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 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
2.68K+ 1.93% |
$1.01M - $1.2M
|
142K
$71.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
2.68K+ 1.7% |
$1.01M - $1.2M
|
161K
$80.8M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.68K+ 33.93% |
$1M - $1.2M
|
10.6K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.67K+ 1114.17% |
$1M - $1.2M
|
2.91K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.67K+ 3.29% |
$1M - $1.2M
|
84K
$42.2M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.67K+ 6.1% |
$1M - $1.19M
|
46.4K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
2.66K+ 15.13% |
$999K - $1.19M
|
20.3K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.66K+ 384.1% |
$998K - $1.19M
|
3.35K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
2.65K+ 39.11% |
$994K - $1.18M
|
9.42K
$4.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.64K+ 7.28% |
$989K - $1.18M
|
38.8K
$19.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.63K+ 68.19% |
$986K - $1.17M
|
6.48K
$3.26M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
2.62K+ 1.3% |
$984K - $1.17M
|
204K
$103M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.61K+ 5.82% |
$981K - $1.17M
|
47.5K
$23.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.61K+ 23.33% |
$981K - $1.17M
|
13.8K
$6.95M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
2.6K+ 50.86% |
$977K - $1.16M
|
7.72K
$3.88M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
2.6K+ 0.51% |
$977K - $1.16M
|
517K
$260M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.6K+ 7.27% |
$976K - $1.16M
|
38.4K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.59K+ 8.31% |
$974K - $1.16M
|
33.8K
$17M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.58K+ 67.74% |
$968K - $1.15M
|
6.38K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
2.58KNew |
$968K - $1.15M
|
2.58K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.57K+ 8.46% |
$966K - $1.15M
|
33K
$16.6M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.56K+ 117.14% |
$959K - $1.14M
|
4.74K
$2.38M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.54K+ 4.3% |
$955K - $1.14M
|
61.7K
$31M
|
|
|
May 12, 2025
Q1 2025
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.54K+ 6.7% |
$953K - $1.14M
|
40.4K
$20.3M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
2.53K+ 15.53% |
$950K - $1.13M
|
18.8K
$9.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
2.52K+ 14.89% |
$947K - $1.13M
|
19.5K
$9.8M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.52K+ 1.92% |
$947K - $1.13M
|
134K
$67.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.52K+ 18.88% |
$945K - $1.13M
|
15.9K
$7.97M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
2.5K+ 1.69% |
$938K - $1.12M
|
150K
$75.5M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.48K+ 15.55% |
$929K - $1.11M
|
18.4K
$9.25M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.47K+ 1.16% |
$929K - $1.11M
|
215K
$108M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.47K+ 1.02% |
$928K - $1.11M
|
244K
$123M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.46K+ 29.46% |
$924K - $1.1M
|
10.8K
$5.44M
|
|
|
May 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
2.45K+ 2.84% |
$921K - $1.1M
|
88.9K
$44.7M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.45K+ 23.0% |
$919K - $1.09M
|
13.1K
$6.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.44K+ 3.55% |
$917K - $1.09M
|
71.3K
$35.9M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
2.44K+ 0.27% |
$914K - $1.09M
|
911K
$459M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
2.44KNew |
$914K - $1.09M
|
2.44K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.43K+ 1.62% |
$910K - $1.08M
|
152K
$76.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.42K+ 5.21% |
$910K - $1.08M
|
49K
$24.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
2.42K+ 20.28% |
$908K - $1.08M
|
14.4K
$7.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.42K+ 6.12% |
$908K - $1.08M
|
42K
$21.1M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.42K+ 22.28% |
$908K - $1.08M
|
13.3K
$6.68M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
2.41K+ 6.97% |
$904K - $1.08M
|
37K
$18.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.4K+ 36.0% |
$902K - $1.08M
|
9.08K
$4.57M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.39K+ 61.04% |
$898K - $1.07M
|
6.31K
$3.17M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 2.18% |
$895K - $1.07M
|
112K
$56.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.37K+ 29.11% |
$889K - $1.06M
|
10.5K
$5.28M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
2.36K+ 21.63% |
$886K - $1.06M
|
13.3K
$6.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.35K+ 41.93% |
$882K - $1.05M
|
7.96K
$4M
|