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 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
94+ 1.36% |
$35.3K - $42K
|
7K
$3.58M
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
94+ 1.18% |
$35.3K - $42K
|
8.05K
$4.12M
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
94+ 1.68% |
$35.3K - $42K
|
5.69K
$2.91M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
94+ 0.07% |
$35.3K - $42K
|
137K
$70M
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
94+ 3.57% |
$35.3K - $42K
|
2.73K
$1.4M
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
93+ 1.07% |
$34.9K - $41.6K
|
8.82K
$4.51M
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
93+ 1.04% |
$34.9K - $41.6K
|
9.04K
$4.63M
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
93+ 1.49% |
$34.9K - $41.6K
|
6.33K
$3.24M
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
92+ 0.26% |
$34.5K - $41.1K
|
35.7K
$18.3M
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
92+ 3.23% |
$34.5K - $41.1K
|
2.94K
$1.5M
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
91+ 0.71% |
$34.2K - $40.7K
|
12.9K
$6.63M
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
91+ 1.47% |
$34.2K - $40.7K
|
6.28K
$3.21M
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
91+ 4.2% |
$34.2K - $40.7K
|
2.26K
$1.16M
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
91+ 4.04% |
$34.2K - $40.7K
|
2.34K
$1.2M
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
91+ 0.32% |
$34.2K - $40.7K
|
28.3K
$14.5M
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
90+ 7.48% |
$33.8K - $40.2K
|
1.29K
$662K
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
90+ 0.45% |
$33.8K - $40.2K
|
20.3K
$10.4M
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
90+ 0.9% |
$33.8K - $40.2K
|
10.1K
$5.16M
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
90+ 2.01% |
$33.8K - $40.2K
|
4.57K
$2.34M
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
89+ 0.71% |
$33.4K - $39.8K
|
12.6K
$6.47M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
89+ 0.15% |
$33.4K - $39.8K
|
59.7K
$30.6M
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
89+ 0.81% |
$33.4K - $39.8K
|
11.1K
$5.68M
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
89+ 0.39% |
$33.4K - $39.8K
|
23K
$11.8M
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
89+ 0.21% |
$33.4K - $39.8K
|
42K
$21.5M
|
|
May 14, 2025
Q1 2025
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
89+ 0.78% |
$33.4K - $39.8K
|
11.6K
$5.92M
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
88+ 1.94% |
$33K - $39.4K
|
4.64K
$2.37M
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
87+ 3.84% |
$32.7K - $38.9K
|
2.35K
$1.2M
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
87+ 1.18% |
$32.7K - $38.9K
|
7.47K
$3.82M
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
86+ 1.49% |
$32.3K - $38.5K
|
5.85K
$2.99M
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
85+ 0.76% |
$31.9K - $38K
|
11.3K
$5.79M
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
85+ 0.43% |
$31.9K - $38K
|
19.9K
$10.2M
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
85+ 0.48% |
$31.9K - $38K
|
17.8K
$9.12M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
84+ 0.17% |
$31.5K - $37.6K
|
49.5K
$25.4M
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
84+ 0.27% |
$31.5K - $37.6K
|
31.1K
$15.9M
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
84+ 2.16% |
$31.5K - $37.6K
|
3.97K
$2.03M
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
84+ 4.31% |
$31.5K - $37.6K
|
2.03K
$1.04M
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
83+ 0.72% |
$31.2K - $37.1K
|
11.6K
$5.93M
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
83+ 11.61% |
$31.2K - $37.1K
|
798
$408K
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
83+ 1.15% |
$31.2K - $37.1K
|
7.32K
$3.75M
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
83+ 6.85% |
$31.2K - $37.1K
|
1.29K
$662K
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
83+ 4.46% |
$31.2K - $37.1K
|
1.94K
$995K
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
83+ 1.74% |
$31.2K - $37.1K
|
4.84K
$2.48M
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
83+ 1.57% |
$31.2K - $37.1K
|
5.37K
$2.75M
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
83+ 0.06% |
$31.2K - $37.1K
|
130K
$66.3M
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
83+ 0.93% |
$31.2K - $37.1K
|
9K
$4.61M
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
82+ 0.21% |
$30.8K - $36.7K
|
38.6K
$19.8M
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
82+ 7.79% |
$30.8K - $36.7K
|
1.13K
$580K
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
82+ 2.19% |
$30.8K - $36.7K
|
3.83K
$1.96M
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
82+ 0.51% |
$30.8K - $36.7K
|
16K
$8.21M
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
81+ 0.49% |
$30.4K - $36.2K
|
16.7K
$8.54M
|