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 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
299+ 202.03% |
$112K - $134K
|
447
$229K
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
298+ 4.78% |
$112K - $133K
|
6.53K
$3.34M
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
297+ 3.42% |
$111K - $133K
|
8.98K
$4.6M
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
296+ 1.18% |
$111K - $132K
|
25.3K
$13M
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
296+ 0.36% |
$111K - $132K
|
82.6K
$42.3M
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
295+ 3.29% |
$111K - $132K
|
9.26K
$4.74M
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
295+ 12.38% |
$111K - $132K
|
2.68K
$1.37M
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
295+ 21.09% |
$111K - $132K
|
1.69K
$867K
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
295+ 2.13% |
$111K - $132K
|
14.1K
$7.22M
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
295+ 1.53% |
$111K - $132K
|
19.6K
$10M
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
294+ 0.63% |
$110K - $131K
|
46.8K
$23.9M
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
294+ 0.6% |
$110K - $131K
|
49K
$25.1M
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
294+ 6.67% |
$110K - $131K
|
4.7K
$2.41M
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
292+ 0.45% |
$110K - $131K
|
65.2K
$33.4M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
291+ 0.83% |
$109K - $130K
|
35.4K
$18.1M
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
289+ 0.42% |
$108K - $129K
|
68.8K
$35.2M
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
289+ 4.34% |
$108K - $129K
|
6.94K
$3.55M
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
288+ 2.38% |
$108K - $129K
|
12.4K
$6.34M
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
288+ 24.14% |
$108K - $129K
|
1.48K
$758K
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
285+ 10.96% |
$107K - $127K
|
2.89K
$1.48M
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
285+ 9.43% |
$107K - $127K
|
3.31K
$1.69M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
285+ 3.54% |
$107K - $127K
|
8.33K
$4.26M
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
285+ 7.39% |
$107K - $127K
|
4.14K
$2.12M
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
283+ 8.16% |
$106K - $127K
|
3.75K
$1.92M
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
281+ 11.54% |
$105K - $126K
|
2.72K
$1.39M
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
281+ 4.04% |
$105K - $126K
|
7.25K
$3.71M
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
281+ 5.35% |
$105K - $126K
|
5.53K
$2.83M
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
280+ 11.76% |
$105K - $125K
|
2.66K
$1.36M
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
280+ 3.01% |
$105K - $125K
|
9.59K
$4.91M
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
279+ 10.23% |
$105K - $125K
|
3.01K
$1.54M
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
278+ 2.0% |
$104K - $124K
|
14.2K
$7.25M
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
278+ 2.93% |
$104K - $124K
|
9.77K
$5M
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
276+ 4.1% |
$104K - $123K
|
7K
$3.58M
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
275+ 3.27% |
$103K - $123K
|
8.68K
$4.44M
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
274+ 5.96% |
$103K - $123K
|
4.87K
$2.49M
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
274+ 1.45% |
$103K - $123K
|
19.1K
$9.79M
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
273+ 5.38% |
$102K - $122K
|
5.35K
$2.74M
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
273+ 5.01% |
$102K - $122K
|
5.72K
$2.93M
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
272+ 1.99% |
$102K - $122K
|
14K
$7.14M
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
271+ 2.68% |
$102K - $121K
|
10.4K
$5.31M
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
271+ 24.39% |
$102K - $121K
|
1.38K
$707K
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
271+ 2.17% |
$102K - $121K
|
12.7K
$6.52M
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
269+ 5.23% |
$101K - $120K
|
5.41K
$2.77M
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
269+ 1.87% |
$101K - $120K
|
14.7K
$7.51M
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
269+ 8.96% |
$101K - $120K
|
3.27K
$1.67M
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
268+ 0.98% |
$101K - $120K
|
27.7K
$14.2M
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
267+ 4.76% |
$100K - $119K
|
5.87K
$3.01M
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
267+ 2.87% |
$100K - $119K
|
9.57K
$4.9M
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
266+ 0.22% |
$99.9K - $119K
|
121K
$62.1M
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
265+ 0.35% |
$99.5K - $119K
|
77K
$39.4M
|