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 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-242- 2.33% |
$90.8K - $108K
|
10.2K
$5.2M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-242- 7.41% |
$90.8K - $108K
|
3.02K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-242- 0.47% |
$90.8K - $108K
|
50.8K
$26M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-243- 0.48% |
$91.2K - $109K
|
50.2K
$25.7M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-243- 1.08% |
$91.2K - $109K
|
22.3K
$11.4M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-244- 1.48% |
$91.6K - $109K
|
16.2K
$8.28M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-244- 2.8% |
$91.6K - $109K
|
8.48K
$4.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-246- 14.92% |
$92.3K - $110K
|
1.4K
$718K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-246- 0.8% |
$92.3K - $110K
|
30.6K
$15.6M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-246- 1.53% |
$92.3K - $110K
|
15.9K
$8.12M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-247- 12.61% |
$92.7K - $110K
|
1.71K
$876K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-248- 1.78% |
$93.1K - $111K
|
13.7K
$6.99M
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-248- 1.63% |
$93.1K - $111K
|
15K
$7.66M
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-249- 1.97% |
$93.5K - $111K
|
12.4K
$6.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-249- 6.13% |
$93.5K - $111K
|
3.81K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-249- 1.54% |
$93.5K - $111K
|
15.9K
$8.13M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-249- 3.95% |
$93.5K - $111K
|
6.06K
$3.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-250- 12.15% |
$93.8K - $112K
|
1.81K
$925K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-250- 18.63% |
$93.8K - $112K
|
1.09K
$559K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-250- 17.77% |
$93.8K - $112K
|
1.16K
$592K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-252- 2.14% |
$94.6K - $113K
|
11.5K
$5.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-252- 4.89% |
$94.6K - $113K
|
4.9K
$2.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-253- 8.52% |
$95K - $113K
|
2.72K
$1.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-253- 1.17% |
$95K - $113K
|
21.3K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-253- 1.69% |
$95K - $113K
|
14.8K
$7.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-253- 0.27% |
$95K - $113K
|
93.4K
$47.8M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-253- 0.62% |
$95K - $113K
|
40.5K
$20.7M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-253- 0.33% |
$95K - $113K
|
75.5K
$38.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-255- 3.87% |
$95.7K - $114K
|
6.33K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-255- 44.19% |
$95.7K - $114K
|
322
$165K
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-258- 0.25% |
$96.9K - $115K
|
103K
$52.6M
|
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-258- 2.11% |
$96.9K - $115K
|
11.9K
$6.11M
|
|
|
May 06, 2025
Q1 2025
|
Palmer Knight CO
|
SELL
|
- |
-259- 1.36% |
$97.2K - $116K
|
18.8K
$9.61M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-259- 4.42% |
$97.2K - $116K
|
5.6K
$2.87M
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-260- 0.35% |
$97.6K - $116K
|
73.3K
$37.5M
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-262- 0.77% |
$98.4K - $117K
|
33.7K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
SELL
|
- |
-262- 68.59% |
$98.4K - $117K
|
120
$61.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-263- 3.89% |
$98.7K - $118K
|
6.5K
$3.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-264- 2.78% |
$99.1K - $118K
|
9.22K
$4.72M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-266- 0.72% |
$99.9K - $119K
|
36.6K
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-266- 2.26% |
$99.9K - $119K
|
11.5K
$5.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-267- 3.09% |
$100K - $119K
|
8.37K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-267- 8.22% |
$100K - $119K
|
2.98K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-268- 0.93% |
$101K - $120K
|
28.7K
$14.7M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-269- 9.12% |
$101K - $120K
|
2.68K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-269- 3.08% |
$101K - $120K
|
8.47K
$4.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-270- 6.31% |
$101K - $121K
|
4.01K
$2.05M
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
SELL
|
- |
-270- 0.77% |
$101K - $121K
|
35K
$17.9M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-270- 2.05% |
$101K - $121K
|
12.9K
$6.61M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-270- 9.15% |
$101K - $121K
|
2.68K
$1.37M
|