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 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
430+ 14.93% |
$161K - $192K
|
3.31K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
430+ 3.18% |
$161K - $192K
|
14K
$7.15M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
430+ 1.74% |
$161K - $192K
|
25.2K
$12.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
429+ 11.58% |
$161K - $192K
|
4.13K
$2.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
429+ 3.1% |
$161K - $192K
|
14.3K
$7.3M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
429+ 7.73% |
$161K - $192K
|
5.98K
$3.06M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
428+ 17.22% |
$161K - $191K
|
2.91K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
424+ 5.03% |
$159K - $190K
|
8.85K
$4.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
422+ 4.53% |
$158K - $189K
|
9.73K
$4.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
421+ 1.1% |
$158K - $188K
|
38.6K
$19.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
420+ 4.53% |
$158K - $188K
|
9.7K
$4.96M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
420+ 26.01% |
$158K - $188K
|
2.04K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
418+ 1.17% |
$157K - $187K
|
36.2K
$18.5M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
418+ 4.05% |
$157K - $187K
|
10.7K
$5.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
417+ 1.05% |
$157K - $186K
|
40.1K
$20.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
416+ 2.15% |
$156K - $186K
|
19.8K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
416+ 0.46% |
$156K - $186K
|
90.9K
$46.5M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
415+ 12.37% |
$156K - $186K
|
3.77K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
414+ 0.24% |
$155K - $185K
|
172K
$88.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
411+ 6.84% |
$154K - $184K
|
6.42K
$3.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
411+ 9.55% |
$154K - $184K
|
4.71K
$2.41M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
410+ 2.01% |
$154K - $183K
|
20.8K
$10.6M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
409+ 1.12% |
$154K - $183K
|
36.9K
$18.9M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
409+ 8.62% |
$154K - $183K
|
5.15K
$2.64M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
408+ 0.21% |
$153K - $182K
|
197K
$101M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
405+ 1.82% |
$152K - $181K
|
22.7K
$11.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
404+ 2.97% |
$152K - $181K
|
14K
$7.18M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
404+ 1.96% |
$152K - $181K
|
21.1K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
402+ 1.62% |
$151K - $180K
|
25.3K
$12.9M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
401+ 0.97% |
$151K - $179K
|
41.8K
$21.4M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
401+ 2.8% |
$151K - $179K
|
14.7K
$7.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
400+ 4.11% |
$150K - $179K
|
10.1K
$5.19M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
400+ 3.2% |
$150K - $179K
|
12.9K
$6.59M
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
399+ 1.93% |
$150K - $178K
|
21.1K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
397+ 0.89% |
$149K - $178K
|
44.8K
$22.9M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
397+ 1.95% |
$149K - $178K
|
20.8K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
396+ 2.51% |
$149K - $177K
|
16.2K
$8.28M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
395+ 0.45% |
$148K - $177K
|
89K
$45.5M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
395+ 5.49% |
$148K - $177K
|
7.59K
$3.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
394+ 2.68% |
$148K - $176K
|
15.1K
$7.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
391+ 1.06% |
$147K - $175K
|
37.4K
$19.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
390+ 37.72% |
$146K - $174K
|
1.42K
$729K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
389+ 4.3% |
$146K - $174K
|
9.45K
$4.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
388+ 6.52% |
$146K - $174K
|
6.34K
$3.24M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
387+ 14.89% |
$145K - $173K
|
2.99K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
386+ 14.65% |
$145K - $173K
|
3.02K
$1.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
385+ 1.44% |
$145K - $172K
|
27.1K
$13.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
384+ 2.54% |
$144K - $172K
|
15.5K
$7.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
384+ 13.82% |
$144K - $172K
|
3.16K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
384+ 2.53% |
$144K - $172K
|
15.6K
$7.97M
|