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 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-10.7K- 76.48% |
$4.01M - $4.78M
|
3.29K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-10.7K- 0.99% |
$4.02M - $4.78M
|
1.07M
$538M
|
|
|
May 15, 2025
Q1 2025
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-10.7K- 58.79% |
$4.02M - $4.79M
|
7.5K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-10.7K- 67.63% |
$4.02M - $4.79M
|
5.13K
$2.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-10.7K- 4.01% |
$4.02M - $4.79M
|
257K
$129M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-10.7K- 43.8% |
$4.02M - $4.79M
|
13.8K
$6.92M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-10.8K- 3.74% |
$4.05M - $4.82M
|
278K
$140M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-10.8K- 10.19% |
$4.05M - $4.82M
|
95.1K
$47.8M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-10.9K- 11.4% |
$4.1M - $4.88M
|
84.8K
$42.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-11K- 4.87% |
$4.12M - $4.9M
|
214K
$108M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-11K- 99.01% |
$4.15M - $4.94M
|
110
$55.3K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-11.1K- 5.14% |
$4.15M - $4.95M
|
204K
$103M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-11.1K- 5.14% |
$4.15M - $4.95M
|
204K
$103M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-11.1K- 9.81% |
$4.16M - $4.95M
|
102K
$51.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Summerhill Capital Management Lnc.
Toronto, A6 |
SELL
|
- |
-11.1K- 40.38% |
$4.17M - $4.96M
|
16.4K
$8.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-11.2K- 91.88% |
$4.2M - $5M
|
988
$497K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-11.2K- 20.41% |
$4.2M - $5.01M
|
43.7K
$22M
|
|
|
Apr 21, 2025
Q1 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-11.2K- 1.81% |
$4.2M - $5.01M
|
606K
$305M
|
|
|
Apr 30, 2025
Q1 2025
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-11.2K- 5.14% |
$4.22M - $5.02M
|
207K
$104M
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-11.3K- 4.5% |
$4.23M - $5.04M
|
239K
$120M
|
|
|
May 14, 2025
Q1 2025
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-11.3K- 48.12% |
$4.24M - $5.05M
|
12.2K
$6.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-11.4K- 98.15% |
$4.28M - $5.1M
|
215
$108K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-11.4K- 1.95% |
$4.3M - $5.12M
|
576K
$290M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 3.39% |
$4.3M - $5.12M
|
326K
$164M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-11.5K- 24.35% |
$4.33M - $5.16M
|
35.8K
$18M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-11.5K- 21.09% |
$4.33M - $5.16M
|
43.2K
$21.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-11.6K- 27.93% |
$4.36M - $5.19M
|
29.9K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-11.6K- 5.21% |
$4.36M - $5.19M
|
211K
$106M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.7K- 1.65% |
$4.39M - $5.23M
|
697K
$351M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-11.7K- 81.33% |
$4.4M - $5.24M
|
2.69K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-11.7K- 9.81% |
$4.41M - $5.25M
|
108K
$54.3M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-11.7K- 4.9% |
$4.41M - $5.25M
|
228K
$115M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-11.7K- 1.54% |
$4.41M - $5.25M
|
753K
$379M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-11.8K- 24.09% |
$4.41M - $5.26M
|
37K
$18.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-11.8K- 2.1% |
$4.43M - $5.28M
|
550K
$277M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.8K- 2.79% |
$4.44M - $5.28M
|
412K
$207M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-11.8K- 6.91% |
$4.45M - $5.3M
|
160K
$80.3M
|
|
|
Jun 06, 2025
Q1 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-11.9K- 6.92% |
$4.47M - $5.33M
|
160K
$80.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-11.9K- 0.66% |
$4.48M - $5.33M
|
1.8M
$904M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-12K- 82.64% |
$4.51M - $5.38M
|
2.53K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-12.1K- 17.57% |
$4.53M - $5.4M
|
56.7K
$28.5M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-12.1K- 12.62% |
$4.53M - $5.4M
|
83.6K
$42.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-12.2K- 61.62% |
$4.57M - $5.45M
|
7.59K
$3.82M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-12.3K- 2.66% |
$4.6M - $5.48M
|
448K
$225M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-12.3K- 20.81% |
$4.62M - $5.5M
|
46.8K
$23.5M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-12.3K- 0.2% |
$4.63M - $5.51M
|
6.18M
$3.11B
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-12.4K- 7.16% |
$4.67M - $5.57M
|
161K
$81.1M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-12.5K- 33.11% |
$4.68M - $5.58M
|
25.2K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 22.7% |
$4.71M - $5.61M
|
42.7K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
SELL
|
- |
-12.6K- 60.15% |
$4.73M - $5.63M
|
8.34K
$4.2M
|