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 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
7.46KNew |
$2.8M - $3.33M
|
7.46K
$3.75M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
7.42KNew |
$2.78M - $3.32M
|
7.42K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.41K+ 3.58% |
$2.78M - $3.31M
|
214K
$108M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.4K+ 14.95% |
$2.78M - $3.31M
|
56.9K
$28.6M
|
|
|
Jun 11, 2025
Q1 2025
|
Stanley Capital Management, LLC
Houston, TX |
BUY
|
- |
7.33K+ 99.5% |
$2.75M - $3.28M
|
14.7K
$7.39M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.26K+ 8.04% |
$2.72M - $3.24M
|
97.5K
$49M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.25K+ 30.26% |
$2.72M - $3.24M
|
31.2K
$15.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.2K+ 37.83% |
$2.7M - $3.22M
|
26.2K
$13.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
7.16KNew |
$2.69M - $3.2M
|
7.16K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.16K+ 6.19% |
$2.69M - $3.2M
|
123K
$61.8M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.15K+ 6.8% |
$2.68M - $3.2M
|
112K
$56.5M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.14K+ 1.57% |
$2.68M - $3.19M
|
462K
$233M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7.11K+ 1.64% |
$2.67M - $3.18M
|
439K
$221M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
7.1K+ 11.75% |
$2.67M - $3.18M
|
67.5K
$34M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.01K+ 0.74% |
$2.63M - $3.14M
|
950K
$478M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
7.01K+ 83.15% |
$2.63M - $3.13M
|
15.4K
$7.76M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7K+ 4.93% |
$2.63M - $3.13M
|
149K
$74.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
6.99K+ 591.12% |
$2.63M - $3.13M
|
8.18K
$4.11M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.98K+ 5.42% |
$2.62M - $3.12M
|
136K
$68.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6.98K+ 16.83% |
$2.62M - $3.12M
|
48.4K
$24.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
6.97K+ 7.73% |
$2.61M - $3.12M
|
97.1K
$48.9M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
6.96K+ 0.48% |
$2.61M - $3.11M
|
1.47M
$739M
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
6.96K+ 4.91% |
$2.61M - $3.11M
|
149K
$74.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.9K+ 33.35% |
$2.59M - $3.08M
|
27.6K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
6.89K+ 7.22% |
$2.59M - $3.08M
|
102K
$51.5M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
6.77K+ 1.56% |
$2.54M - $3.03M
|
441K
$222M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.74K+ 15.42% |
$2.53M - $3.01M
|
50.5K
$25.4M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
6.66K+ 6.86% |
$2.5M - $2.98M
|
104K
$52.2M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
6.65K+ 83.98% |
$2.5M - $2.98M
|
14.6K
$7.33M
|
|
|
May 14, 2025
Q1 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
6.65KNew |
$2.5M - $2.97M
|
6.65K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
6.62K+ 8.29% |
$2.48M - $2.96M
|
86.5K
$43.5M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
6.59K+ 57.59% |
$2.47M - $2.95M
|
18K
$9.07M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.58K+ 0.98% |
$2.47M - $2.94M
|
678K
$341M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
6.58K+ 51.39% |
$2.47M - $2.94M
|
19.4K
$9.74M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
6.55K+ 1.98% |
$2.46M - $2.93M
|
338K
$170M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
6.54K+ 12.46% |
$2.46M - $2.93M
|
59.1K
$29.7M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6.53K+ 5.42% |
$2.45M - $2.92M
|
127K
$63.8M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
6.52K+ 8.09% |
$2.45M - $2.92M
|
87.1K
$43.8M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
6.46K+ 29.36% |
$2.42M - $2.89M
|
28.4K
$14.3M
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
6.41KNew |
$2.41M - $2.87M
|
6.41K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
6.4K+ 9.78% |
$2.4M - $2.86M
|
71.9K
$36.1M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
6.37K+ 3.98% |
$2.39M - $2.85M
|
166K
$83.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.36K+ 8.79% |
$2.39M - $2.85M
|
78.8K
$39.6M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.31K+ 2.86% |
$2.37M - $2.82M
|
227K
$114M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.31K+ 34.79% |
$2.37M - $2.82M
|
24.4K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
6.28K+ 9.9% |
$2.36M - $2.81M
|
69.7K
$35.1M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
6.26KNew |
$2.35M - $2.8M
|
6.26K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
6.21K+ 58.81% |
$2.33M - $2.78M
|
16.8K
$8.44M
|
|
|
May 15, 2025
Q1 2025
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
6.2K+ 44.93% |
$2.33M - $2.77M
|
20K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
6.2K+ 7.04% |
$2.33M - $2.77M
|
94.2K
$47.4M
|