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 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
2.07K+ 13.9% |
$776K - $925K
|
16.9K
$8.52M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.07KNew |
$776K - $925K
|
2.07K
$1.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.07K+ 1.56% |
$776K - $924K
|
134K
$67.6M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.06K+ 5.11% |
$775K - $923K
|
42.4K
$21.3M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.05K+ 374.64% |
$771K - $918K
|
2.6K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
2.05K+ 1.26% |
$770K - $917K
|
164K
$82.7M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.03K+ 66.45% |
$762K - $908K
|
5.09K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.03K+ 33.01% |
$761K - $906K
|
8.17K
$4.11M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.02K+ 48.2% |
$760K - $905K
|
6.22K
$3.13M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2.02K+ 7.54% |
$759K - $904K
|
28.8K
$14.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.02K+ 24.33% |
$758K - $902K
|
10.3K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
2.02K+ 8.06% |
$758K - $902K
|
27K
$13.6M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.02KNew |
$757K - $902K
|
2.02K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.02K+ 0.07% |
$756K - $901K
|
2.98M
$1.5B
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.01K+ 69.37% |
$756K - $900K
|
4.92K
$2.47M
|
|
|
May 09, 2025
Q1 2025
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
2.01K+ 11.71% |
$755K - $900K
|
19.2K
$9.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.01K+ 3.38% |
$754K - $898K
|
61.4K
$30.9M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.01K+ 2.74% |
$753K - $898K
|
75.3K
$37.9M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2K+ 2.27% |
$752K - $896K
|
90.1K
$45.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
2K+ 1.14% |
$750K - $894K
|
178K
$89.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2K+ 18.91% |
$749K - $893K
|
12.5K
$6.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2K+ 8.13% |
$749K - $892K
|
26.5K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2K+ 6.35% |
$749K - $892K
|
33.4K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1.99KNew |
$749K - $892K
|
1.99K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
1.99K+ 104.73% |
$748K - $891K
|
3.9K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.99K+ 1.41% |
$746K - $888K
|
143K
$72M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.98K+ 56.44% |
$745K - $887K
|
5.5K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.98K+ 8.19% |
$743K - $885K
|
26.2K
$13.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 5.35% |
$741K - $883K
|
38.9K
$19.6M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.97K+ 4.78% |
$741K - $883K
|
43.3K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.97K+ 315.02% |
$740K - $882K
|
2.6K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.97K+ 25.88% |
$740K - $881K
|
9.59K
$4.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.95K+ 0.89% |
$734K - $874K
|
221K
$111M
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
1.95KNew |
$732K - $872K
|
1.95K
$981K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.95K+ 14.03% |
$731K - $871K
|
15.8K
$7.96M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
1.95K+ 1.67% |
$731K - $870K
|
118K
$59.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.94K+ 3.14% |
$729K - $868K
|
63.7K
$32M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.94K+ 1.94% |
$728K - $868K
|
102K
$51.4M
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
1.94K+ 4.05% |
$728K - $867K
|
49.8K
$25.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.94K+ 11.6% |
$727K - $866K
|
18.6K
$9.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.94K+ 7.21% |
$727K - $866K
|
28.8K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.93K+ 1.55% |
$725K - $864K
|
126K
$63.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1.93K+ 2.8% |
$723K - $862K
|
70.8K
$35.6M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.93K+ 27.07% |
$723K - $862K
|
9.05K
$4.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.93K+ 5.07% |
$723K - $861K
|
39.9K
$20.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
1.93K+ 4.9% |
$723K - $861K
|
41.2K
$20.7M
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
1.93K+ 90.68% |
$723K - $861K
|
4.05K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
1.92K+ 30.11% |
$721K - $860K
|
8.31K
$4.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.92K+ 73.08% |
$720K - $857K
|
4.54K
$2.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.92K+ 0.34% |
$719K - $856K
|
568K
$286M
|