Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NORTHCAPE WEALTH MANAGEMENT LLC | COM | 951 | $4,021,615 | 21,060 | 0.00 | 0.00 | 5,957 | 39.44 | 03-31-2024 |
| LEO WEALTH LLC | COM | 952 | $3,480,176 | 20,985 | 0.00 | 20,985 | +Inf | 12-31-2023 | |
| PNC FINANCIAL SERVICES GROUP INC | Common Stock | 953 | $3,998,445 | 20,939 | 0.00 | 0.00 | -590 | -2.74 | 03-31-2024 |
| FIRST MIDWEST BANK TRUST DIVISION | COM | 954 | $2,797,000 | 20,928 | 0.36 | 0.48 | -3,446 | -14.14 | 12-31-2021 |
