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 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-25- 0.44% |
$9.38K - $11.2K
|
5.72K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-25- 1.12% |
$9.38K - $11.2K
|
2.2K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-25- 0.09% |
$9.38K - $11.2K
|
27.3K
$14M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-25- 3.66% |
$9.38K - $11.2K
|
658
$337K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-25- 0.14% |
$9.38K - $11.2K
|
17.8K
$9.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-26- 4.08% |
$9.76K - $11.6K
|
612
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-26- 1.4% |
$9.76K - $11.6K
|
1.83K
$934K
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-26- 0.54% |
$9.76K - $11.6K
|
4.75K
$2.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-26- 0.05% |
$9.76K - $11.6K
|
49.5K
$25.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-26- 0.7% |
$9.76K - $11.6K
|
3.69K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-26- 4.59% |
$9.76K - $11.6K
|
541
$277K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-26- 0.01% |
$9.76K - $11.6K
|
186K
$95.3M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-26- 0.12% |
$9.76K - $11.6K
|
21.3K
$10.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-27- 0.14% |
$10.1K - $12.1K
|
18.9K
$9.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-27- 0.63% |
$10.1K - $12.1K
|
4.26K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-27- 0.56% |
$10.1K - $12.1K
|
4.75K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-27- 0.8% |
$10.1K - $12.1K
|
3.35K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
SELL
|
- |
-27- 1.42% |
$10.1K - $12.1K
|
1.87K
$957K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-27- 1.37% |
$10.1K - $12.1K
|
1.95K
$997K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-28- 3.65% |
$10.5K - $12.5K
|
740
$379K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-28- 0.08% |
$10.5K - $12.5K
|
34.2K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-28- 0.57% |
$10.5K - $12.5K
|
4.86K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-28- 0.06% |
$10.5K - $12.5K
|
50.3K
$25.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-29- 3.95% |
$10.9K - $13K
|
706
$361K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-29- 0.25% |
$10.9K - $13K
|
11.4K
$5.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-29- 0.84% |
$10.9K - $13K
|
3.4K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-29- 0.12% |
$10.9K - $13K
|
24.6K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-29- 0.87% |
$10.9K - $13K
|
3.31K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-29- 1.11% |
$10.9K - $13K
|
2.58K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-29- 0.37% |
$10.9K - $13K
|
7.74K
$3.96M
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-29- 0.21% |
$10.9K - $13K
|
13.8K
$7.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-30- 1.62% |
$11.3K - $13.4K
|
1.82K
$933K
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-30- 1.44% |
$11.3K - $13.4K
|
2.05K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-30- 0.23% |
$11.3K - $13.4K
|
13.1K
$6.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-30- 0.84% |
$11.3K - $13.4K
|
3.54K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-30- 4.72% |
$11.3K - $13.4K
|
605
$310K
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-30- 0.07% |
$11.3K - $13.4K
|
43.5K
$22.3M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-30- 0.1% |
$11.3K - $13.4K
|
31.4K
$16.1M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-30- 1.65% |
$11.3K - $13.4K
|
1.79K
$913K
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-30- 0.76% |
$11.3K - $13.4K
|
3.92K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-30- 4.76% |
$11.3K - $13.4K
|
600
$307K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-30- 2.93% |
$11.3K - $13.4K
|
994
$509K
|
|
|
May 22, 2025
Q1 2025
|
Diker Management LLC
New York, NY |
SELL
|
- |
-30- 0.88% |
$11.3K - $13.4K
|
3.36K
$1.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-31- 0.23% |
$11.6K - $13.9K
|
13.4K
$6.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-31- 0.74% |
$11.6K - $13.9K
|
4.15K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-31- 0.36% |
$11.6K - $13.9K
|
8.66K
$4.43M
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
SELL
|
- |
-31- 0.5% |
$11.6K - $13.9K
|
6.13K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-31- 5.49% |
$11.6K - $13.9K
|
534
$273K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-32- 0.06% |
$12K - $14.3K
|
52.6K
$26.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-32- 0.27% |
$12K - $14.3K
|
11.8K
$6.01M
|