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 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-85- 2.91% |
$31.9K - $38K
|
2.84K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
SELL
|
- |
-86- 1.29% |
$32.3K - $38.5K
|
6.57K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-86- 2.25% |
$32.3K - $38.5K
|
3.74K
$1.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-87- 0.33% |
$32.7K - $38.9K
|
26.5K
$13.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-87- 1.2% |
$32.7K - $38.9K
|
7.16K
$3.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-87- 2.84% |
$32.7K - $38.9K
|
2.98K
$1.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-87- 4.44% |
$32.7K - $38.9K
|
1.87K
$957K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-87- 7.73% |
$32.7K - $38.9K
|
1.04K
$531K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-88- 1.54% |
$33K - $39.4K
|
5.61K
$2.87M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
SELL
|
- |
-88- 2.69% |
$33K - $39.4K
|
3.18K
$1.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-89- 0.91% |
$33.4K - $39.8K
|
9.72K
$4.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-89- 1.37% |
$33.4K - $39.8K
|
6.4K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-90- 2.67% |
$33.8K - $40.2K
|
3.28K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-90- 0.98% |
$33.8K - $40.2K
|
9.1K
$4.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-90- 1.53% |
$33.8K - $40.2K
|
5.8K
$2.97M
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-90- 9.63% |
$33.8K - $40.2K
|
845
$432K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-90- 0.47% |
$33.8K - $40.2K
|
18.9K
$9.67M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-90- 0.45% |
$33.8K - $40.2K
|
19.9K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-90- 8.71% |
$33.8K - $40.2K
|
943
$483K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-91- 0.93% |
$34.2K - $40.7K
|
9.65K
$4.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-91- 0.41% |
$34.2K - $40.7K
|
22.3K
$11.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-91- 0.73% |
$34.2K - $40.7K
|
12.4K
$6.33M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-91- 0.62% |
$34.2K - $40.7K
|
14.6K
$7.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-92- 1.62% |
$34.5K - $41.1K
|
5.58K
$2.85M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-93- 3.32% |
$34.9K - $41.6K
|
2.71K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-95- 1.33% |
$35.7K - $42.5K
|
7.06K
$3.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-95- 3.81% |
$35.7K - $42.5K
|
2.4K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-96- 2.43% |
$36K - $42.9K
|
3.86K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-97- 1.96% |
$36.4K - $43.4K
|
4.86K
$2.49M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-98- 1.23% |
$36.8K - $43.8K
|
7.87K
$4.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-98- 2.02% |
$36.8K - $43.8K
|
4.76K
$2.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-98- 0.6% |
$36.8K - $43.8K
|
16.2K
$8.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-98- 0.4% |
$36.8K - $43.8K
|
24.3K
$12.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-98- 8.6% |
$36.8K - $43.8K
|
1.04K
$533K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-99- 8.76% |
$37.2K - $44.3K
|
1.03K
$528K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-99- 1.94% |
$37.2K - $44.3K
|
4.99K
$2.55M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-99- 5.81% |
$37.2K - $44.3K
|
1.6K
$821K
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
SELL
|
- |
-99- 3.39% |
$37.2K - $44.3K
|
2.83K
$1.45M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-99- 0.62% |
$37.2K - $44.3K
|
15.8K
$8.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-100- 0.36% |
$37.5K - $44.7K
|
27.8K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-100- 3.06% |
$37.5K - $44.7K
|
3.17K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.02% |
$37.5K - $44.7K
|
621K
$318M
|
|
|
May 06, 2025
Q1 2025
|
Reik & Co., LLC
|
SELL
|
- |
-100- 0.7% |
$37.5K - $44.7K
|
14.2K
$7.28M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-100- 2.25% |
$37.5K - $44.7K
|
4.35K
$2.23M
|
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-100- 3.11% |
$37.5K - $44.7K
|
3.12K
$1.6M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-101- 0.61% |
$37.9K - $45.2K
|
16.6K
$8.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-101- 0.34% |
$37.9K - $45.2K
|
29.8K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-101- 0.45% |
$37.9K - $45.2K
|
22.5K
$11.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-102- 0.93% |
$38.3K - $45.6K
|
10.9K
$5.57M
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-102- 12.44% |
$38.3K - $45.6K
|
718
$367K
|