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 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-271- 14.87% |
$102K - $121K
|
1.55K
$794K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-272- 2.79% |
$102K - $122K
|
9.48K
$4.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-272- 11.33% |
$102K - $122K
|
2.13K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-273- 1.21% |
$102K - $122K
|
22.4K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-274- 10.55% |
$103K - $123K
|
2.32K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-275- 10.52% |
$103K - $123K
|
2.34K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-275- 8.68% |
$103K - $123K
|
2.9K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-275- 2.39% |
$103K - $123K
|
11.2K
$5.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-275- 0.88% |
$103K - $123K
|
31K
$15.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-277- 5.33% |
$104K - $124K
|
4.92K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-278- 1.5% |
$104K - $124K
|
18.2K
$9.33M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-279- 0.09% |
$105K - $125K
|
314K
$161M
|
|
|
Apr 09, 2025
Q1 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-280- 0.57% |
$105K - $125K
|
49.1K
$25.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-280- 18.47% |
$105K - $125K
|
1.24K
$632K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-281- 0.21% |
$105K - $126K
|
133K
$68.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-282- 0.78% |
$106K - $126K
|
36K
$18.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-284- 3.67% |
$107K - $127K
|
7.46K
$3.82M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-286- 12.23% |
$107K - $128K
|
2.05K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-286- 1.23% |
$107K - $128K
|
22.9K
$11.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-287- 0.16% |
$108K - $128K
|
178K
$91M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-287- 10.39% |
$108K - $128K
|
2.48K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-287- 3.39% |
$108K - $128K
|
8.17K
$4.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-288- 0.19% |
$108K - $129K
|
152K
$77.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-289- 1.05% |
$108K - $129K
|
27.1K
$13.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-289- 0.79% |
$108K - $129K
|
36.4K
$18.6M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-289- 1.69% |
$108K - $129K
|
16.8K
$8.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-290- 0.59% |
$109K - $130K
|
48.9K
$25M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-290- 16.08% |
$109K - $130K
|
1.51K
$775K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-291- 7.62% |
$109K - $130K
|
3.53K
$1.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-291- 1.69% |
$109K - $130K
|
16.9K
$8.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-292- 3.93% |
$110K - $131K
|
7.14K
$3.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-293- 0.82% |
$110K - $131K
|
35.5K
$18.2M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-293- 3.34% |
$110K - $131K
|
8.47K
$4.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-294- 4.6% |
$110K - $131K
|
6.1K
$3.12M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-294- 11.5% |
$110K - $131K
|
2.26K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-294- 11.27% |
$110K - $131K
|
2.32K
$1.18M
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-294- 2.32% |
$110K - $131K
|
12.4K
$6.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-296- 5.4% |
$111K - $132K
|
5.19K
$2.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-297- 0.31% |
$111K - $133K
|
94K
$48.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-297- 4.11% |
$111K - $133K
|
6.92K
$3.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-297- 0.63% |
$111K - $133K
|
46.7K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-297- 0.86% |
$111K - $133K
|
34.4K
$17.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-298- 5.1% |
$112K - $133K
|
5.55K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-299- 1.28% |
$112K - $134K
|
23.1K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-300- 8.47% |
$113K - $134K
|
3.24K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-300- 13.64% |
$113K - $134K
|
1.9K
$972K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-300- 0.7% |
$113K - $134K
|
42.5K
$21.7M
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-300- 0.05% |
$113K - $134K
|
623K
$319M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-301- 5.43% |
$113K - $135K
|
5.24K
$2.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
SELL
|
- |
-302- 9.08% |
$113K - $135K
|
3.02K
$1.55M
|