Purchases and Sales Made in Q1 2024 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q1 2024. The information is specifically focused on institutions that hold shares of INTERNATIONAL BUSINESS MACHINES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-204- 12.38% |
$32.5K - $40.3K
|
1.44K
$326K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-204- 12.14% |
$32.5K - $40.3K
|
1.48K
$334K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-205- 4.3% |
$32.6K - $40.5K
|
4.57K
$1.03M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-206- 10.27% |
$32.8K - $40.7K
|
1.8K
$407K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-207- 2.52% |
$32.9K - $40.9K
|
8.02K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-209- 2.39% |
$33.3K - $41.3K
|
8.55K
$1.93M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-209- 5.26% |
$33.3K - $41.3K
|
3.76K
$850K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-210- 4.88% |
$33.4K - $41.5K
|
4.1K
$926K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-210- 4.11% |
$33.4K - $41.5K
|
4.9K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-210- 3.18% |
$33.4K - $41.5K
|
6.39K
$1.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-213- 6.84% |
$33.9K - $42.1K
|
2.9K
$656K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-214- 0.79% |
$34.1K - $42.3K
|
26.9K
$6.08M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-214- 1.67% |
$34.1K - $42.3K
|
12.6K
$2.84M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-215- 2.22% |
$34.2K - $42.5K
|
9.46K
$2.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-216- 1.73% |
$34.4K - $42.7K
|
12.3K
$2.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-220- 4.99% |
$35K - $43.5K
|
4.19K
$947K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-220- 6.36% |
$35K - $43.5K
|
3.24K
$732K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-221- 11.13% |
$35.2K - $43.7K
|
1.76K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-222- 98.67% |
$35.3K - $43.9K
|
3
$678
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-223- 5.16% |
$35.5K - $44.1K
|
4.1K
$926K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-223- 1.04% |
$35.5K - $44.1K
|
21.1K
$4.78M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-225- 0.83% |
$35.8K - $44.5K
|
26.9K
$6.08M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-226- 1.92% |
$36K - $44.7K
|
11.5K
$2.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-226- 88.28% |
$36K - $44.7K
|
30
$6.78K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-226- 3.18% |
$36K - $44.7K
|
6.87K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-226- 1.48% |
$36K - $44.7K
|
15K
$3.4M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-227- 10.88% |
$36.1K - $44.9K
|
1.86K
$420K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-228- 16.08% |
$36.3K - $45.1K
|
1.19K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-230- 5.74% |
$36.6K - $45.5K
|
3.77K
$853K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-232- 4.04% |
$36.9K - $45.9K
|
5.5K
$1.24M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-233- 15.13% |
$37.1K - $46.1K
|
1.31K
$295K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-233- 0.97% |
$37.1K - $46.1K
|
23.9K
$5.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-235- 4.86% |
$37.4K - $46.5K
|
4.6K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-237- 4.71% |
$37.7K - $46.9K
|
4.8K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-240- 28.57% |
$38.2K - $47.5K
|
600
$136K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-244- 4.08% |
$38.8K - $48.3K
|
5.74K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-244- 18.8% |
$38.8K - $48.3K
|
1.05K
$238K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-245- 0.98% |
$39K - $48.5K
|
24.9K
$5.62M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-247- 4.34% |
$39.3K - $48.9K
|
5.44K
$1.23M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-250- 0.78% |
$39.8K - $49.4K
|
31.8K
$7.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-250- 11.63% |
$39.8K - $49.4K
|
1.9K
$429K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-250- 17.08% |
$39.8K - $49.4K
|
1.21K
$274K
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-250- 2.64% |
$39.8K - $49.4K
|
9.22K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-253- 1.76% |
$40.3K - $50K
|
14.1K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-254- 6.12% |
$40.4K - $50.2K
|
3.9K
$881K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-254- 16.88% |
$40.4K - $50.2K
|
1.25K
$283K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-258- 4.97% |
$41.1K - $51K
|
4.93K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-259- 1.61% |
$41.2K - $51.2K
|
15.8K
$3.58M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-259- 5.82% |
$41.2K - $51.2K
|
4.19K
$947K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-260- 1.55% |
$41.4K - $51.4K
|
16.6K
$3.74M
|