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 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.38K+ 10.63% |
$220K - $273K
|
14.4K
$3.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.38K+ 52.57% |
$219K - $273K
|
4K
$927K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.36KNew |
$217K - $269K
|
1.36K
$316K
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
BUY
|
- |
1.36K+ 35.21% |
$216K - $269K
|
5.22K
$1.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.36K+ 2.54% |
$216K - $269K
|
54.9K
$12.7M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.36K+ 7.38% |
$216K - $268K
|
19.7K
$4.57M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.36KNew |
$216K - $268K
|
1.36K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 10.25% |
$215K - $267K
|
14.5K
$3.36M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.34KNew |
$213K - $264K
|
1.34K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.33K+ 2.81% |
$212K - $264K
|
48.8K
$11.3M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.33KNew |
$212K - $264K
|
1.33K
$309K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.32K+ 1.4% |
$211K - $262K
|
95.9K
$22.2M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.32KNew |
$210K - $261K
|
1.32K
$306K
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
1.31KNew |
$209K - $260K
|
1.31K
$304K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.31K+ 27.92% |
$208K - $259K
|
6K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.31KNew |
$208K - $259K
|
1.31K
$303K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.3K+ 27.73% |
$207K - $258K
|
6K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.3KNew |
$207K - $258K
|
1.3K
$302K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.3KNew |
$207K - $257K
|
1.3K
$301K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.29KNew |
$205K - $254K
|
1.29K
$298K
|
|
|
Apr 29, 2024
Q1 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
1.28KNew |
$204K - $254K
|
1.28K
$298K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.28KNew |
$204K - $253K
|
1.28K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.28KNew |
$203K - $253K
|
1.28K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.28K+ 3.22% |
$203K - $253K
|
40.9K
$9.48M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.28KNew |
$203K - $252K
|
1.28K
$296K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.26KNew |
$201K - $250K
|
1.26K
$293K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.25KNew |
$200K - $248K
|
1.25K
$291K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.25KNew |
$200K - $248K
|
1.25K
$291K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.25KNew |
$199K - $248K
|
1.25K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
1.25KNew |
$199K - $247K
|
1.25K
$290K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.25K+ 21.24% |
$198K - $247K
|
7.12K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.24K+ 0.33% |
$198K - $246K
|
374K
$86.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.23KNew |
$195K - $242K
|
1.23K
$284K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.23KNew |
$195K - $242K
|
1.23K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.22KNew |
$195K - $242K
|
1.22K
$284K
|
|
|
Apr 23, 2024
Q1 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
1.22KNew |
$194K - $241K
|
1.22K
$283K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.22KNew |
$194K - $241K
|
1.22K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.21K+ 2.8% |
$193K - $240K
|
44.6K
$10.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.21KNew |
$193K - $239K
|
1.21K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.21KNew |
$192K - $239K
|
1.21K
$280K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
1.21K+ 20.44% |
$192K - $239K
|
7.12K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.2KNew |
$191K - $238K
|
1.2K
$279K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.2KNew |
$191K - $237K
|
1.2K
$278K
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
1.2KNew |
$191K - $237K
|
1.2K
$278K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.2KNew |
$191K - $237K
|
1.2K
$278K
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
1.2KNew |
$191K - $237K
|
1.2K
$277K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.2KNew |
$191K - $237K
|
1.2K
$277K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.2KNew |
$190K - $237K
|
1.2K
$277K
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.19KNew |
$190K - $236K
|
1.19K
$277K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
1.19KNew |
$190K - $236K
|
1.19K
$276K
|