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 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.61K- 42.13% |
$1.73M - $2.06M
|
6.33K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-4.63K- 6.51% |
$1.74M - $2.07M
|
66.6K
$33.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.64K- 2.57% |
$1.74M - $2.08M
|
176K
$88.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-4.69K- 2.16% |
$1.76M - $2.1M
|
213K
$107M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.72K- 16.02% |
$1.77M - $2.11M
|
24.7K
$12.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-4.72K- 3.0% |
$1.77M - $2.11M
|
153K
$76.7M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-4.75K- 47.56% |
$1.78M - $2.12M
|
5.24K
$2.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.75K- 9.45% |
$1.78M - $2.13M
|
45.5K
$22.9M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-4.78K- 3.72% |
$1.8M - $2.14M
|
124K
$62.3M
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-4.83K- 0.58% |
$1.81M - $2.16M
|
831K
$418M
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-4.84K- 19.09% |
$1.82M - $2.16M
|
20.5K
$10.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-4.84K- 4.31% |
$1.82M - $2.16M
|
107K
$54M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-4.84K- 4.75% |
$1.82M - $2.16M
|
97.1K
$48.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.86K- 1.97% |
$1.83M - $2.17M
|
242K
$122M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-4.91K- 65.48% |
$1.84M - $2.19M
|
2.59K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-4.91K- 3.13% |
$1.84M - $2.2M
|
152K
$76.5M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-4.96K- 30.86% |
$1.86M - $2.22M
|
11.1K
$5.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.96K- 32.15% |
$1.86M - $2.22M
|
10.5K
$5.26M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-4.96K- 10.47% |
$1.86M - $2.22M
|
42.4K
$21.3M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4.99K- 8.78% |
$1.87M - $2.23M
|
51.8K
$26.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-5.01K- 2.17% |
$1.88M - $2.24M
|
226K
$114M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.03K- 8.89% |
$1.89M - $2.25M
|
51.6K
$26M
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-5.07K- 6.14% |
$1.9M - $2.27M
|
77.6K
$39M
|
|
|
May 19, 2025
Q1 2025
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-5.07K- 73.35% |
$1.9M - $2.27M
|
1.84K
$927K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-5.1K- 2.83% |
$1.91M - $2.28M
|
175K
$88.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-5.11K- 3.59% |
$1.92M - $2.28M
|
137K
$69M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-5.13K- 20.5% |
$1.93M - $2.29M
|
19.9K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.14K- 6.88% |
$1.93M - $2.3M
|
69.5K
$35M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-5.19K- 4.59% |
$1.95M - $2.32M
|
108K
$54.2M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-5.19K- 14.51% |
$1.95M - $2.32M
|
30.6K
$15.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
SELL
|
- |
-5.2K- 24.11% |
$1.95M - $2.32M
|
16.4K
$8.23M
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-5.2K- 20.16% |
$1.95M - $2.33M
|
20.6K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-5.21K- 0.45% |
$1.96M - $2.33M
|
1.16M
$584M
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-5.23K- 13.11% |
$1.96M - $2.34M
|
34.7K
$17.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-5.23K- 49.33% |
$1.96M - $2.34M
|
5.37K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Mig Capital, LLC
Newport Beach, CA |
SELL
|
- |
-5.25K- 6.9% |
$1.97M - $2.35M
|
70.8K
$35.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.26K- 3.33% |
$1.97M - $2.35M
|
153K
$76.8M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-5.27K- 6.34% |
$1.98M - $2.35M
|
77.7K
$39.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-5.3K- 0.56% |
$1.99M - $2.37M
|
945K
$475M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-5.3K- 45.13% |
$1.99M - $2.37M
|
6.45K
$3.24M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-5.32K- 5.1% |
$2M - $2.38M
|
98.9K
$49.7M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-5.34K- 52.75% |
$2M - $2.39M
|
4.78K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-5.34K- 24.86% |
$2.01M - $2.39M
|
16.1K
$8.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-5.37K- 11.92% |
$2.02M - $2.4M
|
39.7K
$19.9M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.37K- 3.75% |
$2.02M - $2.4M
|
138K
$69.5M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.39K- 49.33% |
$2.02M - $2.41M
|
5.54K
$2.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-5.42K- 5.13% |
$2.03M - $2.42M
|
100K
$50.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-5.44K- 14.77% |
$2.04M - $2.43M
|
31.4K
$15.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-5.49K- 29.16% |
$2.06M - $2.46M
|
13.3K
$6.71M
|
|
|
May 08, 2025
Q1 2025
|
Capital Management Associates
New York, NY |
SELL
|
- |
-5.49K- 49.96% |
$2.06M - $2.46M
|
5.5K
$2.77M
|