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
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4.48K+ 21.23% |
$1.68M - $2.01M
|
25.6K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
4.48K+ 54.2% |
$1.68M - $2M
|
12.8K
$6.42M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.48K+ 3.87% |
$1.68M - $2M
|
120K
$60.4M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
4.47K+ 2.88% |
$1.68M - $2M
|
160K
$80.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.47K+ 16.79% |
$1.68M - $2M
|
31.1K
$15.6M
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
4.46K+ 4.99% |
$1.67M - $1.99M
|
93.8K
$47.2M
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
4.43K+ 2.35% |
$1.66M - $1.98M
|
193K
$97M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.43K+ 7.69% |
$1.66M - $1.98M
|
62K
$31.2M
|
|
|
May 08, 2025
Q1 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
4.4K+ 6.36% |
$1.65M - $1.97M
|
73.6K
$37M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
4.39K+ 3.19% |
$1.65M - $1.96M
|
142K
$71.4M
|
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
4.37K+ 7.22% |
$1.64M - $1.96M
|
64.9K
$32.6M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
4.35K+ 367.43% |
$1.63M - $1.95M
|
5.54K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.33KNew |
$1.62M - $1.93M
|
4.33K
$2.18M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.31K+ 39.89% |
$1.62M - $1.93M
|
15.1K
$7.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.28K+ 4.71% |
$1.61M - $1.91M
|
95K
$47.8M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
4.26K+ 17.48% |
$1.6M - $1.91M
|
28.6K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.22K+ 2.6% |
$1.59M - $1.89M
|
167K
$83.9M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.21K+ 1.73% |
$1.58M - $1.88M
|
247K
$124M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
4.19K+ 18.09% |
$1.57M - $1.87M
|
27.4K
$13.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.18K+ 6.11% |
$1.57M - $1.87M
|
72.6K
$36.5M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.17K+ 12.78% |
$1.57M - $1.87M
|
36.8K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.14K+ 36.82% |
$1.56M - $1.85M
|
15.4K
$7.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
4.14K+ 40.97% |
$1.55M - $1.85M
|
14.2K
$7.16M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
4.11K+ 1.22% |
$1.54M - $1.84M
|
340K
$171M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.1K+ 7.39% |
$1.54M - $1.83M
|
59.5K
$29.9M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
4.06K+ 2.51% |
$1.53M - $1.82M
|
166K
$83.4M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.06K+ 26.02% |
$1.52M - $1.82M
|
19.7K
$9.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.03KNew |
$1.51M - $1.8M
|
4.03K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
4.02KNew |
$1.51M - $1.8M
|
4.02K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
4KNew |
$1.5M - $1.79M
|
4K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
3.99K+ 43.38% |
$1.5M - $1.78M
|
13.2K
$6.64M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.99K+ 49.64% |
$1.5M - $1.78M
|
12K
$6.05M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
3.96K+ 61.3% |
$1.49M - $1.77M
|
10.4K
$5.24M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
3.96K+ 115.91% |
$1.49M - $1.77M
|
7.37K
$3.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
3.91K+ 16.66% |
$1.47M - $1.75M
|
27.4K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
3.91K+ 328.32% |
$1.47M - $1.75M
|
5.1K
$2.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
3.89K+ 9.31% |
$1.46M - $1.74M
|
45.6K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.87K+ 8.75% |
$1.45M - $1.73M
|
48.1K
$24.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.86K+ 5.72% |
$1.45M - $1.73M
|
71.4K
$35.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.86K+ 2.97% |
$1.45M - $1.73M
|
134K
$67.2M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
3.85K+ 7.63% |
$1.45M - $1.72M
|
54.3K
$27.3M
|
|
|
May 12, 2025
Q1 2025
|
Ns Partners LTD
|
BUY
|
- |
3.84K+ 0.73% |
$1.44M - $1.72M
|
531K
$267M
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
3.84KNew |
$1.44M - $1.72M
|
3.84K
$1.93M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.84K+ 4.82% |
$1.44M - $1.72M
|
83.5K
$42M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.84K+ 1.26% |
$1.44M - $1.72M
|
309K
$155M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.82K+ 12.19% |
$1.44M - $1.71M
|
35.2K
$17.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.82K+ 15.25% |
$1.44M - $1.71M
|
28.9K
$14.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.82K+ 15.81% |
$1.43M - $1.71M
|
28K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
3.8KNew |
$1.43M - $1.7M
|
3.8K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
3.79K+ 162.89% |
$1.42M - $1.7M
|
6.12K
$3.08M
|