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
|
Baugh & Associates, LLC
|
BUY
|
- |
81+ 0.18% |
$30.4K - $36.2K
|
44.1K
$22.6M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
81+ 0.94% |
$30.4K - $36.2K
|
8.68K
$4.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
80+ 1.3% |
$30K - $35.8K
|
6.24K
$3.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
BUY
|
- |
79+ 0.02% |
$29.7K - $35.3K
|
479K
$245M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
79+ 1.91% |
$29.7K - $35.3K
|
4.21K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
79+ 7.74% |
$29.7K - $35.3K
|
1.1K
$563K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
79+ 2.48% |
$29.7K - $35.3K
|
3.26K
$1.67M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
78+ 1.89% |
$29.3K - $34.9K
|
4.21K
$2.16M
|
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
BUY
|
- |
78+ 0.87% |
$29.3K - $34.9K
|
9.07K
$4.64M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
78+ 0.2% |
$29.3K - $34.9K
|
40.1K
$20.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
77+ 2.07% |
$28.9K - $34.4K
|
3.79K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
77+ 0.35% |
$28.9K - $34.4K
|
22.2K
$11.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
76+ 0.25% |
$28.5K - $34K
|
29.9K
$15.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
75+ 2.58% |
$28.2K - $33.5K
|
2.98K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
75+ 0.45% |
$28.2K - $33.5K
|
16.8K
$8.61M
|
|
|
May 14, 2025
Q1 2025
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
75+ 0.04% |
$28.2K - $33.5K
|
187K
$95.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
74+ 0.68% |
$27.8K - $33.1K
|
10.9K
$5.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
74+ 1.48% |
$27.8K - $33.1K
|
5.09K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
74+ 0.9% |
$27.8K - $33.1K
|
8.3K
$4.25M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
74+ 1.08% |
$27.8K - $33.1K
|
6.93K
$3.55M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
73+ 2.74% |
$27.4K - $32.6K
|
2.74K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
73+ 0.09% |
$27.4K - $32.6K
|
85.7K
$43.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
73+ 3.52% |
$27.4K - $32.6K
|
2.15K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
73+ 0.45% |
$27.4K - $32.6K
|
16.3K
$8.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
72+ 1.84% |
$27K - $32.2K
|
3.99K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
72+ 0.75% |
$27K - $32.2K
|
9.64K
$4.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
71+ 1.1% |
$26.7K - $31.8K
|
6.53K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
71+ 0.51% |
$26.7K - $31.8K
|
14.1K
$7.22M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
70+ 7.58% |
$26.3K - $31.3K
|
994
$509K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
70+ 5.49% |
$26.3K - $31.3K
|
1.35K
$689K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
70+ 2.05% |
$26.3K - $31.3K
|
3.49K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
70+ 0.54% |
$26.3K - $31.3K
|
13K
$6.66M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
70+ 0.76% |
$26.3K - $31.3K
|
9.29K
$4.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
68+ 11.47% |
$25.5K - $30.4K
|
661
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
68+ 1.83% |
$25.5K - $30.4K
|
3.79K
$1.94M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
68+ 0.75% |
$25.5K - $30.4K
|
9.19K
$4.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
67+ 2.13% |
$25.2K - $30K
|
3.21K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
67+ 0.37% |
$25.2K - $30K
|
18.2K
$9.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
67+ 0.72% |
$25.2K - $30K
|
9.35K
$4.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.32% |
$25.2K - $30K
|
21K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
66+ 3.33% |
$24.8K - $29.5K
|
2.05K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
66+ 4.33% |
$24.8K - $29.5K
|
1.59K
$814K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
65+ 1.44% |
$24.4K - $29.1K
|
4.57K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
65+ 0.41% |
$24.4K - $29.1K
|
16K
$8.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
65+ 0.9% |
$24.4K - $29.1K
|
7.26K
$3.71M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
65+ 0.98% |
$24.4K - $29.1K
|
6.71K
$3.43M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
65+ 0.96% |
$24.4K - $29.1K
|
6.86K
$3.51M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
65+ 0.02% |
$24.4K - $29.1K
|
262K
$134M
|
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
BUY
|
- |
65+ 0.17% |
$24.4K - $29.1K
|
39.3K
$20.1M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
64+ 0.45% |
$24K - $28.6K
|
14.2K
$7.27M
|