Institutional Owners for MSFT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ERTS WEALTH ADVISORS LLC | COM | 4801 | $2,519,271 | 5,988 | 0.00 | 0.00 | -140 | -2.28 | 03-31-2024 |
| ELWOOD & GOETZ WEALTH ADVISORY GROUP LLC | COM | 4802 | $2,250,324 | 5,984 | 0.00 | 0.00 | 313 | 5.52 | 12-31-2023 |
| LLOYD PARK LLC | COM | 4803 | $1,389,000 | 5,964 | 1.71 | 1.77 | 750 | 14.38 | 09-30-2022 |
| PROFESSIONAL FINANCIAL ADVISORS LLC | COM | 4804 | $1,880,753 | 5,956 | 0.00 | 0.00 | -59 | -0.98 | 09-30-2023 |
