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
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.91K+ 4.13% |
$718K - $855K
|
48.3K
$24.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
1.91K+ 6.53% |
$715K - $852K
|
31.1K
$15.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.9K+ 2.36% |
$714K - $850K
|
82.4K
$41.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.89K+ 2.53% |
$710K - $846K
|
76.6K
$38.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
1.89K+ 27.36% |
$710K - $846K
|
8.81K
$4.43M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
1.89K+ 5.14% |
$710K - $846K
|
38.7K
$19.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
1.89K+ 0.88% |
$708K - $844K
|
216K
$108M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.89K+ 26.77% |
$708K - $844K
|
8.94K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.89K+ 22.83% |
$708K - $844K
|
10.2K
$5.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.89K+ 0.5% |
$708K - $843K
|
377K
$189M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.89K+ 0.12% |
$708K - $843K
|
1.6M
$806M
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
1.88K+ 22.71% |
$706K - $841K
|
10.2K
$5.11M
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.88K+ 3.16% |
$705K - $840K
|
61.4K
$30.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.86K+ 4.53% |
$699K - $833K
|
42.9K
$21.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 12.97% |
$696K - $829K
|
16.1K
$8.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 3.23% |
$693K - $826K
|
58.9K
$29.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.84K+ 45.71% |
$691K - $824K
|
5.87K
$2.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
1.83K+ 7.95% |
$688K - $820K
|
24.9K
$12.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.83K+ 4.37% |
$687K - $819K
|
43.8K
$22M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.82K+ 59.88% |
$684K - $815K
|
4.87K
$2.45M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.81K+ 1.76% |
$681K - $811K
|
105K
$52.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
1.81K+ 0.77% |
$678K - $808K
|
238K
$120M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.81K+ 10.21% |
$678K - $808K
|
19.5K
$9.81M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.8K+ 4.28% |
$676K - $806K
|
43.9K
$22.1M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.8K+ 103.5% |
$676K - $806K
|
3.54K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Crystal Rock Capital Management
|
BUY
|
- |
1.8K+ 13.13% |
$676K - $805K
|
15.5K
$7.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.79K+ 3.58% |
$673K - $802K
|
51.9K
$26.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.79K+ 8.37% |
$673K - $801K
|
23.2K
$11.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1.79K+ 2.89% |
$672K - $800K
|
63.8K
$32.1M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.79K+ 15.09% |
$672K - $800K
|
13.7K
$6.87M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.79K+ 2.93% |
$670K - $799K
|
62.8K
$31.6M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
1.78K+ 10.12% |
$667K - $795K
|
19.4K
$9.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.78K+ 176.72% |
$667K - $794K
|
2.78K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.77K+ 209.21% |
$665K - $792K
|
2.62K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.77K+ 3.05% |
$664K - $791K
|
59.7K
$30M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.76K+ 0.78% |
$659K - $785K
|
226K
$114M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.75K+ 53.2% |
$656K - $782K
|
5.03K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.74K+ 0.9% |
$655K - $780K
|
195K
$97.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.74K+ 2.18% |
$654K - $779K
|
81.6K
$41M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.74K+ 30.32% |
$653K - $778K
|
7.48K
$3.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.73K+ 9.43% |
$648K - $771K
|
20K
$10.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.72K+ 26.49% |
$647K - $771K
|
8.23K
$4.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.72K+ 2.36% |
$647K - $771K
|
74.6K
$37.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.72K+ 9.58% |
$646K - $770K
|
19.7K
$9.91M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.72K+ 6.78% |
$645K - $768K
|
27K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
1.71K+ 3.97% |
$640K - $763K
|
44.7K
$22.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
1.7K+ 12.69% |
$638K - $760K
|
15.1K
$7.6M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.7K+ 14.44% |
$637K - $759K
|
13.5K
$6.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.69K+ 1.37% |
$634K - $755K
|
125K
$62.7M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.68K+ 2.36% |
$631K - $752K
|
73K
$36.7M
|