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
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
164+ 1.1% |
$61.6K - $73.3K
|
15.1K
$7.72M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
163+ 0.85% |
$61.2K - $72.9K
|
19.3K
$9.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
163+ 3.3% |
$61.2K - $72.9K
|
5.1K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
162+ 0.31% |
$60.8K - $72.4K
|
52.6K
$26.9M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
162+ 4.4% |
$60.8K - $72.4K
|
3.84K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
162+ 0.15% |
$60.8K - $72.4K
|
106K
$54.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
161+ 7.34% |
$60.4K - $72K
|
2.35K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
160+ 0.21% |
$60.1K - $71.6K
|
75.8K
$38.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
160+ 1.47% |
$60.1K - $71.6K
|
11.1K
$5.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
160+ 11.72% |
$60.1K - $71.6K
|
1.53K
$780K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
160+ 0.22% |
$60.1K - $71.6K
|
71.4K
$36.5M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
160+ 4.05% |
$60.1K - $71.6K
|
4.11K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
159+ 1.52% |
$59.7K - $71.1K
|
10.6K
$5.42M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
159+ 0.44% |
$59.7K - $71.1K
|
36.4K
$18.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
158+ 1.36% |
$59.3K - $70.7K
|
11.8K
$6.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
158+ 6.76% |
$59.3K - $70.7K
|
2.5K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
158+ 32.99% |
$59.3K - $70.7K
|
637
$326K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
158+ 9.87% |
$59.3K - $70.7K
|
1.76K
$900K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
158+ 0.92% |
$59.3K - $70.7K
|
17.3K
$8.86M
|
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
158+ 13.91% |
$59.3K - $70.7K
|
1.29K
$662K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
157+ 2.43% |
$58.9K - $70.2K
|
6.63K
$3.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
156+ 2.85% |
$58.6K - $69.8K
|
5.63K
$2.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
156+ 7.45% |
$58.6K - $69.8K
|
2.25K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
156+ 1.87% |
$58.6K - $69.8K
|
8.49K
$4.34M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
156+ 1.03% |
$58.6K - $69.8K
|
15.3K
$7.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
155+ 1.04% |
$58.2K - $69.3K
|
15.1K
$7.71M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
155+ 0.76% |
$58.2K - $69.3K
|
20.6K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
154+ 6.36% |
$57.8K - $68.9K
|
2.58K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
153+ 1.02% |
$57.4K - $68.4K
|
15.1K
$7.74M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
153+ 2.67% |
$57.4K - $68.4K
|
5.87K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
153+ 4.98% |
$57.4K - $68.4K
|
3.22K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
152+ 1.12% |
$57.1K - $68K
|
13.7K
$7.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
152+ 2.7% |
$57.1K - $68K
|
5.78K
$2.96M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
151+ 0.93% |
$56.7K - $67.5K
|
16.4K
$8.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
151+ 3.05% |
$56.7K - $67.5K
|
5.1K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
151+ 2.82% |
$56.7K - $67.5K
|
5.51K
$2.82M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
151+ 3.72% |
$56.7K - $67.5K
|
4.21K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
151+ 6.56% |
$56.7K - $67.5K
|
2.45K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
150+ 2.43% |
$56.3K - $67.1K
|
6.32K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
150+ 37.31% |
$56.3K - $67.1K
|
552
$282K
|
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
150+ 1.41% |
$56.3K - $67.1K
|
10.8K
$5.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
149+ 7.86% |
$55.9K - $66.6K
|
2.04K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
148+ 0.97% |
$55.6K - $66.2K
|
15.4K
$7.88M
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
148+ 0.01% |
$55.6K - $66.2K
|
1.11M
$569M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
147+ 0.72% |
$55.2K - $65.7K
|
20.6K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
147+ 1.23% |
$55.2K - $65.7K
|
12.1K
$6.18M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
146+ 5.48% |
$54.8K - $65.3K
|
2.81K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
146+ 3.31% |
$54.8K - $65.3K
|
4.55K
$2.33M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
146+ 4.8% |
$54.8K - $65.3K
|
3.19K
$1.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
145+ 1.49% |
$54.4K - $64.8K
|
9.9K
$5.07M
|