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 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-32- 1.01% |
$12K - $14.3K
|
3.14K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-32- 1.78% |
$12K - $14.3K
|
1.77K
$905K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-32- 0.02% |
$12K - $14.3K
|
209K
$107M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-32- 0.34% |
$12K - $14.3K
|
9.25K
$4.73M
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-32- 0.5% |
$12K - $14.3K
|
6.41K
$3.28M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-32- 2.16% |
$12K - $14.3K
|
1.45K
$743K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-32- 0.54% |
$12K - $14.3K
|
5.86K
$3M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-32- 0.28% |
$12K - $14.3K
|
11.2K
$5.74M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-32- 0.45% |
$12K - $14.3K
|
7.16K
$3.66M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-32- 1.01% |
$12K - $14.3K
|
3.12K
$1.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-33- 0.84% |
$12.4K - $14.8K
|
3.88K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-33- 0.45% |
$12.4K - $14.8K
|
7.36K
$3.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-33- 3.97% |
$12.4K - $14.8K
|
799
$409K
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-33- 0.23% |
$12.4K - $14.8K
|
14K
$7.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-33- 0.5% |
$12.4K - $14.8K
|
6.61K
$3.38M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-33- 0.35% |
$12.4K - $14.8K
|
9.49K
$4.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-34- 0.39% |
$12.8K - $15.2K
|
8.77K
$4.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-34- 3.93% |
$12.8K - $15.2K
|
831
$425K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-34- 1.58% |
$12.8K - $15.2K
|
2.12K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-35- 2.62% |
$13.1K - $15.7K
|
1.3K
$667K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-35- 0.68% |
$13.1K - $15.7K
|
5.08K
$2.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-35- 1.44% |
$13.1K - $15.7K
|
2.4K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-35- 29.66% |
$13.1K - $15.7K
|
83
$42.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-35- 4.52% |
$13.1K - $15.7K
|
740
$379K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-35- 0.06% |
$13.1K - $15.7K
|
57.2K
$29.3M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-35- 2.5% |
$13.1K - $15.7K
|
1.37K
$699K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-35- 0.24% |
$13.1K - $15.7K
|
14.4K
$7.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-36- 2.08% |
$13.5K - $16.1K
|
1.69K
$866K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-36- 0.71% |
$13.5K - $16.1K
|
5.05K
$2.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-37- 0.83% |
$13.9K - $16.5K
|
4.42K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-37- 1.0% |
$13.9K - $16.5K
|
3.66K
$1.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-37- 18.59% |
$13.9K - $16.5K
|
162
$82.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-37- 2.93% |
$13.9K - $16.5K
|
1.23K
$627K
|
|
|
May 06, 2025
Q1 2025
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-37- 4.32% |
$13.9K - $16.5K
|
819
$419K
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-37- 0.27% |
$13.9K - $16.5K
|
13.8K
$7.05M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-38- 2.02% |
$14.3K - $17K
|
1.85K
$944K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-38- 0.42% |
$14.3K - $17K
|
9.11K
$4.66M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-38- 0.28% |
$14.3K - $17K
|
13.6K
$6.93M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-38- 0.84% |
$14.3K - $17K
|
4.46K
$2.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-39- 0.13% |
$14.6K - $17.4K
|
29.6K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-39- 2.9% |
$14.6K - $17.4K
|
1.31K
$669K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-39- 2.03% |
$14.6K - $17.4K
|
1.88K
$963K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-40- 0.63% |
$15K - $17.9K
|
6.33K
$3.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-40- 0.21% |
$15K - $17.9K
|
18.8K
$9.6M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-40- 6.8% |
$15K - $17.9K
|
548
$280K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-40- 0.18% |
$15K - $17.9K
|
22K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-40- 1.34% |
$15K - $17.9K
|
2.93K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-40- 3.94% |
$15K - $17.9K
|
974
$498K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-41- 0.51% |
$15.4K - $18.3K
|
7.95K
$4.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-42- 0.31% |
$15.8K - $18.8K
|
13.4K
$6.85M
|