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
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.11KNew |
$177K - $220K
|
1.11K
$257K
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
1.11K+ 2.09% |
$177K - $220K
|
54.3K
$12.6M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 21.21% |
$176K - $219K
|
6.32K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.11KNew |
$176K - $219K
|
1.11K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.1K+ 36.25% |
$175K - $218K
|
4.14K
$960K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.1KNew |
$175K - $218K
|
1.1K
$255K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.1KNew |
$175K - $218K
|
1.1K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.1KNew |
$175K - $217K
|
1.1K
$255K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
1.1KNew |
$175K - $217K
|
1.1K
$254K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.09KNew |
$174K - $216K
|
1.09K
$254K
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.09KNew |
$174K - $216K
|
1.09K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.09KNew |
$173K - $216K
|
1.09K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.09K+ 1.35% |
$173K - $215K
|
81.7K
$18.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1.09KNew |
$173K - $215K
|
1.09K
$252K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.09KNew |
$173K - $215K
|
1.09K
$251K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.08KNew |
$173K - $214K
|
1.08K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1.08KNew |
$172K - $214K
|
1.08K
$250K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
1.08KNew |
$172K - $213K
|
1.08K
$250K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
1.08KNew |
$171K - $213K
|
1.08K
$249K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.07KNew |
$170K - $212K
|
1.07K
$248K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.07KNew |
$170K - $211K
|
1.07K
$247K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
1.06KNew |
$169K - $210K
|
1.06K
$247K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.06K+ 3.36% |
$169K - $210K
|
32.7K
$7.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.06K+ 29.57% |
$168K - $209K
|
4.64K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.06KNew |
$168K - $209K
|
1.06K
$245K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.04K+ 0.65% |
$166K - $206K
|
161K
$37.3M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.04K+ 27.21% |
$166K - $206K
|
4.88K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.04K+ 31.62% |
$166K - $206K
|
4.33K
$1M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 75.55% |
$165K - $205K
|
2.41K
$557K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.02K+ 82.86% |
$162K - $202K
|
2.25K
$522K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.01K+ 1.52% |
$161K - $200K
|
67.4K
$15.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.01K+ 2.95% |
$161K - $200K
|
35.2K
$8.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 4.98% |
$160K - $199K
|
21.2K
$4.92M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.01K+ 3.61% |
$160K - $199K
|
28.8K
$6.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.01K+ 1.7% |
$160K - $199K
|
60K
$13.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
1.01K+ 39.61% |
$160K - $199K
|
3.54K
$821K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1K+ 17.01% |
$160K - $198K
|
6.9K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1KNew |
$159K - $198K
|
1K
$232K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1K+ 44.58% |
$159K - $198K
|
3.24K
$751K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
990+ 13.94% |
$158K - $196K
|
8.09K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
978New |
$156K - $193K
|
978
$227K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
975+ 12.38% |
$155K - $193K
|
8.85K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
974+ 2.58% |
$155K - $193K
|
38.7K
$8.97M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
969+ 5.66% |
$154K - $192K
|
18.1K
$4.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
967+ 55.48% |
$154K - $191K
|
2.71K
$628K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
967+ 5.11% |
$154K - $191K
|
19.9K
$4.61M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
964+ 53.91% |
$153K - $191K
|
2.75K
$638K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
950+ 19.6% |
$151K - $188K
|
5.8K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
950+ 26.8% |
$151K - $188K
|
4.5K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
934+ 29.73% |
$149K - $185K
|
4.08K
$944K
|