Institutional Owners for MSFT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| INTELLIGENT FINANCIAL STRATEGIES | COM | 4901 | $1,874,481 | 5,937 | 0.00 | 0.00 | 1 | 0.02 | 09-30-2023 |
| HOLISTIC PLANNING LLC | COM | 4902 | $2,487,490 | 5,912 | 0.00 | 0.00 | 67 | 1.15 | 03-31-2024 |
| TRILOGY CAPITAL INC | COM | 4903 | $2,483,988 | 5,904 | 0.00 | 0.00 | 1,097 | 22.82 | 03-31-2024 |
| TALISMAN WEALTH ADVISORS LLC | COM | 4904 | $1,861,597 | 5,896 | 0.00 | 0.00 | -44 | -0.74 | 09-30-2023 |
