Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LAKE POINT WEALTH MANAGEMENT | COM | 3701 | $41,000 | 292 | 0.02 | 0.01 | 168 | 135.48 | 06-30-2022 |
| CLAREMONT FINANCIAL GROUP INC | Common Stock | 3702 | $37,000 | 287 | 0.16 | 287 | +Inf | 03-31-2022 | |
| LIVELSBERGER FINANCIAL ADVISORY | COM | 3703 | $46,244 | 283 | 0.00 | 283 | +Inf | 12-31-2023 | |
| RICHARDSON CAPITAL MANAGEMENT LLC | COM | 3704 | $52,514 | 275 | 0.00 | 275 | +Inf | 03-31-2024 |
