Institutional Owners for MSFT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST DIRECT INDEXING LP | COM | 1251 | $45,510,590 | 133,642 | 0.01 | 0.00 | 5,604 | 4.38 | 06-30-2023 |
| SONORA INVESTMENT MANAGEMENT LLC | COM | 1252 | $37,612,000 | 133,414 | 4.71 | 133,414 | +Inf | 09-30-2021 | |
| TRANSFORM WEALTH LLC | COM | 1253 | $50,118,496 | 133,280 | 0.00 | 0.00 | -1,029 | -0.77 | 12-31-2023 |
| MATTHEW GOFF INVESTMENT ADVISOR LLC | COM | 1254 | $55,805,782 | 132,644 | 0.01 | 0.01 | -105 | -0.08 | 03-31-2024 |
