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 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-68- 2.91% |
$25.5K - $30.4K
|
2.27K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Prodigy Asset Management LLC
Omaha, NE |
SELL
|
- |
-69- 1.34% |
$25.9K - $30.9K
|
5.07K
$2.6M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-69- 1.44% |
$25.9K - $30.9K
|
4.71K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-69- 0.25% |
$25.9K - $30.9K
|
27.8K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-69- 10.57% |
$25.9K - $30.9K
|
584
$299K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-70- 2.95% |
$26.3K - $31.3K
|
2.3K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-70- 0.73% |
$26.3K - $31.3K
|
9.48K
$4.85M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-70- 0.36% |
$26.3K - $31.3K
|
19.6K
$10M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-70- 7.82% |
$26.3K - $31.3K
|
825
$422K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-70- 6.9% |
$26.3K - $31.3K
|
944
$483K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-71- 4.14% |
$26.7K - $31.8K
|
1.64K
$841K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-71- 4.16% |
$26.7K - $31.8K
|
1.63K
$836K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-71- 0.99% |
$26.7K - $31.8K
|
7.13K
$3.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-72- 0.18% |
$27K - $32.2K
|
41K
$21M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-72- 0.08% |
$27K - $32.2K
|
93.4K
$47.8M
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-72- 0.74% |
$27K - $32.2K
|
9.72K
$4.97M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-73- 2.1% |
$27.4K - $32.6K
|
3.4K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-73- 0.02% |
$27.4K - $32.6K
|
318K
$163M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-74- 0.71% |
$27.8K - $33.1K
|
10.4K
$5.31M
|
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-74- 2.34% |
$27.8K - $33.1K
|
3.09K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-74- 0.31% |
$27.8K - $33.1K
|
23.5K
$12M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-75- 43.6% |
$28.2K - $33.5K
|
97
$49.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-75- 3.52% |
$28.2K - $33.5K
|
2.06K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-75- 2.07% |
$28.2K - $33.5K
|
3.55K
$1.82M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-75- 0.1% |
$28.2K - $33.5K
|
74.5K
$38.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-76- 8.32% |
$28.5K - $34K
|
838
$429K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-76- 3.99% |
$28.5K - $34K
|
1.83K
$935K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-76- 1.64% |
$28.5K - $34K
|
4.56K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-76- 9.02% |
$28.5K - $34K
|
767
$392K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-77- 0.11% |
$28.9K - $34.4K
|
69.9K
$35.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-77- 0.43% |
$28.9K - $34.4K
|
17.8K
$9.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-77- 0.49% |
$28.9K - $34.4K
|
15.6K
$8M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-77- 3.98% |
$28.9K - $34.4K
|
1.86K
$950K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-77- 1.0% |
$28.9K - $34.4K
|
7.64K
$3.91M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-78- 2.77% |
$29.3K - $34.9K
|
2.74K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-78- 0.16% |
$29.3K - $34.9K
|
48.4K
$24.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-79- 3.83% |
$29.7K - $35.3K
|
1.99K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-80- 19.05% |
$30K - $35.8K
|
340
$174K
|
|
|
May 15, 2025
Q1 2025
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-80- 11.76% |
$30K - $35.8K
|
600
$307K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-80- 3.9% |
$30K - $35.8K
|
1.97K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-81- 0.41% |
$30.4K - $36.2K
|
19.7K
$10.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-82- 3.3% |
$30.8K - $36.7K
|
2.41K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-83- 1.09% |
$31.2K - $37.1K
|
7.52K
$3.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-83- 0.49% |
$31.2K - $37.1K
|
17K
$8.68M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-83- 0.99% |
$31.2K - $37.1K
|
8.27K
$4.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-84- 0.64% |
$31.5K - $37.6K
|
13.1K
$6.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-84- 2.74% |
$31.5K - $37.6K
|
2.99K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-84- 0.65% |
$31.5K - $37.6K
|
12.9K
$6.62M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-84- 0.38% |
$31.5K - $37.6K
|
22.2K
$11.4M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-84- 1.43% |
$31.5K - $37.6K
|
5.81K
$2.97M
|