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 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
927+ 7.05% |
$348K - $415K
|
14.1K
$7.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
926+ 10.32% |
$348K - $414K
|
9.9K
$4.98M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
921+ 5.59% |
$346K - $412K
|
17.4K
$8.75M
|
|
|
May 01, 2025
Q1 2025
|
Peregrine Investment Management Inc
Toronto, A6 |
BUY
|
- |
920+ 4.15% |
$345K - $411K
|
23.1K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
920+ 2.39% |
$345K - $411K
|
39.3K
$19.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
919+ 1.46% |
$345K - $411K
|
63.8K
$32.1M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
919+ 6.16% |
$345K - $411K
|
15.8K
$7.96M
|
|
|
May 14, 2025
Q1 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
916+ 5.58% |
$344K - $410K
|
17.3K
$8.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
907+ 10.79% |
$340K - $406K
|
9.31K
$4.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
904+ 39.91% |
$339K - $404K
|
3.17K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
904+ 5.81% |
$339K - $404K
|
16.5K
$8.29M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
903+ 0.36% |
$339K - $404K
|
255K
$128M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
902+ 48.7% |
$339K - $403K
|
2.75K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
898+ 7.26% |
$337K - $402K
|
13.3K
$6.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
896+ 15.68% |
$336K - $401K
|
6.61K
$3.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
895+ 0.24% |
$336K - $400K
|
370K
$186M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
891+ 10.73% |
$334K - $398K
|
9.2K
$4.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
887+ 0.51% |
$333K - $397K
|
176K
$88.5M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
879+ 6.93% |
$330K - $393K
|
13.6K
$6.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
878+ 4.27% |
$330K - $393K
|
21.4K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
875+ 19.38% |
$328K - $391K
|
5.39K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
871+ 3.65% |
$327K - $390K
|
24.7K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
869+ 7.49% |
$326K - $389K
|
12.5K
$6.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
866+ 5.91% |
$325K - $387K
|
15.5K
$7.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
865+ 2.49% |
$325K - $387K
|
35.6K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
860+ 0.6% |
$323K - $385K
|
144K
$72.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
855+ 8.56% |
$321K - $382K
|
10.8K
$5.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
853+ 5.63% |
$320K - $381K
|
16K
$8.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
852+ 0.46% |
$320K - $381K
|
185K
$92.9M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
848+ 11.65% |
$318K - $379K
|
8.13K
$4.09M
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
848+ 94.64% |
$318K - $379K
|
1.74K
$877K
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
845+ 3.06% |
$317K - $378K
|
28.5K
$14.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
843+ 9.75% |
$316K - $377K
|
9.49K
$4.77M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
842+ 18.89% |
$316K - $377K
|
5.3K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
841+ 92.93% |
$316K - $376K
|
1.75K
$878K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
836+ 19.4% |
$314K - $374K
|
5.15K
$2.59M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
836+ 7.75% |
$314K - $374K
|
11.6K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
835+ 4.49% |
$313K - $373K
|
19.4K
$9.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
834+ 12.53% |
$313K - $373K
|
7.49K
$3.77M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
833+ 59.8% |
$313K - $373K
|
2.23K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
825+ 36.59% |
$310K - $369K
|
3.08K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
822+ 3.89% |
$309K - $368K
|
22K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
820+ 5.37% |
$308K - $367K
|
16.1K
$8.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
818+ 20.85% |
$307K - $366K
|
4.74K
$2.38M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
818+ 6.35% |
$307K - $366K
|
13.7K
$6.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
814+ 28.72% |
$306K - $364K
|
3.65K
$1.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
812+ 9.7% |
$305K - $363K
|
9.19K
$4.62M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
812+ 2.13% |
$305K - $363K
|
38.9K
$19.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
811+ 1.34% |
$304K - $363K
|
61.5K
$30.9M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
808+ 5.29% |
$303K - $361K
|
16.1K
$8.1M
|