Institutional Owners for MSFT
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
BKM WEALTH MANAGEMENT LLC COM 3001 $10,248,132 24,358 0.00 0.00 -1,197 -4.68 03-31-2024
METAVASI CAPITAL LP COM 3002 $8,292,149 24,350 0.01 0.00 10,500 75.81 06-30-2023
TEMPUS WEALTH PLANNING LLC COM 3003 $8,282,582 24,322 0.00 0.00 -1,038 -4.09 06-30-2023
MEMBERS TRUST CO COM 3004 $9,121,180 24,305 0.00 0.20 -2,001 -7.61 12-31-2023
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