Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WINDSOR WEALTH MANAGEMENT INC | COM | 2551 | $376,000 | 2,680 | 0.07 | 0.06 | 0 | 0.00 | 09-30-2023 |
| BERGANKDV WEALTH MANAGEMENT LLC | COM | 2552 | $358,477 | 2,679 | 0.00 | 0.00 | -99 | -3.56 | 06-30-2023 |
| GREY STREET CAPITAL LLC | COM | 2553 | $437,496 | 2,675 | 0.00 | 2,675 | +Inf | 12-31-2023 | |
| LAKESIDE ADVISORS INC | COM | 2554 | $510,818 | 2,675 | 0.00 | 0.00 | 130 | 5.11 | 03-31-2024 |
