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 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
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-843- 2.45% |
$316K - $377K
|
33.6K
$17.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-844- 5.16% |
$317K - $377K
|
15.5K
$7.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-845- 7.18% |
$317K - $378K
|
10.9K
$5.59M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-845- 1.4% |
$317K - $378K
|
59.7K
$30.5M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-847- 1.98% |
$318K - $379K
|
42K
$21.5M
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-848- 1.72% |
$318K - $379K
|
48.5K
$24.8M
|
|
|
May 09, 2025
Q1 2025
|
Campbell Capital Management Inc
|
SELL
|
- |
-850- 1.58% |
$319K - $380K
|
52.9K
$27.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-858- 60.85% |
$322K - $384K
|
552
$282K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-860- 1.35% |
$323K - $385K
|
62.9K
$32.2M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-861- 8.64% |
$323K - $385K
|
9.11K
$4.66M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-862- 4.98% |
$324K - $385K
|
16.4K
$8.41M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-864- 4.83% |
$324K - $386K
|
17K
$8.72M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-866- 4.46% |
$325K - $387K
|
18.6K
$9.5M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-868- 16.8% |
$326K - $388K
|
4.3K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-875- 3.12% |
$328K - $391K
|
27.2K
$13.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-879- 1.68% |
$330K - $393K
|
51.5K
$26.4M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-881- 0.81% |
$331K - $394K
|
108K
$55.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-884- 1.04% |
$332K - $395K
|
84.1K
$43M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-885- 5.56% |
$332K - $396K
|
15K
$7.69M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-886- 2.38% |
$333K - $396K
|
36.4K
$18.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-887- 4.21% |
$333K - $397K
|
20.2K
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-887- 0.45% |
$333K - $397K
|
194K
$99.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
SELL
|
- |
-889- 16.65% |
$334K - $398K
|
4.45K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-894- 3.09% |
$336K - $400K
|
28K
$14.3M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-895- 5.05% |
$336K - $400K
|
16.8K
$8.61M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-897- 8.68% |
$337K - $401K
|
9.44K
$4.83M
|
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-899- 15.83% |
$337K - $402K
|
4.78K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-900- 15.18% |
$338K - $402K
|
5.03K
$2.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-901- 0.68% |
$338K - $403K
|
132K
$67.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-902- 3.19% |
$339K - $403K
|
27.4K
$14M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-904- 13.41% |
$339K - $404K
|
5.84K
$2.99M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
SELL
|
- |
-904- 8.6% |
$339K - $404K
|
9.61K
$4.92M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-908- 0.98% |
$341K - $406K
|
91.3K
$46.7M
|
|
|
May 13, 2025
Q1 2025
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-909- 39.97% |
$341K - $407K
|
1.37K
$698K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-915- 0.96% |
$343K - $409K
|
94.7K
$48.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-916- 2.05% |
$344K - $410K
|
43.9K
$22.4M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-916- 13.37% |
$344K - $410K
|
5.93K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-916- 13.39% |
$344K - $410K
|
5.93K
$3.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-917- 9.82% |
$344K - $410K
|
8.42K
$4.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-921- 44.43% |
$346K - $412K
|
1.15K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-923- 18.62% |
$346K - $413K
|
4.03K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-924- 7.02% |
$347K - $413K
|
12.2K
$6.27M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-924- 4.4% |
$347K - $413K
|
20.1K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-928- 1.0% |
$348K - $415K
|
91.7K
$46.9M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-929- 11.2% |
$349K - $415K
|
7.36K
$3.77M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-931- 1.01% |
$349K - $416K
|
91.2K
$46.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-934- 2.88% |
$351K - $418K
|
31.5K
$16.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-936- 6.92% |
$351K - $419K
|
12.6K
$6.44M
|