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 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.07K- 4.55% |
$401K - $477K
|
22.4K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-1.07K- 3.76% |
$402K - $479K
|
27.4K
$13.8M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.07K- 1.46% |
$402K - $479K
|
72K
$36.2M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-1.08K- 1.87% |
$404K - $481K
|
56.5K
$28.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.08K- 0.55% |
$404K - $482K
|
193K
$97.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.08K- 1.23% |
$404K - $482K
|
86.8K
$43.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.08K- 0.89% |
$405K - $483K
|
121K
$60.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.08K- 0.27% |
$405K - $483K
|
392K
$197M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.08K- 18.43% |
$406K - $484K
|
4.79K
$2.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.09K- 1.24% |
$408K - $486K
|
86.6K
$43.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.09K- 1.1% |
$408K - $486K
|
98.1K
$49.3M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.09K- 8.53% |
$408K - $486K
|
11.7K
$5.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.1K- 2.38% |
$413K - $492K
|
45.1K
$22.7M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 5.92% |
$414K - $494K
|
17.5K
$8.82M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.11K- 1.82% |
$415K - $495K
|
59.8K
$30.1M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.11K- 3.72% |
$416K - $495K
|
28.7K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.12K- 3.16% |
$419K - $500K
|
34.2K
$17.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.12K- 6.87% |
$420K - $500K
|
15.2K
$7.63M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 7.56% |
$421K - $501K
|
13.7K
$6.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
SELL
|
- |
-1.13K- 2.16% |
$423K - $504K
|
51K
$25.6M
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.13K- 67.89% |
$423K - $504K
|
533
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.13K- 2.92% |
$423K - $504K
|
37.5K
$18.9M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-1.13K- 0.85% |
$423K - $504K
|
131K
$65.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.13K- 14.86% |
$425K - $506K
|
6.49K
$3.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.13K- 2.41% |
$425K - $506K
|
45.8K
$23M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-1.14K- 1.89% |
$426K - $508K
|
58.8K
$29.6M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.14K- 1.05% |
$427K - $509K
|
107K
$53.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-1.14K- 3.7% |
$429K - $511K
|
29.7K
$15M
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-1.15K- 4.69% |
$431K - $513K
|
23.3K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-1.15K- 22.47% |
$431K - $513K
|
3.96K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.15K- 1.29% |
$432K - $514K
|
88.3K
$44.4M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-1.15K- 16.78% |
$432K - $515K
|
5.72K
$2.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.15K- 14.74% |
$433K - $516K
|
6.67K
$3.35M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-1.16K- 5.23% |
$435K - $518K
|
21K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.16K- 1.6% |
$435K - $518K
|
71.5K
$35.9M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-1.17K- 5.09% |
$438K - $522K
|
21.8K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
SELL
|
- |
-1.17K- 0.23% |
$439K - $523K
|
511K
$257M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.17K- 6.08% |
$440K - $525K
|
18.1K
$9.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-1.17K- 0.45% |
$441K - $525K
|
260K
$131M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.17K- 1.19% |
$441K - $525K
|
97.2K
$48.9M
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-1.18K- 8.07% |
$441K - $526K
|
13.4K
$6.74M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.18K- 3.95% |
$443K - $528K
|
28.7K
$14.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.19K- 8.61% |
$447K - $533K
|
12.6K
$6.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-1.19K- 16.73% |
$448K - $534K
|
5.94K
$2.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-1.2K- 1.57% |
$449K - $535K
|
74.8K
$37.6M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.2K- 33.55% |
$449K - $535K
|
2.37K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.2K- 10.37% |
$449K - $535K
|
10.3K
$5.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.2K- 3.61% |
$450K - $536K
|
32K
$16.1M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.2K- 3.12% |
$450K - $536K
|
37.3K
$18.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1.2K- 11.74% |
$450K - $537K
|
9.02K
$4.54M
|