Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| KIELY WEALTH ADVISORY GROUP INC | COM | 3551 | $126,031 | 753 | 0.00 | 753 | +Inf | 03-31-2024 | |
| LIFE PLANNING PARTNERS INC | IBM | 3552 | $121,845 | 745 | 0.00 | 745 | +Inf | 12-31-2023 | |
| LIFE PLANNING PARTNERS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.12 | 0 | 0.00 | 12-31-2023 |
| CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 3554 | $141,692 | 742 | 0.00 | 0.00 | 412 | 124.85 | 03-31-2024 |
