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
|
Sanchez Wealth Management Group
|
BUY
|
- |
129+ 1.43% |
$48.4K - $57.7K
|
9.14K
$4.68M
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
129+ 1.16% |
$48.4K - $57.7K
|
11.2K
$5.75M
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
BUY
|
- |
129+ 0.17% |
$48.4K - $57.7K
|
77.3K
$39.6M
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
129+ 0.73% |
$48.4K - $57.7K
|
17.7K
$9.07M
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
128+ 0.52% |
$48K - $57.2K
|
24.6K
$12.6M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
127+ 1.53% |
$47.7K - $56.8K
|
8.44K
$4.32M
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
127+ 4.91% |
$47.7K - $56.8K
|
2.71K
$1.39M
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
126+ 3.37% |
$47.3K - $56.3K
|
3.86K
$1.98M
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
126+ 1.02% |
$47.3K - $56.3K
|
12.5K
$6.38M
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
126+ 0.76% |
$47.3K - $56.3K
|
16.6K
$8.51M
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
126+ 1.37% |
$47.3K - $56.3K
|
9.29K
$4.75M
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
125+ 0.14% |
$46.9K - $55.9K
|
91.2K
$46.7M
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
124+ 0.62% |
$46.5K - $55.5K
|
20K
$10.3M
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
124+ 1.06% |
$46.5K - $55.5K
|
11.9K
$6.07M
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
124+ 3.48% |
$46.5K - $55.5K
|
3.69K
$1.89M
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
124+ 14.04% |
$46.5K - $55.5K
|
1.01K
$515K
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
124+ 1.97% |
$46.5K - $55.5K
|
6.43K
$3.29M
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
124+ 0.11% |
$46.5K - $55.5K
|
111K
$56.9M
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
124+ 8.03% |
$46.5K - $55.5K
|
1.67K
$854K
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
123+ 1.88% |
$46.2K - $55K
|
6.67K
$3.41M
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
123+ 1.67% |
$46.2K - $55K
|
7.48K
$3.83M
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
123+ 1.6% |
$46.2K - $55K
|
7.82K
$4M
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
122+ 0.99% |
$45.8K - $54.6K
|
12.5K
$6.39M
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
122+ 4.12% |
$45.8K - $54.6K
|
3.08K
$1.58M
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
122+ 0.77% |
$45.8K - $54.6K
|
16K
$8.17M
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
121+ 1.87% |
$45.4K - $54.1K
|
6.6K
$3.38M
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
121+ 4.85% |
$45.4K - $54.1K
|
2.62K
$1.34M
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
121+ 3.87% |
$45.4K - $54.1K
|
3.24K
$1.66M
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
121+ 2.82% |
$45.4K - $54.1K
|
4.42K
$2.26M
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
121+ 3.57% |
$45.4K - $54.1K
|
3.51K
$1.8M
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
120+ 1.97% |
$45K - $53.7K
|
6.22K
$3.18M
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
120+ 1.7% |
$45K - $53.7K
|
7.2K
$3.68M
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
120+ 0.91% |
$45K - $53.7K
|
13.3K
$6.8M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
120+ 0.84% |
$45K - $53.7K
|
14.3K
$7.33M
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
119+ 0.49% |
$44.7K - $53.2K
|
24.4K
$12.5M
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
119+ 0.12% |
$44.7K - $53.2K
|
99.3K
$50.8M
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
118+ 11.84% |
$44.3K - $52.8K
|
1.12K
$571K
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
118+ 4.77% |
$44.3K - $52.8K
|
2.59K
$1.33M
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
118+ 2.71% |
$44.3K - $52.8K
|
4.47K
$2.29M
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
117+ 5.95% |
$43.9K - $52.3K
|
2.08K
$1.07M
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
117+ 1.3% |
$43.9K - $52.3K
|
9.14K
$4.68M
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
116+ 0.82% |
$43.5K - $51.9K
|
14.3K
$7.29M
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
116+ 0.31% |
$43.5K - $51.9K
|
37.8K
$19.3M
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
116+ 0.23% |
$43.5K - $51.9K
|
51.2K
$26.2M
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
116+ 16.98% |
$43.5K - $51.9K
|
799
$409K
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
BUY
|
- |
115+ 0.21% |
$43.2K - $51.4K
|
54.7K
$28M
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
115+ 7.97% |
$43.2K - $51.4K
|
1.56K
$797K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
115+ 1.37% |
$43.2K - $51.4K
|
8.53K
$4.37M
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
115+ 0.29% |
$43.2K - $51.4K
|
39.8K
$20.4M
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
114+ 0.47% |
$42.8K - $51K
|
24.4K
$12.5M
|