Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BALDWIN BROTHERS LLC/MA | COM | 401 | $17,202,823 | 90,086 | 0.00 | 0.00 | -100 | -0.11 | 03-31-2024 |
| CAPULA MANAGEMENT LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -439,053 | -83.00 | 12-31-2023 |
| STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 403 | $17,071,806 | 89,400 | 0.00 | 0.00 | -8,122 | -8.33 | 03-31-2024 |
| UMB BANK NA | COM | 404 | $16,906,262 | 88,533 | 0.00 | 0.00 | -160,892 | -64.51 | 03-31-2024 |
