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
|
Liberty Capital Management, Inc.
|
BUY
|
- |
145+ 0.57% |
$54.4K - $64.8K
|
25.4K
$13M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
145+ 1.78% |
$54.4K - $64.8K
|
8.3K
$4.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
145+ 0.51% |
$54.4K - $64.8K
|
28.6K
$14.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
145+ 4.4% |
$54.4K - $64.8K
|
3.44K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
145+ 2.95% |
$54.4K - $64.8K
|
5.05K
$2.59M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
145+ 5.11% |
$54.4K - $64.8K
|
2.98K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
144+ 20.22% |
$54.1K - $64.4K
|
856
$438K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
144+ 11.2% |
$54.1K - $64.4K
|
1.43K
$732K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
143+ 3.92% |
$53.7K - $63.9K
|
3.79K
$1.94M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
142+ 1.96% |
$53.3K - $63.5K
|
7.37K
$3.77M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
142+ 1.25% |
$53.3K - $63.5K
|
11.5K
$5.88M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
142+ 1.7% |
$53.3K - $63.5K
|
8.48K
$4.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
141+ 0.62% |
$52.9K - $63.1K
|
23K
$11.8M
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
BUY
|
- |
141+ 0.82% |
$52.9K - $63.1K
|
17.4K
$8.91M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
141+ 1.96% |
$52.9K - $63.1K
|
7.33K
$3.75M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
141+ 2.93% |
$52.9K - $63.1K
|
4.96K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
140+ 1.36% |
$52.6K - $62.6K
|
10.5K
$5.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
139+ 1.36% |
$52.2K - $62.2K
|
10.4K
$5.31M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
139+ 12.01% |
$52.2K - $62.2K
|
1.3K
$663K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
139+ 0.49% |
$52.2K - $62.2K
|
28.4K
$14.6M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
139+ 2.6% |
$52.2K - $62.2K
|
5.49K
$2.81M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
139+ 0.41% |
$52.2K - $62.2K
|
34.1K
$17.4M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
139+ 0.23% |
$52.2K - $62.2K
|
61.3K
$31.3M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
138+ 0.51% |
$51.8K - $61.7K
|
27.1K
$13.8M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
138+ 0.98% |
$51.8K - $61.7K
|
14.2K
$7.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
137+ 3.21% |
$51.4K - $61.3K
|
4.4K
$2.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
137+ 10.84% |
$51.4K - $61.3K
|
1.4K
$717K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
137+ 0.13% |
$51.4K - $61.3K
|
109K
$55.7M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
137+ 20.45% |
$51.4K - $61.3K
|
807
$413K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
136+ 2.2% |
$51.1K - $60.8K
|
6.32K
$3.23M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
136+ 4.44% |
$51.1K - $60.8K
|
3.2K
$1.64M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
135+ 0.68% |
$50.7K - $60.4K
|
19.8K
$10.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
135+ 1.0% |
$50.7K - $60.4K
|
13.6K
$6.96M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
135+ 0.62% |
$50.7K - $60.4K
|
22K
$11.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
134+ 1.14% |
$50.3K - $59.9K
|
11.8K
$6.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
134+ 2.52% |
$50.3K - $59.9K
|
5.46K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
134+ 22.67% |
$50.3K - $59.9K
|
725
$371K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
133+ 0.93% |
$49.9K - $59.5K
|
14.4K
$7.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
133+ 2.12% |
$49.9K - $59.5K
|
6.41K
$3.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
133+ 1.1% |
$49.9K - $59.5K
|
12.2K
$6.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
133+ 3.14% |
$49.9K - $59.5K
|
4.37K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
133+ 1.24% |
$49.9K - $59.5K
|
10.9K
$5.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
132+ 4.62% |
$49.6K - $59K
|
2.99K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
132+ 3.05% |
$49.6K - $59K
|
4.46K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
132+ 2.24% |
$49.6K - $59K
|
6.02K
$3.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
131+ 5.11% |
$49.2K - $58.6K
|
2.7K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
131+ 2.7% |
$49.2K - $58.6K
|
4.99K
$2.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
131+ 0.87% |
$49.2K - $58.6K
|
15.1K
$7.74M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
131+ 3.72% |
$49.2K - $58.6K
|
3.66K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
131+ 0.84% |
$49.2K - $58.6K
|
15.8K
$8.07M
|