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 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.3K+ 1.48% |
$489K - $583K
|
89.4K
$45M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
1.3K+ 17.25% |
$488K - $582K
|
8.84K
$4.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.3K+ 7.75% |
$488K - $582K
|
18.1K
$9.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.3K+ 4.97% |
$488K - $581K
|
27.5K
$13.8M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.3K+ 2.46% |
$488K - $581K
|
54.2K
$27.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.3K+ 1.61% |
$487K - $580K
|
82K
$41.2M
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
1.29K+ 6.13% |
$484K - $577K
|
22.3K
$11.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.29K+ 11.65% |
$484K - $576K
|
12.4K
$6.22M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.29K+ 10.68% |
$482K - $575K
|
13.3K
$6.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
1.28K+ 3.93% |
$482K - $574K
|
34K
$17.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.28K+ 4.25% |
$482K - $574K
|
31.5K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.28K+ 0.97% |
$479K - $570K
|
132K
$66.4M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.27K+ 2.51% |
$478K - $569K
|
51.9K
$26.1M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.27K+ 2.73% |
$476K - $567K
|
47.8K
$24M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
1.26KNew |
$474K - $565K
|
1.26K
$636K
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
BUY
|
- |
1.26K+ 2.19% |
$474K - $565K
|
58.8K
$29.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.26K+ 11.78% |
$472K - $562K
|
11.9K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.26K+ 24.63% |
$472K - $562K
|
6.36K
$3.2M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.26K+ 18.83% |
$471K - $562K
|
7.93K
$3.99M
|
|
|
May 14, 2025
Q1 2025
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
1.25K+ 2.99% |
$470K - $560K
|
43.2K
$21.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.24K+ 1.78% |
$466K - $555K
|
70.9K
$35.7M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
1.24K+ 222.58% |
$466K - $555K
|
1.8K
$905K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
1.24K+ 7.66% |
$465K - $554K
|
17.4K
$8.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.24KNew |
$464K - $553K
|
1.24K
$622K
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.24K+ 7.78% |
$464K - $553K
|
17.1K
$8.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.24K+ 0.32% |
$464K - $552K
|
391K
$197M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1.23K+ 14.47% |
$463K - $552K
|
9.76K
$4.91M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.23K+ 5.17% |
$462K - $551K
|
25.1K
$12.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 2.7% |
$462K - $550K
|
46.8K
$23.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.23K+ 4.34% |
$462K - $550K
|
29.5K
$14.9M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.23K+ 1.54% |
$461K - $550K
|
80.9K
$40.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.23K+ 8.2% |
$460K - $548K
|
16.2K
$8.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.21K+ 7.78% |
$455K - $542K
|
16.8K
$8.45M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.21K+ 175.4% |
$455K - $542K
|
1.9K
$957K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.21K+ 0.78% |
$455K - $542K
|
156K
$78.6M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.21K+ 25.65% |
$453K - $540K
|
5.92K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.2K+ 1.55% |
$452K - $538K
|
78.8K
$39.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
1.19K+ 0.41% |
$447K - $533K
|
288K
$145M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.19K+ 3.13% |
$446K - $531K
|
39.2K
$19.7M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.18K+ 2.9% |
$444K - $529K
|
42K
$21.1M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 1.9% |
$442K - $527K
|
63.1K
$31.7M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.17K+ 11.44% |
$438K - $522K
|
11.4K
$5.72M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.17K+ 12.56% |
$438K - $522K
|
10.5K
$5.27M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.16K+ 1.05% |
$434K - $517K
|
111K
$55.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.15K+ 3.49% |
$433K - $516K
|
34.2K
$17.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.15K+ 2.11% |
$433K - $516K
|
56K
$28.1M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.15KNew |
$433K - $516K
|
1.15K
$580K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.14K+ 1.02% |
$429K - $511K
|
114K
$57.1M
|
|
|
May 14, 2025
Q1 2025
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
1.14KNew |
$429K - $511K
|
1.14K
$574K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 41.44% |
$425K - $507K
|
3.87K
$1.95M
|