Institutional Owners for MSFT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CEDRUS LLC | COM | 5101 | $2,033,340 | 4,833 | 0.00 | 0.00 | 69 | 1.45 | 03-31-2024 |
| TLWM | COM | 5102 | $1,814,774 | 4,826 | 0.00 | 0.00 | 11 | 0.23 | 12-31-2023 |
| CRESTONE ASSET MANAGEMENT LLC | COM | 5103 | $1,522,205 | 4,821 | 0.00 | 0.00 | 1,176 | 32.26 | 09-30-2023 |
| ENGRAVE WEALTH PARTNERS LLC | COM | 5104 | $1,811,134 | 4,816 | 0.00 | 0.00 | -4 | -0.08 | 12-31-2023 |
