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 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-667- 1.86% |
$250K - $298K
|
35.1K
$18M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-670- 11.67% |
$252K - $300K
|
5.07K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-670- 2.71% |
$252K - $300K
|
24.1K
$12.3M
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-670- 2.73% |
$252K - $300K
|
23.9K
$12.2M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-671- 20.85% |
$252K - $300K
|
2.55K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-672- 0.3% |
$252K - $301K
|
225K
$115M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-672- 0.87% |
$252K - $301K
|
76.5K
$39.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-674- 7.81% |
$253K - $301K
|
7.95K
$4.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-675- 9.91% |
$253K - $302K
|
6.13K
$3.14M
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-675- 6.69% |
$253K - $302K
|
9.42K
$4.82M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-675- 13.77% |
$253K - $302K
|
4.23K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-676- 1.0% |
$254K - $302K
|
67.1K
$34.3M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-677- 5.49% |
$254K - $303K
|
11.6K
$5.96M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-679- 10.18% |
$255K - $304K
|
5.99K
$3.06M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-680- 4.22% |
$255K - $304K
|
15.4K
$7.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-681- 1.76% |
$256K - $305K
|
38.1K
$19.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-683- 2.21% |
$256K - $305K
|
30.2K
$15.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-687- 0.33% |
$258K - $307K
|
207K
$106M
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-687- 2.05% |
$258K - $307K
|
32.8K
$16.8M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-690- 0.41% |
$259K - $309K
|
168K
$86.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-691- 0.31% |
$259K - $309K
|
225K
$115M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-696- 6.07% |
$261K - $311K
|
10.8K
$5.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-697- 2.14% |
$262K - $312K
|
31.9K
$16.3M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
SELL
|
- |
-698- 8.71% |
$262K - $312K
|
7.32K
$3.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-700- 6.06% |
$263K - $313K
|
10.9K
$5.55M
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-700- 2.32% |
$263K - $313K
|
29.4K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-700- 3.86% |
$263K - $313K
|
17.4K
$8.92M
|
|
|
May 15, 2025
Q1 2025
|
Insight Holdings Group, LLC
New York, NY |
SELL
|
- |
-700- 0.31% |
$263K - $313K
|
226K
$116M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-707- 2.76% |
$265K - $316K
|
24.9K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-708- 1.81% |
$266K - $317K
|
38.3K
$19.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-709- 20.88% |
$266K - $317K
|
2.69K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-709- 2.51% |
$266K - $317K
|
27.5K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-714- 2.27% |
$268K - $319K
|
30.7K
$15.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-715- 9.17% |
$268K - $320K
|
7.08K
$3.62M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-715- 3.35% |
$268K - $320K
|
20.6K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-716- 5.19% |
$269K - $320K
|
13.1K
$6.69M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-716- 5.88% |
$269K - $320K
|
11.5K
$5.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-718- 5.65% |
$270K - $321K
|
12K
$6.14M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-718- 4.14% |
$270K - $321K
|
16.6K
$8.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-719- 1.49% |
$270K - $322K
|
47.5K
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-719- 14.6% |
$270K - $322K
|
4.21K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-720- 0.3% |
$270K - $322K
|
237K
$121M
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-721- 2.34% |
$271K - $322K
|
30K
$15.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-725- 3.77% |
$272K - $324K
|
18.5K
$9.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-726- 4.11% |
$273K - $325K
|
17K
$8.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-728- 1.01% |
$273K - $326K
|
71K
$36.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-729- 27.96% |
$274K - $326K
|
1.88K
$961K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-730- 0.5% |
$274K - $326K
|
144K
$73.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-731- 2.85% |
$274K - $327K
|
24.9K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-731- 12.86% |
$274K - $327K
|
4.96K
$2.54M
|