Institutional Owners for MSFT
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
EVANSON ASSET MANAGEMENT LLC COM 2251 $6,262,000 28,156 1.00 1.00 1,868 7.11 12-31-2020
SEED PLANNING GROUP LLC COM Liquidated $0 0 3.75 2.89 9,397 50.21
WRAPMANAGER INC COM 2253 $6,613,000 28,048 1.84 1.67 2,294 8.91 03-31-2021
FOSTER VICTOR WEALTH ADVISORS LLC COM 2254 $6,177,000 27,984 1.41 1.35 4,211 17.71 12-31-2020
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