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 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 41.44% |
$425K - $507K
|
3.87K
$1.98M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.13K+ 58.61% |
$425K - $507K
|
3.07K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.13K+ 18.53% |
$423K - $504K
|
7.21K
$3.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
BUY
|
- |
1.13K+ 0.94% |
$423K - $504K
|
121K
$61.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1.13K+ 4.33% |
$422K - $503K
|
27.1K
$13.9M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.12K+ 2.86% |
$422K - $503K
|
40.4K
$20.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.12K+ 5.06% |
$422K - $502K
|
23.3K
$11.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.12K+ 3.98% |
$421K - $501K
|
29.3K
$15M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.12K+ 3.0% |
$420K - $501K
|
38.5K
$19.7M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.12K+ 4.42% |
$419K - $499K
|
26.3K
$13.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.12K+ 13.49% |
$419K - $499K
|
9.38K
$4.8M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 7.9% |
$419K - $499K
|
15.2K
$7.79M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.11K+ 14.05% |
$416K - $495K
|
8.99K
$4.6M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
1.1K+ 12.44% |
$414K - $494K
|
9.98K
$5.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.1K+ 4.51% |
$414K - $493K
|
25.6K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.1K+ 1.56% |
$414K - $493K
|
71.6K
$36.6M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.1K+ 2.17% |
$413K - $492K
|
51.9K
$26.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.1K+ 6.32% |
$413K - $491K
|
18.5K
$9.46M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
1.1K+ 35.73% |
$413K - $491K
|
4.18K
$2.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.1K+ 3.74% |
$412K - $491K
|
30.4K
$15.6M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.1K+ 0.74% |
$411K - $490K
|
149K
$76M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.1K+ 0.81% |
$411K - $490K
|
136K
$69.7M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1.09K+ 18.15% |
$409K - $487K
|
7.1K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.09K+ 38.55% |
$409K - $487K
|
3.91K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.09K+ 4.44% |
$408K - $486K
|
25.6K
$13.1M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.09K+ 8.66% |
$407K - $485K
|
13.6K
$6.97M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.08K+ 5.91% |
$407K - $485K
|
19.4K
$9.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
BUY
|
- |
1.08K+ 6.37% |
$405K - $483K
|
18K
$9.23M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.08K+ 2.36% |
$404K - $481K
|
46.7K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.07K+ 0.66% |
$403K - $480K
|
165K
$84.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.07K+ 7.03% |
$402K - $479K
|
16.3K
$8.34M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.07K+ 12.38% |
$402K - $479K
|
9.72K
$4.97M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.07K+ 7.51% |
$400K - $476K
|
15.2K
$7.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.06K+ 5.64% |
$398K - $474K
|
19.8K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.06K+ 2.54% |
$398K - $474K
|
42.7K
$21.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.06K+ 2.41% |
$396K - $472K
|
44.8K
$22.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.05K+ 1.98% |
$396K - $471K
|
54.4K
$27.8M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.05K+ 2.75% |
$395K - $471K
|
39.3K
$20.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.05K+ 13.27% |
$395K - $470K
|
8.97K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Avenir Tech LTD
Hong Kong, K3 |
BUY
|
- |
1.05KNew |
$394K - $470K
|
1.05K
$537K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
1.05K+ 5.65% |
$394K - $469K
|
19.6K
$10M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1.04K+ 11.39% |
$392K - $466K
|
10.2K
$5.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
1.04K+ 3.84% |
$390K - $465K
|
28.1K
$14.4M
|
|
|
May 05, 2025
Q1 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
1.04K+ 4.88% |
$390K - $464K
|
22.3K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.03K+ 2.49% |
$388K - $462K
|
42.6K
$21.8M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 8.25% |
$387K - $462K
|
13.5K
$6.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.03KNew |
$386K - $460K
|
1.03K
$526K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
1.03K+ 0.9% |
$385K - $459K
|
115K
$58.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.03K+ 21.23% |
$385K - $458K
|
5.85K
$3M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1.02K+ 80.42% |
$384K - $457K
|
2.3K
$1.17M
|