Institutional Owners for MSFT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TWELVE POINTS WEALTH MANAGEMENT LLC | COM | 4951 | $2,381,275 | 5,660 | 0.00 | 0.00 | -169 | -2.90 | 03-31-2024 |
| Q3 ASSET MANAGEMENT | COM | Liquidated | $0 | 0 | 0.54 | 5,659 | +Inf | 03-31-2024 | |
| CHERRYDALE WEALTH MANAGEMENT LLC | COM | 4953 | $2,379,756 | 5,656 | 0.00 | 0.00 | 884 | 18.52 | 03-31-2024 |
| WHALEN WEALTH MANAGEMENT INC | COM | 4954 | $2,125,193 | 5,652 | 0.00 | 5,652 | +Inf | 12-31-2023 |
