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 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-9- 0.68% |
$3.38K - $4.02K
|
1.32K
$675K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-9- 0.05% |
$3.38K - $4.02K
|
16.5K
$8.44M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-9- 0.78% |
$3.38K - $4.02K
|
1.15K
$586K
|
|
|
May 12, 2025
Q1 2025
|
Jordan Park Trust CO LLC
Portsmouth, NH |
SELL
|
- |
-9- 0.79% |
$3.38K - $4.02K
|
1.13K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-9- 0.13% |
$3.38K - $4.02K
|
6.72K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-9- 0.22% |
$3.38K - $4.02K
|
4.08K
$2.09M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-9- 0.56% |
$3.38K - $4.02K
|
1.6K
$818K
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-10- 1.33% |
$3.75K - $4.47K
|
741
$379K
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-10- 0.07% |
$3.75K - $4.47K
|
15.1K
$7.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-10- 0.3% |
$3.75K - $4.47K
|
3.34K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-10- 0.68% |
$3.75K - $4.47K
|
1.46K
$746K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-10- 0.81% |
$3.75K - $4.47K
|
1.23K
$627K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-10- 0.54% |
$3.75K - $4.47K
|
1.84K
$939K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-10- 0.16% |
$3.75K - $4.47K
|
6.22K
$3.18M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-10- 0.05% |
$3.75K - $4.47K
|
21.6K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-10- 0.36% |
$3.75K - $4.47K
|
2.78K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-11- 0.37% |
$4.13K - $4.92K
|
2.93K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-11- 1.81% |
$4.13K - $4.92K
|
597
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-11- 0.06% |
$4.13K - $4.92K
|
17.8K
$9.12M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-11- 0.35% |
$4.13K - $4.92K
|
3.15K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-11- 0.23% |
$4.13K - $4.92K
|
4.69K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-11- 0.16% |
$4.13K - $4.92K
|
6.76K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-11- 0.46% |
$4.13K - $4.92K
|
2.38K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-12- 1.0% |
$4.5K - $5.37K
|
1.19K
$611K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-12- 0.66% |
$4.5K - $5.37K
|
1.81K
$925K
|
|
|
Apr 16, 2025
Q1 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-12- 0.38% |
$4.5K - $5.37K
|
3.16K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-12- 0.06% |
$4.5K - $5.37K
|
21.6K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-12- 1.49% |
$4.5K - $5.37K
|
795
$407K
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-12- 0.67% |
$4.5K - $5.37K
|
1.78K
$912K
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-12- 0.05% |
$4.5K - $5.37K
|
22.9K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-12- 0.05% |
$4.5K - $5.37K
|
26.3K
$13.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-13- 1.79% |
$4.88K - $5.81K
|
715
$366K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 0.23% |
$4.88K - $5.81K
|
5.63K
$2.88M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-13- 0.12% |
$4.88K - $5.81K
|
10.5K
$5.35M
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-13- 0.08% |
$4.88K - $5.81K
|
15.5K
$7.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-14- 1.28% |
$5.26K - $6.26K
|
1.08K
$552K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-14- 0.05% |
$5.26K - $6.26K
|
29K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-14- 0.43% |
$5.26K - $6.26K
|
3.23K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-14- 0.1% |
$5.26K - $6.26K
|
14.1K
$7.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-15- 0.7% |
$5.63K - $6.71K
|
2.14K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-15- 0.11% |
$5.63K - $6.71K
|
13.8K
$7.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-15- 0.97% |
$5.63K - $6.71K
|
1.53K
$780K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-15- 1.48% |
$5.63K - $6.71K
|
1K
$512K
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-15- 0.29% |
$5.63K - $6.71K
|
5.23K
$2.67M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-15- 8.33% |
$5.63K - $6.71K
|
165
$84.4K
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-15- 0.73% |
$5.63K - $6.71K
|
2.03K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-16- 0.1% |
$6.01K - $7.16K
|
15.6K
$8M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-16- 0.33% |
$6.01K - $7.16K
|
4.77K
$2.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-16- 0.24% |
$6.01K - $7.16K
|
6.63K
$3.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-17- 0.12% |
$6.38K - $7.6K
|
14.6K
$7.46M
|