Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| RATIONAL ADVISORS LLC | COM | 3051 | $245,104 | 1,747 | 0.00 | 1,747 | +Inf | 09-30-2023 | |
| WATERSHED ASSET MANAGEMENT LLC | COM | 3052 | $285,558 | 1,746 | 0.00 | 1,746 | +Inf | 12-31-2023 | |
| MOSAIC FAMILY WEALTH PARTNERS LLC | COM | 3053 | $244,783 | 1,745 | 0.00 | 0.00 | 3 | 0.17 | 09-30-2023 |
| CAROLINA WEALTH ADVISORS LLC | Stock | 3054 | $284,904 | 1,742 | 0.00 | 0.00 | 82 | 4.94 | 12-31-2023 |
