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 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.68K+ 9.53% |
$631K - $751K
|
19.3K
$9.71M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
1.67K+ 110.73% |
$628K - $748K
|
3.18K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
1.67K+ 12.52% |
$627K - $747K
|
15K
$7.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
1.67K+ 30.96% |
$625K - $745K
|
7.05K
$3.55M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.67KNew |
$625K - $745K
|
1.67K
$838K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.66K+ 10.02% |
$624K - $743K
|
18.2K
$9.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.66K+ 3.19% |
$622K - $741K
|
53.6K
$26.9M
|
|
|
May 14, 2025
Q1 2025
|
Nat West Group PLC
|
BUY
|
- |
1.66K+ 5.25% |
$622K - $741K
|
33.2K
$16.7M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.65K+ 6.08% |
$620K - $738K
|
28.8K
$14.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
1.64K+ 22.02% |
$616K - $733K
|
9.09K
$4.57M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.63K+ 3.48% |
$613K - $730K
|
48.6K
$24.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.61K+ 3.71% |
$605K - $721K
|
45.1K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
1.6KNew |
$601K - $716K
|
1.6K
$805K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1.6K+ 6.11% |
$600K - $715K
|
27.8K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1.6K+ 9.93% |
$599K - $714K
|
17.7K
$8.89M
|
|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
1.58KNew |
$591K - $704K
|
1.58K
$792K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.56K+ 31.4% |
$587K - $699K
|
6.54K
$3.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.56K+ 5.99% |
$584K - $695K
|
27.5K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.54K+ 2.38% |
$579K - $690K
|
66.5K
$33.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.54K+ 21.96% |
$578K - $689K
|
8.55K
$4.3M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.54K+ 15.15% |
$577K - $688K
|
11.7K
$5.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.54K+ 11.13% |
$577K - $687K
|
15.3K
$7.72M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.54K+ 2.75% |
$577K - $687K
|
57.5K
$28.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.54K+ 3.55% |
$577K - $687K
|
44.8K
$22.6M
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
1.53K+ 0.6% |
$575K - $685K
|
257K
$129M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
1.53K+ 2.63% |
$574K - $684K
|
59.7K
$30M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.52K+ 8.7% |
$572K - $682K
|
19.1K
$9.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 1.66% |
$571K - $681K
|
93K
$46.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.52K+ 1.23% |
$570K - $679K
|
125K
$63.1M
|
|
|
May 13, 2025
Q1 2025
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
1.52K+ 3.58% |
$570K - $679K
|
43.9K
$22.1M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.52K+ 7.41% |
$569K - $678K
|
22K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
1.51K+ 233.18% |
$567K - $676K
|
2.16K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.51K+ 1.93% |
$567K - $676K
|
79.7K
$40.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.51K+ 8.66% |
$567K - $675K
|
18.9K
$9.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
1.51K+ 5.08% |
$566K - $674K
|
31.2K
$15.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
1.5KNew |
$565K - $673K
|
1.5K
$757K
|
|
|
May 12, 2025
Q1 2025
|
Herald Investment Management LTD
|
BUY
|
- |
1.5K+ 5.94% |
$563K - $671K
|
26.7K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
1.5K+ 48.12% |
$563K - $671K
|
4.62K
$2.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.5K+ 51.32% |
$562K - $669K
|
4.41K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.49K+ 26.93% |
$559K - $666K
|
7.02K
$3.53M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.48K+ 9.64% |
$557K - $663K
|
16.9K
$8.48M
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
1.48K+ 6.62% |
$555K - $661K
|
23.8K
$12M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.48K+ 11.04% |
$555K - $661K
|
14.9K
$7.48M
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1.47K+ 4.56% |
$552K - $657K
|
33.7K
$17M
|
|
|
Apr 21, 2025
Q1 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
1.47K+ 37.49% |
$551K - $656K
|
5.38K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
1.46K+ 1.24% |
$549K - $654K
|
119K
$60.1M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 31.94% |
$549K - $654K
|
6.04K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.46K+ 2.56% |
$548K - $653K
|
58.5K
$29.4M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.46K+ 15.27% |
$548K - $652K
|
11K
$5.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.46K+ 28.66% |
$546K - $651K
|
6.53K
$3.29M
|