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
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.2K- 33.55% |
$449K - $535K
|
2.37K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.2K- 10.37% |
$449K - $535K
|
10.3K
$5.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.2K- 3.61% |
$450K - $536K
|
32K
$16.4M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.2K- 3.12% |
$450K - $536K
|
37.3K
$19.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1.2K- 11.74% |
$450K - $537K
|
9.02K
$4.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.2K- 1.55% |
$452K - $538K
|
76.3K
$39M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.21K- 1.46% |
$452K - $539K
|
81.6K
$41.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 5.44% |
$453K - $539K
|
21K
$10.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.21K- 2.14% |
$453K - $539K
|
55.1K
$28.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.21K- 1.58% |
$455K - $542K
|
75.3K
$38.5M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.21K- 4.88% |
$455K - $542K
|
23.6K
$12.1M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.22K- 8.16% |
$456K - $543K
|
13.7K
$7M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.22K- 2.16% |
$457K - $544K
|
55.2K
$28.2M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.22K- 15.05% |
$458K - $546K
|
6.89K
$3.53M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-1.22K- 13.35% |
$459K - $546K
|
7.93K
$4.06M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.23K- 6.5% |
$461K - $549K
|
17.6K
$9.03M
|
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.23K- 3.14% |
$462K - $550K
|
37.9K
$19.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.23K- 6.51% |
$462K - $551K
|
17.7K
$9.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.23K- 3.0% |
$463K - $552K
|
39.9K
$20.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.23K- 2.23% |
$463K - $552K
|
54K
$27.6M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.23K- 14.63% |
$463K - $552K
|
7.2K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.23K- 0.23% |
$463K - $552K
|
529K
$271M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.24K- 3.45% |
$465K - $554K
|
34.7K
$17.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.24K- 2.1% |
$465K - $554K
|
57.9K
$29.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.24K- 1.94% |
$466K - $555K
|
62.8K
$32.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.24K- 27.24% |
$466K - $555K
|
3.31K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.24K- 5.05% |
$467K - $556K
|
23.4K
$12M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.25K- 1.52% |
$467K - $557K
|
80.5K
$41.2M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-1.25K- 53.99% |
$470K - $560K
|
1.07K
$546K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-1.26K- 9.05% |
$471K - $561K
|
12.6K
$6.46M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.26K- 0.14% |
$471K - $562K
|
904K
$463M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.26K- 4.36% |
$472K - $562K
|
27.6K
$14.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.26K- 0.98% |
$472K - $563K
|
126K
$64.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.26K- 2.85% |
$474K - $565K
|
43K
$22M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.26K- 65.04% |
$474K - $565K
|
679
$347K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.27K- 3.47% |
$475K - $566K
|
35.2K
$18M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-1.27K- 2.91% |
$476K - $567K
|
42.3K
$21.7M
|
|
|
May 09, 2025
Q1 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-1.27K- 12.96% |
$476K - $567K
|
8.52K
$4.36M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.27K- 3.57% |
$478K - $570K
|
34.4K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-1.28K- 45.68% |
$480K - $572K
|
1.52K
$778K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.29K- 16.48% |
$482K - $575K
|
6.51K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.29K- 0.2% |
$482K - $575K
|
626K
$320M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.29K- 0.62% |
$483K - $575K
|
206K
$106M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.29K- 5.39% |
$484K - $576K
|
22.6K
$11.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.29K- 1.53% |
$485K - $578K
|
83.4K
$42.7M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-1.3K- 1.54% |
$487K - $580K
|
83.2K
$42.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-1.3K- 24.78% |
$488K - $581K
|
3.95K
$2.02M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1.3K- 6.02% |
$488K - $581K
|
20.3K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.31K- 53.75% |
$492K - $586K
|
1.13K
$577K
|
|
|
May 05, 2025
Q1 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-1.31K- 1.75% |
$493K - $587K
|
73.6K
$37.6M
|