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 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
934+ 29.73% |
$149K - $185K
|
4.08K
$916K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
933+ 3.41% |
$148K - $185K
|
28.3K
$6.36M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
933+ 12.17% |
$148K - $185K
|
8.6K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
929+ 8.35% |
$148K - $184K
|
12.1K
$2.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
920+ 10.88% |
$146K - $182K
|
9.37K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
915+ 25.85% |
$146K - $181K
|
4.46K
$1M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
911+ 0.46% |
$145K - $180K
|
201K
$45.2M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
908+ 15.76% |
$145K - $180K
|
6.67K
$1.5M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
899+ 5.13% |
$143K - $178K
|
18.4K
$4.14M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
896+ 33.84% |
$143K - $177K
|
3.54K
$797K
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
892+ 3.54% |
$142K - $176K
|
26.1K
$5.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
891+ 16.72% |
$142K - $176K
|
6.22K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
883+ 62.98% |
$141K - $175K
|
2.29K
$514K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
877+ 24.12% |
$140K - $173K
|
4.51K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
873+ 1.16% |
$139K - $173K
|
75.8K
$17M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
870+ 8.41% |
$138K - $172K
|
11.2K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
867+ 4.12% |
$138K - $171K
|
21.9K
$4.93M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
856+ 18.53% |
$136K - $169K
|
5.48K
$1.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
847+ 30.0% |
$135K - $168K
|
3.67K
$825K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
847+ 6.51% |
$135K - $168K
|
13.9K
$3.12M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
839+ 1.83% |
$134K - $166K
|
46.7K
$10.5M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
828+ 5.61% |
$132K - $164K
|
15.6K
$3.5M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
825+ 6.09% |
$131K - $163K
|
14.4K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
817+ 5.32% |
$130K - $162K
|
16.2K
$3.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
810+ 3.38% |
$129K - $160K
|
24.8K
$5.57M
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
800+ 131.58% |
$127K - $158K
|
1.41K
$317K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
799+ 13.82% |
$127K - $158K
|
6.58K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
791+ 9.39% |
$126K - $156K
|
9.22K
$2.07M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
776+ 9.2% |
$124K - $153K
|
9.21K
$2.07M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
774+ 0.39% |
$123K - $153K
|
197K
$44.3M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
765+ 13.46% |
$122K - $151K
|
6.45K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
756+ 7.79% |
$120K - $150K
|
10.5K
$2.35M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
751+ 1.46% |
$120K - $149K
|
52K
$11.7M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
749+ 15.44% |
$119K - $148K
|
5.6K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
748+ 51.52% |
$119K - $148K
|
2.2K
$495K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
745+ 50.85% |
$119K - $147K
|
2.21K
$497K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
741New |
$118K - $147K
|
741
$167K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
738+ 29.33% |
$117K - $146K
|
3.25K
$731K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
734+ 2.45% |
$117K - $145K
|
30.7K
$6.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
733+ 9.38% |
$117K - $145K
|
8.55K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
722+ 1.7% |
$115K - $143K
|
43.2K
$9.72M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
721+ 1.95% |
$115K - $143K
|
37.7K
$8.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
713+ 4.95% |
$113K - $141K
|
15.1K
$3.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
712New |
$113K - $141K
|
712
$160K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
711+ 5.86% |
$113K - $141K
|
12.8K
$2.89M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
710+ 51.08% |
$113K - $140K
|
2.1K
$472K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
709+ 22.86% |
$113K - $140K
|
3.81K
$857K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
708+ 41.57% |
$113K - $140K
|
2.41K
$542K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
702+ 4.05% |
$112K - $139K
|
18.1K
$4.06M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
700+ 0.24% |
$111K - $138K
|
290K
$65.2M
|