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 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
805+ 2.15% |
$302K - $360K
|
38.3K
$19.3M
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
804+ 1.95% |
$302K - $360K
|
42K
$21.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
802New |
$301K - $359K
|
802
$403K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
800+ 7.48% |
$300K - $358K
|
11.5K
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
799+ 6.88% |
$300K - $357K
|
12.4K
$6.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
797+ 1.22% |
$299K - $356K
|
66.3K
$33.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
797New |
$299K - $356K
|
797
$401K
|
|
|
May 12, 2025
Q1 2025
|
Community Bank Of Raymore
|
BUY
|
- |
792+ 14.83% |
$297K - $354K
|
6.13K
$3.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
791+ 1.67% |
$297K - $354K
|
48.1K
$24.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
785+ 0.57% |
$295K - $351K
|
138K
$69.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
783+ 1.63% |
$294K - $350K
|
49K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
779+ 11.64% |
$292K - $348K
|
7.47K
$3.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
779+ 0.51% |
$292K - $348K
|
154K
$77.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
778+ 2.17% |
$292K - $348K
|
36.6K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
777+ 83.37% |
$292K - $347K
|
1.71K
$860K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
775+ 21.68% |
$291K - $347K
|
4.35K
$2.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
774+ 4.39% |
$291K - $346K
|
18.4K
$9.25M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
772+ 2.46% |
$290K - $345K
|
32.2K
$16.2M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
769+ 55.97% |
$289K - $344K
|
2.14K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
768+ 0.46% |
$288K - $343K
|
168K
$84.7M
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
767New |
$288K - $343K
|
767
$386K
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
766+ 3.71% |
$288K - $343K
|
21.4K
$10.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
765+ 1.48% |
$287K - $342K
|
52.6K
$26.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
763+ 1.94% |
$286K - $341K
|
40.2K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
763+ 0.97% |
$286K - $341K
|
79.6K
$40.1M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
763+ 5.04% |
$286K - $341K
|
15.9K
$8.01M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
762+ 150.3% |
$286K - $341K
|
1.27K
$638K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
759+ 0.93% |
$285K - $339K
|
82.2K
$41.4M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
759+ 5.15% |
$285K - $339K
|
15.5K
$7.79M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
758+ 4.09% |
$285K - $339K
|
19.3K
$9.71M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
758+ 1.99% |
$285K - $339K
|
38.8K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
758+ 2.75% |
$285K - $339K
|
28.4K
$14.3M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
755+ 5.93% |
$283K - $338K
|
13.5K
$6.78M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
754+ 1.66% |
$283K - $337K
|
46.3K
$23.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
753+ 14.6% |
$283K - $337K
|
5.91K
$2.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
751+ 2.42% |
$282K - $336K
|
31.8K
$16M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
750+ 17.37% |
$282K - $335K
|
5.07K
$2.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
749+ 0.86% |
$281K - $335K
|
88.3K
$44.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
747+ 14.64% |
$280K - $334K
|
5.85K
$2.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
745+ 0.62% |
$280K - $333K
|
120K
$60.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
744+ 2.62% |
$279K - $333K
|
29.1K
$14.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
742+ 55.21% |
$279K - $332K
|
2.09K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
741+ 1.34% |
$278K - $331K
|
55.9K
$28.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
740+ 20.21% |
$278K - $331K
|
4.4K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
740+ 4.48% |
$278K - $331K
|
17.3K
$8.69M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
740+ 26.61% |
$278K - $331K
|
3.52K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
737+ 4.65% |
$277K - $330K
|
16.6K
$8.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
736+ 4.53% |
$276K - $329K
|
17K
$8.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
736+ 23.17% |
$276K - $329K
|
3.91K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
735+ 6.11% |
$276K - $329K
|
12.8K
$6.42M
|