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 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
211+ 5.0% |
$79.2K - $94.4K
|
4.43K
$2.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
209+ 4.11% |
$78.5K - $93.5K
|
5.29K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
209+ 2.54% |
$78.5K - $93.5K
|
8.44K
$4.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
208+ 0.62% |
$78.1K - $93K
|
33.5K
$17.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
208+ 2.81% |
$78.1K - $93K
|
7.62K
$3.9M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
207+ 3.7% |
$77.7K - $92.6K
|
5.81K
$2.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
207+ 30.49% |
$77.7K - $92.6K
|
886
$453K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
207+ 1.58% |
$77.7K - $92.6K
|
13.3K
$6.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
207+ 6.78% |
$77.7K - $92.6K
|
3.26K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
207+ 0.1% |
$77.7K - $92.6K
|
206K
$106M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
207+ 1.64% |
$77.7K - $92.6K
|
12.9K
$6.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
206+ 1.07% |
$77.3K - $92.1K
|
19.5K
$9.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
206+ 19.64% |
$77.3K - $92.1K
|
1.26K
$642K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
206+ 5.79% |
$77.3K - $92.1K
|
3.77K
$1.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
204+ 2.11% |
$76.6K - $91.2K
|
9.86K
$5.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
204+ 0.36% |
$76.6K - $91.2K
|
56.7K
$29M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
203+ 9.22% |
$76.2K - $90.8K
|
2.4K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
203+ 2.15% |
$76.2K - $90.8K
|
9.63K
$4.93M
|
|
|
May 13, 2025
Q1 2025
|
Muhlenkamp & CO Inc
|
BUY
|
- |
203+ 0.63% |
$76.2K - $90.8K
|
32.2K
$16.5M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
202+ 1.16% |
$75.8K - $90.3K
|
17.6K
$9.01M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
202+ 4.56% |
$75.8K - $90.3K
|
4.63K
$2.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
201+ 11.55% |
$75.5K - $89.9K
|
1.94K
$993K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
201+ 0.13% |
$75.5K - $89.9K
|
152K
$77.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
200+ 1.43% |
$75.1K - $89.4K
|
14.1K
$7.24M
|
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
200+ 11.8% |
$75.1K - $89.4K
|
1.9K
$970K
|
|
|
May 13, 2025
Q1 2025
|
Carroll Investors, Inc
|
BUY
|
- |
200+ 0.63% |
$75.1K - $89.4K
|
31.8K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
200+ 0.45% |
$75.1K - $89.4K
|
44.2K
$22.6M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
200+ 526.32% |
$75.1K - $89.4K
|
238
$122K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
199+ 0.72% |
$74.7K - $89K
|
27.7K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
198+ 3.09% |
$74.3K - $88.5K
|
6.61K
$3.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
197+ 3.05% |
$74K - $88.1K
|
6.66K
$3.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
196+ 25.89% |
$73.6K - $87.7K
|
953
$488K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
196+ 2.5% |
$73.6K - $87.7K
|
8.05K
$4.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
196+ 1.47% |
$73.6K - $87.7K
|
13.5K
$6.92M
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
196+ 1.12% |
$73.6K - $87.7K
|
17.8K
$9.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
195+ 4.09% |
$73.2K - $87.2K
|
4.97K
$2.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
195+ 10.6% |
$73.2K - $87.2K
|
2.04K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
195+ 8.29% |
$73.2K - $87.2K
|
2.55K
$1.3M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
195New |
$73.2K - $87.2K
|
195
$99.8K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
194+ 0.71% |
$72.8K - $86.8K
|
27.4K
$14M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
193+ 3.34% |
$72.5K - $86.3K
|
5.97K
$3.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
193+ 1.45% |
$72.5K - $86.3K
|
13.5K
$6.92M
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
193+ 1.78% |
$72.5K - $86.3K
|
11K
$5.63M
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
193+ 0.55% |
$72.5K - $86.3K
|
35K
$17.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
192+ 23.3% |
$72.1K - $85.9K
|
1.02K
$520K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
192+ 3.07% |
$72.1K - $85.9K
|
6.44K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
192+ 5.18% |
$72.1K - $85.9K
|
3.9K
$2M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
191+ 2.55% |
$71.7K - $85.4K
|
7.67K
$3.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
189+ 2.28% |
$70.9K - $84.5K
|
8.46K
$4.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
188+ 0.72% |
$70.6K - $84.1K
|
26.2K
$13.4M
|