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 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-345- 3.36% |
$130K - $154K
|
9.91K
$5.07M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-346- 5.68% |
$130K - $155K
|
5.74K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-346- 0.58% |
$130K - $155K
|
59.8K
$30.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-347- 4.24% |
$130K - $155K
|
7.83K
$4.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-347- 3.94% |
$130K - $155K
|
8.46K
$4.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-347- 1.51% |
$130K - $155K
|
22.7K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-347- 0.91% |
$130K - $155K
|
37.8K
$19.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-348- 1.21% |
$131K - $156K
|
28.5K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-349- 11.68% |
$131K - $156K
|
2.64K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-350- 1.91% |
$131K - $157K
|
18K
$9.21M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-351- 0.59% |
$132K - $157K
|
58.7K
$30.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-351- 1.41% |
$132K - $157K
|
24.6K
$12.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-352- 6.15% |
$132K - $157K
|
5.37K
$2.75M
|
|
|
May 07, 2025
Q1 2025
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-352- 10.14% |
$132K - $157K
|
3.12K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-353- 1.31% |
$133K - $158K
|
26.5K
$13.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-354- 31.16% |
$133K - $158K
|
782
$400K
|
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-354- 2.27% |
$133K - $158K
|
15.3K
$7.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-355- 14.65% |
$133K - $159K
|
2.07K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-355- 12.81% |
$133K - $159K
|
2.42K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-356- 0.7% |
$134K - $159K
|
50.3K
$25.8M
|
|
|
May 13, 2025
Q1 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-360- 4.59% |
$135K - $161K
|
7.49K
$3.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-361- 0.31% |
$136K - $161K
|
118K
$60.3M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-361- 9.13% |
$136K - $161K
|
3.6K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-362- 2.03% |
$136K - $162K
|
17.5K
$8.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-363- 2.42% |
$136K - $162K
|
14.6K
$7.49M
|
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-363- 0.66% |
$136K - $162K
|
54.8K
$28M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-364- 0.41% |
$137K - $163K
|
87.9K
$45M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-365- 0.91% |
$137K - $163K
|
39.7K
$20.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-365- 0.24% |
$137K - $163K
|
151K
$77.2M
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-367- 15.59% |
$138K - $164K
|
1.99K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-368- 1.15% |
$138K - $165K
|
31.8K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-369- 2.06% |
$139K - $165K
|
17.5K
$8.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-370- 15.11% |
$139K - $165K
|
2.08K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-370- 6.51% |
$139K - $165K
|
5.32K
$2.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-371- 2.23% |
$139K - $166K
|
16.3K
$8.32M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-371- 1.05% |
$139K - $166K
|
35K
$17.9M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-372- 4.04% |
$140K - $166K
|
8.84K
$4.53M
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-374- 35.48% |
$140K - $167K
|
680
$348K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-375- 5.64% |
$141K - $168K
|
6.28K
$3.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-376- 2.77% |
$141K - $168K
|
13.2K
$6.75M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-378- 2.24% |
$142K - $169K
|
16.5K
$8.46M
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-378- 1.74% |
$142K - $169K
|
21.3K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-379- 0.57% |
$142K - $169K
|
66.4K
$34M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-382- 0.97% |
$143K - $171K
|
39.1K
$20M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-382- 7.8% |
$143K - $171K
|
4.52K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-383- 0.98% |
$144K - $171K
|
38.5K
$19.7M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-383- 2.63% |
$144K - $171K
|
14.2K
$7.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-385- 0.93% |
$145K - $172K
|
41.1K
$21M
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-387- 0.88% |
$145K - $173K
|
43.8K
$22.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-388- 1.53% |
$146K - $174K
|
25K
$12.8M
|