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
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
123+ 0.76% |
$19.6K - $24.3K
|
16.2K
$3.73M
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
123+ 0.29% |
$19.6K - $24.3K
|
43.2K
$9.95M
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
120+ 6.01% |
$19.1K - $23.7K
|
2.12K
$487K
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
120+ 4.45% |
$19.1K - $23.7K
|
2.82K
$648K
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
120+ 2.43% |
$19.1K - $23.7K
|
5.06K
$1.16M
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
120+ 5.1% |
$19.1K - $23.7K
|
2.47K
$569K
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
119+ 6.12% |
$18.9K - $23.5K
|
2.07K
$475K
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
118+ 3.47% |
$18.8K - $23.3K
|
3.52K
$809K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
118+ 3.74% |
$18.8K - $23.3K
|
3.27K
$753K
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
117+ 2.09% |
$18.6K - $23.1K
|
5.71K
$1.31M
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
116+ 7.95% |
$18.5K - $22.9K
|
1.58K
$363K
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
116+ 1.4% |
$18.5K - $22.9K
|
8.4K
$1.93M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
114+ 1.51% |
$18.1K - $22.5K
|
7.68K
$1.77M
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
113+ 9.55% |
$18K - $22.3K
|
1.3K
$298K
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
112+ 6.4% |
$17.8K - $22.2K
|
1.86K
$429K
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
110+ 5.49% |
$17.5K - $21.8K
|
2.11K
$486K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
109+ 1.68% |
$17.3K - $21.6K
|
6.58K
$1.51M
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
109+ 4.74% |
$17.3K - $21.6K
|
2.41K
$554K
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
109+ 4.16% |
$17.3K - $21.6K
|
2.73K
$628K
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
108+ 0.51% |
$17.2K - $21.4K
|
21.3K
$4.89M
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
BUY
|
- |
108+ 4.25% |
$17.2K - $21.4K
|
2.65K
$610K
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
108+ 2.19% |
$17.2K - $21.4K
|
5.05K
$1.16M
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
105+ 7.63% |
$16.7K - $20.8K
|
1.48K
$341K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
105+ 0.33% |
$16.7K - $20.8K
|
32K
$7.37M
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
104+ 5.68% |
$16.6K - $20.6K
|
1.94K
$446K
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
104+ 1.15% |
$16.6K - $20.6K
|
9.13K
$2.1M
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
103+ 2.25% |
$16.4K - $20.4K
|
4.69K
$1.08M
|
|
May 09, 2024
Q1 2024
|
Searle & Co.
|
BUY
|
- |
102+ 0.46% |
$16.2K - $20.2K
|
22.2K
$5.11M
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
100+ 4.86% |
$15.9K - $19.8K
|
2.16K
$497K
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
100+ 2.27% |
$15.9K - $19.8K
|
4.51K
$1.04M
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
100New |
$15.9K - $19.8K
|
100
$23K
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 4.74% |
$15.9K - $19.8K
|
2.21K
$508K
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
100+ 2.99% |
$15.9K - $19.8K
|
3.45K
$793K
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
100+ 1.3% |
$15.9K - $19.8K
|
7.82K
$1.8M
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
100+ 1.88% |
$15.9K - $19.8K
|
5.41K
$1.24M
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
99+ 4.03% |
$15.8K - $19.6K
|
2.56K
$588K
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
99+ 1.95% |
$15.8K - $19.6K
|
5.17K
$1.19M
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
99+ 5.49% |
$15.8K - $19.6K
|
1.9K
$437K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
97+ 11.37% |
$15.4K - $19.2K
|
950
$219K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
97+ 3.84% |
$15.4K - $19.2K
|
2.62K
$604K
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
97+ 6.86% |
$15.4K - $19.2K
|
1.51K
$347K
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
96+ 4.85% |
$15.3K - $19K
|
2.07K
$477K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
96+ 0.21% |
$15.3K - $19K
|
45.5K
$10.5M
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
95+ 0.9% |
$15.1K - $18.8K
|
10.6K
$2.44M
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
95+ 3.52% |
$15.1K - $18.8K
|
2.8K
$643K
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
93+ 1.5% |
$14.8K - $18.4K
|
6.3K
$1.45M
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
93+ 1.44% |
$14.8K - $18.4K
|
6.54K
$1.51M
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
92+ 4.23% |
$14.6K - $18.2K
|
2.27K
$522K
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
92New |
$14.6K - $18.2K
|
92
$21.2K
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
90+ 1.21% |
$14.3K - $17.8K
|
7.52K
$1.73M
|