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 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-519- 2.83% |
$195K - $232K
|
17.8K
$9.12M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-522- 3.48% |
$196K - $233K
|
14.5K
$7.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-523- 37.46% |
$196K - $234K
|
873
$447K
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-524- 16.31% |
$197K - $234K
|
2.69K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-525- 1.41% |
$197K - $235K
|
36.6K
$18.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-528- 4.35% |
$198K - $236K
|
11.6K
$5.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-528- 2.78% |
$198K - $236K
|
18.5K
$9.46M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-528- 4.78% |
$198K - $236K
|
10.5K
$5.39M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-529- 7.66% |
$199K - $237K
|
6.38K
$3.26M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-529- 4.02% |
$199K - $237K
|
12.6K
$6.46M
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-529- 2.12% |
$199K - $237K
|
24.4K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-534- 5.45% |
$200K - $239K
|
9.26K
$4.74M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-536- 2.56% |
$201K - $240K
|
20.4K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-537- 1.53% |
$202K - $240K
|
34.7K
$17.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-538- 2.8% |
$202K - $241K
|
18.7K
$9.57M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-538- 1.86% |
$202K - $241K
|
28.4K
$14.6M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-542- 5.02% |
$203K - $242K
|
10.2K
$5.24M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-544- 2.8% |
$204K - $243K
|
18.9K
$9.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-545- 43.32% |
$205K - $244K
|
713
$365K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-547- 6.43% |
$205K - $245K
|
7.96K
$4.07M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-547- 4.1% |
$205K - $245K
|
12.8K
$6.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-548- 2.69% |
$206K - $245K
|
19.8K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-548- 1.25% |
$206K - $245K
|
43.3K
$22.1M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-554- 6.96% |
$208K - $248K
|
7.41K
$3.79M
|
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
SELL
|
- |
-554- 1.42% |
$208K - $248K
|
38.5K
$19.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-555- 3.84% |
$208K - $248K
|
13.9K
$7.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-556- 2.76% |
$209K - $249K
|
19.6K
$10M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-556- 3.42% |
$209K - $249K
|
15.7K
$8.03M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-557- 1.89% |
$209K - $249K
|
28.9K
$14.8M
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-559- 27.23% |
$210K - $250K
|
1.49K
$764K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-562- 15.09% |
$211K - $251K
|
3.16K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-563- 1.77% |
$211K - $252K
|
31.3K
$16M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-565- 0.5% |
$212K - $253K
|
112K
$57.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-568- 1.11% |
$213K - $254K
|
50.6K
$25.9M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-568- 0.4% |
$213K - $254K
|
140K
$71.7M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-570- 6.68% |
$214K - $255K
|
7.96K
$4.07M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-571- 2.71% |
$214K - $255K
|
20.5K
$10.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-572- 0.58% |
$215K - $256K
|
97.6K
$49.9M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-572- 5.46% |
$215K - $256K
|
9.9K
$5.06M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-578- 1.03% |
$217K - $258K
|
55.6K
$28.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-579- 4.33% |
$217K - $259K
|
12.8K
$6.55M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-580- 4.99% |
$218K - $259K
|
11K
$5.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-581- 4.63% |
$218K - $260K
|
12K
$6.12M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-581- 1.27% |
$218K - $260K
|
45K
$23M
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-582- 13.14% |
$218K - $260K
|
3.85K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-583- 3.92% |
$219K - $261K
|
14.3K
$7.31M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-585- 1.27% |
$220K - $262K
|
45.4K
$23.2M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-585- 20.63% |
$220K - $262K
|
2.25K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-586- 7.1% |
$220K - $262K
|
7.67K
$3.92M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-586- 1.11% |
$220K - $262K
|
52K
$26.6M
|