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 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
735+ 6.11% |
$276K - $329K
|
12.8K
$6.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
733+ 12.29% |
$275K - $328K
|
6.7K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
733+ 16.35% |
$275K - $328K
|
5.22K
$2.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
730+ 8.7% |
$274K - $326K
|
9.12K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
730New |
$274K - $326K
|
730
$374K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
729+ 2.06% |
$274K - $326K
|
36K
$18.4M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
729+ 1.02% |
$274K - $326K
|
72.2K
$36.9M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
726+ 3.58% |
$273K - $325K
|
21K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
725+ 8.83% |
$272K - $324K
|
8.94K
$4.57M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
724+ 6.6% |
$272K - $324K
|
11.7K
$5.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
724+ 1.93% |
$272K - $324K
|
38.2K
$19.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
724+ 0.36% |
$272K - $324K
|
203K
$104M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
720New |
$270K - $322K
|
720
$368K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
718+ 26.02% |
$270K - $321K
|
3.48K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
718+ 5.93% |
$270K - $321K
|
12.8K
$6.56M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
718+ 1.95% |
$270K - $321K
|
37.5K
$19.2M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
718+ 42.14% |
$270K - $321K
|
2.42K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
717+ 19.65% |
$269K - $321K
|
4.37K
$2.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
716New |
$269K - $320K
|
716
$366K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
714+ 7.33% |
$268K - $319K
|
10.4K
$5.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
714New |
$268K - $319K
|
714
$365K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
714+ 15.85% |
$268K - $319K
|
5.22K
$2.67M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
714+ 1.06% |
$268K - $319K
|
68.1K
$34.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
712+ 1.92% |
$267K - $318K
|
37.8K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
712+ 3.43% |
$267K - $318K
|
21.5K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
705+ 4.86% |
$265K - $315K
|
15.2K
$7.79M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
704+ 8.14% |
$264K - $315K
|
9.36K
$4.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
702+ 0.96% |
$264K - $314K
|
73.7K
$37.7M
|
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
701+ 15.58% |
$263K - $313K
|
5.2K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
701New |
$263K - $313K
|
701
$359K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
700+ 1.74% |
$263K - $313K
|
40.9K
$20.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
696+ 3.37% |
$261K - $311K
|
21.3K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
696+ 0.75% |
$261K - $311K
|
93.8K
$48M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
695+ 18.79% |
$261K - $311K
|
4.39K
$2.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
694+ 42.79% |
$261K - $310K
|
2.32K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
694+ 5.4% |
$261K - $310K
|
13.5K
$6.93M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
690+ 2.86% |
$259K - $309K
|
24.8K
$12.7M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
689+ 9.38% |
$259K - $308K
|
8.03K
$4.11M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
688+ 2.68% |
$258K - $308K
|
26.4K
$13.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
687+ 6.37% |
$258K - $307K
|
11.5K
$5.87M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
686New |
$258K - $307K
|
686
$351K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
685+ 9.51% |
$257K - $306K
|
7.89K
$4.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
685+ 5.5% |
$257K - $306K
|
13.1K
$6.72M
|
|
|
May 14, 2025
Q1 2025
|
Westwood Wealth Management
|
BUY
|
- |
685+ 2.35% |
$257K - $306K
|
29.9K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
681+ 16.31% |
$256K - $305K
|
4.86K
$2.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
680New |
$255K - $304K
|
680
$348K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
672+ 6.58% |
$252K - $301K
|
10.9K
$5.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
671+ 1.12% |
$252K - $300K
|
60.6K
$31M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
670+ 1.92% |
$252K - $300K
|
35.6K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
670+ 33.04% |
$252K - $300K
|
2.7K
$1.38M
|