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 23, 2025
Q1 2025
|
Saybrook Capital
|
BUY
|
- |
6.16K+ 266.55% |
$2.31M - $2.75M
|
8.47K
$4.26M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.15K+ 38.76% |
$2.31M - $2.75M
|
22K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
6.13K+ 5.66% |
$2.3M - $2.74M
|
114K
$57.5M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.12K+ 0.33% |
$2.3M - $2.73M
|
1.87M
$941M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.11K+ 14.25% |
$2.29M - $2.73M
|
49K
$24.6M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
6.11K+ 4.49% |
$2.29M - $2.73M
|
142K
$71.5M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.11K+ 32.47% |
$2.29M - $2.73M
|
24.9K
$12.5M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6.09K+ 21.4% |
$2.28M - $2.72M
|
34.5K
$17.4M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.06K+ 2.25% |
$2.27M - $2.71M
|
275K
$139M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
6K+ 0.27% |
$2.25M - $2.68M
|
2.19M
$1.1B
|
|
|
May 14, 2025
Q1 2025
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
6K+ 19.64% |
$2.25M - $2.68M
|
36.5K
$18.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.99K+ 907.58% |
$2.25M - $2.68M
|
6.65K
$3.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.96K+ 18.44% |
$2.24M - $2.67M
|
38.3K
$19.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.95K+ 15.03% |
$2.23M - $2.66M
|
45.5K
$22.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
5.92K+ 59.15% |
$2.22M - $2.65M
|
15.9K
$8.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.91K+ 4.98% |
$2.22M - $2.64M
|
125K
$62.7M
|
|
|
May 15, 2025
Q1 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.89K+ 17.43% |
$2.21M - $2.64M
|
39.7K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.89K+ 2.74% |
$2.21M - $2.63M
|
221K
$111M
|
|
|
May 15, 2025
Q1 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
5.88K+ 3.22% |
$2.21M - $2.63M
|
189K
$94.8M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5.83K+ 29.04% |
$2.19M - $2.61M
|
25.9K
$13M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
5.77K+ 7.36% |
$2.17M - $2.58M
|
84.2K
$42.3M
|
|
|
May 14, 2025
Q1 2025
|
Elwood Capital Partners LP
New York, NY |
BUY
|
- |
5.76K+ 29.53% |
$2.16M - $2.57M
|
25.2K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Lgt Capital Partners Ltd.
|
BUY
|
- |
5.74K+ 1.0% |
$2.16M - $2.57M
|
581K
$292M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.74K+ 571.22% |
$2.15M - $2.56M
|
6.74K
$3.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
5.73K+ 2.31% |
$2.15M - $2.56M
|
253K
$127M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
5.72K+ 136.34% |
$2.15M - $2.56M
|
9.92K
$4.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.71K+ 24.57% |
$2.14M - $2.55M
|
29K
$14.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
5.67K+ 885.31% |
$2.13M - $2.53M
|
6.31K
$3.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
5.65K+ 7.57% |
$2.12M - $2.52M
|
80.3K
$40.4M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.59K+ 17.61% |
$2.1M - $2.5M
|
37.3K
$18.8M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.54K+ 5.1% |
$2.08M - $2.48M
|
114K
$57.4M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
5.53K+ 25.66% |
$2.08M - $2.47M
|
27.1K
$13.6M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5.52K+ 8.43% |
$2.07M - $2.47M
|
71.1K
$35.7M
|
|
|
May 14, 2025
Q1 2025
|
Siren, L.L.C.
New York, NY |
BUY
|
- |
5.5K+ 23.91% |
$2.06M - $2.46M
|
28.5K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5.45KNew |
$2.05M - $2.44M
|
5.45K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
5.43K+ 30.22% |
$2.04M - $2.43M
|
23.4K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
5.42K+ 57.11% |
$2.03M - $2.42M
|
14.9K
$7.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.4K+ 9.68% |
$2.03M - $2.41M
|
61.2K
$30.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.34K+ 5.42% |
$2.01M - $2.39M
|
104K
$52.2M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.34K+ 1.28% |
$2.01M - $2.39M
|
422K
$212M
|
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
5.33K+ 30.03% |
$2M - $2.38M
|
23.1K
$11.6M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
5.33K+ 17.77% |
$2M - $2.38M
|
35.3K
$17.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.31K+ 1.77% |
$1.99M - $2.38M
|
305K
$153M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.29K+ 4.37% |
$1.99M - $2.36M
|
126K
$63.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.29K+ 28.13% |
$1.98M - $2.36M
|
24.1K
$12.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
5.19K+ 7.05% |
$1.95M - $2.32M
|
78.7K
$39.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
5.17K+ 3.67% |
$1.94M - $2.31M
|
146K
$73.5M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
5.16KNew |
$1.94M - $2.31M
|
5.16K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
5.13K+ 29.67% |
$1.93M - $2.3M
|
22.4K
$11.3M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
5.13K+ 17.29% |
$1.92M - $2.29M
|
34.8K
$17.5M
|