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
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
336+ 2.67% |
$126K - $150K
|
12.9K
$6.6M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
336+ 0.31% |
$126K - $150K
|
107K
$55M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
335+ 5.01% |
$126K - $150K
|
7.02K
$3.59M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
335+ 26.13% |
$126K - $150K
|
1.62K
$827K
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
335+ 23.14% |
$126K - $150K
|
1.78K
$912K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
335+ 0.6% |
$126K - $150K
|
56.1K
$28.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
334+ 14.37% |
$125K - $149K
|
2.66K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
334+ 2.1% |
$125K - $149K
|
16.2K
$8.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
333+ 3.53% |
$125K - $149K
|
9.76K
$4.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
333+ 2.17% |
$125K - $149K
|
15.7K
$8.01M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
333+ 2.42% |
$125K - $149K
|
14.1K
$7.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
330+ 1.76% |
$124K - $148K
|
19.1K
$9.79M
|
|
|
May 14, 2025
Q1 2025
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
330+ 0.53% |
$124K - $148K
|
63.2K
$32.3M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
327+ 0.48% |
$123K - $146K
|
68.2K
$34.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
326+ 47.94% |
$122K - $146K
|
1.01K
$515K
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
326+ 5.75% |
$122K - $146K
|
6K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
326+ 7.51% |
$122K - $146K
|
4.66K
$2.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
323+ 3.04% |
$121K - $144K
|
10.9K
$5.6M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
323+ 1.65% |
$121K - $144K
|
19.9K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
321+ 1.14% |
$121K - $144K
|
28.4K
$14.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
320+ 17.94% |
$120K - $143K
|
2.1K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
320+ 5.06% |
$120K - $143K
|
6.65K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
319+ 0.56% |
$120K - $143K
|
57.7K
$29.5M
|
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
319+ 0.78% |
$120K - $143K
|
41.3K
$21.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
317+ 18.55% |
$119K - $142K
|
2.03K
$1.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
317+ 0.68% |
$119K - $142K
|
47.1K
$24.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
317+ 3.0% |
$119K - $142K
|
10.9K
$5.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
317+ 6.12% |
$119K - $142K
|
5.49K
$2.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
317+ 5.08% |
$119K - $142K
|
6.56K
$3.36M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
317+ 0.13% |
$119K - $142K
|
247K
$126M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
317+ 2.63% |
$119K - $142K
|
12.4K
$6.34M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
316+ 7.9% |
$119K - $141K
|
4.32K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
316+ 8.98% |
$119K - $141K
|
3.84K
$1.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
315+ 1.76% |
$118K - $141K
|
18.2K
$9.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
314+ 6.77% |
$118K - $140K
|
4.95K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
314+ 1.86% |
$118K - $140K
|
17.2K
$8.8M
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
313+ 1.12% |
$117K - $140K
|
28.3K
$14.5M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
312+ 2.46% |
$117K - $140K
|
13K
$6.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
309+ 0.76% |
$116K - $138K
|
40.9K
$20.9M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
309+ 0.97% |
$116K - $138K
|
32.3K
$16.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
308+ 4.42% |
$116K - $138K
|
7.28K
$3.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
307+ 0.28% |
$115K - $137K
|
109K
$56M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
307+ 11.48% |
$115K - $137K
|
2.98K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
303+ 2.67% |
$114K - $136K
|
11.6K
$5.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
302+ 1.64% |
$113K - $135K
|
18.7K
$9.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
300+ 6.09% |
$113K - $134K
|
5.23K
$2.68M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
300+ 0.99% |
$113K - $134K
|
30.6K
$15.7M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
300+ 7.14% |
$113K - $134K
|
4.5K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
300New |
$113K - $134K
|
300
$154K
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
299+ 0.36% |
$112K - $134K
|
82.3K
$42.1M
|