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 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.19KNew |
$189K - $235K
|
1.19K
$276K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.19KNew |
$189K - $235K
|
1.19K
$275K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.19KNew |
$189K - $235K
|
1.19K
$275K
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
1.19KNew |
$189K - $235K
|
1.19K
$275K
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
1.18KNew |
$188K - $234K
|
1.18K
$274K
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.18KNew |
$188K - $234K
|
1.18K
$274K
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.18KNew |
$187K - $233K
|
1.18K
$273K
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.18K+ 29.35% |
$187K - $233K
|
5.19K
$1.2M
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.18K+ 52.34% |
$187K - $232K
|
3.42K
$792K
|
|
May 15, 2024
Q1 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
1.18KNew |
$187K - $232K
|
1.18K
$272K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.17KNew |
$187K - $232K
|
1.17K
$272K
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.17KNew |
$187K - $232K
|
1.17K
$272K
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.17KNew |
$187K - $232K
|
1.17K
$272K
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.17K+ 12.1% |
$187K - $232K
|
10.9K
$2.52M
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.17KNew |
$186K - $232K
|
1.17K
$271K
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.17K+ 5.31% |
$186K - $231K
|
23.2K
$5.38M
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.17KNew |
$186K - $231K
|
1.17K
$271K
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.17K+ 6.01% |
$186K - $231K
|
20.6K
$4.77M
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.17K+ 33.79% |
$186K - $231K
|
4.62K
$1.07M
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.16KNew |
$185K - $230K
|
1.16K
$269K
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
1.16KNew |
$185K - $230K
|
1.16K
$269K
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.16KNew |
$185K - $230K
|
1.16K
$269K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.16KNew |
$184K - $229K
|
1.16K
$269K
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.16K+ 10.88% |
$184K - $228K
|
11.8K
$2.73M
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
1.15KNew |
$183K - $228K
|
1.15K
$267K
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.15KNew |
$183K - $228K
|
1.15K
$267K
|
|
Apr 12, 2024
Q1 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1.15KNew |
$183K - $227K
|
1.15K
$266K
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.15KNew |
$183K - $227K
|
1.15K
$266K
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.15KNew |
$183K - $227K
|
1.15K
$266K
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.15KNew |
$183K - $227K
|
1.15K
$266K
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
1.15KNew |
$183K - $227K
|
1.15K
$266K
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.15KNew |
$183K - $227K
|
1.15K
$266K
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.15KNew |
$183K - $227K
|
1.15K
$266K
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.15K+ 15.24% |
$183K - $227K
|
8.67K
$2.01M
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.15K+ 4.04% |
$182K - $227K
|
29.5K
$6.83M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.15K+ 40.38% |
$182K - $227K
|
3.98K
$923K
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1.15KNew |
$182K - $226K
|
1.15K
$265K
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.14K+ 0.8% |
$182K - $226K
|
145K
$33.5M
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.14KNew |
$182K - $226K
|
1.14K
$265K
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.14KNew |
$182K - $226K
|
1.14K
$265K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.14K+ 39.97% |
$182K - $226K
|
4K
$927K
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.14KNew |
$182K - $226K
|
1.14K
$264K
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.14KNew |
$181K - $225K
|
1.14K
$263K
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.14K+ 44.08% |
$181K - $225K
|
3.71K
$860K
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
1.13K+ 32.34% |
$180K - $224K
|
4.63K
$1.07M
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.13KNew |
$180K - $223K
|
1.13K
$262K
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.13KNew |
$180K - $223K
|
1.13K
$261K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.13K+ 22.22% |
$179K - $223K
|
6.2K
$1.44M
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.13K+ 2.24% |
$179K - $223K
|
51.3K
$11.9M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.12K+ 1.05% |
$178K - $221K
|
108K
$24.9M
|