Purchases and Sales Made in Q2 2024 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
13+ 0.73% |
$2.14K - $2.48K
|
1.8K
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
13+ 0.95% |
$2.14K - $2.48K
|
1.38K
$353K
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
12+ 1.05% |
$1.97K - $2.29K
|
1.16K
$297K
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
12+ 0.88% |
$1.97K - $2.29K
|
1.38K
$352K
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
BUY
|
- |
12+ 0.49% |
$1.97K - $2.29K
|
2.46K
$629K
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
12+ 0.76% |
$1.97K - $2.29K
|
1.59K
$406K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
12+ 0.29% |
$1.97K - $2.29K
|
4.15K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
12+ 1.01% |
$1.97K - $2.29K
|
1.2K
$308K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
11+ 0.64% |
$1.81K - $2.1K
|
1.74K
$445K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
11+ 0.38% |
$1.81K - $2.1K
|
2.88K
$736K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11+ 0.81% |
$1.81K - $2.1K
|
1.37K
$350K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
11+ 0.92% |
$1.81K - $2.1K
|
1.21K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
11+ 0.36% |
$1.81K - $2.1K
|
3.05K
$780K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
10+ 0.19% |
$1.64K - $1.91K
|
5.19K
$1.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
10+ 0.42% |
$1.64K - $1.91K
|
2.38K
$609K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
BUY
|
- |
10+ 0.76% |
$1.64K - $1.91K
|
1.32K
$338K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 0.41% |
$1.64K - $1.91K
|
2.42K
$619K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
10+ 0.63% |
$1.64K - $1.91K
|
1.6K
$410K
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
10+ 0.73% |
$1.64K - $1.91K
|
1.37K
$351K
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
10+ 0.56% |
$1.64K - $1.91K
|
1.8K
$460K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9+ 0.67% |
$1.48K - $1.72K
|
1.36K
$346K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 0.96% |
$1.48K - $1.72K
|
944
$241K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
9+ 0.74% |
$1.48K - $1.72K
|
1.23K
$314K
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
9+ 0.4% |
$1.48K - $1.72K
|
2.29K
$584K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
9+ 0.13% |
$1.48K - $1.72K
|
6.95K
$1.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
9+ 0.45% |
$1.48K - $1.72K
|
2.01K
$515K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
9+ 0.1% |
$1.48K - $1.72K
|
8.61K
$2.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
9+ 0.07% |
$1.48K - $1.72K
|
12.9K
$3.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
9+ 0.48% |
$1.48K - $1.72K
|
1.89K
$483K
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
8+ 0.09% |
$1.32K - $1.53K
|
8.64K
$2.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.85% |
$1.32K - $1.53K
|
951
$243K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8+ 2.37% |
$1.32K - $1.53K
|
345
$88.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 0.26% |
$1.32K - $1.53K
|
3.11K
$796K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.64% |
$1.32K - $1.53K
|
1.26K
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
8+ 0.58% |
$1.32K - $1.53K
|
1.39K
$356K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8+ 1.12% |
$1.32K - $1.53K
|
720
$184K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
7+ 0.17% |
$1.15K - $1.34K
|
4.17K
$1.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7+ 0.35% |
$1.15K - $1.34K
|
1.99K
$508K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7+ 0.42% |
$1.15K - $1.34K
|
1.69K
$432K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
7+ 0.19% |
$1.15K - $1.34K
|
3.79K
$969K
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.15% |
$1.15K - $1.34K
|
4.53K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7+ 0.11% |
$1.15K - $1.34K
|
6.59K
$1.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
7+ 0.17% |
$1.15K - $1.34K
|
4.04K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
7+ 3.29% |
$1.15K - $1.34K
|
220
$56.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7+ 0.22% |
$1.15K - $1.34K
|
3.13K
$799K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
7+ 0.21% |
$1.15K - $1.34K
|
3.35K
$855K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6+ 0.47% |
$987 - $1.15K
|
1.27K
$326K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.13% |
$987 - $1.15K
|
4.56K
$1.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
6+ 0.19% |
$987 - $1.15K
|
3.14K
$802K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
6+ 0.29% |
$987 - $1.15K
|
2.09K
$534K
|