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 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-468- 11.64% |
$176K - $209K
|
3.55K
$1.82M
|
|
Apr 08, 2025
Q1 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-471- 10.51% |
$177K - $211K
|
4.01K
$2.05M
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-471- 0.38% |
$177K - $211K
|
123K
$63.1M
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-474- 37.59% |
$178K - $212K
|
787
$403K
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-474- 0.16% |
$178K - $212K
|
301K
$154M
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-476- 11.03% |
$179K - $213K
|
3.84K
$1.96M
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-478- 17.38% |
$179K - $214K
|
2.27K
$1.16M
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-480- 0.74% |
$180K - $215K
|
64.8K
$33.1M
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-480- 1.02% |
$180K - $215K
|
46.7K
$23.9M
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-481- 0.81% |
$181K - $215K
|
59K
$30.2M
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-481- 3.39% |
$181K - $215K
|
13.7K
$7.01M
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-483- 2.29% |
$181K - $216K
|
20.6K
$10.5M
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-484- 1.12% |
$182K - $216K
|
42.7K
$21.8M
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-485- 2.8% |
$182K - $217K
|
16.8K
$8.61M
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-486- 1.59% |
$182K - $217K
|
30.1K
$15.4M
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-487- 6.5% |
$183K - $218K
|
7.01K
$3.59M
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-489- 1.56% |
$184K - $219K
|
30.9K
$15.8M
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-492- 5.18% |
$185K - $220K
|
9.01K
$4.61M
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-493- 2.33% |
$185K - $220K
|
20.7K
$10.6M
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-493- 5.19% |
$185K - $220K
|
9.01K
$4.61M
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-495- 7.65% |
$186K - $221K
|
5.98K
$3.06M
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-496- 2.27% |
$186K - $222K
|
21.3K
$10.9M
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-497- 4.35% |
$187K - $222K
|
10.9K
$5.59M
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-497- 8.49% |
$187K - $222K
|
5.36K
$2.74M
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-498- 8.22% |
$187K - $223K
|
5.56K
$2.85M
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-498- 1.36% |
$187K - $223K
|
36.2K
$18.5M
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-500- 1.68% |
$188K - $224K
|
29.2K
$15M
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-501- 15.54% |
$188K - $224K
|
2.72K
$1.39M
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-501- 6.64% |
$188K - $224K
|
7.05K
$3.6M
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-502- 3.78% |
$188K - $224K
|
12.8K
$6.53M
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-503- 31.4% |
$189K - $225K
|
1.1K
$562K
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-503- 9.25% |
$189K - $225K
|
4.94K
$2.53M
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-506- 0.54% |
$190K - $226K
|
92.9K
$47.5M
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-507- 1.49% |
$190K - $227K
|
33.4K
$17.1M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-507- 0.03% |
$190K - $227K
|
1.91M
$976M
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-508- 20.97% |
$191K - $227K
|
1.91K
$979K
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-509- 1.46% |
$191K - $228K
|
34.4K
$17.6M
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-509- 0.93% |
$191K - $228K
|
54.5K
$27.9M
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-510- 1.54% |
$191K - $228K
|
32.6K
$16.7M
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-510- 6.14% |
$191K - $228K
|
7.8K
$3.99M
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-510- 3.5% |
$191K - $228K
|
14K
$7.19M
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-511- 1.4% |
$192K - $229K
|
36.1K
$18.5M
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-511- 7.51% |
$192K - $229K
|
6.29K
$3.22M
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-511- 3.89% |
$192K - $229K
|
12.6K
$6.47M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-515- 0.56% |
$193K - $230K
|
91.1K
$46.6M
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-515- 2.81% |
$193K - $230K
|
17.8K
$9.1M
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-516- 1.5% |
$194K - $231K
|
33.8K
$17.3M
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-517- 1.93% |
$194K - $231K
|
26.2K
$13.4M
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-518- 2.15% |
$194K - $232K
|
23.6K
$12.1M
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-519- 2.83% |
$195K - $232K
|
17.8K
$9.12M
|