Institutional Owners for MSFT
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
CCM INVESTMENT ADVISERS LLC COM 1301 $21,878,000 92,795 2.96 3.02 -807 -0.86 03-31-2021
ICON WEALTH PARTNERS LLC Stock 1302 $21,856,000 92,702 2.74 2.58 19,418 26.50 03-31-2021
NICOLA WEALTH MANAGEMENT LTD COM Liquidated $0 0 2.56 2.22 18,656 25.22
HORIZON INVESTMENTS LLC COM 1304 $21,785,000 92,401 0.80 0.76 -9,316 -9.16 03-31-2021
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