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
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
69+ 5.05% |
$11K - $13.6K
|
1.44K
$357K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
68+ 4.4% |
$10.8K - $13.4K
|
1.61K
$401K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.34% |
$10.7K - $13.3K
|
19.6K
$4.88M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
67+ 0.28% |
$10.7K - $13.3K
|
23.9K
$5.94M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
65+ 0.87% |
$10.3K - $12.9K
|
7.54K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
65+ 1.06% |
$10.3K - $12.9K
|
6.22K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
65+ 3.83% |
$10.3K - $12.9K
|
1.76K
$438K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
63+ 3.68% |
$10K - $12.5K
|
1.77K
$441K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
62+ 31.0% |
$9.87K - $12.3K
|
262
$65.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
61+ 2.99% |
$9.71K - $12.1K
|
2.1K
$523K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
61+ 22.02% |
$9.71K - $12.1K
|
338
$84K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
61+ 2.24% |
$9.71K - $12.1K
|
2.78K
$692K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
61+ 45.86% |
$9.71K - $12.1K
|
194
$48.2K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
60+ 4.56% |
$9.55K - $11.9K
|
1.38K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
60+ 3.91% |
$9.55K - $11.9K
|
1.6K
$397K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
59+ 3.56% |
$9.39K - $11.7K
|
1.72K
$427K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
59+ 3.56% |
$9.39K - $11.7K
|
1.72K
$427K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
58+ 0.54% |
$9.23K - $11.5K
|
10.8K
$2.7M
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
57+ 0.71% |
$9.07K - $11.3K
|
8.08K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
57+ 2.28% |
$9.07K - $11.3K
|
2.56K
$636K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
57+ 3.51% |
$9.07K - $11.3K
|
1.68K
$418K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
56+ 0.52% |
$8.91K - $11.1K
|
10.7K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
56+ 2.52% |
$8.91K - $11.1K
|
2.27K
$565K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
54+ 2.81% |
$8.59K - $10.7K
|
1.97K
$491K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
54+ 0.11% |
$8.59K - $10.7K
|
47.3K
$11.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
54+ 1.32% |
$8.59K - $10.7K
|
4.16K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
53+ 4.27% |
$8.44K - $10.5K
|
1.29K
$322K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
53New |
$8.44K - $10.5K
|
53
$13.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
53+ 3.37% |
$8.44K - $10.5K
|
1.62K
$404K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
53+ 0.11% |
$8.44K - $10.5K
|
48.9K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
53+ 17.97% |
$8.44K - $10.5K
|
348
$86.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
52+ 2.24% |
$8.28K - $10.3K
|
2.37K
$590K
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
52+ 1.51% |
$8.28K - $10.3K
|
3.49K
$868K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
52+ 2.34% |
$8.28K - $10.3K
|
2.27K
$565K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
52+ 1.93% |
$8.28K - $10.3K
|
2.75K
$683K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
51+ 0.24% |
$8.12K - $10.1K
|
21.3K
$5.29M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
51+ 2.68% |
$8.12K - $10.1K
|
1.96K
$487K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
51+ 0.62% |
$8.12K - $10.1K
|
8.24K
$2.05M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
50+ 0.49% |
$7.96K - $9.89K
|
10.2K
$2.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
50+ 1.16% |
$7.96K - $9.89K
|
4.37K
$1.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
50+ 1.46% |
$7.96K - $9.89K
|
3.49K
$867K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
50+ 1.49% |
$7.96K - $9.89K
|
3.4K
$845K
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
50+ 0.86% |
$7.96K - $9.89K
|
5.83K
$1.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
50+ 2.5% |
$7.96K - $9.89K
|
2.05K
$510K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
50+ 1.58% |
$7.96K - $9.89K
|
3.22K
$799K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
50+ 1.27% |
$7.96K - $9.89K
|
3.98K
$989K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
50+ 1.95% |
$7.96K - $9.89K
|
2.62K
$651K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
49+ 1.66% |
$7.8K - $9.69K
|
3K
$746K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
49+ 5.12% |
$7.8K - $9.69K
|
1.01K
$250K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
49+ 0.54% |
$7.8K - $9.69K
|
9.07K
$2.26M
|