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 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-117- 0.31% |
$43.9K - $52.3K
|
37.5K
$19.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-118- 1.02% |
$44.3K - $52.8K
|
11.4K
$5.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-119- 6.0% |
$44.7K - $53.2K
|
1.87K
$954K
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-119- 0.89% |
$44.7K - $53.2K
|
13.3K
$6.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-120- 1.41% |
$45K - $53.7K
|
8.42K
$4.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-121- 0.84% |
$45.4K - $54.1K
|
14.3K
$7.32M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-121- 0.69% |
$45.4K - $54.1K
|
17.5K
$8.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-122- 0.5% |
$45.8K - $54.6K
|
24.1K
$12.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-122- 3.55% |
$45.8K - $54.6K
|
3.31K
$1.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-123- 0.34% |
$46.2K - $55K
|
36.6K
$18.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-123- 7.12% |
$46.2K - $55K
|
1.61K
$821K
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-123- 2.33% |
$46.2K - $55K
|
5.17K
$2.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-124- 4.15% |
$46.5K - $55.5K
|
2.87K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-124- 0.38% |
$46.5K - $55.5K
|
32.3K
$16.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-124- 1.89% |
$46.5K - $55.5K
|
6.44K
$3.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-124- 1.04% |
$46.5K - $55.5K
|
11.8K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-124- 13.14% |
$46.5K - $55.5K
|
820
$420K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-126- 4.51% |
$47.3K - $56.3K
|
2.67K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-126- 1.67% |
$47.3K - $56.3K
|
7.42K
$3.8M
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-126- 5.19% |
$47.3K - $56.3K
|
2.3K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-126- 0.87% |
$47.3K - $56.3K
|
14.4K
$7.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-128- 0.29% |
$48K - $57.2K
|
44.3K
$22.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-128- 2.87% |
$48K - $57.2K
|
4.33K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-129- 1.33% |
$48.4K - $57.7K
|
9.55K
$4.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-129- 3.97% |
$48.4K - $57.7K
|
3.12K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-129- 0.9% |
$48.4K - $57.7K
|
14.2K
$7.25M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-130- 1.45% |
$48.8K - $58.1K
|
8.84K
$4.52M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-130- 4.74% |
$48.8K - $58.1K
|
2.61K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Hendley & CO Inc
|
SELL
|
- |
-131- 0.27% |
$49.2K - $58.6K
|
48.9K
$25M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-131- 8.23% |
$49.2K - $58.6K
|
1.46K
$748K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-131- 0.4% |
$49.2K - $58.6K
|
32.8K
$16.8M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-131- 6.0% |
$49.2K - $58.6K
|
2.05K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-131- 6.19% |
$49.2K - $58.6K
|
1.98K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-133- 1.79% |
$49.9K - $59.5K
|
7.28K
$3.72M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-134- 8.9% |
$50.3K - $59.9K
|
1.37K
$702K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-134- 4.38% |
$50.3K - $59.9K
|
2.92K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-135- 18.96% |
$50.7K - $60.4K
|
577
$295K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-135- 3.21% |
$50.7K - $60.4K
|
4.07K
$2.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-135- 1.08% |
$50.7K - $60.4K
|
12.3K
$6.31M
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-135- 0.45% |
$50.7K - $60.4K
|
29.6K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-135- 3.2% |
$50.7K - $60.4K
|
4.08K
$2.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-136- 5.35% |
$51.1K - $60.8K
|
2.41K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-136- 1.36% |
$51.1K - $60.8K
|
9.84K
$5.04M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-136- 0.5% |
$51.1K - $60.8K
|
26.9K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-136- 2.35% |
$51.1K - $60.8K
|
5.65K
$2.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-137- 9.71% |
$51.4K - $61.3K
|
1.27K
$652K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-137- 2.28% |
$51.4K - $61.3K
|
5.88K
$3.01M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-137- 3.16% |
$51.4K - $61.3K
|
4.21K
$2.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-138- 6.61% |
$51.8K - $61.7K
|
1.95K
$997K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-138- 1.92% |
$51.8K - $61.7K
|
7.07K
$3.62M
|