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 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
394+ 5.2% |
$62.7K - $77.9K
|
7.98K
$1.84M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
393+ 1.36% |
$62.5K - $77.7K
|
29.3K
$6.74M
|
|
|
May 15, 2024
Q1 2024
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
390New |
$62.1K - $77.1K
|
390
$89.7K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
386+ 7.35% |
$61.4K - $76.3K
|
5.64K
$1.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
383+ 3.17% |
$61K - $75.7K
|
12.5K
$2.87M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
381+ 1.17% |
$60.6K - $75.4K
|
33K
$7.59M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
373+ 7.25% |
$59.4K - $73.8K
|
5.52K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
370+ 9.0% |
$58.9K - $73.2K
|
4.48K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
369+ 9.8% |
$58.7K - $73K
|
4.14K
$952K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
363+ 0.48% |
$57.8K - $71.8K
|
76.7K
$17.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
353+ 1.72% |
$56.2K - $69.8K
|
20.8K
$4.79M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
350+ 11.71% |
$55.7K - $69.2K
|
3.34K
$768K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
348+ 29.17% |
$55.4K - $68.8K
|
1.54K
$355K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
346+ 1.32% |
$55.1K - $68.4K
|
26.5K
$6.1M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
344+ 16.89% |
$54.8K - $68K
|
2.38K
$548K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
343+ 12.75% |
$54.6K - $67.8K
|
3.03K
$698K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
340+ 2.66% |
$54.1K - $67.2K
|
13.1K
$3.02M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
339+ 2.33% |
$54K - $67K
|
14.9K
$3.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
338+ 2.24% |
$53.8K - $66.8K
|
15.4K
$3.55M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
337New |
$53.6K - $66.7K
|
337
$77.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
333+ 10.9% |
$53K - $65.9K
|
3.39K
$779K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
332+ 24.67% |
$52.8K - $65.7K
|
1.68K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
332+ 2.19% |
$52.8K - $65.7K
|
15.5K
$3.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
331+ 19.61% |
$52.7K - $65.5K
|
2.02K
$465K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
329+ 5.12% |
$52.4K - $65.1K
|
6.75K
$1.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
325+ 26.44% |
$51.7K - $64.3K
|
1.55K
$358K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
325+ 1.74% |
$51.7K - $64.3K
|
19K
$4.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
323+ 10.13% |
$51.4K - $63.9K
|
3.51K
$808K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
322+ 9.41% |
$51.2K - $63.7K
|
3.74K
$862K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
322+ 41.6% |
$51.2K - $63.7K
|
1.1K
$252K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
321+ 24.17% |
$51.1K - $63.5K
|
1.65K
$379K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
321+ 7.65% |
$51.1K - $63.5K
|
4.52K
$1.04M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
320+ 40.35% |
$50.9K - $63.3K
|
1.11K
$256K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
319+ 1.34% |
$50.8K - $63.1K
|
24.2K
$5.56M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
319+ 8.69% |
$50.8K - $63.1K
|
3.99K
$918K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
318+ 13.44% |
$50.6K - $62.9K
|
2.68K
$618K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
317+ 18.1% |
$50.5K - $62.7K
|
2.07K
$476K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
316+ 10.84% |
$50.3K - $62.5K
|
3.23K
$743K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
316+ 2.1% |
$50.3K - $62.5K
|
15.4K
$3.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
315+ 10.14% |
$50.1K - $62.3K
|
3.42K
$787K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
312+ 9.12% |
$49.7K - $61.7K
|
3.73K
$859K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
311+ 2.7% |
$49.5K - $61.5K
|
11.8K
$2.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
307+ 6.47% |
$48.9K - $60.7K
|
5.05K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
307+ 10.09% |
$48.9K - $60.7K
|
3.35K
$771K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
304+ 1.06% |
$48.4K - $60.1K
|
29K
$6.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
301+ 2.33% |
$47.9K - $59.5K
|
13.2K
$3.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
300+ 4.59% |
$47.7K - $59.3K
|
6.84K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
300+ 0.76% |
$47.7K - $59.3K
|
39.7K
$9.13M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
300+ 2.8% |
$47.7K - $59.3K
|
11K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
296+ 20.37% |
$47.1K - $58.5K
|
1.75K
$402K
|