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 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-54- 0.43% |
$20.3K - $24.1K
|
12.4K
$6.36M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-54- 0.62% |
$20.3K - $24.1K
|
8.59K
$4.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-55- 1.0% |
$20.6K - $24.6K
|
5.47K
$2.8M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-55- 0.33% |
$20.6K - $24.6K
|
16.6K
$8.49M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-55- 1.2% |
$20.6K - $24.6K
|
4.52K
$2.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-56- 5.73% |
$21K - $25K
|
921
$471K
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-56- 0.28% |
$21K - $25K
|
19.6K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-56- 1.21% |
$21K - $25K
|
4.57K
$2.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-57- 3.3% |
$21.4K - $25.5K
|
1.67K
$855K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-57- 9.45% |
$21.4K - $25.5K
|
546
$279K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-57- 2.25% |
$21.4K - $25.5K
|
2.48K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-57- 2.92% |
$21.4K - $25.5K
|
1.89K
$969K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-57- 4.06% |
$21.4K - $25.5K
|
1.35K
$689K
|
|
|
May 06, 2025
Q1 2025
|
Glynn Capital Management LLC
|
SELL
|
- |
-57- 0.61% |
$21.4K - $25.5K
|
9.21K
$4.71M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-57- 0.87% |
$21.4K - $25.5K
|
6.46K
$3.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-58- 0.21% |
$21.8K - $25.9K
|
27.8K
$14.2M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-58- 1.66% |
$21.8K - $25.9K
|
3.43K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-58- 0.14% |
$21.8K - $25.9K
|
42.1K
$21.6M
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-59- 3.99% |
$22.1K - $26.4K
|
1.42K
$726K
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-59- 3.41% |
$22.1K - $26.4K
|
1.67K
$855K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-60- 0.76% |
$22.5K - $26.8K
|
7.85K
$4.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-60- 0.51% |
$22.5K - $26.8K
|
11.8K
$6.03M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-60- 0.27% |
$22.5K - $26.8K
|
22.3K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-60- 0.31% |
$22.5K - $26.8K
|
19.2K
$9.84M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-60- 1.23% |
$22.5K - $26.8K
|
4.81K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-61- 2.94% |
$22.9K - $27.3K
|
2.01K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-61- 0.84% |
$22.9K - $27.3K
|
7.18K
$3.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-62- 9.98% |
$23.3K - $27.7K
|
559
$286K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-62- 2.16% |
$23.3K - $27.7K
|
2.82K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-63- 1.92% |
$23.6K - $28.2K
|
3.22K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-63- 0.75% |
$23.6K - $28.2K
|
8.32K
$4.26M
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-63- 0.58% |
$23.6K - $28.2K
|
10.8K
$5.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-64- 0.67% |
$24K - $28.6K
|
9.53K
$4.88M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-64- 2.6% |
$24K - $28.6K
|
2.4K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-64- 0.94% |
$24K - $28.6K
|
6.72K
$3.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-65- 0.41% |
$24.4K - $29.1K
|
15.9K
$8.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-65- 8.43% |
$24.4K - $29.1K
|
706
$361K
|
|
|
Apr 14, 2025
Q1 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-65- 6.95% |
$24.4K - $29.1K
|
870
$445K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-65- 6.06% |
$24.4K - $29.1K
|
1.01K
$515K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-65- 1.03% |
$24.4K - $29.1K
|
6.26K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Ov Management LLC
Minneapolis, MN |
SELL
|
- |
-65- 0.23% |
$24.4K - $29.1K
|
28.7K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-65- 0.84% |
$24.4K - $29.1K
|
7.7K
$3.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-66- 4.63% |
$24.8K - $29.5K
|
1.36K
$695K
|
|
|
May 01, 2025
Q1 2025
|
Baer Investment Advisory LLC
Corte Madera, CA |
SELL
|
- |
-66- 1.61% |
$24.8K - $29.5K
|
4.03K
$2.06M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-66- 1.85% |
$24.8K - $29.5K
|
3.5K
$1.79M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-67- 0.83% |
$25.2K - $30K
|
7.96K
$4.07M
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-67- 0.29% |
$25.2K - $30K
|
23.2K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-67- 0.56% |
$25.2K - $30K
|
11.9K
$6.07M
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-67- 0.42% |
$25.2K - $30K
|
15.9K
$8.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-68- 0.45% |
$25.5K - $30.4K
|
14.9K
$7.63M
|