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 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
555+ 11.18% |
$208K - $248K
|
5.52K
$2.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
553+ 18.14% |
$208K - $247K
|
3.6K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
549+ 17.41% |
$206K - $246K
|
3.7K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
548+ 12.23% |
$206K - $245K
|
5.03K
$2.57M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
548New |
$206K - $245K
|
548
$280K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
547+ 22.11% |
$205K - $245K
|
3.02K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
546+ 4.25% |
$205K - $244K
|
13.4K
$6.85M
|
|
|
May 13, 2025
Q1 2025
|
Katamaran Capital LLP
London, X0 |
BUY
|
- |
546+ 15.74% |
$205K - $244K
|
4.01K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
545+ 3.29% |
$205K - $244K
|
17.1K
$8.74M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
544+ 0.31% |
$204K - $243K
|
173K
$88.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
540+ 0.64% |
$203K - $241K
|
84.3K
$43.1M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
539+ 0.79% |
$202K - $241K
|
68.7K
$35.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
537+ 2.64% |
$202K - $240K
|
20.9K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
536+ 19.87% |
$201K - $240K
|
3.23K
$1.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
531+ 16.89% |
$199K - $237K
|
3.67K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
531+ 3.27% |
$199K - $237K
|
16.8K
$8.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
531+ 27.77% |
$199K - $237K
|
2.44K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
531+ 1.85% |
$199K - $237K
|
29.2K
$14.9M
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
528+ 0.73% |
$198K - $236K
|
72.5K
$37.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
527+ 69.89% |
$198K - $236K
|
1.28K
$655K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
525+ 12.86% |
$197K - $235K
|
4.61K
$2.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
525+ 4.75% |
$197K - $235K
|
11.6K
$5.93M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
525+ 2.76% |
$197K - $235K
|
19.6K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
523+ 3.58% |
$196K - $234K
|
15.1K
$7.75M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
521+ 13.69% |
$196K - $233K
|
4.33K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
520+ 11.9% |
$195K - $233K
|
4.89K
$2.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
519+ 3.81% |
$195K - $232K
|
14.1K
$7.24M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
519+ 2.39% |
$195K - $232K
|
22.2K
$11.4M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
519+ 1.1% |
$195K - $232K
|
47.7K
$24.4M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
518+ 2.35% |
$194K - $232K
|
22.6K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
518+ 19.28% |
$194K - $232K
|
3.21K
$1.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
516+ 4.4% |
$194K - $231K
|
12.2K
$6.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
515+ 34.7% |
$193K - $230K
|
2K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
515+ 49.57% |
$193K - $230K
|
1.55K
$795K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
513+ 5.55% |
$193K - $229K
|
9.76K
$4.99M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
511+ 2.15% |
$192K - $229K
|
24.3K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
511+ 1.77% |
$192K - $229K
|
29.3K
$15M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
510+ 3.78% |
$191K - $228K
|
14K
$7.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
510+ 8.0% |
$191K - $228K
|
6.89K
$3.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
507+ 1.39% |
$190K - $227K
|
37.1K
$19M
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
BUY
|
- |
506+ 2.51% |
$190K - $226K
|
20.7K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
505+ 1.11% |
$190K - $226K
|
46.1K
$23.6M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
505+ 57.0% |
$190K - $226K
|
1.39K
$712K
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
504+ 0.27% |
$189K - $225K
|
185K
$94.7M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
504+ 10.97% |
$189K - $225K
|
5.1K
$2.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
500+ 0.71% |
$188K - $224K
|
71.3K
$36.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
500+ 5.26% |
$188K - $224K
|
10K
$5.12M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
500+ 12.77% |
$188K - $224K
|
4.41K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
500+ 19.64% |
$188K - $224K
|
3.05K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
499+ 1.02% |
$187K - $223K
|
49.3K
$25.2M
|