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 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
239+ 6.62% |
$89.7K - $107K
|
3.85K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
239+ 13.67% |
$89.7K - $107K
|
1.99K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
238+ 1.39% |
$89.3K - $106K
|
17.4K
$8.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
238+ 11.15% |
$89.3K - $106K
|
2.37K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
BUY
|
- |
238+ 8.35% |
$89.3K - $106K
|
3.09K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
237+ 16.0% |
$89K - $106K
|
1.72K
$879K
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
237+ 13.01% |
$89K - $106K
|
2.06K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
236+ 3.02% |
$88.6K - $106K
|
8.04K
$4.11M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
235+ 17.32% |
$88.2K - $105K
|
1.59K
$815K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
235+ 2.19% |
$88.2K - $105K
|
10.9K
$5.6M
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
235+ 3.67% |
$88.2K - $105K
|
6.63K
$3.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
234+ 2.62% |
$87.8K - $105K
|
9.16K
$4.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
234+ 1.42% |
$87.8K - $105K
|
16.7K
$8.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
233+ 0.84% |
$87.5K - $104K
|
27.9K
$14.3M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
233+ 7.35% |
$87.5K - $104K
|
3.4K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
231+ 0.05% |
$86.7K - $103K
|
467K
$239M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
231+ 3.59% |
$86.7K - $103K
|
6.67K
$3.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
229+ 0.34% |
$86K - $102K
|
67.8K
$34.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
229+ 18.03% |
$86K - $102K
|
1.5K
$767K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
229New |
$86K - $102K
|
229
$117K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
229+ 2.66% |
$86K - $102K
|
8.83K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
229+ 1.28% |
$86K - $102K
|
18.1K
$9.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
227+ 0.16% |
$85.2K - $102K
|
146K
$74.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
227+ 6.7% |
$85.2K - $102K
|
3.62K
$1.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
225+ 0.42% |
$84.5K - $101K
|
53.7K
$27.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
225+ 0.37% |
$84.5K - $101K
|
61.7K
$31.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
224+ 1.86% |
$84.1K - $100K
|
12.3K
$6.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
223+ 8.48% |
$83.7K - $99.7K
|
2.85K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
223+ 11.31% |
$83.7K - $99.7K
|
2.19K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
223+ 2.48% |
$83.7K - $99.7K
|
9.23K
$4.72M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
221+ 3.53% |
$83K - $98.8K
|
6.48K
$3.31M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
220+ 6.57% |
$82.6K - $98.4K
|
3.57K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Hgk Asset Management Inc
|
BUY
|
- |
219+ 41.09% |
$82.2K - $97.9K
|
752
$385K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
219+ 9.51% |
$82.2K - $97.9K
|
2.52K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
218+ 2.05% |
$81.8K - $97.5K
|
10.9K
$5.56M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
218+ 2.91% |
$81.8K - $97.5K
|
7.71K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
218+ 0.04% |
$81.8K - $97.5K
|
514K
$263M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
217+ 4.23% |
$81.5K - $97K
|
5.35K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
217+ 2.42% |
$81.5K - $97K
|
9.18K
$4.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
216+ 6.21% |
$81.1K - $96.6K
|
3.69K
$1.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
215+ 2.21% |
$80.7K - $96.1K
|
9.94K
$5.09M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
215+ 0.28% |
$80.7K - $96.1K
|
76K
$38.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
214+ 0.26% |
$80.3K - $95.7K
|
84.1K
$43M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
214+ 11.83% |
$80.3K - $95.7K
|
2.02K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
214+ 1.85% |
$80.3K - $95.7K
|
11.8K
$6.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
213+ 2.8% |
$80K - $95.3K
|
7.83K
$4.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
213+ 0.35% |
$80K - $95.3K
|
60.9K
$31.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
213+ 1.43% |
$80K - $95.3K
|
15.1K
$7.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
211+ 1.03% |
$79.2K - $94.4K
|
20.6K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
211+ 43.06% |
$79.2K - $94.4K
|
701
$359K
|