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 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.13K+ 783.96% |
$1.17M - $1.4M
|
3.53K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
3.13K+ 2.02% |
$1.17M - $1.4M
|
158K
$79.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.1K+ 2.33% |
$1.16M - $1.39M
|
136K
$68.5M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.08K+ 2.28% |
$1.16M - $1.38M
|
138K
$69.6M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.08K+ 1.39% |
$1.16M - $1.38M
|
225K
$113M
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
3.08K+ 2.07% |
$1.16M - $1.38M
|
152K
$76.3M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.07K+ 9.15% |
$1.15M - $1.37M
|
36.6K
$18.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.07KNew |
$1.15M - $1.37M
|
3.07K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.06K+ 33.79% |
$1.15M - $1.37M
|
12.1K
$6.1M
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
3.03K+ 30.86% |
$1.14M - $1.35M
|
12.8K
$6.46M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.03K+ 249.71% |
$1.14M - $1.35M
|
4.24K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
3.03K+ 3.43% |
$1.14M - $1.35M
|
91.3K
$45.9M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
3.02K+ 5.52% |
$1.13M - $1.35M
|
57.6K
$29M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3K+ 12.68% |
$1.13M - $1.34M
|
26.7K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Nellore Capital Management LLC
Palo Alto, CA |
BUY
|
- |
3K+ 2.02% |
$1.13M - $1.34M
|
151K
$76.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.99K+ 5.79% |
$1.12M - $1.34M
|
54.6K
$27.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.97K+ 5.81% |
$1.12M - $1.33M
|
54.2K
$27.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
2.96K+ 4.54% |
$1.11M - $1.33M
|
68.3K
$34.3M
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.96KNew |
$1.11M - $1.32M
|
2.96K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2.94K+ 2.09% |
$1.1M - $1.31M
|
144K
$72.2M
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
2.92KNew |
$1.1M - $1.31M
|
2.92K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.91K+ 6.02% |
$1.09M - $1.3M
|
51.2K
$25.7M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.89K+ 15.33% |
$1.08M - $1.29M
|
21.7K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.88K+ 23.84% |
$1.08M - $1.29M
|
15K
$7.52M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.87K+ 0.52% |
$1.08M - $1.28M
|
559K
$281M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
2.87KNew |
$1.08M - $1.28M
|
2.87K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.86K+ 5.66% |
$1.07M - $1.28M
|
53.3K
$26.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.85K+ 28.8% |
$1.07M - $1.28M
|
12.8K
$6.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.85K+ 16.6% |
$1.07M - $1.27M
|
20K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.85K+ 21.6% |
$1.07M - $1.27M
|
16K
$8.06M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.84K+ 5.37% |
$1.07M - $1.27M
|
55.8K
$28M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.84K+ 33.91% |
$1.07M - $1.27M
|
11.2K
$5.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.83K+ 7.99% |
$1.06M - $1.26M
|
38.2K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.81K+ 10.39% |
$1.06M - $1.26M
|
29.9K
$15M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.81KNew |
$1.05M - $1.26M
|
2.81K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.81K+ 38.52% |
$1.05M - $1.25M
|
10.1K
$5.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.8K+ 4.67% |
$1.05M - $1.25M
|
62.8K
$31.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.8K+ 17.18% |
$1.05M - $1.25M
|
19.1K
$9.6M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.79K+ 147.02% |
$1.05M - $1.25M
|
4.68K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
2.78KNew |
$1.04M - $1.24M
|
2.78K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
2.77K+ 22.91% |
$1.04M - $1.24M
|
14.9K
$7.48M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.77K+ 11.25% |
$1.04M - $1.24M
|
27.3K
$13.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
2.74KNew |
$1.03M - $1.22M
|
2.74K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.74K+ 6.11% |
$1.03M - $1.22M
|
47.6K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.72K+ 1.12% |
$1.02M - $1.21M
|
245K
$123M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.71K+ 1.05% |
$1.02M - $1.21M
|
260K
$131M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.7K+ 2.26% |
$1.01M - $1.21M
|
122K
$61.5M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2.7KNew |
$1.01M - $1.21M
|
2.7K
$1.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.7K+ 20.92% |
$1.01M - $1.21M
|
15.6K
$7.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.68K+ 1.76% |
$1.01M - $1.2M
|
155K
$77.8M
|