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 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-731- 17.04% |
$274K - $327K
|
3.56K
$1.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-732- 8.65% |
$275K - $327K
|
7.73K
$3.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-733- 4.18% |
$275K - $328K
|
16.8K
$8.6M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-733- 7.01% |
$275K - $328K
|
9.73K
$4.98M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-734- 14.22% |
$276K - $328K
|
4.43K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-736- 40.13% |
$276K - $329K
|
1.1K
$562K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-740- 8.19% |
$278K - $331K
|
8.3K
$4.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-745- 1.89% |
$280K - $333K
|
38.8K
$19.8M
|
|
|
May 15, 2025
Q1 2025
|
Prospect Capital Advisors, LLC
Sausalito, CA |
SELL
|
- |
-745- 6.08% |
$280K - $333K
|
11.5K
$5.89M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-748- 7.28% |
$281K - $335K
|
9.53K
$4.88M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-749- 5.41% |
$281K - $335K
|
13.1K
$6.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-754- 14.26% |
$283K - $337K
|
4.53K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-755- 1.51% |
$283K - $338K
|
49.2K
$25.2M
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-759- 11.92% |
$285K - $339K
|
5.61K
$2.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-760- 34.75% |
$285K - $340K
|
1.43K
$730K
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
SELL
|
- |
-760- 53.9% |
$285K - $340K
|
650
$333K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-765- 6.17% |
$287K - $342K
|
11.6K
$5.95M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-768- 8.65% |
$288K - $343K
|
8.11K
$4.15M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-782- 0.39% |
$294K - $350K
|
199K
$102M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-783- 6.74% |
$294K - $350K
|
10.8K
$5.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-784- 2.39% |
$294K - $351K
|
32K
$16.4M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-784- 2.81% |
$294K - $351K
|
27.1K
$13.9M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-784- 0.23% |
$294K - $351K
|
342K
$175M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-785- 0.95% |
$295K - $351K
|
81.8K
$41.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-786- 7.93% |
$295K - $351K
|
9.13K
$4.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-790- 0.81% |
$297K - $353K
|
96.2K
$49.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-790- 15.3% |
$297K - $353K
|
4.37K
$2.24M
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-796- 2.97% |
$299K - $356K
|
26K
$13.3M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-799- 0.85% |
$300K - $357K
|
92.7K
$47.4M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-800- 3.43% |
$300K - $358K
|
22.5K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-800- 7.58% |
$300K - $358K
|
9.76K
$4.99M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-801- 4.17% |
$301K - $358K
|
18.4K
$9.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-805- 1.62% |
$302K - $360K
|
48.9K
$25M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-805- 1.9% |
$302K - $360K
|
41.5K
$21.2M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-805- 15.71% |
$302K - $360K
|
4.32K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-806- 2.65% |
$303K - $360K
|
29.6K
$15.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-808- 14.16% |
$303K - $361K
|
4.9K
$2.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-810- 2.53% |
$304K - $362K
|
31.2K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-812- 2.84% |
$305K - $363K
|
27.8K
$14.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-819- 28.01% |
$307K - $366K
|
2.11K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Harbor Island Capital LLC
|
SELL
|
- |
-822- 1.95% |
$309K - $368K
|
41.3K
$21.1M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-826- 9.24% |
$310K - $369K
|
8.11K
$4.15M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-827- 11.17% |
$310K - $370K
|
6.58K
$3.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-829- 5.74% |
$311K - $371K
|
13.6K
$6.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-829- 1.28% |
$311K - $371K
|
63.8K
$32.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-831- 5.26% |
$312K - $372K
|
15K
$7.66M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-838- 0.31% |
$315K - $375K
|
268K
$137M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-840- 12.42% |
$315K - $376K
|
5.92K
$3.03M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-840- 6.74% |
$315K - $376K
|
11.6K
$5.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-842- 0.95% |
$316K - $377K
|
87.5K
$44.8M
|