Institutional Owners for MSFT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| HERITAGE WEALTH PARTNERS LLC | COM | 4601 | $2,727,571 | 7,253 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| NORTHWEST WEALTH MANAGEMENT LLC | COM | 4602 | $2,725,443 | 7,248 | 0.00 | 0.00 | 612 | 9.22 | 12-31-2023 |
| NINEPOINTTWO CAPITAL LLC | COM | 4603 | $2,286,000 | 7,242 | 0.93 | 0.96 | 0 | 0.00 | 09-30-2023 |
| TRUEWEALTH ADVISORS LLC | COM | 4604 | $3,039,812 | 7,225 | 0.00 | 0.00 | 179 | 2.54 | 03-31-2024 |
