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 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
38+ 0.89% |
$14.3K - $17K
|
4.3K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
38+ 0.51% |
$14.3K - $17K
|
7.56K
$3.87M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
38+ 3.89% |
$14.3K - $17K
|
1.01K
$519K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
37+ 1.23% |
$13.9K - $16.5K
|
3.05K
$1.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
37+ 0.93% |
$13.9K - $16.5K
|
4.02K
$2.06M
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
37+ 1.64% |
$13.9K - $16.5K
|
2.29K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
36+ 0.15% |
$13.5K - $16.1K
|
24.4K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
36+ 2.77% |
$13.5K - $16.1K
|
1.34K
$683K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
36+ 0.43% |
$13.5K - $16.1K
|
8.31K
$4.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
36+ 0.08% |
$13.5K - $16.1K
|
46.8K
$24M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
36+ 1.14% |
$13.5K - $16.1K
|
3.19K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
36+ 2.75% |
$13.5K - $16.1K
|
1.35K
$688K
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
35+ 0.22% |
$13.1K - $15.7K
|
15.9K
$8.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
35+ 0.26% |
$13.1K - $15.7K
|
13.5K
$6.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
35+ 0.5% |
$13.1K - $15.7K
|
7.09K
$3.63M
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
BUY
|
- |
35+ 0.58% |
$13.1K - $15.7K
|
6.03K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
35+ 0.78% |
$13.1K - $15.7K
|
4.53K
$2.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
34+ 0.51% |
$12.8K - $15.2K
|
6.76K
$3.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
34+ 1.26% |
$12.8K - $15.2K
|
2.74K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
33+ 0.06% |
$12.4K - $14.8K
|
53.4K
$27.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
33+ 0.89% |
$12.4K - $14.8K
|
3.73K
$1.91M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
33+ 0.13% |
$12.4K - $14.8K
|
25.1K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
33+ 0.99% |
$12.4K - $14.8K
|
3.36K
$1.72M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
32+ 0.19% |
$12K - $14.3K
|
17.1K
$8.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
32+ 0.35% |
$12K - $14.3K
|
9.13K
$4.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
32+ 0.6% |
$12K - $14.3K
|
5.4K
$2.76M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
32+ 0.92% |
$12K - $14.3K
|
3.51K
$1.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
31+ 5.13% |
$11.6K - $13.9K
|
635
$325K
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
31+ 4.26% |
$11.6K - $13.9K
|
759
$388K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
31+ 4.43% |
$11.6K - $13.9K
|
730
$374K
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
30+ 2.36% |
$11.3K - $13.4K
|
1.3K
$665K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
30+ 0.36% |
$11.3K - $13.4K
|
8.46K
$4.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
30+ 66.67% |
$11.3K - $13.4K
|
75
$38.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
30+ 1.04% |
$11.3K - $13.4K
|
2.92K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
29+ 0.37% |
$10.9K - $13K
|
7.87K
$4.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
29+ 2.4% |
$10.9K - $13K
|
1.24K
$633K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
29+ 2.97% |
$10.9K - $13K
|
1.01K
$514K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
29+ 0.84% |
$10.9K - $13K
|
3.48K
$1.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
28+ 0.18% |
$10.5K - $12.5K
|
15.8K
$8.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
28+ 0.88% |
$10.5K - $12.5K
|
3.19K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
28+ 1.76% |
$10.5K - $12.5K
|
1.62K
$829K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
28+ 0.31% |
$10.5K - $12.5K
|
9.09K
$4.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
27+ 0.3% |
$10.1K - $12.1K
|
9.16K
$4.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
27+ 0.09% |
$10.1K - $12.1K
|
30.9K
$15.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
27+ 1.59% |
$10.1K - $12.1K
|
1.73K
$884K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
27+ 0.6% |
$10.1K - $12.1K
|
4.49K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
27+ 0.57% |
$10.1K - $12.1K
|
4.73K
$2.42M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
27+ 0.17% |
$10.1K - $12.1K
|
16.2K
$8.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
27+ 0.16% |
$10.1K - $12.1K
|
16.6K
$8.5M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.4% |
$10.1K - $12.1K
|
6.78K
$3.47M
|