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 |
|---|---|---|---|---|---|---|---|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
602+ 4.48% |
$226K - $269K
|
14K
$7.19M
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
601+ 15.23% |
$226K - $269K
|
4.55K
$2.33M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
601+ 10.57% |
$226K - $269K
|
6.29K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
601+ 1.28% |
$226K - $269K
|
47.4K
$24.2M
|
|
|
May 05, 2025
Q1 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
600+ 100.0% |
$225K - $268K
|
1.2K
$614K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
599+ 0.38% |
$225K - $268K
|
160K
$81.7M
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
598+ 4.46% |
$224K - $267K
|
14K
$7.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
597+ 8.25% |
$224K - $267K
|
7.83K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
597+ 7.84% |
$224K - $267K
|
8.21K
$4.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
592+ 2.45% |
$222K - $265K
|
24.8K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
591+ 3.72% |
$222K - $264K
|
16.5K
$8.43M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
589+ 2.46% |
$221K - $263K
|
24.5K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
586+ 2.85% |
$220K - $262K
|
21.1K
$10.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
585+ 3.78% |
$220K - $262K
|
16.1K
$8.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
585+ 12.25% |
$220K - $262K
|
5.36K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
585+ 12.61% |
$220K - $262K
|
5.22K
$2.67M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
584+ 7.72% |
$219K - $261K
|
8.15K
$4.17M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
582+ 0.68% |
$218K - $260K
|
86K
$44M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
580+ 1.16% |
$218K - $259K
|
50.8K
$26M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
580+ 1.54% |
$218K - $259K
|
38.2K
$19.5M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
580+ 2.83% |
$218K - $259K
|
21K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
BUY
|
- |
579+ 3.51% |
$217K - $259K
|
17.1K
$8.73M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
578+ 8.69% |
$217K - $258K
|
7.23K
$3.7M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
577+ 3.75% |
$217K - $258K
|
16K
$8.17M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
577+ 10.12% |
$217K - $258K
|
6.28K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
576+ 3.54% |
$216K - $258K
|
16.8K
$8.62M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
573+ 25.68% |
$215K - $256K
|
2.8K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
572+ 53.51% |
$215K - $256K
|
1.64K
$840K
|
|
|
May 12, 2025
Q1 2025
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
572+ 6.75% |
$215K - $256K
|
9.04K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
572+ 1.82% |
$215K - $256K
|
31.9K
$16.3M
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
571+ 4.96% |
$214K - $255K
|
12.1K
$6.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
570+ 4.2% |
$214K - $255K
|
14.2K
$7.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
570+ 1.02% |
$214K - $255K
|
56.4K
$28.8M
|
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
570+ 3.89% |
$214K - $255K
|
15.2K
$7.79M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
568+ 12.03% |
$213K - $254K
|
5.29K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
568+ 21.86% |
$213K - $254K
|
3.17K
$1.62M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
567New |
$213K - $254K
|
567
$290K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
565+ 3.57% |
$212K - $253K
|
16.4K
$8.38M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
565+ 19.43% |
$212K - $253K
|
3.47K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
564+ 12.88% |
$212K - $252K
|
4.94K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
564+ 1.83% |
$212K - $252K
|
31.4K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
564+ 0.2% |
$212K - $252K
|
281K
$144M
|
|
|
May 15, 2025
Q1 2025
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
BUY
|
- |
564+ 3.46% |
$212K - $252K
|
16.8K
$8.62M
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
BUY
|
- |
563New |
$211K - $252K
|
563
$288K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
563+ 7.68% |
$211K - $252K
|
7.9K
$4.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
562+ 19.62% |
$211K - $251K
|
3.43K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
562+ 16.34% |
$211K - $251K
|
4K
$2.05M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
557+ 2.42% |
$209K - $249K
|
23.6K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
555+ 3.39% |
$208K - $248K
|
16.9K
$8.67M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
555+ 1.85% |
$208K - $248K
|
30.6K
$15.6M
|