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 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
517+ 37.76% |
$82.3K - $102K
|
1.89K
$438K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
512+ 0.18% |
$81.5K - $101K
|
285K
$66.1M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
509+ 21.62% |
$81K - $101K
|
2.86K
$665K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
508+ 16.26% |
$80.9K - $100K
|
3.63K
$844K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
507+ 25.57% |
$80.7K - $100K
|
2.49K
$578K
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
503+ 39.05% |
$80.1K - $99.5K
|
1.79K
$416K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
502+ 4.17% |
$79.9K - $99.3K
|
12.6K
$2.92M
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
500+ 11.11% |
$79.6K - $98.9K
|
5K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
500+ 16.3% |
$79.6K - $98.9K
|
3.57K
$828K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
500+ 0.34% |
$79.6K - $98.9K
|
146K
$33.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
493+ 11.23% |
$78.5K - $97.5K
|
4.88K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
491+ 20.42% |
$78.1K - $97.1K
|
2.9K
$672K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
486+ 38.33% |
$77.4K - $96.1K
|
1.75K
$407K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
485+ 6.81% |
$77.2K - $95.9K
|
7.61K
$1.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
479+ 5.6% |
$76.2K - $94.7K
|
9.03K
$2.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
476+ 46.35% |
$75.8K - $94.1K
|
1.5K
$349K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
476+ 15.54% |
$75.8K - $94.1K
|
3.54K
$822K
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
475+ 3.87% |
$75.6K - $93.9K
|
12.8K
$2.96M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
475+ 30.08% |
$75.6K - $93.9K
|
2.05K
$477K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
470+ 27.71% |
$74.8K - $93K
|
2.17K
$503K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
468+ 7.67% |
$74.5K - $92.6K
|
6.57K
$1.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
465+ 0.82% |
$74K - $92K
|
57.2K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
463+ 2.41% |
$73.7K - $91.6K
|
19.7K
$4.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
453+ 7.9% |
$72.1K - $89.6K
|
6.19K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
449+ 4.45% |
$71.5K - $88.8K
|
10.5K
$2.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
448+ 5.19% |
$71.3K - $88.6K
|
9.09K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
444+ 9.38% |
$70.7K - $87.8K
|
5.18K
$1.2M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
443+ 7.19% |
$70.5K - $87.6K
|
6.61K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
443+ 0.71% |
$70.5K - $87.6K
|
62.9K
$14.6M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
440New |
$70K - $87K
|
440
$102K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
437+ 2.37% |
$69.6K - $86.4K
|
18.9K
$4.38M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
436+ 7.82% |
$69.4K - $86.2K
|
6.01K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
431+ 5.99% |
$68.6K - $85.2K
|
7.63K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
427+ 7.78% |
$68K - $84.5K
|
5.91K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
426+ 6.92% |
$67.8K - $84.3K
|
6.58K
$1.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
425New |
$67.6K - $84.1K
|
425
$98.7K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
423+ 3.55% |
$67.3K - $83.7K
|
12.3K
$2.86M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
422+ 8.1% |
$67.2K - $83.5K
|
5.63K
$1.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
421+ 25.99% |
$67K - $83.3K
|
2.04K
$474K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
421+ 19.22% |
$67K - $83.3K
|
2.61K
$606K
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
415+ 13.25% |
$66.1K - $82.1K
|
3.55K
$824K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
412+ 124.85% |
$65.6K - $81.5K
|
742
$172K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
410+ 16.65% |
$65.3K - $81.1K
|
2.87K
$667K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
410+ 16.37% |
$65.3K - $81.1K
|
2.92K
$677K
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
406+ 2.39% |
$64.6K - $80.3K
|
17.4K
$4.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
405+ 0.57% |
$64.5K - $80.1K
|
71.1K
$16.5M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
400+ 11.13% |
$63.7K - $79.1K
|
4K
$928K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
397+ 3.13% |
$63.2K - $78.5K
|
13.1K
$3.04M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
396+ 1.54% |
$63K - $78.3K
|
26.1K
$6.05M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
395+ 1.06% |
$62.9K - $78.1K
|
37.5K
$8.72M
|