Institutional Owners for MSFT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MEREDITH WEALTH PLANNING | COM | 5551 | $1,064,177 | 2,529 | 0.00 | 0.00 | 15 | 0.60 | 03-31-2024 |
| MARSHALL FINANCIAL GROUP INC /ADV | COM | 5552 | $647,000 | 2,519 | 0.29 | 0.31 | 0 | 0.00 | 06-30-2022 |
| DOPKINS WEALTH MANAGEMENT LLC | COM | 5553 | $794,427 | 2,516 | 0.00 | 0.00 | 1,401 | 125.65 | 09-30-2023 |
| BERNARDO WEALTH PLANNING LLC | COM | 5554 | $945,800 | 2,515 | 0.00 | 2,515 | +Inf | 12-31-2023 |
