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 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
264+ 2.5% |
$99.1K - $118K
|
10.8K
$5.53M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
263+ 0.92% |
$98.7K - $118K
|
28.8K
$14.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
263+ 10.12% |
$98.7K - $118K
|
2.86K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
263+ 4.86% |
$98.7K - $118K
|
5.67K
$2.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
262+ 4.39% |
$98.4K - $117K
|
6.23K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
262+ 5.74% |
$98.4K - $117K
|
4.83K
$2.47M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
261+ 1.25% |
$98K - $117K
|
21.1K
$10.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
260+ 0.55% |
$97.6K - $116K
|
47.6K
$24.3M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
260+ 3.18% |
$97.6K - $116K
|
8.43K
$4.31M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
260+ 2.64% |
$97.6K - $116K
|
10.1K
$5.17M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
260+ 6.77% |
$97.6K - $116K
|
4.1K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
260+ 1.46% |
$97.6K - $116K
|
18.1K
$9.26M
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
260+ 15.86% |
$97.6K - $116K
|
1.9K
$972K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
259+ 4.26% |
$97.2K - $116K
|
6.33K
$3.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
258+ 1.51% |
$96.9K - $115K
|
17.3K
$8.86M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
257+ 1.2% |
$96.5K - $115K
|
21.6K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
257+ 2.01% |
$96.5K - $115K
|
13K
$6.67M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
257+ 1.4% |
$96.5K - $115K
|
18.7K
$9.56M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
256+ 1.21% |
$96.1K - $114K
|
21.4K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
255+ 2.71% |
$95.7K - $114K
|
9.65K
$4.94M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
255+ 0.38% |
$95.7K - $114K
|
66.7K
$34.1M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
255+ 15.34% |
$95.7K - $114K
|
1.92K
$981K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
255+ 4.94% |
$95.7K - $114K
|
5.42K
$2.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
254+ 3.78% |
$95.3K - $114K
|
6.98K
$3.57M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
254+ 0.6% |
$95.3K - $114K
|
42.5K
$21.8M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
254+ 22.2% |
$95.3K - $114K
|
1.4K
$715K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
253+ 1.59% |
$95K - $113K
|
16.2K
$8.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
253+ 3.3% |
$95K - $113K
|
7.92K
$4.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
253+ 1.0% |
$95K - $113K
|
25.5K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
253+ 0.2% |
$95K - $113K
|
124K
$63.7M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
253+ 13.63% |
$95K - $113K
|
2.11K
$1.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
252+ 3.01% |
$94.6K - $113K
|
8.63K
$4.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
252+ 5.93% |
$94.6K - $113K
|
4.5K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
251+ 0.03% |
$94.2K - $112K
|
780K
$399M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
249+ 6.16% |
$93.5K - $111K
|
4.29K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
249+ 2.31% |
$93.5K - $111K
|
11K
$5.64M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
249+ 0.36% |
$93.5K - $111K
|
68.6K
$35.1M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
249+ 7.69% |
$93.5K - $111K
|
3.49K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
246+ 4.49% |
$92.3K - $110K
|
5.72K
$2.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
245+ 1.55% |
$92K - $110K
|
16.1K
$8.24M
|
|
|
May 15, 2025
Q1 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
245+ 1.63% |
$92K - $110K
|
15.3K
$7.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
244+ 1.6% |
$91.6K - $109K
|
15.5K
$7.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
244+ 3.49% |
$91.6K - $109K
|
7.25K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
244+ 0.5% |
$91.6K - $109K
|
49.4K
$25.3M
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
243+ 1.49% |
$91.2K - $109K
|
16.6K
$8.5M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
242+ 10.51% |
$90.8K - $108K
|
2.55K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
241+ 1.88% |
$90.5K - $108K
|
13.1K
$6.7M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
241+ 4.59% |
$90.5K - $108K
|
5.5K
$2.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
240+ 5.37% |
$90.1K - $107K
|
4.71K
$2.41M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
239+ 30.33% |
$89.7K - $107K
|
1.03K
$526K
|