
121K
$60.8M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.5K+ 3.92% |
$2.81M - $3.35M
|
199K
$100M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
7.49K+ 0.53% |
$2.81M - $3.35M
|
1.43M
$718M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
7.48K+ 9.44% |
$2.81M - $3.34M
|
86.7K
$43.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.47K+ 0.8% |
$2.8M - $3.34M
|
937K
$471M
|