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 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.1K+ 8.05% |
$653K - $812K
|
55.1K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.04KNew |
$643K - $799K
|
4.04K
$902K
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4.01KNew |
$637K - $792K
|
4.01K
$894K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
BUY
|
- |
3.97K+ 3.02% |
$631K - $784K
|
135K
$30.2M
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.93K+ 34.02% |
$626K - $778K
|
15.5K
$3.46M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.9K+ 4.9% |
$620K - $771K
|
83.4K
$18.6M
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
3.82KNew |
$609K - $756K
|
3.82K
$854K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.82KNew |
$607K - $755K
|
3.82K
$852K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
3.8K+ 51.65% |
$604K - $751K
|
11.1K
$2.49M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.8K+ 16.76% |
$604K - $751K
|
26.4K
$5.9M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
3.77KNew |
$600K - $745K
|
3.77K
$841K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.74K+ 4.63% |
$595K - $739K
|
84.4K
$18.8M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$589K - $732K
|
3.7K
$826K
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.63K+ 47.39% |
$577K - $717K
|
11.3K
$2.52M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.53K+ 0.67% |
$562K - $699K
|
528K
$118M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
3.47KNew |
$553K - $687K
|
3.47K
$776K
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.44K+ 58.48% |
$548K - $681K
|
9.33K
$2.08M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.44K+ 3.57% |
$547K - $680K
|
99.7K
$22.3M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.43KNew |
$546K - $679K
|
3.43K
$766K
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
3.37KNew |
$536K - $666K
|
3.37K
$751K
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.34KNew |
$532K - $661K
|
3.34K
$747K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.3K+ 16.26% |
$525K - $653K
|
23.6K
$5.27M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.3K+ 194.11% |
$525K - $652K
|
4.99K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
BUY
|
- |
3.29KNew |
$524K - $651K
|
3.29K
$735K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.27K+ 47.1% |
$520K - $647K
|
10.2K
$2.28M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.26K+ 9.76% |
$519K - $645K
|
36.7K
$8.19M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.25K+ 9.7% |
$517K - $643K
|
36.8K
$8.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.23K+ 4.57% |
$514K - $638K
|
73.9K
$16.5M
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
3.2K+ 16.12% |
$509K - $633K
|
23.1K
$5.15M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
3.2KNew |
$509K - $633K
|
3.2K
$714K
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.2KNew |
$509K - $632K
|
3.2K
$714K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3.17K+ 1.18% |
$504K - $626K
|
271K
$60.5M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.15K+ 28.64% |
$501K - $623K
|
14.1K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.13K+ 1.96% |
$498K - $619K
|
163K
$36.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.09K+ 15.42% |
$491K - $610K
|
23.1K
$5.16M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.08K+ 47.92% |
$491K - $610K
|
9.52K
$2.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.07K+ 2.34% |
$488K - $607K
|
134K
$30M
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
3.05K+ 2.11% |
$486K - $603K
|
147K
$32.9M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.05KNew |
$485K - $602K
|
3.05K
$680K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.05K+ 22.79% |
$485K - $602K
|
16.4K
$3.66M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.05K+ 28.17% |
$485K - $602K
|
13.9K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.04K+ 76.51% |
$484K - $601K
|
7.01K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.02K+ 34.19% |
$481K - $598K
|
11.9K
$2.65M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.02K+ 2.73% |
$481K - $597K
|
114K
$25.3M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
2.99K+ 0.5% |
$476K - $591K
|
596K
$133M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
2.98K+ 47.02% |
$475K - $590K
|
9.32K
$2.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.98K+ 3.73% |
$475K - $590K
|
82.9K
$18.5M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.98K+ 19.08% |
$474K - $589K
|
18.6K
$4.15M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.96KNew |
$471K - $586K
|
2.96K
$661K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.93KNew |
$466K - $579K
|
2.93K
$654K
|