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 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-6.7K- 2.21% |
$2.52M - $3M
|
297K
$149M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-6.71K- 52.14% |
$2.52M - $3M
|
6.16K
$3.1M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-6.73K- 45.22% |
$2.53M - $3.01M
|
8.15K
$4.1M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-6.73K- 42.83% |
$2.53M - $3.01M
|
8.99K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-6.74K- 39.62% |
$2.53M - $3.02M
|
10.3K
$5.17M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.81K- 1.51% |
$2.56M - $3.04M
|
444K
$223M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.81K- 22.74% |
$2.56M - $3.05M
|
23.2K
$11.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-6.84K- 39.94% |
$2.57M - $3.06M
|
10.3K
$5.17M
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-6.85K- 11.47% |
$2.57M - $3.06M
|
52.8K
$26.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-6.88K- 5.06% |
$2.58M - $3.07M
|
129K
$64.9M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-6.9K- 1.95% |
$2.59M - $3.09M
|
347K
$175M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-6.91K- 28.98% |
$2.59M - $3.09M
|
16.9K
$8.52M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-6.94K- 9.6% |
$2.6M - $3.1M
|
65.3K
$32.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-6.96K- 4.94% |
$2.61M - $3.11M
|
134K
$67.3M
|
|
|
May 13, 2025
Q1 2025
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-6.97K- 1.26% |
$2.62M - $3.12M
|
547K
$275M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-7.06K- 4.45% |
$2.65M - $3.16M
|
152K
$76.3M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-7.07K- 1.99% |
$2.66M - $3.16M
|
348K
$175M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-7.12K- 13.93% |
$2.67M - $3.18M
|
44K
$22.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-7.12K- 11.38% |
$2.67M - $3.19M
|
55.4K
$27.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-7.16K- 3.71% |
$2.69M - $3.2M
|
186K
$93.4M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-7.31K- 12.68% |
$2.74M - $3.27M
|
50.3K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Stanley Capital Management, LLC
Houston, TX |
SELL
|
- |
-7.33K- 49.87% |
$2.75M - $3.28M
|
7.37K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-7.34K- 6.74% |
$2.76M - $3.28M
|
102K
$51.1M
|
|
|
May 13, 2025
Q1 2025
|
Strategy Capital LLC
Los Altos, CA |
SELL
|
- |
-7.45K- 6.13% |
$2.79M - $3.33M
|
114K
$57.3M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-7.46K- 0.2% |
$2.8M - $3.34M
|
3.66M
$1.84B
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-7.5K- 11.71% |
$2.82M - $3.35M
|
56.6K
$28.4M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-7.52K- 8.54% |
$2.82M - $3.36M
|
80.6K
$40.5M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-7.55K- 3.63% |
$2.83M - $3.38M
|
201K
$101M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-7.56K- 12.63% |
$2.84M - $3.38M
|
52.3K
$26.3M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-7.59K- 13.14% |
$2.85M - $3.39M
|
50.1K
$25.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-7.65K- 10.99% |
$2.87M - $3.42M
|
61.9K
$31.2M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-7.83K- 21.33% |
$2.94M - $3.5M
|
28.9K
$14.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-7.89K- 1.86% |
$2.96M - $3.53M
|
417K
$210M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-7.92K- 22.17% |
$2.97M - $3.54M
|
27.8K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.95K- 1.19% |
$2.98M - $3.55M
|
661K
$333M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7.96K- 48.67% |
$2.99M - $3.56M
|
8.4K
$4.22M
|
|
|
May 01, 2025
Q1 2025
|
Focused Investors LLC
|
SELL
|
- |
-8K- 2.41% |
$3M - $3.58M
|
324K
$163M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-8.02K- 9.49% |
$3.01M - $3.59M
|
76.4K
$38.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.09K- 0.39% |
$3.04M - $3.62M
|
2.09M
$1.05B
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.09K- 1.94% |
$3.04M - $3.62M
|
408K
$205M
|
|
|
May 13, 2025
Q1 2025
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-8.13K- 44.83% |
$3.05M - $3.63M
|
10K
$5.03M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-8.14K- 24.61% |
$3.06M - $3.64M
|
24.9K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-8.19K- 7.76% |
$3.07M - $3.66M
|
97.4K
$49M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-8.24K- 20.92% |
$3.09M - $3.69M
|
31.2K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-8.3K- 42.44% |
$3.11M - $3.71M
|
11.3K
$5.66M
|
|
|
May 07, 2025
Q1 2025
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-8.36K- 33.14% |
$3.14M - $3.74M
|
16.9K
$8.49M
|
|
|
May 15, 2025
Q1 2025
|
Symmetry Investments LP
|
SELL
|
- |
-8.43K- 26.0% |
$3.16M - $3.77M
|
24K
$12.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-8.45K- 10.98% |
$3.17M - $3.78M
|
68.5K
$34.5M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-8.56K- 94.06% |
$3.21M - $3.83M
|
541
$272K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-8.57K- 22.87% |
$3.22M - $3.83M
|
28.9K
$14.5M
|