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 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
39+ 1.66% |
$6.21K - $7.71K
|
2.39K
$550K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
39+ 0.8% |
$6.21K - $7.71K
|
4.92K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 1.62% |
$6.21K - $7.71K
|
2.44K
$561K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
38+ 1.58% |
$6.05K - $7.52K
|
2.45K
$563K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
38+ 1.68% |
$6.05K - $7.52K
|
2.3K
$529K
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
38+ 0.61% |
$6.05K - $7.52K
|
6.26K
$1.44M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
37+ 0.44% |
$5.89K - $7.32K
|
8.53K
$1.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
37New |
$5.89K - $7.32K
|
37
$8.51K
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
37New |
$5.89K - $7.32K
|
37
$8.51K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
37+ 1.2% |
$5.89K - $7.32K
|
3.12K
$718K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
36+ 1.74% |
$5.73K - $7.12K
|
2.11K
$486K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
36+ 0.66% |
$5.73K - $7.12K
|
5.52K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
36+ 1.67% |
$5.73K - $7.12K
|
2.2K
$505K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
35+ 0.36% |
$5.57K - $6.92K
|
9.77K
$2.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
34+ 2.43% |
$5.41K - $6.72K
|
1.43K
$330K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
34+ 1.03% |
$5.41K - $6.72K
|
3.34K
$769K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
34+ 0.34% |
$5.41K - $6.72K
|
9.97K
$2.29M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
34New |
$5.41K - $6.72K
|
34
$7.82K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
34+ 2.07% |
$5.41K - $6.72K
|
1.68K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
33+ 0.97% |
$5.25K - $6.53K
|
3.43K
$790K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
33+ 1.01% |
$5.25K - $6.53K
|
3.31K
$762K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
32+ 0.52% |
$5.09K - $6.33K
|
6.21K
$1.43M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
32+ 2.23% |
$5.09K - $6.33K
|
1.47K
$338K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
32+ 0.97% |
$5.09K - $6.33K
|
3.32K
$764K
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
31+ 2.49% |
$4.93K - $6.13K
|
1.28K
$294K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
30+ 1.67% |
$4.77K - $5.93K
|
1.82K
$420K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
30+ 0.64% |
$4.77K - $5.93K
|
4.72K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
30+ 0.37% |
$4.77K - $5.93K
|
8.19K
$1.88M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
30+ 2.38% |
$4.77K - $5.93K
|
1.29K
$297K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
29+ 1.34% |
$4.62K - $5.74K
|
2.2K
$505K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 4.45% |
$4.62K - $5.74K
|
681
$157K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
28+ 7.12% |
$4.46K - $5.54K
|
421
$96.9K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
28+ 1.24% |
$4.46K - $5.54K
|
2.28K
$525K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
27+ 0.89% |
$4.3K - $5.34K
|
3.07K
$707K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
27+ 0.55% |
$4.3K - $5.34K
|
4.94K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
26+ 0.84% |
$4.14K - $5.14K
|
3.13K
$721K
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
26+ 0.12% |
$4.14K - $5.14K
|
21.6K
$4.96M
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
25+ 4.96% |
$3.98K - $4.94K
|
529
$122K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
25+ 3.51% |
$3.98K - $4.94K
|
737
$170K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
24+ 3.79% |
$3.82K - $4.75K
|
657
$151K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
24+ 0.66% |
$3.82K - $4.75K
|
3.67K
$845K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
24+ 1.48% |
$3.82K - $4.75K
|
1.65K
$379K
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
24+ 0.23% |
$3.82K - $4.75K
|
10.2K
$2.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 0.6% |
$3.66K - $4.55K
|
3.88K
$893K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
23+ 0.42% |
$3.66K - $4.55K
|
5.47K
$1.26M
|
|
|
Sep 27, 2024
Q1 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
23+ 0.52% |
$3.66K - $4.55K
|
4.48K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
22+ 0.26% |
$3.5K - $4.35K
|
8.6K
$1.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
22+ 0.26% |
$3.5K - $4.35K
|
8.59K
$1.98M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
22+ 0.59% |
$3.5K - $4.35K
|
3.72K
$857K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
22+ 1.88% |
$3.5K - $4.35K
|
1.19K
$274K
|