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 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.45K+ 22.63% |
$546K - $650K
|
7.88K
$3.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.45K+ 55.28% |
$544K - $648K
|
4.07K
$2.05M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
1.45K+ 7.59% |
$543K - $647K
|
20.5K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.44K+ 23.26% |
$539K - $643K
|
7.62K
$3.83M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.44K+ 4.01% |
$539K - $643K
|
37.3K
$18.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.43K+ 5.1% |
$538K - $641K
|
29.5K
$14.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.43K+ 2.88% |
$537K - $640K
|
51.1K
$25.7M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.43K+ 1.58% |
$536K - $639K
|
91.7K
$46.2M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.43K+ 9.48% |
$535K - $637K
|
16.5K
$8.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.42K+ 5.81% |
$533K - $635K
|
25.9K
$13M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.41K+ 3.51% |
$531K - $632K
|
41.8K
$21M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.41K+ 1.09% |
$531K - $632K
|
132K
$66.2M
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1.41K+ 2.67% |
$531K - $632K
|
54.3K
$27.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.41K+ 18.83% |
$530K - $631K
|
8.91K
$4.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.41K+ 3.43% |
$530K - $631K
|
42.6K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
1.41K+ 41.37% |
$530K - $631K
|
4.83K
$2.43M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.41K+ 2.99% |
$529K - $630K
|
48.5K
$24.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.41K+ 18.05% |
$528K - $629K
|
9.19K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
1.4K+ 8.22% |
$527K - $628K
|
18.5K
$9.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.4K+ 21.25% |
$526K - $627K
|
7.99K
$4.02M
|
|
|
May 15, 2025
Q1 2025
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 91.2% |
$525K - $626K
|
2.93K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.39K+ 6.0% |
$523K - $623K
|
24.6K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
1.39K+ 20.48% |
$522K - $622K
|
8.18K
$4.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.39K+ 4.39% |
$520K - $619K
|
32.9K
$16.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.38K+ 19.88% |
$520K - $619K
|
8.35K
$4.2M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.38K+ 4.79% |
$519K - $618K
|
30.3K
$15.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.38K+ 12.22% |
$516K - $615K
|
12.6K
$6.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.38K+ 2.32% |
$516K - $615K
|
60.8K
$30.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.37K+ 16.74% |
$516K - $614K
|
9.58K
$4.82M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.37K+ 0.42% |
$514K - $613K
|
327K
$165M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
1.37K+ 3.84% |
$513K - $611K
|
36.9K
$18.6M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.37K+ 23.71% |
$513K - $611K
|
7.13K
$3.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.36K+ 53.12% |
$512K - $610K
|
3.93K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 7.35% |
$511K - $608K
|
19.9K
$9.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.36K+ 13.77% |
$510K - $608K
|
11.2K
$5.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.34K+ 1.39% |
$504K - $601K
|
98.1K
$49.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.34K+ 61.18% |
$503K - $600K
|
3.53K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.34K+ 32.28% |
$503K - $599K
|
5.49K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
1.34KNew |
$502K - $598K
|
1.34K
$673K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
1.33K+ 10.3% |
$501K - $597K
|
14.3K
$7.18M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.33K+ 7.48% |
$500K - $596K
|
19.1K
$9.62M
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
1.33K+ 1.81% |
$500K - $595K
|
74.8K
$37.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.33K+ 6.82% |
$498K - $593K
|
20.8K
$10.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.32K+ 0.6% |
$497K - $592K
|
223K
$112M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.32K+ 2.42% |
$495K - $589K
|
55.7K
$28M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
1.32K+ 4.6% |
$494K - $589K
|
29.9K
$15M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.31K+ 5.94% |
$493K - $588K
|
23.4K
$11.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.31K+ 2.14% |
$492K - $586K
|
62.4K
$31.4M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
1.31K+ 0.43% |
$492K - $586K
|
304K
$153M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1.31K+ 6.54% |
$490K - $584K
|
21.3K
$10.7M
|