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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-17- 3.0% |
$6.38K - $7.6K
|
549
$281K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-17- 0.56% |
$6.38K - $7.6K
|
3.03K
$1.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-18- 0.57% |
$6.76K - $8.05K
|
3.13K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-18- 0.06% |
$6.76K - $8.05K
|
29K
$14.8M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-18- 0.04% |
$6.76K - $8.05K
|
48.2K
$24.7M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-18- 24.32% |
$6.76K - $8.05K
|
56
$28.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-19- 0.24% |
$7.13K - $8.5K
|
7.77K
$3.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-19- 0.53% |
$7.13K - $8.5K
|
3.54K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-19- 0.22% |
$7.13K - $8.5K
|
8.67K
$4.44M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-19- 1.06% |
$7.13K - $8.5K
|
1.78K
$909K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-19- 1.67% |
$7.13K - $8.5K
|
1.12K
$572K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-20- 0.5% |
$7.51K - $8.94K
|
3.97K
$2.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-20- 0.18% |
$7.51K - $8.94K
|
10.9K
$5.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-20- 0.32% |
$7.51K - $8.94K
|
6.14K
$3.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-20- 0.06% |
$7.51K - $8.94K
|
32.9K
$16.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-20- 0.16% |
$7.51K - $8.94K
|
12.3K
$6.3M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-20- 0.08% |
$7.51K - $8.94K
|
24K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-20- 0.06% |
$7.51K - $8.94K
|
31.4K
$16.1M
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
SELL
|
- |
-20- 0.09% |
$7.51K - $8.94K
|
22.3K
$11.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
SELL
|
- |
-21- 0.13% |
$7.88K - $9.39K
|
16.2K
$8.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-21- 0.15% |
$7.88K - $9.39K
|
13.7K
$7M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-21- 0.71% |
$7.88K - $9.39K
|
2.94K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-21- 0.54% |
$7.88K - $9.39K
|
3.84K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-21- 0.26% |
$7.88K - $9.39K
|
7.93K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-21- 0.27% |
$7.88K - $9.39K
|
7.62K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-21- 0.5% |
$7.88K - $9.39K
|
4.22K
$2.16M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-22- 0.48% |
$8.26K - $9.84K
|
4.61K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-22- 0.34% |
$8.26K - $9.84K
|
6.48K
$3.32M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-22- 0.49% |
$8.26K - $9.84K
|
4.48K
$2.29M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-22- 0.46% |
$8.26K - $9.84K
|
4.73K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-22- 0.65% |
$8.26K - $9.84K
|
3.34K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-23- 0.21% |
$8.63K - $10.3K
|
10.7K
$5.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-23- 0.75% |
$8.63K - $10.3K
|
3.06K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-23- 0.25% |
$8.63K - $10.3K
|
9.08K
$4.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-23- 0.82% |
$8.63K - $10.3K
|
2.77K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Ttp Investments, Inc.
|
SELL
|
- |
-23- 0.1% |
$8.63K - $10.3K
|
23.3K
$11.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-23- 1.97% |
$8.63K - $10.3K
|
1.14K
$584K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-23- 1.92% |
$8.63K - $10.3K
|
1.17K
$600K
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-23- 0.73% |
$8.63K - $10.3K
|
3.13K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-24- 0.38% |
$9.01K - $10.7K
|
6.29K
$3.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-24- 0.44% |
$9.01K - $10.7K
|
5.45K
$2.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-25- 0.31% |
$9.38K - $11.2K
|
8.11K
$4.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-25- 2.25% |
$9.38K - $11.2K
|
1.09K
$557K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-25- 0.22% |
$9.38K - $11.2K
|
11.3K
$5.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-25- 0.58% |
$9.38K - $11.2K
|
4.27K
$2.19M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-25- 0.25% |
$9.38K - $11.2K
|
10.1K
$5.18M
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
SELL
|
- |
-25- 0.19% |
$9.38K - $11.2K
|
13.2K
$6.73M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-25- 1.39% |
$9.38K - $11.2K
|
1.78K
$910K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-25- 0.33% |
$9.38K - $11.2K
|
7.47K
$3.82M
|
|
|
May 07, 2025
Q1 2025
|
Perkins Capital Management Inc
|
SELL
|
- |
-25- 0.2% |
$9.38K - $11.2K
|
12.4K
$6.34M
|