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 01, 2025
Q1 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-3.94K- 5.39% |
$1.48M - $1.76M
|
69.1K
$34.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-3.97K- 17.66% |
$1.49M - $1.77M
|
18.5K
$9.3M
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-4K- 1.45% |
$1.5M - $1.79M
|
272K
$137M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4K- 15.6% |
$1.5M - $1.79M
|
21.6K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-4.01K- 3.13% |
$1.5M - $1.79M
|
124K
$62.3M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-4.02K- 12.72% |
$1.51M - $1.8M
|
27.6K
$13.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
SELL
|
- |
-4.04K- 25.06% |
$1.52M - $1.81M
|
12.1K
$6.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.05K- 21.22% |
$1.52M - $1.81M
|
15K
$7.55M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.06K- 9.7% |
$1.52M - $1.82M
|
37.8K
$19M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-4.07K- 2.2% |
$1.53M - $1.82M
|
181K
$91.1M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4.07K- 0.33% |
$1.53M - $1.82M
|
1.22M
$615M
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.07K- 17.83% |
$1.53M - $1.82M
|
18.8K
$9.45M
|
|
|
May 12, 2025
Q1 2025
|
Whitebark Investors LP
Incline Village, NV |
SELL
|
- |
-4.08K- 5.35% |
$1.53M - $1.82M
|
72.1K
$36.3M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-4.08K- 12.65% |
$1.53M - $1.83M
|
28.2K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-4.09K- 4.96% |
$1.54M - $1.83M
|
78.4K
$39.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-4.11K- 38.39% |
$1.54M - $1.84M
|
6.59K
$3.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.14K- 21.02% |
$1.55M - $1.85M
|
15.5K
$7.82M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-4.15K- 55.83% |
$1.56M - $1.86M
|
3.29K
$1.65M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-4.16K- 4.39% |
$1.56M - $1.86M
|
90.6K
$45.6M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.2K- 3.57% |
$1.58M - $1.88M
|
113K
$57.1M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.2K- 3.81% |
$1.58M - $1.88M
|
106K
$53.4M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-4.23K- 45.2% |
$1.59M - $1.89M
|
5.13K
$2.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.26K- 5.33% |
$1.6M - $1.9M
|
75.6K
$38.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-4.26K- 21.99% |
$1.6M - $1.9M
|
15.1K
$7.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.27K- 0.46% |
$1.6M - $1.91M
|
916K
$461M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-4.29K- 7.49% |
$1.61M - $1.92M
|
52.9K
$26.6M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.3K- 0.45% |
$1.61M - $1.92M
|
953K
$480M
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-4.31K- 7.26% |
$1.62M - $1.93M
|
55.1K
$27.7M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-4.31K- 45.76% |
$1.62M - $1.93M
|
5.11K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-4.36K- 5.19% |
$1.64M - $1.95M
|
79.7K
$40.1M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-4.36K- 24.48% |
$1.64M - $1.95M
|
13.5K
$6.77M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.38K- 13.87% |
$1.64M - $1.96M
|
27.2K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4.41K- 4.93% |
$1.66M - $1.97M
|
85.1K
$42.8M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.44K- 13.64% |
$1.67M - $1.98M
|
28.1K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-4.47K- 9.44% |
$1.68M - $2M
|
42.9K
$21.6M
|
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-4.47K- 9.44% |
$1.68M - $2M
|
42.9K
$21.6M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-4.48K- 68.19% |
$1.68M - $2M
|
2.09K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-4.48K- 2.68% |
$1.68M - $2M
|
163K
$81.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 7.3% |
$1.68M - $2M
|
56.9K
$28.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-4.5K- 3.06% |
$1.69M - $2.01M
|
142K
$71.6M
|
|
|
May 09, 2025
Q1 2025
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-4.5K- 28.13% |
$1.69M - $2.01M
|
11.5K
$5.78M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.51K- 72.72% |
$1.69M - $2.02M
|
1.69K
$851K
|
|
|
May 15, 2025
Q1 2025
|
New Vernon Investment Management LLC
Highland Park, IL |
SELL
|
- |
-4.51K- 52.73% |
$1.69M - $2.02M
|
4.04K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Covea Finance
|
SELL
|
- |
-4.51K- 1.35% |
$1.69M - $2.02M
|
329K
$166M
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-4.54K- 26.57% |
$1.71M - $2.03M
|
12.6K
$6.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-4.55K- 58.58% |
$1.71M - $2.03M
|
3.21K
$1.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Marathon Asset Management LTD
|
SELL
|
- |
-4.57K- 1.93% |
$1.72M - $2.04M
|
233K
$117M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4.58K- 0.6% |
$1.72M - $2.05M
|
763K
$384M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-4.6K- 3.66% |
$1.73M - $2.06M
|
121K
$60.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-4.6K- 52.79% |
$1.73M - $2.06M
|
4.12K
$2.07M
|