Institutional Owners for MSFT
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
TELEMARK ASSET MANAGEMENT LLC COM 3251 $6,810,800 20,000 0.00 20,000 +Inf 06-30-2023
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV COM 3252 $7,513,117 19,980 0.00 0.00 134 0.68 12-31-2023
HC FINANCIAL ADVISORS INC COM 3253 $6,159,000 19,975 3.67 4.00 -1,425 -6.66 03-31-2022
RPG FAMILY WEALTH ADVISORY LLC COM 3254 $7,501,820 19,950 0.00 0.00 -5,143 -20.50 12-31-2023
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