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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
64+ 0.6% |
$24K - $28.6K
|
10.7K
$5.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
63+ 1.54% |
$23.6K - $28.2K
|
4.16K
$2.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
63+ 6.2% |
$23.6K - $28.2K
|
1.08K
$552K
|
|
|
Apr 28, 2025
Q1 2025
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
63+ 1.38% |
$23.6K - $28.2K
|
4.61K
$2.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Sitrin Capital Management LLC
|
BUY
|
- |
63+ 0.38% |
$23.6K - $28.2K
|
16.8K
$8.6M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
63+ 0.23% |
$23.6K - $28.2K
|
26.9K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
62+ 0.3% |
$23.3K - $27.7K
|
20.9K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
62+ 9.7% |
$23.3K - $27.7K
|
701
$359K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
60+ 2.68% |
$22.5K - $26.8K
|
2.3K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
60+ 3.76% |
$22.5K - $26.8K
|
1.66K
$847K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
60+ 0.07% |
$22.5K - $26.8K
|
87.8K
$45M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
60+ 0.24% |
$22.5K - $26.8K
|
24.7K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
59+ 3.14% |
$22.1K - $26.4K
|
1.94K
$991K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
59+ 0.02% |
$22.1K - $26.4K
|
316K
$162M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
59+ 0.93% |
$22.1K - $26.4K
|
6.38K
$3.27M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
59+ 0.22% |
$22.1K - $26.4K
|
26.9K
$13.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
58+ 0.34% |
$21.8K - $25.9K
|
17.3K
$8.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
58+ 0.86% |
$21.8K - $25.9K
|
6.78K
$3.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
58+ 0.58% |
$21.8K - $25.9K
|
10.1K
$5.16M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
58+ 0.97% |
$21.8K - $25.9K
|
6.06K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
58+ 1.04% |
$21.8K - $25.9K
|
5.61K
$2.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
57+ 0.25% |
$21.4K - $25.5K
|
22.8K
$11.7M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
57+ 0.38% |
$21.4K - $25.5K
|
15.2K
$7.77M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
57+ 1.05% |
$21.4K - $25.5K
|
5.51K
$2.82M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
56+ 0.66% |
$21K - $25K
|
8.5K
$4.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
55+ 0.08% |
$20.6K - $24.6K
|
66.6K
$34.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
55+ 0.24% |
$20.6K - $24.6K
|
22.6K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
55+ 0.95% |
$20.6K - $24.6K
|
5.86K
$3M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
54+ 0.26% |
$20.3K - $24.1K
|
20.6K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
54+ 0.57% |
$20.3K - $24.1K
|
9.61K
$4.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
53+ 4.53% |
$19.9K - $23.7K
|
1.22K
$626K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
53+ 0.13% |
$19.9K - $23.7K
|
40.9K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
53+ 2.36% |
$19.9K - $23.7K
|
2.3K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
51+ 0.4% |
$19.1K - $22.8K
|
12.8K
$6.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
51+ 9.44% |
$19.1K - $22.8K
|
591
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
51+ 3.06% |
$19.1K - $22.8K
|
1.72K
$879K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
51+ 1.98% |
$19.1K - $22.8K
|
2.62K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
51+ 1.72% |
$19.1K - $22.8K
|
3.01K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
51+ 1.63% |
$19.1K - $22.8K
|
3.19K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
51+ 0.26% |
$19.1K - $22.8K
|
19.9K
$10.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
50+ 50.0% |
$18.8K - $22.4K
|
150
$76.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
50+ 0.34% |
$18.8K - $22.4K
|
14.7K
$7.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
50+ 2.75% |
$18.8K - $22.4K
|
1.87K
$957K
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
50+ 1.88% |
$18.8K - $22.4K
|
2.71K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
50+ 0.53% |
$18.8K - $22.4K
|
9.52K
$4.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
50+ 0.28% |
$18.8K - $22.4K
|
17.6K
$9.01M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
50+ 2.33% |
$18.8K - $22.4K
|
2.2K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
50+ 0.06% |
$18.8K - $22.4K
|
78.6K
$40.2M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 0.2% |
$18.8K - $22.4K
|
24.5K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
50+ 0.24% |
$18.8K - $22.4K
|
21.2K
$10.8M
|