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
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
667+ 13.08% |
$250K - $298K
|
5.77K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
667+ 3.54% |
$250K - $298K
|
19.5K
$9.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
661+ 0.44% |
$248K - $296K
|
151K
$77.3M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
661+ 0.92% |
$248K - $296K
|
72.6K
$37.1M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
660+ 7.57% |
$248K - $295K
|
9.38K
$4.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
658+ 23.81% |
$247K - $294K
|
3.42K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
656+ 5.26% |
$246K - $293K
|
13.1K
$6.72M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
656New |
$246K - $293K
|
656
$336K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
654+ 2.4% |
$246K - $292K
|
27.9K
$14.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
651+ 7.93% |
$244K - $291K
|
8.86K
$4.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
647+ 13.59% |
$243K - $289K
|
5.41K
$2.77M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
645+ 2.71% |
$242K - $288K
|
24.4K
$12.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
645+ 4.12% |
$242K - $288K
|
16.3K
$8.34M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
643+ 0.06% |
$241K - $288K
|
1.08M
$554M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
642+ 27.71% |
$241K - $287K
|
2.96K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
640+ 0.89% |
$240K - $286K
|
72.5K
$37.1M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
639+ 1.08% |
$240K - $286K
|
60K
$30.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
636+ 104.78% |
$239K - $284K
|
1.24K
$636K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
632New |
$237K - $283K
|
632
$323K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
632+ 4.67% |
$237K - $283K
|
14.2K
$7.25M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
631+ 3.65% |
$237K - $282K
|
17.9K
$9.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
627+ 19.63% |
$235K - $280K
|
3.82K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
626+ 5.05% |
$235K - $280K
|
13K
$6.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
625+ 9.63% |
$235K - $280K
|
7.12K
$3.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
625+ 1.78% |
$235K - $280K
|
35.7K
$18.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
624+ 6.03% |
$234K - $279K
|
11K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
624New |
$234K - $279K
|
624
$319K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
623+ 11.12% |
$234K - $279K
|
6.23K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
622New |
$233K - $278K
|
622
$318K
|
|
|
May 14, 2025
Q1 2025
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
620+ 29.52% |
$233K - $277K
|
2.72K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
618+ 0.86% |
$232K - $276K
|
72.3K
$37M
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
617+ 11.93% |
$232K - $276K
|
5.79K
$2.96M
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
616New |
$231K - $275K
|
616
$315K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
616New |
$231K - $275K
|
616
$315K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
615+ 4.17% |
$231K - $275K
|
15.4K
$7.86M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
615+ 2.76% |
$231K - $275K
|
22.9K
$11.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
611+ 4.52% |
$229K - $273K
|
14.1K
$7.22M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
611+ 10.12% |
$229K - $273K
|
6.65K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
611+ 7.14% |
$229K - $273K
|
9.16K
$4.69M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
610+ 3.2% |
$229K - $273K
|
19.7K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
610+ 2.47% |
$229K - $273K
|
25.3K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Tiff Advisory Services Inc
|
BUY
|
- |
610+ 9.47% |
$229K - $273K
|
7.05K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
608+ 9.2% |
$228K - $272K
|
7.22K
$3.69M
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
607+ 0.88% |
$228K - $271K
|
69.7K
$35.6M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
606+ 22.11% |
$227K - $271K
|
3.35K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
605+ 0.83% |
$227K - $271K
|
73.4K
$37.6M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
604+ 4.31% |
$227K - $270K
|
14.6K
$7.49M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
604+ 20.94% |
$227K - $270K
|
3.49K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
602+ 3.44% |
$226K - $269K
|
18.1K
$9.27M
|
|
|
May 15, 2025
Q1 2025
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
602+ 56.21% |
$226K - $269K
|
1.67K
$856K
|