Institutional Owners for MSFT
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
PRECEPT MANAGEMENT LLC COM 2401 $3,201,076 40,000 0.00 0.00 30,600 325.53 06-30-2023
LITMAN GREGORY WEALTH MANAGEMENT LLC COM 2402 $16,814,917 39,967 0.00 0.00 -446 -1.10 03-31-2024
CIC WEALTH LLC COM 2403 $16,812,251 39,961 0.00 0.00 -657 -1.62 03-31-2024
CHAPIN DAVIS INC COM 2404 $14,980,658 39,838 0.01 0.01 -1,242 -3.02 12-31-2023
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