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
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
17+ 0.07% |
$6.38K - $7.6K
|
23.1K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
17+ 1.17% |
$6.38K - $7.6K
|
1.47K
$753K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
16+ 2.33% |
$6.01K - $7.16K
|
703
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
16+ 0.7% |
$6.01K - $7.16K
|
2.29K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
16+ 0.09% |
$6.01K - $7.16K
|
17.3K
$8.88M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
16+ 0.54% |
$6.01K - $7.16K
|
2.96K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
16+ 0.81% |
$6.01K - $7.16K
|
1.99K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
15+ 1.15% |
$5.63K - $6.71K
|
1.32K
$673K
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
15+ 0.27% |
$5.63K - $6.71K
|
5.56K
$2.84M
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
15+ 0.1% |
$5.63K - $6.71K
|
14.8K
$7.56M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
15+ 0.14% |
$5.63K - $6.71K
|
10.5K
$5.35M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
15+ 0.6% |
$5.63K - $6.71K
|
2.51K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
BUY
|
- |
15+ 0.33% |
$5.63K - $6.71K
|
4.63K
$2.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
14+ 1.59% |
$5.26K - $6.26K
|
896
$458K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.1% |
$5.26K - $6.26K
|
14.4K
$7.38M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14+ 0.28% |
$5.26K - $6.26K
|
4.95K
$2.53M
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
14+ 0.25% |
$5.26K - $6.26K
|
5.52K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
BUY
|
- |
13+ 0.53% |
$4.88K - $5.81K
|
2.48K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
13+ 0.51% |
$4.88K - $5.81K
|
2.56K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
13+ 0.12% |
$4.88K - $5.81K
|
10.4K
$5.34M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
13+ 0.03% |
$4.88K - $5.81K
|
41.1K
$21M
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
13+ 0.62% |
$4.88K - $5.81K
|
2.11K
$1.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
12+ 0.63% |
$4.5K - $5.37K
|
1.9K
$974K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
12+ 0.04% |
$4.5K - $5.37K
|
27.1K
$13.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
12+ 1.31% |
$4.5K - $5.37K
|
925
$473K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
12+ 0.88% |
$4.5K - $5.37K
|
1.37K
$701K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
12+ 0.5% |
$4.5K - $5.37K
|
2.43K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
12+ 0.49% |
$4.5K - $5.37K
|
2.47K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
12+ 0.01% |
$4.5K - $5.37K
|
82.4K
$42.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
11+ 0.33% |
$4.13K - $4.92K
|
3.31K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
11+ 0.48% |
$4.13K - $4.92K
|
2.29K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
11+ 0.14% |
$4.13K - $4.92K
|
8.02K
$4.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
BUY
|
- |
11+ 0.06% |
$4.13K - $4.92K
|
17.5K
$8.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
11+ 0.38% |
$4.13K - $4.92K
|
2.9K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
11+ 0.19% |
$4.13K - $4.92K
|
5.76K
$2.95M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
11+ 0.82% |
$4.13K - $4.92K
|
1.35K
$689K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
11+ 0.18% |
$4.13K - $4.92K
|
6.04K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.13% |
$4.13K - $4.92K
|
8.77K
$4.49M
|
|
|
May 15, 2025
Q1 2025
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
BUY
|
- |
11+ 0.0% |
$4.13K - $4.92K
|
597K
$305M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10+ 0.06% |
$3.75K - $4.47K
|
17.8K
$9.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
10+ 0.09% |
$3.75K - $4.47K
|
11.3K
$5.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
10+ 0.08% |
$3.75K - $4.47K
|
12.4K
$6.33M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
10+ 2.56% |
$3.75K - $4.47K
|
401
$205K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10+ 2.2% |
$3.75K - $4.47K
|
464
$237K
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
10+ 0.33% |
$3.75K - $4.47K
|
3.03K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
10+ 0.52% |
$3.75K - $4.47K
|
1.95K
$997K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
9+ 1.51% |
$3.38K - $4.02K
|
604
$309K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
9+ 0.16% |
$3.38K - $4.02K
|
5.51K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
9+ 0.07% |
$3.38K - $4.02K
|
12.1K
$6.17M
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 0.2% |
$3.38K - $4.02K
|
4.46K
$2.28M
|