Institutional Owners for MSFT
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
RETIREMENT GUYS FORMULA LLC COM 5051 $1,907,343 4,534 0.00 0.00 892 24.49 03-31-2024
FERGUSON SHAPIRO LLC COM 5052 $1,903,964 4,525 0.00 0.00 183 4.21 03-31-2024
PIN OAK INVESTMENT ADVISORS INC COM 5053 $1,699,000 4,519 1.72 1.68 -190 -4.03 12-31-2023
WORTH ASSET MANAGEMENT LLC Stock 5054 $1,899,796 4,515 0.00 0.00 -5,795 -56.21 03-31-2024
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