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 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-2.3K- 9.82% |
$862K - $1.03M
|
21.1K
$10.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.3K- 27.08% |
$864K - $1.03M
|
6.2K
$3.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-2.32K- 0.35% |
$871K - $1.04M
|
659K
$332M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.34K- 4.26% |
$877K - $1.04M
|
52.4K
$26.4M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.34K- 1.26% |
$877K - $1.05M
|
183K
$92.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-2.35K- 2.39% |
$882K - $1.05M
|
96K
$48.3M
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.35K- 4.7% |
$883K - $1.05M
|
47.7K
$24M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-2.36K- 17.52% |
$886K - $1.06M
|
11.1K
$5.59M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-2.37K- 9.09% |
$888K - $1.06M
|
23.7K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Aperture Investors, LLC
New York, NY |
SELL
|
- |
-2.37K- 14.62% |
$889K - $1.06M
|
13.8K
$6.95M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-2.37K- 9.39% |
$890K - $1.06M
|
22.9K
$11.5M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.37K- 0.75% |
$890K - $1.06M
|
314K
$158M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.4K- 3.19% |
$901K - $1.07M
|
72.8K
$36.6M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-2.41K- 15.89% |
$905K - $1.08M
|
12.8K
$6.42M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-2.42K- 5.96% |
$908K - $1.08M
|
38.2K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.42K- 13.63% |
$909K - $1.08M
|
15.4K
$7.72M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2.42K- 6.01% |
$910K - $1.08M
|
37.9K
$19.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-2.44K- 34.35% |
$915K - $1.09M
|
4.66K
$2.34M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-2.44K- 6.27% |
$916K - $1.09M
|
36.4K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-2.45K- 10.47% |
$918K - $1.09M
|
20.9K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.46K- 3.1% |
$922K - $1.1M
|
76.9K
$38.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.46K- 2.84% |
$923K - $1.1M
|
84.2K
$42.4M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.46K- 9.08% |
$925K - $1.1M
|
24.7K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-2.47K- 5.31% |
$925K - $1.1M
|
43.9K
$22.1M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-2.47K- 7.79% |
$928K - $1.11M
|
29.2K
$14.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.47K- 1.95% |
$929K - $1.11M
|
125K
$62.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-2.48K- 84.18% |
$931K - $1.11M
|
466
$234K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.49K- 0.76% |
$936K - $1.11M
|
324K
$163M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-2.5K- 47.47% |
$938K - $1.12M
|
2.76K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-2.5K- 77.47% |
$938K - $1.12M
|
727
$366K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.51K- 10.85% |
$942K - $1.12M
|
20.6K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.51K- 8.17% |
$944K - $1.12M
|
28.3K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-2.52K- 3.43% |
$944K - $1.12M
|
70.8K
$35.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.52K- 32.41% |
$945K - $1.13M
|
5.25K
$2.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-2.52K- 4.47% |
$947K - $1.13M
|
53.9K
$27.1M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.54K- 16.92% |
$953K - $1.13M
|
12.5K
$6.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.54K- 12.5% |
$954K - $1.14M
|
17.8K
$8.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.55K- 12.84% |
$956K - $1.14M
|
17.3K
$8.7M
|
|
|
May 13, 2025
Q1 2025
|
Windward Capital Management CO
|
SELL
|
- |
-2.55K- 8.26% |
$958K - $1.14M
|
28.4K
$14.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.56K- 1.64% |
$960K - $1.14M
|
154K
$77.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.56K- 12.67% |
$961K - $1.14M
|
17.6K
$8.87M
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
SELL
|
- |
-2.56K- 2.96% |
$961K - $1.14M
|
84K
$42.3M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.57K- 57.61% |
$963K - $1.15M
|
1.89K
$950K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.57K- 12.42% |
$966K - $1.15M
|
18.1K
$9.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.57K- 1.64% |
$966K - $1.15M
|
154K
$77.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.58K- 3.98% |
$967K - $1.15M
|
62.2K
$31.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-2.58K- 9.85% |
$969K - $1.15M
|
23.6K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-2.6K- 2.21% |
$976K - $1.16M
|
115K
$58M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.6K- 5.5% |
$977K - $1.16M
|
44.7K
$22.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.6K- 4.13% |
$978K - $1.16M
|
60.5K
$30.4M
|