Institutional Owners for IBM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
WINTRUST INVESTMENTS LLC COM 2851 $392,000 2,053 0.03 0.03 -40 -1.91 03-31-2024
ERGAWEALTH ADVISORS INC COM 2852 $391,468 2,050 0.00 0.00 50 2.50 03-31-2024
COERENTE CAPITAL MANAGEMENT COM 2853 $391,468 2,050 0.00 2,050 +Inf 03-31-2024
KPP ADVISORY SERVICES LLC Com 2854 $390,896 2,047 0.00 2,047 +Inf 03-31-2024
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