Institutional Owners for MSFT
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC COM 5351 $1,365,236 3,245 0.00 0.00 498 18.13 03-31-2024
GROUND SWELL CAPITAL LLC COM 5352 $1,219,122 3,242 0.00 3,242 +Inf 12-31-2023
INSIGHT FOLIOS INC COM 5353 $1,363,258 3,240 0.00 0.00 395 13.88 03-31-2024
CADENCE BANK NA COMMON STOCK 5354 $755,000 3,239 4.69 4.01 -44,961 -93.28 09-30-2022
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