Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CX INSTITUTIONAL | COM | 1751 | $1,243,562 | 6,512 | 0.00 | 0.00 | -41,624 | -86.47 | 03-31-2024 |
| HOTALING INVESTMENT MANAGEMENT LLC | COM | 1752 | $916,000 | 6,498 | 0.41 | 0.38 | -135 | -2.04 | 12-31-2022 |
| LION STREET ADVISORS LLC | COM | 1753 | $1,060,789 | 6,486 | 0.00 | 0.00 | -5,170 | -44.35 | 03-31-2024 |
| TRUE PRIVATE WEALTH ADVISORS | COM | 1754 | $1,231,177 | 6,447 | 0.00 | 0.00 | 765 | 13.46 | 03-31-2024 |
