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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-1.79K- 13.62% |
$671K - $800K
|
11.3K
$5.7M
|
|
|
May 15, 2025
Q1 2025
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-1.79K- 1.49% |
$672K - $800K
|
118K
$59.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-1.8K- 10.14% |
$675K - $804K
|
15.9K
$8.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.8K- 7.79% |
$675K - $805K
|
21.3K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.8K- 1.4% |
$676K - $806K
|
127K
$63.7M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-1.8K- 2.39% |
$676K - $806K
|
73.5K
$37M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.8K- 3.49% |
$676K - $806K
|
49.8K
$25M
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-1.81K- 5.18% |
$679K - $809K
|
33.1K
$16.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1.81K- 1.04% |
$681K - $811K
|
173K
$87M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.82K- 76.98% |
$682K - $812K
|
543
$273K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.82K- 8.81% |
$682K - $813K
|
18.8K
$9.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.82K- 1.81% |
$684K - $815K
|
99.1K
$49.8M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.82K- 0.6% |
$684K - $815K
|
301K
$152M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.82K- 12.35% |
$684K - $815K
|
12.9K
$6.51M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.83K- 6.86% |
$688K - $820K
|
24.9K
$12.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.83K- 6.22% |
$688K - $820K
|
27.6K
$13.9M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.85K- 25.17% |
$695K - $828K
|
5.51K
$2.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.86K- 11.49% |
$696K - $830K
|
14.3K
$7.19M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-1.87K- 3.28% |
$701K - $835K
|
55.1K
$27.7M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.87K- 1.36% |
$701K - $835K
|
135K
$67.9M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-1.87K- 3.56% |
$702K - $836K
|
50.6K
$25.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.87K- 18.63% |
$702K - $837K
|
8.17K
$4.11M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.87K- 2.78% |
$703K - $837K
|
65.4K
$32.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-1.87K- 7.6% |
$703K - $838K
|
22.8K
$11.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-1.88K- 2.78% |
$705K - $840K
|
65.7K
$33.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.88K- 10.47% |
$706K - $842K
|
16.1K
$8.1M
|
|
|
May 08, 2025
Q1 2025
|
Algebris (Uk) LTD
London, X0 |
SELL
|
- |
-1.88K- 65.69% |
$706K - $842K
|
983
$494K
|
|
|
Apr 14, 2025
Q1 2025
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-1.88K- 2.46% |
$707K - $842K
|
74.5K
$37.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.89K- 9.51% |
$709K - $845K
|
18K
$9.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.89K- 15.06% |
$711K - $847K
|
10.7K
$5.37M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.9K- 0.15% |
$712K - $849K
|
1.23M
$620M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
SELL
|
- |
-1.9K- 14.72% |
$714K - $851K
|
11K
$5.54M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-1.91K- 11.23% |
$717K - $854K
|
15.1K
$7.59M
|
|
|
May 06, 2025
Q1 2025
|
Brooktree Capital Management
|
SELL
|
- |
-1.91K- 27.75% |
$718K - $855K
|
4.98K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.93K- 3.63% |
$726K - $865K
|
51.3K
$25.8M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.94K- 0.2% |
$727K - $866K
|
955K
$480M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.94K- 9.02% |
$729K - $868K
|
19.6K
$9.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.94K- 0.92% |
$729K - $869K
|
210K
$106M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.94K- 23.04% |
$730K - $869K
|
6.49K
$3.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.95K- 9.71% |
$732K - $872K
|
18.1K
$9.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.95K- 2.83% |
$732K - $872K
|
67K
$33.7M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.96K- 6.09% |
$734K - $875K
|
30.2K
$15.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.96K- 1.85% |
$736K - $877K
|
104K
$52.3M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.97K- 11.2% |
$740K - $881K
|
15.6K
$7.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.98K- 1.57% |
$741K - $883K
|
124K
$62.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.98K- 73.55% |
$742K - $884K
|
711
$358K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-1.98K- 10.99% |
$744K - $886K
|
16.1K
$8.07M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2K- 1.14% |
$750K - $893K
|
174K
$87.3M
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-2.01K- 10.69% |
$753K - $897K
|
16.8K
$8.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.02K- 6.92% |
$758K - $902K
|
27.1K
$13.6M
|