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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.47K- 47.31% |
$233K - $290K
|
1.63K
$418K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.47K- 40.1% |
$234K - $291K
|
2.2K
$562K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.47K- 2.21% |
$234K - $291K
|
65.2K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.48K- 2.8% |
$235K - $292K
|
51.4K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.49K- 1.29% |
$236K - $294K
|
114K
$29.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-1.5K- 15.72% |
$239K - $297K
|
8.05K
$2.06M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.53K- 0.02% |
$243K - $302K
|
6.46M
$1.65B
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.53K- 6.48% |
$243K - $302K
|
22K
$5.64M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.54K- 37.01% |
$244K - $304K
|
2.61K
$668K
|
|
|
Jun 03, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-1.55K- 9.04% |
$247K - $307K
|
15.6K
$3.99M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.57K- 2.56% |
$250K - $310K
|
59.6K
$15.2M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.57K- 4.4% |
$250K - $311K
|
34.1K
$8.73M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.59K- 9.72% |
$253K - $314K
|
14.7K
$3.77M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.6K- 2.34% |
$254K - $316K
|
66.8K
$17.1M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.62K- 11.38% |
$257K - $319K
|
12.6K
$3.21M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.62K- 13.19% |
$258K - $320K
|
10.7K
$2.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
SELL
|
- |
-1.67K- 50.36% |
$265K - $330K
|
1.64K
$420K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.68K- 11.46% |
$267K - $332K
|
13K
$3.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.7K- 3.26% |
$271K - $336K
|
50.4K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-1.71K- 7.61% |
$272K - $338K
|
20.8K
$5.31M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.72K- 3.95% |
$274K - $340K
|
41.8K
$10.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.73K- 27.6% |
$275K - $341K
|
4.53K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.74K- 32.58% |
$276K - $344K
|
3.59K
$919K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.74K- 12.87% |
$277K - $344K
|
11.8K
$3.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.75K- 51.02% |
$278K - $346K
|
1.68K
$429K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.81K- 55.93% |
$287K - $357K
|
1.42K
$364K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.82K- 2.86% |
$289K - $360K
|
61.8K
$15.8M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.82K- 19.51% |
$290K - $360K
|
7.51K
$1.92M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.85K- 34.74% |
$294K - $365K
|
3.47K
$887K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.85K- 2.54% |
$295K - $366K
|
71K
$18.2M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.87K- 4.58% |
$297K - $370K
|
39K
$9.97M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.9K- 8.39% |
$302K - $375K
|
20.7K
$5.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.9K- 3.44% |
$302K - $376K
|
53.3K
$13.6M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.91K- 33.56% |
$304K - $378K
|
3.78K
$967K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.92K- 61.3% |
$305K - $379K
|
1.21K
$309K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.92K- 4.39% |
$306K - $380K
|
41.8K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.93K- 10.47% |
$307K - $382K
|
16.5K
$4.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.94K- 9.21% |
$308K - $383K
|
19.1K
$4.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.95K- 9.97% |
$310K - $385K
|
17.6K
$4.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.96K- 4.82% |
$312K - $387K
|
38.7K
$9.89M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.97K- 30.63% |
$314K - $390K
|
4.46K
$1.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-1.98K- 26.13% |
$315K - $391K
|
5.59K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.01K- 18.49% |
$321K - $398K
|
8.88K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-2.03K- 27.57% |
$323K - $401K
|
5.33K
$1.36M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.05K- 18.17% |
$326K - $406K
|
9.24K
$2.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.07K- 65.17% |
$329K - $409K
|
1.11K
$283K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.12K- 4.75% |
$338K - $420K
|
42.5K
$10.9M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.13K- 7.51% |
$339K - $422K
|
26.3K
$6.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.15K- 43.06% |
$342K - $425K
|
2.84K
$726K
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.15K- 26.7% |
$342K - $425K
|
5.9K
$1.51M
|