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 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
25+ 3.51% |
$3.98K - $4.94K
|
737
$183K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
25New |
$3.98K - $4.94K
|
25
$6.22K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
24+ 3.79% |
$3.82K - $4.75K
|
657
$163K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
24+ 0.66% |
$3.82K - $4.75K
|
3.67K
$913K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
24+ 1.48% |
$3.82K - $4.75K
|
1.65K
$409K
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
24+ 0.23% |
$3.82K - $4.75K
|
10.2K
$2.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 0.6% |
$3.66K - $4.55K
|
3.88K
$965K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
23+ 0.42% |
$3.66K - $4.55K
|
5.47K
$1.36M
|
|
|
Sep 27, 2024
Q1 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
23+ 0.52% |
$3.66K - $4.55K
|
4.48K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
22+ 0.26% |
$3.5K - $4.35K
|
8.6K
$2.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
22+ 0.26% |
$3.5K - $4.35K
|
8.59K
$2.14M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
22+ 0.59% |
$3.5K - $4.35K
|
3.72K
$926K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
22+ 1.88% |
$3.5K - $4.35K
|
1.19K
$296K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
22+ 15.71% |
$3.5K - $4.35K
|
162
$40.3K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
21+ 8.33% |
$3.34K - $4.15K
|
273
$67.9K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
21+ 3.18% |
$3.34K - $4.15K
|
682
$170K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
21+ 0.18% |
$3.34K - $4.15K
|
12K
$2.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20+ 3.57% |
$3.18K - $3.96K
|
580
$144K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.89% |
$3.18K - $3.96K
|
2.27K
$564K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
20New |
$3.18K - $3.96K
|
20
$4.97K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
20+ 0.03% |
$3.18K - $3.96K
|
80K
$19.9M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
20+ 1.33% |
$3.18K - $3.96K
|
1.53K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
20+ 1.06% |
$3.18K - $3.96K
|
1.9K
$473K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
19+ 0.27% |
$3.02K - $3.76K
|
7K
$1.74M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
19+ 0.84% |
$3.02K - $3.76K
|
2.27K
$565K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
19+ 1.29% |
$3.02K - $3.76K
|
1.49K
$370K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
19+ 2.66% |
$3.02K - $3.76K
|
732
$182K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19+ 0.96% |
$3.02K - $3.76K
|
2.01K
$499K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
18+ 0.94% |
$2.86K - $3.56K
|
1.94K
$482K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
18+ 1.2% |
$2.86K - $3.56K
|
1.52K
$377K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
17+ 1.33% |
$2.71K - $3.36K
|
1.3K
$322K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
17+ 0.52% |
$2.71K - $3.36K
|
3.31K
$822K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 4.79% |
$2.71K - $3.36K
|
372
$92.5K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.86% |
$2.71K - $3.36K
|
2K
$496K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
17+ 0.37% |
$2.71K - $3.36K
|
4.63K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
16+ 0.85% |
$2.55K - $3.16K
|
1.9K
$473K
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
16+ 1.22% |
$2.55K - $3.16K
|
1.33K
$331K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
16+ 0.35% |
$2.55K - $3.16K
|
4.6K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
16+ 0.16% |
$2.55K - $3.16K
|
9.85K
$2.45M
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
BUY
|
- |
15+ 0.23% |
$2.39K - $2.97K
|
6.4K
$1.59M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
15+ 0.36% |
$2.39K - $2.97K
|
4.17K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
15+ 1.02% |
$2.39K - $2.97K
|
1.49K
$370K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
15+ 0.53% |
$2.39K - $2.97K
|
2.85K
$708K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15+ 1.38% |
$2.39K - $2.97K
|
1.1K
$274K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
14+ 0.22% |
$2.23K - $2.77K
|
6.42K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
13+ 0.61% |
$2.07K - $2.57K
|
2.14K
$533K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
13+ 0.98% |
$2.07K - $2.57K
|
1.34K
$332K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13+ 0.45% |
$2.07K - $2.57K
|
2.89K
$717K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13+ 6.53% |
$2.07K - $2.57K
|
212
$52.7K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13+ 1.86% |
$2.07K - $2.57K
|
712
$177K
|