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 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
188+ 1.28% |
$70.6K - $84.1K
|
14.9K
$7.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
187+ 2.13% |
$70.2K - $83.6K
|
8.96K
$4.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
187+ 0.4% |
$70.2K - $83.6K
|
47K
$24.1M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
187+ 2.33% |
$70.2K - $83.6K
|
8.2K
$4.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
186+ 3.11% |
$69.8K - $83.2K
|
6.16K
$3.15M
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
186+ 11.0% |
$69.8K - $83.2K
|
1.88K
$960K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
186+ 7.4% |
$69.8K - $83.2K
|
2.7K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
186+ 0.28% |
$69.8K - $83.2K
|
65.6K
$33.6M
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
186+ 5.1% |
$69.8K - $83.2K
|
3.83K
$1.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
184+ 4.76% |
$69.1K - $82.3K
|
4.05K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
183+ 0.34% |
$68.7K - $81.8K
|
53.8K
$27.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Arlington Partners LLC
|
BUY
|
- |
183+ 1.89% |
$68.7K - $81.8K
|
9.86K
$5.04M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
183+ 3.11% |
$68.7K - $81.8K
|
6.08K
$3.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
182+ 0.24% |
$68.3K - $81.4K
|
77.4K
$39.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
182+ 5.88% |
$68.3K - $81.4K
|
3.28K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
182+ 10.11% |
$68.3K - $81.4K
|
1.98K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
182+ 5.45% |
$68.3K - $81.4K
|
3.52K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
182+ 2.48% |
$68.3K - $81.4K
|
7.52K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
182+ 7.6% |
$68.3K - $81.4K
|
2.58K
$1.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
181+ 2.88% |
$67.9K - $80.9K
|
6.47K
$3.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
181+ 1.48% |
$67.9K - $80.9K
|
12.4K
$6.37M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
181+ 9.69% |
$67.9K - $80.9K
|
2.05K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
181+ 0.11% |
$67.9K - $80.9K
|
168K
$85.8M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
180+ 1.48% |
$67.6K - $80.5K
|
12.3K
$6.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
179+ 3.61% |
$67.2K - $80K
|
5.14K
$2.63M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
179+ 3.19% |
$67.2K - $80K
|
5.8K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
178+ 12.28% |
$66.8K - $79.6K
|
1.63K
$833K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
178+ 1.78% |
$66.8K - $79.6K
|
10.2K
$5.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
176+ 0.89% |
$66.1K - $78.7K
|
19.9K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
176+ 0.97% |
$66.1K - $78.7K
|
18.4K
$9.4M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
174+ 0.59% |
$65.3K - $77.8K
|
29.6K
$15.2M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
173+ 16.78% |
$64.9K - $77.4K
|
1.2K
$616K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
173+ 10.63% |
$64.9K - $77.4K
|
1.8K
$921K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
173+ 1.51% |
$64.9K - $77.4K
|
11.6K
$5.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
172+ 2.65% |
$64.6K - $76.9K
|
6.67K
$3.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
172+ 2.08% |
$64.6K - $76.9K
|
8.45K
$4.32M
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
172+ 0.12% |
$64.6K - $76.9K
|
138K
$70.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
170+ 0.84% |
$63.8K - $76K
|
20.5K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
170+ 2.39% |
$63.8K - $76K
|
7.29K
$3.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
170+ 1.22% |
$63.8K - $76K
|
14.1K
$7.21M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
170+ 0.13% |
$63.8K - $76K
|
130K
$66.4M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
170+ 0.63% |
$63.8K - $76K
|
27.4K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
168+ 4.26% |
$63.1K - $75.1K
|
4.11K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
168+ 0.68% |
$63.1K - $75.1K
|
24.8K
$12.7M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
167+ 0.74% |
$62.7K - $74.7K
|
22.9K
$11.7M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
167+ 2.34% |
$62.7K - $74.7K
|
7.31K
$3.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
166+ 1.76% |
$62.3K - $74.2K
|
9.62K
$4.92M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
166+ 1.3% |
$62.3K - $74.2K
|
12.9K
$6.6M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
166+ 1.28% |
$62.3K - $74.2K
|
13.1K
$6.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
164+ 7.16% |
$61.6K - $73.3K
|
2.45K
$1.26M
|