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
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-215- 0.02% |
$80.7K - $96.1K
|
1.09M
$556M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-216- 2.29% |
$81.1K - $96.6K
|
9.23K
$4.72M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-216- 2.71% |
$81.1K - $96.6K
|
7.76K
$3.97M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-217- 3.15% |
$81.5K - $97K
|
6.66K
$3.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-218- 2.48% |
$81.8K - $97.5K
|
8.57K
$4.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-218- 3.29% |
$81.8K - $97.5K
|
6.41K
$3.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-219- 3.41% |
$82.2K - $97.9K
|
6.2K
$3.17M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-219- 1.0% |
$82.2K - $97.9K
|
21.6K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-219- 0.65% |
$82.2K - $97.9K
|
33.5K
$17.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-220- 17.56% |
$82.6K - $98.4K
|
1.03K
$529K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-220- 11.96% |
$82.6K - $98.4K
|
1.62K
$829K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-221- 1.1% |
$83K - $98.8K
|
19.8K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-221- 1.66% |
$83K - $98.8K
|
13.1K
$6.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-222- 1.41% |
$83.3K - $99.3K
|
15.6K
$7.96M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-222- 0.17% |
$83.3K - $99.3K
|
132K
$67.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-223- 0.66% |
$83.7K - $99.7K
|
33.4K
$17.1M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-223- 0.58% |
$83.7K - $99.7K
|
38K
$19.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-224- 1.63% |
$84.1K - $100K
|
13.5K
$6.91M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-224- 0.53% |
$84.1K - $100K
|
41.8K
$21.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-226- 0.25% |
$84.8K - $101K
|
88.7K
$45.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-227- 0.9% |
$85.2K - $102K
|
25.1K
$12.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-227- 0.13% |
$85.2K - $102K
|
168K
$86.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-227- 3.96% |
$85.2K - $102K
|
5.5K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-227- 3.32% |
$85.2K - $102K
|
6.62K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-227- 0.32% |
$85.2K - $102K
|
70.9K
$36.3M
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
SELL
|
- |
-228- 1.8% |
$85.6K - $102K
|
12.5K
$6.37M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-228- 0.59% |
$85.6K - $102K
|
38.2K
$19.5M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-229- 1.09% |
$86K - $102K
|
20.9K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-229- 12.03% |
$86K - $102K
|
1.67K
$857K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-230- 7.14% |
$86.3K - $103K
|
2.99K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-231- 17.93% |
$86.7K - $103K
|
1.06K
$541K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-232- 2.18% |
$87.1K - $104K
|
10.4K
$5.32M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-232- 1.7% |
$87.1K - $104K
|
13.4K
$6.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-234- 1.85% |
$87.8K - $105K
|
12.4K
$6.37M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-234- 8.19% |
$87.8K - $105K
|
2.62K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-235- 2.67% |
$88.2K - $105K
|
8.57K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-235- 2.11% |
$88.2K - $105K
|
10.9K
$5.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-236- 20.07% |
$88.6K - $106K
|
940
$481K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-238- 3.36% |
$89.3K - $106K
|
6.85K
$3.51M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-238- 1.18% |
$89.3K - $106K
|
19.9K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-239- 9.31% |
$89.7K - $107K
|
2.33K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-239- 1.03% |
$89.7K - $107K
|
22.9K
$11.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-239- 7.33% |
$89.7K - $107K
|
3.02K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-239- 2.58% |
$89.7K - $107K
|
9.04K
$4.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-240- 1.72% |
$90.1K - $107K
|
13.7K
$7.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-240- 5.5% |
$90.1K - $107K
|
4.13K
$2.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-240- 13.0% |
$90.1K - $107K
|
1.61K
$822K
|
|
|
Apr 28, 2025
Q1 2025
|
Baskin Financial Services Inc.
|
SELL
|
- |
-240- 0.16% |
$90.1K - $107K
|
148K
$75.5M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-240- 1.4% |
$90.1K - $107K
|
16.9K
$8.62M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-240- 3.6% |
$90.1K - $107K
|
6.43K
$3.29M
|