Institutional Owners for MSFT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| QUANTAMENTAL TECHNOLOGIES LLC | COM | 5001 | $1,830,062 | 5,374 | 0.00 | 0.00 | 2,243 | 71.64 | 06-30-2023 |
| FINGERLAKES WEALTH MANAGEMENT INC | COM | 5002 | $2,252,814 | 5,355 | 0.00 | 0.00 | 938 | 21.24 | 03-31-2024 |
| TCWP LLC | COM | 5003 | $2,008,806 | 5,342 | 0.01 | 0.00 | -10,782 | -66.87 | 12-31-2023 |
| EAGLE WEALTH STRATEGIES LLC | COM | 5004 | $2,264,829 | 5,334 | 0.00 | 0.00 | -52 | -0.97 | 03-31-2024 |
