Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PARCION PRIVATE WEALTH LLC | COM | 1651 | $1,428,763 | 7,482 | 0.00 | 0.00 | 273 | 3.79 | 03-31-2024 |
| AVIDIAN WEALTH SOLUTIONS LLC | COM | 1652 | $1,428,133 | 7,479 | 0.00 | 0.00 | -858 | -10.29 | 03-31-2024 |
| MERIDIAN MANAGEMENT CO | COM | 1653 | $1,391,401 | 7,467 | 0.00 | 0.00 | 79 | 1.07 | 12-31-2023 |
| TEXAS YALE CAPITAL CORP | COM | 1654 | $1,217,793 | 7,446 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
