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 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
6+ 0.11% |
$955 - $1.19K
|
5.63K
$1.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5+ 0.26% |
$796 - $989
|
1.94K
$482K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.12% |
$796 - $989
|
4.03K
$1M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 0.19% |
$796 - $989
|
2.68K
$666K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5+ 0.01% |
$796 - $989
|
37.1K
$9.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
5+ 0.2% |
$796 - $989
|
2.53K
$629K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 0.82% |
$796 - $989
|
618
$154K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 13.89% |
$796 - $989
|
41
$10.2K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.15% |
$796 - $989
|
3.37K
$837K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
5+ 0.38% |
$796 - $989
|
1.33K
$329K
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5+ 0.15% |
$796 - $989
|
3.28K
$817K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4+ 0.95% |
$637 - $791
|
423
$105K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
4+ 0.21% |
$637 - $791
|
1.91K
$475K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.23% |
$637 - $791
|
1.74K
$432K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.31% |
$637 - $791
|
1.29K
$321K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.06% |
$637 - $791
|
7.2K
$1.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
4+ 0.05% |
$637 - $791
|
8.16K
$2.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
4+ 0.12% |
$637 - $791
|
3.34K
$830K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4+ 0.05% |
$637 - $791
|
8.4K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4+ 0.08% |
$637 - $791
|
4.94K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
4+ 0.26% |
$637 - $791
|
1.54K
$382K
|
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
4+ 0.23% |
$637 - $791
|
1.77K
$441K
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.15% |
$477 - $593
|
2.01K
$499K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3+ 0.13% |
$477 - $593
|
2.39K
$594K
|
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
3+ 0.12% |
$477 - $593
|
2.44K
$608K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.13% |
$477 - $593
|
2.36K
$586K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3+ 0.07% |
$477 - $593
|
4.12K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
3+ 0.06% |
$477 - $593
|
5.25K
$1.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 0.1% |
$477 - $593
|
3.1K
$772K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
3+ 0.13% |
$477 - $593
|
2.35K
$584K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3+ 0.08% |
$477 - $593
|
3.98K
$990K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3+ 0.06% |
$477 - $593
|
5.16K
$1.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
3+ 0.24% |
$477 - $593
|
1.28K
$318K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.2% |
$477 - $593
|
1.48K
$368K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
3+ 0.1% |
$477 - $593
|
2.87K
$715K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3+ 0.08% |
$477 - $593
|
3.58K
$889K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3+ 0.12% |
$477 - $593
|
2.56K
$636K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3+ 0.03% |
$477 - $593
|
9.96K
$2.48M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
3+ 0.04% |
$477 - $593
|
8.42K
$2.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
2+ 0.1% |
$318 - $396
|
2K
$497K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.95% |
$318 - $396
|
212
$52.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$318 - $396
|
2.25K
$559K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$318 - $396
|
4.34K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
2+ 0.12% |
$318 - $396
|
1.68K
$418K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2+ 0.01% |
$318 - $396
|
33.3K
$8.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.4% |
$318 - $396
|
497
$124K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2+ 1.09% |
$318 - $396
|
186
$46.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.12% |
$318 - $396
|
1.74K
$432K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$318 - $396
|
5.15K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.03% |
$318 - $396
|
5.78K
$1.44M
|