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 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.78KNew |
$283K - $351K
|
1.78K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
1.75KNew |
$278K - $346K
|
1.75K
$405K
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.74KNew |
$278K - $345K
|
1.74K
$404K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
1.74KNew |
$277K - $345K
|
1.74K
$404K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.74KNew |
$277K - $344K
|
1.74K
$403K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.73KNew |
$276K - $343K
|
1.73K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.73K+ 9.86% |
$276K - $342K
|
19.3K
$4.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.73KNew |
$275K - $342K
|
1.73K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.73K+ 33.4% |
$275K - $342K
|
6.9K
$1.6M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.72K+ 10.21% |
$273K - $340K
|
18.5K
$4.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.71K+ 12.4% |
$272K - $338K
|
15.5K
$3.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.71KNew |
$272K - $338K
|
1.71K
$396K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.7K+ 97.87% |
$270K - $336K
|
3.43K
$795K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.68K+ 5.06% |
$267K - $332K
|
34.8K
$8.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.67K+ 5.15% |
$266K - $330K
|
34.1K
$7.91M
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.67K+ 18.43% |
$265K - $330K
|
10.7K
$2.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.66K+ 2.56% |
$265K - $329K
|
66.8K
$15.5M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.66KNew |
$265K - $329K
|
1.66K
$385K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.65K+ 14.75% |
$263K - $327K
|
12.9K
$2.98M
|
|
|
Apr 09, 2024
Q1 2024
|
Green Alpha Advisors, LLC
|
BUY
|
- |
1.65K+ 11.82% |
$262K - $326K
|
15.6K
$3.61M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.64KNew |
$261K - $324K
|
1.64K
$380K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.64KNew |
$260K - $324K
|
1.64K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.63KNew |
$259K - $322K
|
1.63K
$377K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.62K+ 8.43% |
$258K - $321K
|
20.9K
$4.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.62K+ 127.64% |
$258K - $321K
|
2.89K
$670K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.62K+ 3.21% |
$257K - $319K
|
52K
$12.1M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.58K+ 2.56% |
$251K - $312K
|
63.2K
$14.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.57KNew |
$250K - $311K
|
1.57K
$364K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.57K+ 8.45% |
$250K - $310K
|
20.1K
$4.66M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.56K+ 4.59% |
$248K - $308K
|
35.5K
$8.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.55K+ 19.36% |
$246K - $306K
|
9.54K
$2.21M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
1.55KNew |
$246K - $306K
|
1.55K
$358K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.54K+ 13.69% |
$245K - $304K
|
12.8K
$2.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.54K+ 23.4% |
$245K - $304K
|
8.1K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.54K+ 18.83% |
$244K - $304K
|
9.69K
$2.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
1.53KNew |
$243K - $302K
|
1.53K
$354K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.52K+ 48.16% |
$242K - $301K
|
4.68K
$1.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
1.5KNew |
$239K - $297K
|
1.5K
$348K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.5KNew |
$239K - $297K
|
1.5K
$348K
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.5KNew |
$239K - $297K
|
1.5K
$348K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.49K+ 10.05% |
$237K - $295K
|
16.3K
$3.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.47K+ 0.56% |
$234K - $290K
|
262K
$60.6M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.47K+ 22.87% |
$233K - $290K
|
7.88K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.45K+ 61.38% |
$231K - $288K
|
3.82K
$886K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.44KNew |
$229K - $285K
|
1.44K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.43KNew |
$228K - $283K
|
1.43K
$332K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.43KNew |
$227K - $282K
|
1.43K
$331K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.42K+ 66.46% |
$226K - $281K
|
3.55K
$824K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.4KNew |
$222K - $276K
|
1.4K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.39K+ 0.96% |
$221K - $274K
|
146K
$33.8M
|