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 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
498+ 1.98% |
$187K - $223K
|
25.7K
$13.1M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
494+ 3.9% |
$185K - $221K
|
13.2K
$6.74M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
493+ 4.58% |
$185K - $220K
|
11.3K
$5.76M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
491+ 3.22% |
$184K - $220K
|
15.7K
$8.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
490+ 3.41% |
$184K - $219K
|
14.9K
$7.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
490+ 4.35% |
$184K - $219K
|
11.8K
$6.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
489+ 7.17% |
$184K - $219K
|
7.31K
$3.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
488+ 1.24% |
$183K - $218K
|
39.7K
$20.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
484+ 18.38% |
$182K - $216K
|
3.12K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
484+ 1.18% |
$182K - $216K
|
41.7K
$21.3M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
484+ 2.89% |
$182K - $216K
|
17.2K
$8.82M
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
482+ 33.61% |
$181K - $216K
|
1.92K
$980K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
480+ 0.97% |
$180K - $215K
|
50.2K
$25.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
480+ 0.23% |
$180K - $215K
|
208K
$106M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
478+ 13.99% |
$179K - $214K
|
3.89K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
478+ 5.36% |
$179K - $214K
|
9.4K
$4.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
477+ 3.32% |
$179K - $213K
|
14.8K
$7.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
477+ 24.01% |
$179K - $213K
|
2.46K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
476+ 3.81% |
$179K - $213K
|
13K
$6.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
476+ 1.83% |
$179K - $213K
|
26.5K
$13.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
473+ 60.25% |
$178K - $212K
|
1.26K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
471+ 0.97% |
$177K - $211K
|
49.2K
$25.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
470+ 3.33% |
$176K - $210K
|
14.6K
$7.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
470+ 5.54% |
$176K - $210K
|
8.95K
$4.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
469+ 3.41% |
$176K - $210K
|
14.2K
$7.27M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
468+ 6.5% |
$176K - $209K
|
7.67K
$3.92M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
465+ 1.09% |
$175K - $208K
|
43.3K
$22.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
463+ 3.0% |
$174K - $207K
|
15.9K
$8.14M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
463+ 2.13% |
$174K - $207K
|
22.2K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
462+ 36.9% |
$173K - $207K
|
1.71K
$877K
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
462+ 11.01% |
$173K - $207K
|
4.66K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Innovator Capital Management, LLC
Wheaton, IL |
BUY
|
- |
461+ 25.81% |
$173K - $206K
|
2.25K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
458+ 1.3% |
$172K - $205K
|
35.7K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
458+ 7.4% |
$172K - $205K
|
6.65K
$3.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
456+ 4.03% |
$171K - $204K
|
11.8K
$6.03M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
453+ 0.7% |
$170K - $203K
|
65.2K
$33.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
452+ 4.17% |
$170K - $202K
|
11.3K
$5.78M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
451+ 1.41% |
$169K - $202K
|
32.5K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
451+ 2.91% |
$169K - $202K
|
16K
$8.17M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
450+ 3.16% |
$169K - $201K
|
14.7K
$7.52M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
447+ 8.13% |
$168K - $200K
|
5.94K
$3.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
444+ 14.64% |
$167K - $199K
|
3.48K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
444+ 0.4% |
$167K - $199K
|
112K
$57.5M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
444+ 1.84% |
$167K - $199K
|
24.6K
$12.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
441+ 0.62% |
$166K - $197K
|
71.6K
$36.6M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
441+ 23.44% |
$166K - $197K
|
2.32K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
436+ 0.52% |
$164K - $195K
|
84K
$43M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
435+ 1.38% |
$163K - $195K
|
31.9K
$16.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
434+ 1.56% |
$163K - $194K
|
28.3K
$14.5M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
433+ 10.62% |
$163K - $194K
|
4.51K
$2.31M
|