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
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13+ 18.84% |
$2.07K - $2.57K
|
82
$20.4K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
13+ 1.38% |
$2.07K - $2.57K
|
956
$238K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
12+ 0.22% |
$1.91K - $2.37K
|
5.42K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
12+ 0.47% |
$1.91K - $2.37K
|
2.55K
$634K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
12+ 0.11% |
$1.91K - $2.37K
|
10.8K
$2.68M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
12New |
$1.91K - $2.37K
|
12
$2.98K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12+ 1.39% |
$1.91K - $2.37K
|
878
$218K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
11New |
$1.75K - $2.18K
|
11
$2.74K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.81% |
$1.75K - $2.18K
|
1.37K
$340K
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
11+ 0.83% |
$1.75K - $2.18K
|
1.34K
$333K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
10+ 0.36% |
$1.59K - $1.98K
|
2.82K
$702K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
10+ 0.56% |
$1.59K - $1.98K
|
1.78K
$444K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
10+ 0.33% |
$1.59K - $1.98K
|
3.04K
$756K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
10+ 0.52% |
$1.59K - $1.98K
|
1.93K
$481K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
10+ 0.06% |
$1.59K - $1.98K
|
16.4K
$4.08M
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
10+ 0.1% |
$1.59K - $1.98K
|
9.87K
$2.45M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
10+ 0.29% |
$1.59K - $1.98K
|
3.51K
$874K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
10+ 0.74% |
$1.59K - $1.98K
|
1.36K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
10+ 0.26% |
$1.59K - $1.98K
|
3.81K
$947K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10+ 0.2% |
$1.59K - $1.98K
|
4.92K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
10+ 0.62% |
$1.59K - $1.98K
|
1.62K
$404K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10+ 2.21% |
$1.59K - $1.98K
|
463
$115K
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
9+ 0.73% |
$1.43K - $1.78K
|
1.25K
$310K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.46% |
$1.43K - $1.78K
|
1.98K
$491K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
9+ 0.48% |
$1.43K - $1.78K
|
1.88K
$467K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
9+ 0.66% |
$1.43K - $1.78K
|
1.36K
$339K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
9+ 0.31% |
$1.43K - $1.78K
|
2.91K
$723K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
9+ 0.65% |
$1.43K - $1.78K
|
1.39K
$344K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
9+ 0.42% |
$1.43K - $1.78K
|
2.16K
$538K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8+ 0.44% |
$1.27K - $1.58K
|
1.84K
$459K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8+ 6.25% |
$1.27K - $1.58K
|
136
$33.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.86% |
$1.27K - $1.58K
|
943
$234K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
8+ 0.77% |
$1.27K - $1.58K
|
1.05K
$261K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8+ 0.45% |
$1.27K - $1.58K
|
1.79K
$445K
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
8+ 0.34% |
$1.27K - $1.58K
|
2.37K
$588K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.26% |
$1.11K - $1.38K
|
2.7K
$672K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
7+ 0.41% |
$1.11K - $1.38K
|
1.72K
$428K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
7+ 0.42% |
$1.11K - $1.38K
|
1.67K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7+ 3.91% |
$1.11K - $1.38K
|
186
$46.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6+ 0.14% |
$955 - $1.19K
|
4.43K
$1.1M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
6+ 0.14% |
$955 - $1.19K
|
4.16K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
6+ 0.07% |
$955 - $1.19K
|
8.64K
$2.15M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
6+ 0.38% |
$955 - $1.19K
|
1.58K
$394K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6+ 0.48% |
$955 - $1.19K
|
1.27K
$315K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
6+ 0.48% |
$955 - $1.19K
|
1.25K
$312K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
6+ 0.29% |
$955 - $1.19K
|
2.08K
$518K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
6+ 0.31% |
$955 - $1.19K
|
1.93K
$479K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 0.25% |
$955 - $1.19K
|
2.39K
$594K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6+ 0.15% |
$955 - $1.19K
|
4.06K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6+ 0.18% |
$955 - $1.19K
|
3.34K
$831K
|