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 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
225+ 1.05% |
$35.8K - $44.5K
|
21.7K
$5M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
224+ 11.38% |
$35.7K - $44.3K
|
2.19K
$504K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
224+ 6.63% |
$35.7K - $44.3K
|
3.6K
$829K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
223+ 15.7% |
$35.5K - $44.1K
|
1.64K
$378K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
222+ 2.41% |
$35.3K - $43.9K
|
9.44K
$2.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
222+ 8.42% |
$35.3K - $43.9K
|
2.86K
$658K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
221+ 22.93% |
$35.2K - $43.7K
|
1.19K
$273K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
221+ 0.88% |
$35.2K - $43.7K
|
25.3K
$5.82M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
219+ 3.81% |
$34.9K - $43.3K
|
5.96K
$1.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
216+ 11.51% |
$34.4K - $42.7K
|
2.09K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
216+ 9.6% |
$34.4K - $42.7K
|
2.47K
$567K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
214+ 2.36% |
$34.1K - $42.3K
|
9.28K
$2.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
212+ 2.04% |
$33.7K - $41.9K
|
10.6K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
212+ 0.8% |
$33.7K - $41.9K
|
26.8K
$6.17M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
208+ 12.38% |
$33.1K - $41.1K
|
1.89K
$434K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
208+ 1.34% |
$33.1K - $41.1K
|
15.7K
$3.61M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
208+ 218.95% |
$33.1K - $41.1K
|
303
$69.7K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
208+ 1.97% |
$33.1K - $41.1K
|
10.7K
$2.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
203+ 1.57% |
$32.3K - $40.1K
|
13.2K
$3.03M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 7.77% |
$31.8K - $39.6K
|
2.77K
$638K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 7.92% |
$31.8K - $39.6K
|
2.73K
$627K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
200+ 1.27% |
$31.8K - $39.6K
|
16K
$3.68M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
200+ 9.84% |
$31.8K - $39.6K
|
2.23K
$514K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
200+ 0.18% |
$31.8K - $39.6K
|
108K
$24.9M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
200+ 200.0% |
$31.8K - $39.6K
|
300
$69K
|
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
200+ 1.9% |
$31.8K - $39.6K
|
10.7K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.13% |
$31.8K - $39.6K
|
158K
$36.3M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
199+ 5.3% |
$31.7K - $39.4K
|
3.96K
$910K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
195+ 5.43% |
$31K - $38.6K
|
3.78K
$871K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
195+ 25.42% |
$31K - $38.6K
|
962
$221K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
195+ 4.37% |
$31K - $38.6K
|
4.66K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
194+ 2.69% |
$30.9K - $38.4K
|
7.42K
$1.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
191+ 3.67% |
$30.4K - $37.8K
|
5.39K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
190+ 1.84% |
$30.2K - $37.6K
|
10.5K
$2.42M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
189+ 2.31% |
$30.1K - $37.4K
|
8.38K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
188+ 5.57% |
$29.9K - $37.2K
|
3.56K
$820K
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
187+ 1.82% |
$29.8K - $37K
|
10.5K
$2.41M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
184New |
$29.3K - $36.4K
|
184
$42.3K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
183+ 2.18% |
$29.1K - $36.2K
|
8.59K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
183+ 2.28% |
$29.1K - $36.2K
|
8.21K
$1.89M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
180+ 4.9% |
$28.6K - $35.6K
|
3.86K
$887K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
180+ 600.0% |
$28.6K - $35.6K
|
210
$48.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
179+ 9.38% |
$28.5K - $35.4K
|
2.09K
$480K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
178+ 1.84% |
$28.3K - $35.2K
|
9.85K
$2.27M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
176+ 4.75% |
$28K - $34.8K
|
3.88K
$893K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
176+ 0.22% |
$28K - $34.8K
|
80K
$18.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
175+ 11.87% |
$27.9K - $34.6K
|
1.65K
$379K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
175+ 4.72% |
$27.9K - $34.6K
|
3.88K
$893K
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
175+ 2.31% |
$27.9K - $34.6K
|
7.75K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
175+ 14.58% |
$27.9K - $34.6K
|
1.38K
$316K
|