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 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-103- 0.82% |
$38.7K - $46.1K
|
12.5K
$6.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-103- 0.84% |
$38.7K - $46.1K
|
12.2K
$6.22M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-103- 2.66% |
$38.7K - $46.1K
|
3.78K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-104- 0.8% |
$39K - $46.5K
|
12.9K
$6.6M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-104- 1.35% |
$39K - $46.5K
|
7.6K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-104- 1.47% |
$39K - $46.5K
|
6.99K
$3.58M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-104- 1.23% |
$39K - $46.5K
|
8.37K
$4.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-105- 4.11% |
$39.4K - $47K
|
2.45K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-105- 1.45% |
$39.4K - $47K
|
7.14K
$3.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-105- 2.09% |
$39.4K - $47K
|
4.93K
$2.52M
|
|
|
May 07, 2025
Q1 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-105- 0.38% |
$39.4K - $47K
|
27.7K
$14.2M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-105- 3.36% |
$39.4K - $47K
|
3.02K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
SELL
|
- |
-105- 7.02% |
$39.4K - $47K
|
1.39K
$712K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-106- 1.15% |
$39.8K - $47.4K
|
9.14K
$4.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-106- 1.19% |
$39.8K - $47.4K
|
8.82K
$4.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-106- 6.71% |
$39.8K - $47.4K
|
1.47K
$754K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-106- 5.33% |
$39.8K - $47.4K
|
1.88K
$964K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-106- 0.52% |
$39.8K - $47.4K
|
20.2K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-106- 5.22% |
$39.8K - $47.4K
|
1.93K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-106- 4.2% |
$39.8K - $47.4K
|
2.42K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-106- 0.72% |
$39.8K - $47.4K
|
14.5K
$7.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-107- 2.06% |
$40.2K - $47.9K
|
5.1K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-107- 0.19% |
$40.2K - $47.9K
|
55.9K
$28.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-108- 0.8% |
$40.5K - $48.3K
|
13.3K
$6.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-108- 0.49% |
$40.5K - $48.3K
|
22K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-108- 1.74% |
$40.5K - $48.3K
|
6.12K
$3.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-108- 0.41% |
$40.5K - $48.3K
|
26K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-108- 3.38% |
$40.5K - $48.3K
|
3.09K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-108- 0.54% |
$40.5K - $48.3K
|
19.8K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-108- 1.23% |
$40.5K - $48.3K
|
8.71K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-108- 1.3% |
$40.5K - $48.3K
|
8.17K
$4.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Shariaportfolio, Inc.
Lake Mary, FL |
SELL
|
- |
-109- 16.69% |
$40.9K - $48.7K
|
544
$278K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-109- 0.32% |
$40.9K - $48.7K
|
34.4K
$17.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-110- 0.93% |
$41.3K - $49.2K
|
11.7K
$6M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-110- 0.16% |
$41.3K - $49.2K
|
70.6K
$36.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-111- 0.57% |
$41.7K - $49.6K
|
19.5K
$9.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-111- 0.89% |
$41.7K - $49.6K
|
12.4K
$6.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-112- 0.37% |
$42K - $50.1K
|
29.9K
$15.3M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-112- 32.56% |
$42K - $50.1K
|
232
$119K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-113- 1.32% |
$42.4K - $50.5K
|
8.43K
$4.31M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-113- 0.11% |
$42.4K - $50.5K
|
101K
$51.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-113- 0.75% |
$42.4K - $50.5K
|
15K
$7.69M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-113- 4.11% |
$42.4K - $50.5K
|
2.64K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-114- 0.62% |
$42.8K - $51K
|
18.3K
$9.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-115- 0.07% |
$43.2K - $51.4K
|
161K
$82.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-115- 1.35% |
$43.2K - $51.4K
|
8.42K
$4.31M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-115- 0.68% |
$43.2K - $51.4K
|
16.8K
$8.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-116- 1.1% |
$43.5K - $51.9K
|
10.4K
$5.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-116- 5.73% |
$43.5K - $51.9K
|
1.91K
$976K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-116- 3.55% |
$43.5K - $51.9K
|
3.15K
$1.61M
|