Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| KOLINSKY WEALTH MANAGEMENT LLC | COM | 2401 | $595,121 | 3,116 | 0.00 | 0.00 | 36 | 1.17 | 03-31-2024 |
| INTERSECT CAPITAL LLC | COM | 2402 | $440,000 | 3,116 | 0.13 | 0.05 | 1,236 | 65.74 | 06-30-2022 |
| BLUEPRINT INVESTMENT PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 3,114 | +Inf | 12-31-2023 | |
| MV CAPITAL MANAGEMENT INC | COM | 2404 | $592,776 | 3,104 | 0.00 | 0.00 | 3 | 0.10 | 03-31-2024 |
