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 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 1.23% |
$3.98K - $4.94K
|
2.01K
$499K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-25- 0.64% |
$3.98K - $4.94K
|
3.87K
$962K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-25- 1.18% |
$3.98K - $4.94K
|
2.09K
$520K
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.99% |
$4.14K - $5.14K
|
2.6K
$646K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-26- 0.97% |
$4.14K - $5.14K
|
2.65K
$659K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-26- 3.86% |
$4.14K - $5.14K
|
647
$161K
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-26- 1.2% |
$4.14K - $5.14K
|
2.14K
$531K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-26- 0.31% |
$4.14K - $5.14K
|
8.44K
$2.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-28- 0.8% |
$4.46K - $5.54K
|
3.48K
$866K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-29- 0.24% |
$4.62K - $5.74K
|
12.1K
$3M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-29- 0.73% |
$4.62K - $5.74K
|
3.97K
$986K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-30- 1.92% |
$4.77K - $5.93K
|
1.53K
$380K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.62% |
$4.77K - $5.93K
|
4.83K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-30- 0.14% |
$4.77K - $5.93K
|
22.1K
$5.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-31- 0.98% |
$4.93K - $6.13K
|
3.13K
$777K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-31- 1.48% |
$4.93K - $6.13K
|
2.06K
$512K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-32- 0.64% |
$5.09K - $6.33K
|
5K
$1.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-32- 0.96% |
$5.09K - $6.33K
|
3.3K
$821K
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-32- 17.88% |
$5.09K - $6.33K
|
147
$36.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-33- 0.25% |
$5.25K - $6.53K
|
13K
$3.24M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-33- 0.35% |
$5.25K - $6.53K
|
9.52K
$2.37M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-33- 0.99% |
$5.25K - $6.53K
|
3.3K
$820K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-33- 1.52% |
$5.25K - $6.53K
|
2.14K
$531K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-35- 1.42% |
$5.57K - $6.92K
|
2.43K
$605K
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-35- 1.87% |
$5.57K - $6.92K
|
1.84K
$457K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-35- 0.53% |
$5.57K - $6.92K
|
6.52K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-35- 33.33% |
$5.57K - $6.92K
|
70
$17.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-36- 0.33% |
$5.73K - $7.12K
|
10.9K
$2.71M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-36- 0.22% |
$5.73K - $7.12K
|
16.5K
$4.11M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-36- 0.89% |
$5.73K - $7.12K
|
4.02K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-36- 7.61% |
$5.73K - $7.12K
|
437
$109K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-39- 1.45% |
$6.21K - $7.71K
|
2.66K
$661K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-40- 1.54% |
$6.37K - $7.91K
|
2.57K
$638K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-40- 1.04% |
$6.37K - $7.91K
|
3.82K
$949K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-40- 2.76% |
$6.37K - $7.91K
|
1.41K
$350K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-40- 0.64% |
$6.37K - $7.91K
|
6.19K
$1.54M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-40- 0.71% |
$6.37K - $7.91K
|
5.6K
$1.39M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-40- 1.91% |
$6.37K - $7.91K
|
2.05K
$510K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-40- 2.14% |
$6.37K - $7.91K
|
1.83K
$455K
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-42- 1.27% |
$6.68K - $8.31K
|
3.27K
$812K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-42- 7.25% |
$6.68K - $8.31K
|
537
$134K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-42- 1.06% |
$6.68K - $8.31K
|
3.94K
$979K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-42- 0.2% |
$6.68K - $8.31K
|
20.6K
$5.13M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-43- 3.15% |
$6.84K - $8.5K
|
1.32K
$329K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-44- 2.43% |
$7K - $8.7K
|
1.77K
$439K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-44- 2.54% |
$7K - $8.7K
|
1.69K
$419K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-44- 0.23% |
$7K - $8.7K
|
18.8K
$4.67M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-44- 2.1% |
$7K - $8.7K
|
2.05K
$509K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-45- 1.49% |
$7.16K - $8.9K
|
2.97K
$738K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-45- 1.14% |
$7.16K - $8.9K
|
3.9K
$969K
|