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 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
10+ 0.52% |
$1.59K - $1.98K
|
1.93K
$445K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
10+ 0.06% |
$1.59K - $1.98K
|
16.4K
$3.78M
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
10+ 0.1% |
$1.59K - $1.98K
|
9.87K
$2.27M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
10+ 0.29% |
$1.59K - $1.98K
|
3.51K
$809K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
10+ 0.74% |
$1.59K - $1.98K
|
1.36K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
10+ 0.26% |
$1.59K - $1.98K
|
3.81K
$877K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10+ 0.2% |
$1.59K - $1.98K
|
4.92K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
10+ 0.62% |
$1.59K - $1.98K
|
1.62K
$374K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10+ 2.21% |
$1.59K - $1.98K
|
463
$107K
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
9+ 0.73% |
$1.43K - $1.78K
|
1.25K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.46% |
$1.43K - $1.78K
|
1.98K
$454K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
9+ 0.48% |
$1.43K - $1.78K
|
1.88K
$432K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
9+ 0.66% |
$1.43K - $1.78K
|
1.36K
$314K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
9+ 0.31% |
$1.43K - $1.78K
|
2.91K
$669K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
9+ 0.65% |
$1.43K - $1.78K
|
1.39K
$319K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
9+ 0.42% |
$1.43K - $1.78K
|
2.16K
$498K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8+ 0.44% |
$1.27K - $1.58K
|
1.84K
$424K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8+ 6.25% |
$1.27K - $1.58K
|
136
$31.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.86% |
$1.27K - $1.58K
|
943
$217K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
8+ 0.77% |
$1.27K - $1.58K
|
1.05K
$242K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8+ 0.45% |
$1.27K - $1.58K
|
1.79K
$411K
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
8+ 0.34% |
$1.27K - $1.58K
|
2.37K
$544K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.26% |
$1.11K - $1.38K
|
2.7K
$622K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
7+ 0.41% |
$1.11K - $1.38K
|
1.72K
$396K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
7+ 0.42% |
$1.11K - $1.38K
|
1.67K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7+ 3.91% |
$1.11K - $1.38K
|
186
$42.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6+ 0.14% |
$955 - $1.19K
|
4.43K
$1.02M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
6+ 0.14% |
$955 - $1.19K
|
4.16K
$957K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
6+ 0.07% |
$955 - $1.19K
|
8.64K
$1.99M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
6+ 0.38% |
$955 - $1.19K
|
1.58K
$365K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6+ 0.48% |
$955 - $1.19K
|
1.27K
$292K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
6+ 0.48% |
$955 - $1.19K
|
1.25K
$289K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
6+ 0.29% |
$955 - $1.19K
|
2.08K
$479K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
6+ 0.31% |
$955 - $1.19K
|
1.93K
$443K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 0.25% |
$955 - $1.19K
|
2.39K
$550K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6+ 0.15% |
$955 - $1.19K
|
4.06K
$934K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6+ 0.18% |
$955 - $1.19K
|
3.34K
$769K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
6+ 0.11% |
$955 - $1.19K
|
5.63K
$1.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5+ 0.26% |
$796 - $989
|
1.94K
$446K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.12% |
$796 - $989
|
4.03K
$928K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 0.19% |
$796 - $989
|
2.68K
$616K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5+ 0.01% |
$796 - $989
|
37.1K
$8.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
5+ 0.2% |
$796 - $989
|
2.53K
$582K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 0.82% |
$796 - $989
|
618
$142K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 13.89% |
$796 - $989
|
41
$9.43K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.15% |
$796 - $989
|
3.37K
$775K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
5+ 0.38% |
$796 - $989
|
1.33K
$305K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4+ 0.95% |
$637 - $791
|
423
$97.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
4+ 0.21% |
$637 - $791
|
1.91K
$440K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.23% |
$637 - $791
|
1.74K
$400K
|