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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-587- 3.61% |
$220K - $263K
|
15.7K
$8.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-588- 0.81% |
$221K - $263K
|
71.6K
$36.6M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-590- 1.93% |
$221K - $264K
|
29.9K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-590- 8.67% |
$221K - $264K
|
6.21K
$3.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-591- 6.71% |
$222K - $264K
|
8.22K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-591- 8.18% |
$222K - $264K
|
6.63K
$3.39M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-594- 1.05% |
$223K - $266K
|
55.7K
$28.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-597- 1.65% |
$224K - $267K
|
35.5K
$18.2M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-597- 3.87% |
$224K - $267K
|
14.8K
$7.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-598- 5.0% |
$224K - $267K
|
11.4K
$5.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-598- 9.26% |
$224K - $267K
|
5.86K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-598- 3.3% |
$224K - $267K
|
17.5K
$8.96M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-600- 1.61% |
$225K - $268K
|
36.6K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-600- 6.15% |
$225K - $268K
|
9.15K
$4.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-601- 13.32% |
$226K - $269K
|
3.91K
$2M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-601- 0.77% |
$226K - $269K
|
77.5K
$39.7M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-601- 8.56% |
$226K - $269K
|
6.42K
$3.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-606- 2.9% |
$227K - $271K
|
20.3K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-607- 6.67% |
$228K - $271K
|
8.49K
$4.35M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-608- 4.44% |
$228K - $272K
|
13.1K
$6.69M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-609- 5.35% |
$229K - $272K
|
10.8K
$5.51M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-610- 2.12% |
$229K - $273K
|
28.1K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-610- 2.91% |
$229K - $273K
|
20.4K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-614- 8.59% |
$230K - $275K
|
6.53K
$3.34M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-615- 1.51% |
$231K - $275K
|
40.2K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-620- 1.32% |
$233K - $277K
|
46.3K
$23.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-621- 2.67% |
$233K - $278K
|
22.7K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-621- 0.54% |
$233K - $278K
|
114K
$58.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-622- 1.48% |
$233K - $278K
|
41.4K
$21.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-623- 0.96% |
$234K - $279K
|
64.2K
$32.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-624- 9.79% |
$234K - $279K
|
5.75K
$2.94M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-626- 8.54% |
$235K - $280K
|
6.71K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-628- 5.48% |
$236K - $281K
|
10.8K
$5.54M
|
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-630- 6.46% |
$236K - $282K
|
9.13K
$4.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-634- 13.79% |
$238K - $284K
|
3.97K
$2.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-637- 4.03% |
$239K - $285K
|
15.2K
$7.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-639- 0.66% |
$240K - $286K
|
96.4K
$49.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-640- 1.43% |
$240K - $286K
|
44K
$22.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-640- 38.51% |
$240K - $286K
|
1.02K
$523K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-641- 0.48% |
$241K - $287K
|
134K
$68.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-643- 0.4% |
$241K - $288K
|
159K
$81.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-644- 8.06% |
$242K - $288K
|
7.34K
$3.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-649- 2.03% |
$244K - $290K
|
31.3K
$16M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-650- 4.57% |
$244K - $291K
|
13.6K
$6.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-652- 8.14% |
$245K - $292K
|
7.36K
$3.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-656- 5.22% |
$246K - $293K
|
11.9K
$6.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-659- 8.23% |
$247K - $295K
|
7.35K
$3.76M
|
|
|
May 09, 2025
Q1 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-661- 21.07% |
$248K - $296K
|
2.48K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-663- 4.53% |
$249K - $296K
|
14K
$7.14M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-664- 1.45% |
$249K - $297K
|
45.3K
$23.2M
|