Ticker Symbol | Entity Name | Form Type | Access Number | Period | As Of Date | Filing Date | Institution Name | CIK | Name of Issuer | Title of Class | CUSIP | Value | SHRS or PRN Amount | SHRS or PRN Type | PUT_CALL | Investment Discretion | Other Manager | Voting Authority Sole | Voting Authority Shared | Voting Authority None | Date Added | Date Updated | Company Name | Sector | Industry |
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nyse:ibm | nyse:ibm Shareholders | 13F-HR | 0001928999-22-000002 | Dec 31st, 2021 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Fortitude Advisory Group L.L.C. | 1928999 | INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 476 | 3563 | SH | SOLE | 0 | 0 | 3563 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | IBM | Technology | Software & Computer Services | ||
nyse:ibm | nyse:ibm Shareholders | 13F-HR | 0001834913-22-000004 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Toroso Investments, LLC | 1600064 | INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 4014 | 30875 | SH | SOLE | 30875 | 0 | 0 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | IBM | Technology | Software & Computer Services | ||
nyse:ibm | nyse:ibm Shareholders | 13F-HR | 0001834913-22-000004 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Toroso Investments, LLC | 1600064 | INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 29719 | 228572 | SH | DFND | 2 | 0 | 0 | 228572 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | IBM | Technology | Software & Computer Services | |
nyse:ibm | nyse:ibm Shareholders | 13F-HR | 0001606587-22-001226 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Cornerstone Advisory, LLC | 1668189 | INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 259 | 1988 | SH | SOLE | NONE | 1988 | 0 | 0 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | IBM | Technology | Software & Computer Services | |
nyse:ibm | nyse:ibm Shareholders | 13F-HR | 0001606587-22-001226 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Cornerstone Advisory, LLC | 1668189 | INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 681 | 5240 | SH | SOLE | NONE | 5240 | 0 | 0 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | IBM | Technology | Software & Computer Services | |
nyse:ibm | nyse:ibm Shareholders | 13F-HR | 0001600145-22-000005 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Van Hulzen Asset Management, LLC | 1600145 | INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 308 | 2368 | SH | SOLE | 0 | 0 | 0 | 2368 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | IBM | Technology | Software & Computer Services | |
nyse:ibm | nyse:ibm Shareholders | 13F-HR | 0001563525-22-000002 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Chicago Partners Investment Group LLC | 1563525 | INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 422 | 3172 | SH | SOLE | 0 | 0 | 3172 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | IBM | Technology | Software & Computer Services | ||
nyse:ibm | nyse:ibm Shareholders | 13F-HR | 0001398344-22-010157 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | EP Wealth Advisors, LLC | 1540569 | INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 1542 | 11857 | SH | SOLE | 9127 | 0 | 2731 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | IBM | Technology | Software & Computer Services | ||
nyse:ibm | nyse:ibm Shareholders | 13F-HR/A | 0001221073-22-000046 | Dec 31st, 2021 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Coastal Bridge Advisors, LLC | 1665976 | INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 706 | 5284 | SH | SOLE | 5284 | 0 | 0 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | IBM | Technology | Software & Computer Services | ||
nyse:ibm | nyse:ibm Shareholders | 13F-HR/A | 0001221073-22-000045 | Sep 30th, 2021 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Coastal Bridge Advisors, LLC | 1665976 | INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 731 | 5259 | SH | SOLE | 5259 | 0 | 0 | May 21st, 2022 01:09AM | May 21st, 2022 01:09AM | IBM | Technology | Software & Computer Services |