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
|
Center For Asset Management LLC
|
SELL
|
- |
-302- 1.9% |
$113K - $135K
|
15.6K
$7.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-303- 0.92% |
$114K - $136K
|
32.6K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-303- 0.33% |
$114K - $136K
|
91K
$46.6M
|
|
|
May 14, 2025
Q1 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-304- 0.58% |
$114K - $136K
|
51.8K
$26.5M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-305- 1.68% |
$114K - $136K
|
17.8K
$9.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-308- 12.13% |
$116K - $138K
|
2.23K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-308- 2.18% |
$116K - $138K
|
13.8K
$7.07M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-308- 0.23% |
$116K - $138K
|
136K
$69.5M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-308- 7.46% |
$116K - $138K
|
3.82K
$1.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-309- 2.13% |
$116K - $138K
|
14.2K
$7.27M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-310- 0.82% |
$116K - $139K
|
37.7K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
SELL
|
- |
-310- 2.49% |
$116K - $139K
|
12.1K
$6.21M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-312- 5.51% |
$117K - $140K
|
5.35K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-312- 1.8% |
$117K - $140K
|
17.1K
$8.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-314- 3.07% |
$118K - $140K
|
9.92K
$5.08M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-314- 3.27% |
$118K - $140K
|
9.3K
$4.76M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-315- 1.83% |
$118K - $141K
|
16.9K
$8.66M
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-315- 0.9% |
$118K - $141K
|
34.5K
$17.7M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-315- 0.37% |
$118K - $141K
|
85.6K
$43.8M
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-315- 1.88% |
$118K - $141K
|
16.4K
$8.4M
|
|
|
May 15, 2025
Q1 2025
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-315- 1.92% |
$118K - $141K
|
16.1K
$8.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-318- 5.94% |
$119K - $142K
|
5.04K
$2.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-320- 2.64% |
$120K - $143K
|
11.8K
$6.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-320- 0.66% |
$120K - $143K
|
47.9K
$24.5M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-321- 8.89% |
$121K - $144K
|
3.29K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-323- 3.13% |
$121K - $144K
|
10K
$5.12M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-324- 0.56% |
$122K - $145K
|
57.6K
$29.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-325- 2.54% |
$122K - $145K
|
12.5K
$6.37M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-325- 4.81% |
$122K - $145K
|
6.43K
$3.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-327- 8.33% |
$123K - $146K
|
3.6K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-327- 1.39% |
$123K - $146K
|
23.3K
$11.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-328- 27.45% |
$123K - $147K
|
867
$444K
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-328- 2.25% |
$123K - $147K
|
14.2K
$7.28M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-328- 0.99% |
$123K - $147K
|
32.8K
$16.8M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-330- 7.29% |
$124K - $148K
|
4.2K
$2.15M
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
SELL
|
- |
-330- 6.95% |
$124K - $148K
|
4.42K
$2.26M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-331- 1.9% |
$124K - $148K
|
17.1K
$8.75M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-332- 0.15% |
$125K - $148K
|
227K
$116M
|
|
|
May 09, 2025
Q1 2025
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
SELL
|
- |
-335- 4.1% |
$126K - $150K
|
7.84K
$4.01M
|
|
|
May 13, 2025
Q1 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-335- 6.76% |
$126K - $150K
|
4.62K
$2.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-336- 1.7% |
$126K - $150K
|
19.5K
$9.96M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-336- 32.06% |
$126K - $150K
|
712
$364K
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-336- 4.5% |
$126K - $150K
|
7.13K
$3.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-340- 6.41% |
$128K - $152K
|
4.96K
$2.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-340- 15.25% |
$128K - $152K
|
1.89K
$967K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-342- 0.68% |
$128K - $153K
|
50K
$25.6M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-342- 7.35% |
$128K - $153K
|
4.31K
$2.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-344- 8.72% |
$129K - $154K
|
3.6K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-344- 1.77% |
$129K - $154K
|
19.1K
$9.79M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-344- 3.55% |
$129K - $154K
|
9.36K
$4.79M
|