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 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
1.02K+ 9.3% |
$383K - $456K
|
12K
$6.03M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.02K+ 35.37% |
$382K - $455K
|
3.89K
$1.96M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.01K+ 108.45% |
$381K - $453K
|
1.95K
$980K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.01K+ 3.35% |
$380K - $453K
|
31.2K
$15.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.01K+ 2.54% |
$380K - $453K
|
40.8K
$20.5M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
1.01K+ 12.12% |
$380K - $453K
|
9.36K
$4.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.01K+ 186.48% |
$378K - $450K
|
1.55K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
1K+ 112.81% |
$377K - $449K
|
1.89K
$953K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1K+ 38.09% |
$377K - $449K
|
3.64K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1K+ 14.38% |
$376K - $448K
|
7.97K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Lts One Management LP
|
BUY
|
- |
1K+ 1.69% |
$375K - $447K
|
60K
$30.2M
|
|
|
May 15, 2025
Q1 2025
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1K+ 73.58% |
$375K - $447K
|
2.36K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1K+ 4.41% |
$375K - $447K
|
23.7K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
999+ 32.97% |
$375K - $447K
|
4.03K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
996+ 6.36% |
$374K - $445K
|
16.7K
$8.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
994+ 7.53% |
$373K - $445K
|
14.2K
$7.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
991+ 2.9% |
$372K - $443K
|
35.1K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
991+ 9.2% |
$372K - $443K
|
11.8K
$5.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
990+ 0.16% |
$372K - $443K
|
638K
$321M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
990+ 2.15% |
$372K - $443K
|
47K
$23.7M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
987+ 19.24% |
$371K - $441K
|
6.12K
$3.08M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
983+ 1.1% |
$369K - $440K
|
90.2K
$45.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
982+ 2.56% |
$369K - $439K
|
39.4K
$19.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
981+ 22.03% |
$368K - $439K
|
5.43K
$2.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
980+ 1.31% |
$368K - $438K
|
75.9K
$38.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
978+ 10.14% |
$367K - $437K
|
10.6K
$5.34M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
978+ 5.8% |
$367K - $437K
|
17.8K
$8.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
972+ 2.69% |
$365K - $435K
|
37.1K
$18.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
969+ 15.97% |
$364K - $433K
|
7.04K
$3.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
968+ 3.82% |
$363K - $433K
|
26.3K
$13.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
968+ 1.22% |
$363K - $433K
|
80.3K
$40.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
966+ 6.6% |
$363K - $432K
|
15.6K
$7.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
961+ 0.64% |
$361K - $430K
|
152K
$76.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
960+ 52.86% |
$360K - $429K
|
2.78K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
960New |
$360K - $429K
|
960
$483K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
959+ 3.11% |
$360K - $429K
|
31.8K
$16M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
959+ 1.9% |
$360K - $429K
|
51.5K
$25.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
955+ 5.83% |
$358K - $427K
|
17.3K
$8.72M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
955+ 6.32% |
$358K - $427K
|
16.1K
$8.08M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
953+ 42.43% |
$358K - $426K
|
3.2K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
953+ 5.39% |
$358K - $426K
|
18.6K
$9.37M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
947New |
$355K - $423K
|
947
$476K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
946+ 8.11% |
$355K - $423K
|
12.6K
$6.34M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
943+ 2.86% |
$354K - $422K
|
33.9K
$17M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
941+ 11.29% |
$353K - $421K
|
9.27K
$4.66M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
939+ 1.45% |
$352K - $420K
|
65.5K
$33M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
938+ 1.71% |
$352K - $419K
|
55.8K
$28.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
932+ 14.06% |
$350K - $417K
|
7.56K
$3.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
931+ 10.79% |
$349K - $416K
|
9.56K
$4.81M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
929+ 11.1% |
$349K - $415K
|
9.3K
$4.68M
|