Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CHILTON CAPITAL MANAGEMENT LLC | COM | 1251 | $2,474,651 | 12,959 | 0.00 | 0.11 | 521 | 4.19 | 03-31-2024 |
| GREAT VALLEY ADVISOR GROUP INC | COM | 1252 | $1,730,983 | 12,935 | 0.00 | 0.09 | 900 | 7.48 | 06-30-2023 |
| HILLTOP WEALTH ADVISORS LLC | COM | 1253 | $2,465,831 | 12,913 | 0.00 | 12,913 | +Inf | 03-31-2024 | |
| NATIXIS | COM | 1254 | $1,806,222 | 12,874 | 0.00 | 0.00 | -252,769 | -95.15 | 09-30-2023 |
