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 16, 2025
Q1 2025
|
Front Street Capital Management, Inc.
|
BUY
|
- |
9+ 0.08% |
$3.38K - $4.02K
|
10.6K
$5.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
8+ 0.19% |
$3K - $3.58K
|
4.26K
$2.18M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
8+ 0.03% |
$3K - $3.58K
|
23.6K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Georgetown University
Washington, DC |
BUY
|
- |
8+ 0.2% |
$3K - $3.58K
|
4.05K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7+ 0.09% |
$2.63K - $3.13K
|
7.86K
$4.02M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
7+ 0.27% |
$2.63K - $3.13K
|
2.56K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
7+ 0.06% |
$2.63K - $3.13K
|
11.8K
$6.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
7+ 0.39% |
$2.63K - $3.13K
|
1.82K
$931K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
7+ 0.3% |
$2.63K - $3.13K
|
2.37K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7+ 0.08% |
$2.63K - $3.13K
|
9.02K
$4.61M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
7+ 0.04% |
$2.63K - $3.13K
|
17.9K
$9.17M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
7+ 0.19% |
$2.63K - $3.13K
|
3.78K
$1.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
6+ 0.14% |
$2.25K - $2.68K
|
4.39K
$2.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
6+ 0.16% |
$2.25K - $2.68K
|
3.82K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$2.25K - $2.68K
|
17.1K
$8.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.22% |
$2.25K - $2.68K
|
2.74K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
6+ 0.47% |
$2.25K - $2.68K
|
1.28K
$655K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
6+ 600.0% |
$2.25K - $2.68K
|
7
$3.58K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
6+ 0.06% |
$2.25K - $2.68K
|
10.2K
$5.23M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$2.25K - $2.68K
|
5.23K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
6+ 0.13% |
$2.25K - $2.68K
|
4.47K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
5+ 0.04% |
$1.88K - $2.24K
|
13.9K
$7.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
5+ 0.01% |
$1.88K - $2.24K
|
34.1K
$17.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Chico Wealth Ria
|
BUY
|
- |
5+ 0.24% |
$1.88K - $2.24K
|
2.08K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5+ 0.07% |
$1.88K - $2.24K
|
6.98K
$3.57M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5+ 0.04% |
$1.88K - $2.24K
|
12.1K
$6.21M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
5+ 0.39% |
$1.88K - $2.24K
|
1.28K
$652K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$1.88K - $2.24K
|
4.3K
$2.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$1.5K - $1.79K
|
5.96K
$3.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4+ 0.02% |
$1.5K - $1.79K
|
22.7K
$11.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
4+ 0.1% |
$1.5K - $1.79K
|
4.06K
$2.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
4+ 0.12% |
$1.5K - $1.79K
|
3.3K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
4+ 0.23% |
$1.5K - $1.79K
|
1.78K
$909K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
4+ 0.22% |
$1.5K - $1.79K
|
1.8K
$920K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3+ 0.15% |
$1.13K - $1.34K
|
1.99K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
3+ 0.04% |
$1.13K - $1.34K
|
7.35K
$3.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$1.13K - $1.34K
|
3.81K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.18% |
$1.13K - $1.34K
|
1.7K
$869K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3+ 0.16% |
$1.13K - $1.34K
|
1.92K
$983K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3+ 0.06% |
$1.13K - $1.34K
|
4.74K
$2.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
3+ 0.01% |
$1.13K - $1.34K
|
29.1K
$14.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3+ 0.17% |
$1.13K - $1.34K
|
1.79K
$914K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.03% |
$1.13K - $1.34K
|
9.28K
$4.75M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3+ 0.44% |
$1.13K - $1.34K
|
682
$349K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
3+ 0.23% |
$1.13K - $1.34K
|
1.31K
$670K
|
|
|
May 09, 2025
Q1 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
3+ 0.18% |
$1.13K - $1.34K
|
1.63K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.12% |
$1.13K - $1.34K
|
2.52K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$751 - $894
|
21.6K
$11.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2+ 0.09% |
$751 - $894
|
2.14K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.07% |
$751 - $894
|
2.68K
$1.37M
|