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 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
90+ 3.6% |
$14.3K - $17.8K
|
2.59K
$596K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
90+ 0.18% |
$14.3K - $17.8K
|
50K
$11.5M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
90+ 3.09% |
$14.3K - $17.8K
|
3.01K
$692K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
90+ 0.49% |
$14.3K - $17.8K
|
18.5K
$4.27M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
89+ 1.58% |
$14.2K - $17.6K
|
5.71K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
89+ 3.61% |
$14.2K - $17.6K
|
2.55K
$587K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
89+ 2.94% |
$14.2K - $17.6K
|
3.12K
$717K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
88+ 1.34% |
$14K - $17.4K
|
6.64K
$1.53M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
88+ 0.78% |
$14K - $17.4K
|
11.3K
$2.6M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
88+ 0.53% |
$14K - $17.4K
|
16.8K
$3.87M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
87+ 0.51% |
$13.8K - $17.2K
|
17.2K
$3.95M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
87+ 75.0% |
$13.8K - $17.2K
|
203
$46.7K
|
|
|
May 02, 2024
Q1 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
86+ 0.21% |
$13.7K - $17K
|
40.3K
$9.26M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
85+ 2.8% |
$13.5K - $16.8K
|
3.12K
$718K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
85+ 4.27% |
$13.5K - $16.8K
|
2.08K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
85+ 2.63% |
$13.5K - $16.8K
|
3.32K
$764K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
84+ 1.02% |
$13.4K - $16.6K
|
8.32K
$1.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
83+ 4.91% |
$13.2K - $16.4K
|
1.77K
$408K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
82+ 0.07% |
$13.1K - $16.2K
|
114K
$26.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
82+ 2.57% |
$13.1K - $16.2K
|
3.27K
$752K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
81+ 0.56% |
$12.9K - $16K
|
14.5K
$3.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
80New |
$12.7K - $15.8K
|
80
$18.4K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
80+ 2.9% |
$12.7K - $15.8K
|
2.84K
$654K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
79+ 4.92% |
$12.6K - $15.6K
|
1.68K
$388K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
77+ 54.61% |
$12.3K - $15.2K
|
218
$50.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
77+ 6.03% |
$12.3K - $15.2K
|
1.35K
$312K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
75+ 1.59% |
$11.9K - $14.8K
|
4.8K
$1.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
75+ 2.5% |
$11.9K - $14.8K
|
3.07K
$706K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
74+ 1.03% |
$11.8K - $14.6K
|
7.27K
$1.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
74+ 56.92% |
$11.8K - $14.6K
|
204
$46.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
74+ 1.02% |
$11.8K - $14.6K
|
7.31K
$1.68M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
74+ 2.71% |
$11.8K - $14.6K
|
2.81K
$646K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
72+ 5.43% |
$11.5K - $14.2K
|
1.4K
$322K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
72+ 2.97% |
$11.5K - $14.2K
|
2.5K
$575K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
71+ 2.92% |
$11.3K - $14K
|
2.5K
$576K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
71+ 1.53% |
$11.3K - $14K
|
4.7K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
71+ 1.98% |
$11.3K - $14K
|
3.66K
$842K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
69+ 0.86% |
$11K - $13.6K
|
8.05K
$1.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
69+ 1.92% |
$11K - $13.6K
|
3.66K
$842K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
69+ 1.84% |
$11K - $13.6K
|
3.81K
$877K
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
69+ 5.05% |
$11K - $13.6K
|
1.44K
$330K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
68+ 4.4% |
$10.8K - $13.4K
|
1.61K
$371K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.34% |
$10.7K - $13.3K
|
19.6K
$4.51M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
67+ 0.28% |
$10.7K - $13.3K
|
23.9K
$5.49M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
65+ 0.87% |
$10.3K - $12.9K
|
7.54K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
65+ 1.06% |
$10.3K - $12.9K
|
6.22K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
65+ 3.83% |
$10.3K - $12.9K
|
1.76K
$405K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
63+ 3.68% |
$10K - $12.5K
|
1.77K
$408K
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
61+ 2.99% |
$9.71K - $12.1K
|
2.1K
$484K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
61+ 22.02% |
$9.71K - $12.1K
|
338
$77.8K
|