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
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
27+ 2.08% |
$10.1K - $12.1K
|
1.33K
$679K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
27+ 0.24% |
$10.1K - $12.1K
|
11.2K
$5.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
26+ 0.95% |
$9.76K - $11.6K
|
2.77K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.07% |
$9.76K - $11.6K
|
38.5K
$19.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
26+ 0.23% |
$9.76K - $11.6K
|
11.6K
$5.91M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
26+ 0.21% |
$9.76K - $11.6K
|
12.6K
$6.47M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
26+ 5.38% |
$9.76K - $11.6K
|
509
$260K
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
26+ 2.02% |
$9.76K - $11.6K
|
1.31K
$671K
|
|
|
Apr 16, 2025
Q1 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
25+ 0.14% |
$9.38K - $11.2K
|
18K
$9.2M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
25+ 1.18% |
$9.38K - $11.2K
|
2.14K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
25+ 3.22% |
$9.38K - $11.2K
|
802
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
24+ 0.22% |
$9.01K - $10.7K
|
10.8K
$5.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
24+ 0.45% |
$9.01K - $10.7K
|
5.33K
$2.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
24+ 0.09% |
$9.01K - $10.7K
|
27.6K
$14.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
24+ 0.15% |
$9.01K - $10.7K
|
15.8K
$8.11M
|
|
|
May 09, 2025
Q1 2025
|
Gagnon Securities LLC
|
BUY
|
- |
24+ 3.53% |
$9.01K - $10.7K
|
704
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
23+ 0.69% |
$8.63K - $10.3K
|
3.35K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
23+ 2.63% |
$8.63K - $10.3K
|
896
$458K
|
|
|
May 14, 2025
Q1 2025
|
Fosun International LTD
|
BUY
|
- |
23+ 0.35% |
$8.63K - $10.3K
|
6.63K
$3.39M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
23+ 0.36% |
$8.63K - $10.3K
|
6.33K
$3.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
22+ 0.49% |
$8.26K - $9.84K
|
4.51K
$2.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
22+ 1.78% |
$8.26K - $9.84K
|
1.26K
$644K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
22+ 0.34% |
$8.26K - $9.84K
|
6.41K
$3.28M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
21+ 0.22% |
$7.88K - $9.39K
|
9.71K
$4.97M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
21+ 0.41% |
$7.88K - $9.39K
|
5.16K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
21+ 0.17% |
$7.88K - $9.39K
|
12.5K
$6.38M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
20+ 0.89% |
$7.51K - $8.94K
|
2.28K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
20+ 0.83% |
$7.51K - $8.94K
|
2.43K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
20+ 0.04% |
$7.51K - $8.94K
|
52.4K
$26.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
20+ 0.79% |
$7.51K - $8.94K
|
2.54K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
20+ 0.06% |
$7.51K - $8.94K
|
35K
$17.9M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
20+ 0.05% |
$7.51K - $8.94K
|
42.2K
$21.6M
|
|
|
May 01, 2025
Q1 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
20+ 0.47% |
$7.51K - $8.94K
|
4.26K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
20+ 2.52% |
$7.51K - $8.94K
|
815
$417K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
20+ 0.07% |
$7.51K - $8.94K
|
29.9K
$15.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
19+ 0.39% |
$7.13K - $8.5K
|
4.95K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
19+ 0.7% |
$7.13K - $8.5K
|
2.74K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
19+ 0.65% |
$7.13K - $8.5K
|
2.93K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
19+ 0.28% |
$7.13K - $8.5K
|
6.77K
$3.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
18+ 0.24% |
$6.76K - $8.05K
|
7.47K
$3.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18+ 0.41% |
$6.76K - $8.05K
|
4.45K
$2.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
18+ 0.46% |
$6.76K - $8.05K
|
3.91K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
18+ 0.17% |
$6.76K - $8.05K
|
10.9K
$5.56M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
18+ 0.02% |
$6.76K - $8.05K
|
84.4K
$43.2M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
18+ 2.54% |
$6.76K - $8.05K
|
726
$371K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
18+ 1.72% |
$6.76K - $8.05K
|
1.07K
$546K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
17+ 0.56% |
$6.38K - $7.6K
|
3.04K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
17+ 0.15% |
$6.38K - $7.6K
|
11.4K
$5.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
17+ 0.24% |
$6.38K - $7.6K
|
6.98K
$3.57M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
17+ 0.25% |
$6.38K - $7.6K
|
6.79K
$3.47M
|