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 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-187- 9.19% |
$70.2K - $83.6K
|
1.85K
$946K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-188- 1.37% |
$70.6K - $84.1K
|
13.5K
$6.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-188- 2.65% |
$70.6K - $84.1K
|
6.92K
$3.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-189- 0.17% |
$70.9K - $84.5K
|
109K
$55.7M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-190- 0.32% |
$71.3K - $85K
|
59.8K
$30.6M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-190- 0.23% |
$71.3K - $85K
|
84.2K
$43.1M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-190- 6.82% |
$71.3K - $85K
|
2.6K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-191- 1.26% |
$71.7K - $85.4K
|
14.9K
$7.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-192- 0.7% |
$72.1K - $85.9K
|
27.3K
$14M
|
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
SELL
|
- |
-192- 23.47% |
$72.1K - $85.9K
|
626
$320K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-192- 0.98% |
$72.1K - $85.9K
|
19.5K
$9.96M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-192- 0.58% |
$72.1K - $85.9K
|
32.9K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-193- 0.46% |
$72.5K - $86.3K
|
41.5K
$21.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-194- 2.11% |
$72.8K - $86.8K
|
9.02K
$4.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-195- 16.26% |
$73.2K - $87.2K
|
1K
$514K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-195- 2.56% |
$73.2K - $87.2K
|
7.42K
$3.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-197- 3.43% |
$74K - $88.1K
|
5.54K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-197- 7.2% |
$74K - $88.1K
|
2.54K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-198- 6.17% |
$74.3K - $88.5K
|
3.01K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-198- 0.32% |
$74.3K - $88.5K
|
61.7K
$31.6M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-198- 4.46% |
$74.3K - $88.5K
|
4.24K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-199- 0.44% |
$74.7K - $89K
|
44.7K
$22.9M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-199- 8.38% |
$74.7K - $89K
|
2.18K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Bonness Enterprises Inc
|
SELL
|
- |
-200- 0.49% |
$75.1K - $89.4K
|
40.6K
$20.8M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-200- 0.19% |
$75.1K - $89.4K
|
103K
$52.8M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-200- 0.45% |
$75.1K - $89.4K
|
44.7K
$22.8M
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-200- 1.49% |
$75.1K - $89.4K
|
13.3K
$6.78M
|
|
|
May 12, 2025
Q1 2025
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-200- 0.28% |
$75.1K - $89.4K
|
70.8K
$36.2M
|
|
|
May 14, 2025
Q1 2025
|
Maren Capital LLC
Chicago, IL |
SELL
|
- |
-200- 8.22% |
$75.1K - $89.4K
|
2.23K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-202- 0.67% |
$75.8K - $90.3K
|
29.9K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Haven Capital Group, Inc.
Camarillo, CA |
SELL
|
- |
-202- 2.33% |
$75.8K - $90.3K
|
8.46K
$4.33M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-203- 3.35% |
$76.2K - $90.8K
|
5.85K
$3M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-204- 14.74% |
$76.6K - $91.2K
|
1.18K
$604K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-204- 2.18% |
$76.6K - $91.2K
|
9.14K
$4.68M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-204- 0.37% |
$76.6K - $91.2K
|
55.2K
$28.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-206- 1.27% |
$77.3K - $92.1K
|
16.1K
$8.22M
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-206- 0.68% |
$77.3K - $92.1K
|
30.1K
$15.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-207- 1.48% |
$77.7K - $92.6K
|
13.8K
$7.07M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-208- 1.35% |
$78.1K - $93K
|
15.2K
$7.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-209- 1.62% |
$78.5K - $93.5K
|
12.7K
$6.49M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-209- 8.95% |
$78.5K - $93.5K
|
2.13K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-210- 1.97% |
$78.8K - $93.9K
|
10.5K
$5.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-210- 0.47% |
$78.8K - $93.9K
|
44.1K
$22.6M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-211- 0.33% |
$79.2K - $94.4K
|
63.3K
$32.4M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-212- 19.54% |
$79.6K - $94.8K
|
873
$447K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-213- 0.1% |
$80K - $95.3K
|
216K
$110M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-213- 0.98% |
$80K - $95.3K
|
21.4K
$11M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-214- 0.71% |
$80.3K - $95.7K
|
29.8K
$15.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-215- 23.45% |
$80.7K - $96.1K
|
702
$359K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-215- 1.03% |
$80.7K - $96.1K
|
20.7K
$10.6M
|