Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SUMMIT FINANCIAL WEALTH ADVISORS LLC | COM | 1001 | $3,744,535 | 19,609 | 0.00 | 0.00 | 67 | 0.34 | 03-31-2024 |
| QUANTINNO CAPITAL MANAGEMENT LP | COM | 1002 | $3,728,000 | 19,524 | 0.00 | 0.00 | 6,031 | 44.70 | 03-31-2024 |
| MODERA WEALTH MANAGEMENT LLC | COM | 1003 | $3,684,321 | 19,294 | 0.00 | 0.00 | 1,731 | 9.86 | 03-31-2024 |
| SMITHFIELD TRUST CO | COM | 1004 | $3,661,000 | 19,168 | 0.19 | 0.18 | -106 | -0.55 | 03-31-2024 |
