Institutional Owners for MSFT
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
CLARO ADVISORS LLC COM 2151 $20,816,421 49,478 0.00 0.00 1,448 3.01 03-31-2024
TRUE PRIVATE WEALTH ADVISORS COM 2152 $18,590,518 49,438 0.00 0.00 -593 -1.19 12-31-2023
COOPER FINANCIAL GROUP COM 2153 $20,786,294 49,406 0.00 0.00 3,902 8.58 03-31-2024
M HOLDINGS SECURITIES INC COM 2154 $18,499,000 49,194 2.09 49,194 +Inf 12-31-2023
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