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
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-2.03K- 50.0% |
$761K - $907K
|
2.03K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.03K- 34.73% |
$761K - $907K
|
3.81K
$1.92M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-2.04K- 4.65% |
$765K - $911K
|
41.8K
$21M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.04K- 7.1% |
$765K - $911K
|
26.6K
$13.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.05K- 13.23% |
$771K - $918K
|
13.5K
$6.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-2.06K- 35.28% |
$772K - $919K
|
3.77K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.06K- 6.5% |
$772K - $919K
|
29.6K
$14.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-2.06K- 3.42% |
$772K - $920K
|
58.1K
$29.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.06K- 2.51% |
$775K - $923K
|
80.3K
$40.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-2.08K- 3.63% |
$781K - $930K
|
55.2K
$27.8M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-2.09K- 4.14% |
$784K - $934K
|
48.4K
$24.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.09K- 3.44% |
$786K - $936K
|
58.7K
$29.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-2.09K- 70.41% |
$786K - $936K
|
880
$443K
|
|
|
May 09, 2025
Q1 2025
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-2.1K- 6.26% |
$788K - $939K
|
31.4K
$15.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-2.1K- 1.52% |
$788K - $939K
|
136K
$68.4M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.1K- 3.45% |
$789K - $940K
|
58.9K
$29.6M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.1K- 3.66% |
$789K - $940K
|
55.3K
$27.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-2.1K- 7.71% |
$790K - $941K
|
25.2K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-2.11K- 0.41% |
$791K - $942K
|
513K
$258M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2.11K- 3.41% |
$791K - $942K
|
59.7K
$30M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.13K- 0.64% |
$798K - $950K
|
328K
$165M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.13K- 7.74% |
$798K - $951K
|
25.3K
$12.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.13K- 14.35% |
$800K - $953K
|
12.7K
$6.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-2.13K- 23.87% |
$800K - $953K
|
6.8K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.13K- 29.01% |
$800K - $953K
|
5.22K
$2.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.14K- 17.2% |
$802K - $955K
|
10.3K
$5.17M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.14K- 3.58% |
$803K - $956K
|
57.6K
$29M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.14K- 1.51% |
$804K - $957K
|
140K
$70.2M
|
|
|
May 15, 2025
Q1 2025
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-2.15K- 5.08% |
$806K - $960K
|
40.1K
$20.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-2.15K- 6.9% |
$808K - $963K
|
29K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-2.16K- 1.08% |
$810K - $965K
|
198K
$99.5M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.16K- 16.47% |
$810K - $965K
|
10.9K
$5.5M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.17K- 3.11% |
$815K - $971K
|
67.7K
$34.1M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.17K- 7.84% |
$815K - $971K
|
25.5K
$12.8M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.18K- 47.59% |
$818K - $974K
|
2.4K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-2.19K- 29.35% |
$821K - $978K
|
5.27K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.19K- 3.91% |
$823K - $981K
|
53.9K
$27.1M
|
|
|
May 08, 2025
Q1 2025
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
SELL
|
- |
-2.2K- 37.7% |
$826K - $984K
|
3.64K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-2.22K- 87.29% |
$833K - $992K
|
323
$162K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-2.23K- 2.54% |
$836K - $996K
|
85.3K
$42.9M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.25K- 14.48% |
$845K - $1.01M
|
13.3K
$6.68M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.26K- 4.2% |
$849K - $1.01M
|
51.6K
$26M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.26K- 13.27% |
$850K - $1.01M
|
14.8K
$7.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-2.26K- 26.06% |
$850K - $1.01M
|
6.42K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.27K- 2.63% |
$852K - $1.02M
|
84.1K
$42.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-2.27K- 19.3% |
$853K - $1.02M
|
9.49K
$4.78M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2.27K- 99.65% |
$854K - $1.02M
|
8
$4.02K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-2.28K- 3.24% |
$856K - $1.02M
|
68.1K
$34.3M
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-2.28K- 4.35% |
$856K - $1.02M
|
50.1K
$25.2M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-2.29K- 0.95% |
$860K - $1.02M
|
239K
$120M
|