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
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3.79K+ 3.56% |
$1.42M - $1.69M
|
110K
$55.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.77K+ 3.07% |
$1.42M - $1.69M
|
127K
$63.6M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.73K+ 10.16% |
$1.4M - $1.67M
|
40.4K
$20.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
3.72K+ 5.94% |
$1.4M - $1.66M
|
66.3K
$33.4M
|
|
|
May 14, 2025
Q1 2025
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
3.71K+ 5.3% |
$1.39M - $1.66M
|
73.8K
$37.1M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
3.68K+ 3.43% |
$1.38M - $1.64M
|
111K
$55.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.66K+ 1.33% |
$1.37M - $1.64M
|
280K
$141M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
3.54K+ 11.44% |
$1.33M - $1.58M
|
34.5K
$17.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.54K+ 9.54% |
$1.33M - $1.58M
|
40.7K
$20.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.54K+ 18.91% |
$1.33M - $1.58M
|
22.2K
$11.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.53K+ 1.76% |
$1.33M - $1.58M
|
204K
$103M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.53K+ 1.9% |
$1.32M - $1.58M
|
189K
$95M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.51K+ 3.47% |
$1.32M - $1.57M
|
105K
$52.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.51K+ 1.22% |
$1.32M - $1.57M
|
290K
$146M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.49K+ 1.07% |
$1.31M - $1.56M
|
329K
$166M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.48K+ 11.14% |
$1.31M - $1.56M
|
34.8K
$17.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
3.46K+ 10.91% |
$1.3M - $1.55M
|
35.2K
$17.7M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.46K+ 54.76% |
$1.3M - $1.55M
|
9.78K
$4.92M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3.45KNew |
$1.29M - $1.54M
|
3.45K
$1.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
3.44K+ 43.59% |
$1.29M - $1.54M
|
11.3K
$5.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
3.44K+ 25.84% |
$1.29M - $1.54M
|
16.7K
$8.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
3.44K+ 24.5% |
$1.29M - $1.54M
|
17.5K
$8.78M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3.42K+ 65.93% |
$1.28M - $1.53M
|
8.61K
$4.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
3.41KNew |
$1.28M - $1.52M
|
3.41K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
3.4K+ 5.8% |
$1.28M - $1.52M
|
62.1K
$31.2M
|
|
|
May 15, 2025
Q1 2025
|
Cooper Creek Partners Management LLC
New York, NY |
BUY
|
- |
3.4K+ 3.99% |
$1.28M - $1.52M
|
88.8K
$44.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.39K+ 1.25% |
$1.27M - $1.52M
|
274K
$138M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
3.37K+ 1.86% |
$1.27M - $1.51M
|
185K
$92.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.35K+ 0.28% |
$1.26M - $1.5M
|
1.19M
$599M
|
|
|
May 13, 2025
Q1 2025
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
3.33K+ 1.16% |
$1.25M - $1.49M
|
290K
$146M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.33K+ 28.15% |
$1.25M - $1.49M
|
15.1K
$7.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.32K+ 9.19% |
$1.25M - $1.49M
|
39.5K
$19.8M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.31K+ 11.79% |
$1.24M - $1.48M
|
31.4K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
3.31K+ 0.52% |
$1.24M - $1.48M
|
634K
$319M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.29K+ 33.8% |
$1.24M - $1.47M
|
13K
$6.55M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
3.29KNew |
$1.23M - $1.47M
|
3.29K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.28KNew |
$1.23M - $1.47M
|
3.28K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.27K+ 43.29% |
$1.23M - $1.46M
|
10.8K
$5.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.26K+ 216.3% |
$1.23M - $1.46M
|
4.77K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.26K+ 33.03% |
$1.22M - $1.46M
|
13.1K
$6.61M
|
|
|
May 02, 2025
Q1 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
3.25K+ 0.63% |
$1.22M - $1.45M
|
523K
$263M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
3.25K+ 2.05% |
$1.22M - $1.45M
|
162K
$81.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
3.25KNew |
$1.22M - $1.45M
|
3.25K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.23K+ 3.63% |
$1.21M - $1.45M
|
92.2K
$46.4M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.22K+ 5.48% |
$1.21M - $1.44M
|
61.9K
$31.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 3.46% |
$1.2M - $1.43M
|
96K
$48.3M
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
3.2K+ 1.75% |
$1.2M - $1.43M
|
186K
$93.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.17K+ 4.6% |
$1.19M - $1.42M
|
72.1K
$36.3M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.15KNew |
$1.18M - $1.41M
|
3.15K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
BUY
|
- |
3.13K+ 3.2% |
$1.17M - $1.4M
|
101K
$50.8M
|