Institutional Owners for MSFT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PHYSICIAN WEALTH ADVISORS INC | COM | 3651 | $6,503,393 | 15,687 | 0.00 | 0.00 | 467 | 3.07 | 03-31-2024 |
| BALLAST INC | COM | 3652 | $5,898,939 | 15,687 | 0.00 | 0.00 | 2,566 | 19.56 | 12-31-2023 |
| SAGE RHINO CAPITAL LLC | COM | 3653 | $6,596,122 | 15,678 | 0.00 | 0.00 | -174 | -1.10 | 03-31-2024 |
| ADDISON ADVISORS LLC | COM | 3654 | $6,589,318 | 15,662 | 0.00 | 0.00 | 189 | 1.22 | 03-31-2024 |
