Institutional Owners for MSFT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SPECTRUM PLANNING & ADVISORY SERVICES INC | COM | 5201 | $1,647,448 | 4,381 | 0.00 | 0.00 | 2 | 0.05 | 12-31-2023 |
| BMS FINANCIAL ADVISORS LLC | COM | 5202 | $1,490,884 | 4,378 | 0.00 | 0.00 | -545 | -11.07 | 06-30-2023 |
| ALLEN WEALTH MANAGEMENT LLC | COM | 5203 | $1,841,235 | 4,376 | 0.00 | 0.00 | -491 | -10.09 | 03-31-2024 |
| RODGERS & ASSOCIATES LTD | COM | 5204 | $1,644,675 | 4,374 | 0.00 | 0.00 | -188 | -4.12 | 12-31-2023 |
