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
|
First Personal Financial Services
|
SELL
|
- |
-75- 2.14% |
$11.9K - $14.8K
|
3.43K
$789K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-75- 0.5% |
$11.9K - $14.8K
|
15.1K
$3.47M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-75- 0.71% |
$11.9K - $14.8K
|
10.4K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-75- 0.37% |
$11.9K - $14.8K
|
20.3K
$4.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-76- 0.42% |
$12.1K - $15K
|
18.1K
$4.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-76- 3.51% |
$12.1K - $15K
|
2.09K
$480K
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-76- 1.39% |
$12.1K - $15K
|
5.37K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-77- 1.67% |
$12.3K - $15.2K
|
4.53K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-78- 0.19% |
$12.4K - $15.4K
|
40K
$9.21M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-78- 4.77% |
$12.4K - $15.4K
|
1.56K
$358K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-79- 1.93% |
$12.6K - $15.6K
|
4.01K
$923K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-79- 1.3% |
$12.6K - $15.6K
|
6K
$1.38M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-79- 23.03% |
$12.6K - $15.6K
|
264
$60.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-80- 3.3% |
$12.7K - $15.8K
|
2.35K
$540K
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-80- 0.55% |
$12.7K - $15.8K
|
14.5K
$3.33M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-80- 1.94% |
$12.7K - $15.8K
|
4.05K
$931K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-80- 6.26% |
$12.7K - $15.8K
|
1.2K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-80- 6.26% |
$12.7K - $15.8K
|
1.2K
$276K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-81- 5.45% |
$12.9K - $16K
|
1.41K
$324K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-82- 4.71% |
$13.1K - $16.2K
|
1.66K
$382K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-82- 4.3% |
$13.1K - $16.2K
|
1.82K
$420K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-82- 4.9% |
$13.1K - $16.2K
|
1.59K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-82- 0.51% |
$13.1K - $16.2K
|
16.1K
$3.7M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-82- 1.41% |
$13.1K - $16.2K
|
5.72K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-82- 2.84% |
$13.1K - $16.2K
|
2.81K
$646K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-84- 1.54% |
$13.4K - $16.6K
|
5.36K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-84- 5.33% |
$13.4K - $16.6K
|
1.49K
$343K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-85- 2.29% |
$13.5K - $16.8K
|
3.62K
$833K
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-85- 0.93% |
$13.5K - $16.8K
|
9.03K
$2.08M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-85- 0.48% |
$13.5K - $16.8K
|
17.7K
$4.08M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-85- 5.1% |
$13.5K - $16.8K
|
1.58K
$364K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-86- 4.62% |
$13.7K - $17K
|
1.78K
$408K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-87- 1.1% |
$13.8K - $17.2K
|
7.81K
$1.8M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-87- 2.95% |
$13.8K - $17.2K
|
2.86K
$658K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-87- 3.53% |
$13.8K - $17.2K
|
2.38K
$548K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-88- 2.78% |
$14K - $17.4K
|
3.08K
$708K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-88- 41.71% |
$14K - $17.4K
|
123
$28.3K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-88- 2.91% |
$14K - $17.4K
|
2.94K
$676K
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-89- 1.05% |
$14.2K - $17.6K
|
8.4K
$1.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-89- 2.96% |
$14.2K - $17.6K
|
2.92K
$672K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-89- 0.92% |
$14.2K - $17.6K
|
9.62K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-90- 5.08% |
$14.3K - $17.8K
|
1.68K
$387K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-91- 2.4% |
$14.5K - $18K
|
3.7K
$851K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-92- 2.04% |
$14.6K - $18.2K
|
4.42K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Penbrook Management LLC
|
SELL
|
- |
-95- 2.16% |
$15.1K - $18.8K
|
4.3K
$988K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-95- 16.93% |
$15.1K - $18.8K
|
466
$107K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-95- 5.81% |
$15.1K - $18.8K
|
1.54K
$354K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-96- 8.62% |
$15.3K - $19K
|
1.02K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-96- 5.22% |
$15.3K - $19K
|
1.74K
$401K
|
|
|
Apr 24, 2024
Q1 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-97- 6.0% |
$15.4K - $19.2K
|
1.52K
$350K
|