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 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
708+ 41.57% |
$113K - $140K
|
2.41K
$604K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
702+ 4.05% |
$112K - $139K
|
18.1K
$4.52M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
700+ 0.24% |
$111K - $138K
|
290K
$72.6M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
700+ 7.75% |
$111K - $138K
|
9.74K
$2.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
698+ 80.97% |
$111K - $138K
|
1.56K
$391K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
696+ 28.59% |
$111K - $138K
|
3.13K
$784K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
696+ 281.78% |
$111K - $138K
|
943
$236K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
690+ 6.35% |
$110K - $136K
|
11.6K
$2.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
689+ 32.09% |
$110K - $136K
|
2.84K
$710K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
681+ 35.03% |
$108K - $135K
|
2.63K
$657K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
672+ 47.83% |
$107K - $133K
|
2.08K
$520K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
672+ 35.11% |
$107K - $133K
|
2.59K
$647K
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
669+ 5.08% |
$106K - $132K
|
13.8K
$3.46M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
666+ 22.82% |
$106K - $132K
|
3.58K
$897K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
660+ 3.81% |
$105K - $131K
|
18K
$4.5M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
657New |
$105K - $130K
|
657
$164K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
655+ 0.66% |
$104K - $130K
|
99.3K
$24.9M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
648New |
$103K - $128K
|
648
$162K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
646+ 5.42% |
$103K - $128K
|
12.6K
$3.15M
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
639+ 21.28% |
$102K - $126K
|
3.64K
$912K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
631+ 2.97% |
$100K - $125K
|
21.9K
$5.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
626+ 28.69% |
$99.6K - $124K
|
2.81K
$703K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
624+ 3.54% |
$99.3K - $123K
|
18.2K
$4.57M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
622+ 45.8% |
$99K - $123K
|
1.98K
$496K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
613+ 23.74% |
$97.6K - $121K
|
3.2K
$800K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
611+ 0.32% |
$97.2K - $121K
|
189K
$47.3M
|
|
|
May 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
611New |
$97.2K - $121K
|
611
$153K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
610+ 12.47% |
$97.1K - $121K
|
5.5K
$1.38M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
608+ 46.84% |
$96.8K - $120K
|
1.91K
$477K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
603+ 6.43% |
$96K - $119K
|
9.98K
$2.5M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
600+ 12.78% |
$95.5K - $119K
|
5.29K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
600+ 2.31% |
$95.5K - $119K
|
26.6K
$6.66M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
600+ 15.13% |
$95.5K - $119K
|
4.57K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
598+ 1.54% |
$95.2K - $118K
|
39.4K
$9.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
597+ 21.54% |
$95K - $118K
|
3.37K
$843K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
595+ 6.19% |
$94.7K - $118K
|
10.2K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
592+ 47.67% |
$94.2K - $117K
|
1.83K
$459K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
588+ 18.6% |
$93.6K - $116K
|
3.75K
$939K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
583+ 11.67% |
$92.8K - $115K
|
5.58K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
575+ 1.26% |
$91.5K - $114K
|
46.3K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
574+ 5.32% |
$91.4K - $114K
|
11.4K
$2.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
569+ 7.86% |
$90.6K - $113K
|
7.81K
$1.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
565+ 7.35% |
$89.9K - $112K
|
8.25K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
556+ 2.63% |
$88.5K - $110K
|
21.7K
$5.42M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
553+ 83.41% |
$88K - $109K
|
1.22K
$304K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
548+ 0.99% |
$87.2K - $108K
|
56.2K
$14.1M
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
547+ 2.31% |
$87.1K - $108K
|
24.3K
$6.07M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
539+ 18.72% |
$85.8K - $107K
|
3.42K
$856K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
538+ 0.88% |
$85.6K - $106K
|
61.5K
$15.4M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
536+ 4.81% |
$85.3K - $106K
|
11.7K
$2.92M
|