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 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.17% |
$159 - $198
|
574
$132K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.82% |
$159 - $198
|
123
$28.3K
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1+ 0.08% |
$159 - $198
|
1.27K
$293K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.04% |
$159 - $198
|
2.6K
$598K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1+ 0.03% |
$159 - $198
|
3.34K
$768K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1+ 0.07% |
$159 - $198
|
1.46K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1+ 0.04% |
$159 - $198
|
2.51K
$578K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.1% |
$159 - $198
|
1.02K
$234K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1+ 0.05% |
$159 - $198
|
1.83K
$421K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1Closed |
$159 - $198
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1- 0.04% |
$159 - $198
|
2.51K
$578K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1- 1.32% |
$159 - $198
|
75
$17.3K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.04% |
$159 - $198
|
2.35K
$541K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1- 0.06% |
$159 - $198
|
1.57K
$360K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.07% |
$159 - $198
|
1.37K
$316K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$159 - $198
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.03% |
$159 - $198
|
3.91K
$899K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2- 0.53% |
$318 - $396
|
376
$86.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2- 1.23% |
$318 - $396
|
160
$36.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2- 0.05% |
$318 - $396
|
4.08K
$938K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2- 0.06% |
$318 - $396
|
3.42K
$787K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2- 0.14% |
$318 - $396
|
1.39K
$320K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-3- 5.08% |
$477 - $593
|
56
$12.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3- 0.17% |
$477 - $593
|
1.75K
$403K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3- 0.12% |
$477 - $593
|
2.41K
$555K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-3- 0.17% |
$477 - $593
|
1.74K
$400K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3- 0.08% |
$477 - $593
|
3.76K
$864K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3- 0.05% |
$477 - $593
|
6.52K
$1.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-4- 0.2% |
$637 - $791
|
2.01K
$463K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4- 0.01% |
$637 - $791
|
28.5K
$6.56M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 1.17% |
$796 - $989
|
423
$97.3K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-5- 0.26% |
$796 - $989
|
1.92K
$442K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.03% |
$796 - $989
|
18.7K
$4.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6- 0.33% |
$955 - $1.19K
|
1.82K
$418K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-6- 31.58% |
$955 - $1.19K
|
13
$2.99K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-6- 0.07% |
$955 - $1.19K
|
9.01K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-6- 0.29% |
$955 - $1.19K
|
2.08K
$479K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-7- 16.67% |
$1.11K - $1.38K
|
35
$8.05K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-7- 0.39% |
$1.11K - $1.38K
|
1.78K
$410K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-7- 0.41% |
$1.11K - $1.38K
|
1.68K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-7- 1.59% |
$1.11K - $1.38K
|
432
$99.4K
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-8- 0.32% |
$1.27K - $1.58K
|
2.47K
$569K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-8- 0.27% |
$1.27K - $1.58K
|
2.95K
$679K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-8- 0.09% |
$1.27K - $1.58K
|
8.99K
$2.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-9- 0.5% |
$1.43K - $1.78K
|
1.79K
$411K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-9- 0.66% |
$1.43K - $1.78K
|
1.35K
$310K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-9- 0.13% |
$1.43K - $1.78K
|
6.7K
$1.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-9- 0.11% |
$1.43K - $1.78K
|
8.04K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-9- 0.6% |
$1.43K - $1.78K
|
1.49K
$343K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-10- 0.22% |
$1.59K - $1.98K
|
4.57K
$1.05M
|