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
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
50+ 1.34% |
$18.8K - $22.4K
|
3.77K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50+ 2.65% |
$18.8K - $22.4K
|
1.94K
$991K
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
50+ 0.8% |
$18.8K - $22.4K
|
6.27K
$3.21M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
49+ 0.25% |
$18.4K - $21.9K
|
19.4K
$9.91M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
49+ 4.06% |
$18.4K - $21.9K
|
1.26K
$643K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
49+ 0.09% |
$18.4K - $21.9K
|
51.9K
$26.5M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
49+ 0.33% |
$18.4K - $21.9K
|
14.9K
$7.62M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
49+ 0.61% |
$18.4K - $21.9K
|
8.13K
$4.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
48+ 1.03% |
$18K - $21.5K
|
4.72K
$2.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
48+ 0.28% |
$18K - $21.5K
|
17.3K
$8.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
48+ 1.11% |
$18K - $21.5K
|
4.38K
$2.24M
|
|
|
May 12, 2025
Q1 2025
|
Enhancing Capital LLC
|
BUY
|
- |
48+ 0.19% |
$18K - $21.5K
|
25.1K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
48+ 1.86% |
$18K - $21.5K
|
2.62K
$1.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
47+ 0.71% |
$17.6K - $21K
|
6.63K
$3.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
47+ 0.58% |
$17.6K - $21K
|
8.16K
$4.17M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
47+ 0.38% |
$17.6K - $21K
|
12.5K
$6.38M
|
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
BUY
|
- |
47+ 0.55% |
$17.6K - $21K
|
8.52K
$4.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
46+ 0.35% |
$17.3K - $20.6K
|
13.2K
$6.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
46+ 3.18% |
$17.3K - $20.6K
|
1.49K
$764K
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
46+ 0.79% |
$17.3K - $20.6K
|
5.87K
$3M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
46+ 0.24% |
$17.3K - $20.6K
|
18.9K
$9.65M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
46+ 0.53% |
$17.3K - $20.6K
|
8.66K
$4.43M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
46+ 0.57% |
$17.3K - $20.6K
|
8.06K
$4.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
45+ 0.02% |
$16.9K - $20.1K
|
242K
$124M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
45+ 1.54% |
$16.9K - $20.1K
|
2.96K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
44+ 1.91% |
$16.5K - $19.7K
|
2.35K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
44+ 0.18% |
$16.5K - $19.7K
|
24.7K
$12.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
44+ 220.0% |
$16.5K - $19.7K
|
64
$32.7K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
44+ 0.34% |
$16.5K - $19.7K
|
12.8K
$6.56M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
44+ 15.77% |
$16.5K - $19.7K
|
323
$165K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
43+ 1.78% |
$16.1K - $19.2K
|
2.45K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
43+ 0.08% |
$16.1K - $19.2K
|
54.1K
$27.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
42+ 1.31% |
$15.8K - $18.8K
|
3.26K
$1.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
42+ 5.61% |
$15.8K - $18.8K
|
791
$405K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
41+ 1.77% |
$15.4K - $18.3K
|
2.36K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
41+ 4.38% |
$15.4K - $18.3K
|
978
$500K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
41+ 2.13% |
$15.4K - $18.3K
|
1.97K
$1.01M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
41+ 0.24% |
$15.4K - $18.3K
|
17.2K
$8.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
40+ 0.59% |
$15K - $17.9K
|
6.87K
$3.51M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
40+ 1.66% |
$15K - $17.9K
|
2.44K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
40+ 1.73% |
$15K - $17.9K
|
2.36K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
40+ 3.01% |
$15K - $17.9K
|
1.37K
$699K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
39+ 0.03% |
$14.6K - $17.4K
|
132K
$67.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
39+ 1.56% |
$14.6K - $17.4K
|
2.54K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
39+ 0.26% |
$14.6K - $17.4K
|
15.3K
$7.82M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
39+ 0.16% |
$14.6K - $17.4K
|
24.4K
$12.5M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
38+ 5.18% |
$14.3K - $17K
|
772
$395K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
38+ 0.42% |
$14.3K - $17K
|
9.16K
$4.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
38+ 0.91% |
$14.3K - $17K
|
4.2K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
38+ 0.05% |
$14.3K - $17K
|
80.4K
$41.1M
|