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 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-166- 4.11% |
$62.3K - $74.2K
|
3.87K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-166- 1.4% |
$62.3K - $74.2K
|
11.7K
$5.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-167- 0.73% |
$62.7K - $74.7K
|
22.8K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-167- 0.35% |
$62.7K - $74.7K
|
48.2K
$24.7M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-167- 3.91% |
$62.7K - $74.7K
|
4.1K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-168- 1.37% |
$63.1K - $75.1K
|
12.1K
$6.19M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-168- 3.88% |
$63.1K - $75.1K
|
4.16K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-168- 5.3% |
$63.1K - $75.1K
|
3K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-169- 3.85% |
$63.4K - $75.6K
|
4.22K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-169- 0.85% |
$63.4K - $75.6K
|
19.8K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-169- 1.3% |
$63.4K - $75.6K
|
12.8K
$6.55M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-169- 4.37% |
$63.4K - $75.6K
|
3.7K
$1.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-170- 0.86% |
$63.8K - $76K
|
19.7K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-170- 1.28% |
$63.8K - $76K
|
13.1K
$6.71M
|
|
|
May 12, 2025
Q1 2025
|
Keating Investment Counselors Inc
|
SELL
|
- |
-170- 13.44% |
$63.8K - $76K
|
1.1K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-170- 0.78% |
$63.8K - $76K
|
21.5K
$11M
|
|
|
Apr 17, 2025
Q1 2025
|
Trevian Wealth Management LLC
|
SELL
|
- |
-171- 2.72% |
$64.2K - $76.5K
|
6.11K
$3.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-172- 4.9% |
$64.6K - $76.9K
|
3.34K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-172- 2.08% |
$64.6K - $76.9K
|
8.08K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-173- 2.17% |
$64.9K - $77.4K
|
7.79K
$3.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-174- 1.59% |
$65.3K - $77.8K
|
10.8K
$5.52M
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-174- 4.54% |
$65.3K - $77.8K
|
3.66K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-175- 1.62% |
$65.7K - $78.3K
|
10.6K
$5.42M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-175- 0.44% |
$65.7K - $78.3K
|
39.5K
$20.2M
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-175- 1.81% |
$65.7K - $78.3K
|
9.49K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-175- 4.53% |
$65.7K - $78.3K
|
3.69K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-176- 0.79% |
$66.1K - $78.7K
|
22K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-176- 1.38% |
$66.1K - $78.7K
|
12.6K
$6.45M
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-178- 1.25% |
$66.8K - $79.6K
|
14.1K
$7.21M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-178- 0.47% |
$66.8K - $79.6K
|
37.9K
$19.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-179- 0.87% |
$67.2K - $80K
|
20.4K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-179- 2.32% |
$67.2K - $80K
|
7.54K
$3.86M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-180- 1.23% |
$67.6K - $80.5K
|
14.4K
$7.38M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-181- 2.04% |
$67.9K - $80.9K
|
8.71K
$4.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-182- 7.07% |
$68.3K - $81.4K
|
2.39K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-182- 0.63% |
$68.3K - $81.4K
|
28.5K
$14.6M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-182- 1.32% |
$68.3K - $81.4K
|
13.6K
$6.98M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-182- 0.67% |
$68.3K - $81.4K
|
27.1K
$13.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-183- 3.75% |
$68.7K - $81.8K
|
4.7K
$2.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-183- 2.12% |
$68.7K - $81.8K
|
8.46K
$4.33M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-183- 4.13% |
$68.7K - $81.8K
|
4.25K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-183- 3.67% |
$68.7K - $81.8K
|
4.8K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-183- 7.19% |
$68.7K - $81.8K
|
2.36K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-184- 2.15% |
$69.1K - $82.3K
|
8.39K
$4.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-185- 18.61% |
$69.4K - $82.7K
|
809
$414K
|
|
|
May 08, 2025
Q1 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-185- 0.59% |
$69.4K - $82.7K
|
31.2K
$16M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-186- 2.1% |
$69.8K - $83.2K
|
8.69K
$4.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-186- 19.75% |
$69.8K - $83.2K
|
756
$387K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-187- 2.84% |
$70.2K - $83.6K
|
6.41K
$3.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-187- 1.58% |
$70.2K - $83.6K
|
11.6K
$5.96M
|