Institutional Owners for MSFT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NOTTINGHAM ADVISORS INC | COM | 4951 | $2,159,247 | 5,742 | 0.00 | 0.00 | -539 | -8.58 | 12-31-2023 |
| HERITAGE WEALTH MANAGEMENT INC /CA/ | COM | 4952 | $2,414,470 | 5,739 | 0.00 | 0.00 | 28 | 0.49 | 03-31-2024 |
| OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC | COM | 4953 | $2,234,489 | 5,739 | 0.00 | 0.00 | 655 | 12.88 | 03-31-2024 |
| MASON & ASSOCIATES INC | COM | 4954 | $1,334,000 | 5,729 | 0.47 | 0.50 | 208 | 3.77 | 09-30-2022 |
