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
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-937- 6.44% |
$352K - $419K
|
13.6K
$6.96M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-938- 1.68% |
$352K - $419K
|
54.9K
$28.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-938- 86.61% |
$352K - $419K
|
145
$74.2K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-938- 0.94% |
$352K - $419K
|
98.9K
$50.6M
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-943- 1.49% |
$354K - $422K
|
62.2K
$31.8M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-947- 12.22% |
$355K - $423K
|
6.8K
$3.48M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-950- 23.91% |
$357K - $425K
|
3.02K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-950- 1.1% |
$357K - $425K
|
85.7K
$43.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-952- 3.05% |
$357K - $426K
|
30.2K
$15.5M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-955- 12.2% |
$358K - $427K
|
6.87K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-962- 0.44% |
$361K - $430K
|
216K
$111M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-963- 15.36% |
$362K - $431K
|
5.31K
$2.72M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-964- 4.46% |
$362K - $431K
|
20.7K
$10.6M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-966- 1.75% |
$363K - $432K
|
54.4K
$27.8M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-969- 3.0% |
$364K - $433K
|
31.3K
$16M
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-971- 27.74% |
$365K - $434K
|
2.53K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-972- 0.29% |
$365K - $435K
|
330K
$169M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-974- 1.32% |
$366K - $436K
|
72.6K
$37.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-977- 2.26% |
$367K - $437K
|
42.3K
$21.7M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-978- 5.23% |
$367K - $437K
|
17.7K
$9.07M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-983- 1.81% |
$369K - $440K
|
53.4K
$27.3M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-985- 8.18% |
$370K - $440K
|
11.1K
$5.66M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-989- 1.05% |
$371K - $442K
|
93.4K
$47.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-990- 4.31% |
$372K - $443K
|
22K
$11.2M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-991- 9.43% |
$372K - $443K
|
9.52K
$4.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-993- 1.61% |
$373K - $444K
|
60.5K
$31M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-998- 0.77% |
$375K - $446K
|
128K
$65.4M
|
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 4.12% |
$375K - $447K
|
23.3K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-1K- 1.76% |
$375K - $447K
|
55.7K
$28.5M
|
|
|
May 14, 2025
Q1 2025
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-1K- 5.72% |
$376K - $448K
|
16.5K
$8.45M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-1K- 3.1% |
$377K - $449K
|
31.3K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.01K- 0.42% |
$378K - $450K
|
239K
$122M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.01K- 19.39% |
$378K - $451K
|
4.19K
$2.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.02K- 1.44% |
$381K - $454K
|
69.4K
$35.5M
|
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.03K- 4.24% |
$386K - $459K
|
23.2K
$11.9M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-1.03K- 4.64% |
$387K - $461K
|
21.2K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.03K- 30.38% |
$388K - $462K
|
2.37K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.04K- 1.21% |
$389K - $463K
|
84.6K
$43.3M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-1.04K- 3.87% |
$390K - $464K
|
25.8K
$13.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.04K- 8.72% |
$390K - $465K
|
10.9K
$5.56M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.04K- 0.63% |
$390K - $465K
|
164K
$83.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Xxec, Inc.
|
SELL
|
- |
-1.05K- 3.52% |
$392K - $467K
|
28.6K
$14.6M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.05K- 3.73% |
$393K - $469K
|
27K
$13.8M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.05K- 8.11% |
$394K - $469K
|
11.9K
$6.09M
|
|
|
May 15, 2025
Q1 2025
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.05K- 15.35% |
$395K - $470K
|
5.8K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-1.05K- 8.37% |
$395K - $471K
|
11.5K
$5.9M
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-1.06K- 17.83% |
$396K - $472K
|
4.86K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.06K- 6.37% |
$398K - $474K
|
15.6K
$7.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-1.06K- 1.0% |
$398K - $474K
|
105K
$53.5M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-1.06K- 15.46% |
$398K - $474K
|
5.8K
$2.97M
|