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 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
114+ 0.82% |
$42.8K - $51K
|
14K
$7.16M
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
114+ 2.73% |
$42.8K - $51K
|
4.3K
$2.2M
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
114+ 0.86% |
$42.8K - $51K
|
13.4K
$6.86M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
114+ 10.71% |
$42.8K - $51K
|
1.18K
$603K
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
113+ 2.93% |
$42.4K - $50.5K
|
3.97K
$2.03M
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
112+ 1.5% |
$42K - $50.1K
|
7.58K
$3.88M
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
112+ 0.53% |
$42K - $50.1K
|
21.3K
$10.9M
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
111+ 8.37% |
$41.7K - $49.6K
|
1.44K
$735K
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
110+ 4.13% |
$41.3K - $49.2K
|
2.77K
$1.42M
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
110+ 3.43% |
$41.3K - $49.2K
|
3.31K
$1.7M
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
110+ 1.32% |
$41.3K - $49.2K
|
8.47K
$4.33M
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
109+ 0.47% |
$40.9K - $48.7K
|
23.3K
$11.9M
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
109+ 2.36% |
$40.9K - $48.7K
|
4.72K
$2.41M
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
109+ 0.59% |
$40.9K - $48.7K
|
18.6K
$9.52M
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
109+ 2.08% |
$40.9K - $48.7K
|
5.35K
$2.74M
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
108+ 0.52% |
$40.5K - $48.3K
|
20.7K
$10.6M
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
107+ 1.83% |
$40.2K - $47.9K
|
5.94K
$3.04M
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
107+ 0.31% |
$40.2K - $47.9K
|
34.9K
$17.9M
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
107+ 0.66% |
$40.2K - $47.9K
|
16.3K
$8.36M
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
107+ 3.28% |
$40.2K - $47.9K
|
3.37K
$1.72M
|
|
Apr 22, 2025
Q1 2025
|
Harvey Investment CO LLC
|
BUY
|
- |
106+ 0.72% |
$39.8K - $47.4K
|
14.9K
$7.61M
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
106+ 0.85% |
$39.8K - $47.4K
|
12.6K
$6.44M
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
105+ 1.37% |
$39.4K - $47K
|
7.76K
$3.97M
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
105+ 3.15% |
$39.4K - $47K
|
3.43K
$1.76M
|
|
Apr 23, 2025
Q1 2025
|
Mount Vernon Associates Inc
|
BUY
|
- |
105+ 0.43% |
$39.4K - $47K
|
24.7K
$12.6M
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
105+ 0.2% |
$39.4K - $47K
|
51.3K
$26.3M
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
105+ 15.22% |
$39.4K - $47K
|
795
$407K
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
104+ 3.37% |
$39K - $46.5K
|
3.19K
$1.63M
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
104+ 0.26% |
$39K - $46.5K
|
40.8K
$20.9M
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
104+ 100.0% |
$39K - $46.5K
|
208
$106K
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
104+ 1.61% |
$39K - $46.5K
|
6.58K
$3.36M
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
103+ 0.62% |
$38.7K - $46.1K
|
16.8K
$8.58M
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
103+ 2.87% |
$38.7K - $46.1K
|
3.69K
$1.89M
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
102+ 0.55% |
$38.3K - $45.6K
|
18.5K
$9.46M
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
102+ 0.69% |
$38.3K - $45.6K
|
14.8K
$7.6M
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
101+ 10.9% |
$37.9K - $45.2K
|
1.03K
$526K
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
100+ 1.64% |
$37.5K - $44.7K
|
6.22K
$3.18M
|
|
Apr 25, 2025
Q1 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
100+ 3.41% |
$37.5K - $44.7K
|
3.03K
$1.55M
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
100+ 0.34% |
$37.5K - $44.7K
|
29.1K
$14.9M
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
98+ 0.27% |
$36.8K - $43.8K
|
37.1K
$19M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
98+ 0.16% |
$36.8K - $43.8K
|
61K
$31.2M
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
98+ 1.54% |
$36.8K - $43.8K
|
6.45K
$3.3M
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
98+ 0.05% |
$36.8K - $43.8K
|
196K
$100M
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
97+ 2.44% |
$36.4K - $43.4K
|
4.08K
$2.09M
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
97+ 2.1% |
$36.4K - $43.4K
|
4.72K
$2.41M
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
97+ 1.61% |
$36.4K - $43.4K
|
6.1K
$3.12M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
96+ 7.46% |
$36K - $42.9K
|
1.38K
$708K
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
95+ 1.45% |
$35.7K - $42.5K
|
6.65K
$3.4M
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
95+ 0.97% |
$35.7K - $42.5K
|
9.87K
$5.05M
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
95+ 155.74% |
$35.7K - $42.5K
|
156
$79.8K
|