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 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-127- 12.18% |
$20.2K - $25.1K
|
916
$211K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-127- 3.63% |
$20.2K - $25.1K
|
3.37K
$776K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-127- 2.2% |
$20.2K - $25.1K
|
5.65K
$1.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-130- 5.39% |
$20.7K - $25.7K
|
2.28K
$525K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-130- 0.56% |
$20.7K - $25.7K
|
23.1K
$5.32M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-130- 5.26% |
$20.7K - $25.7K
|
2.34K
$539K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-131- 9.36% |
$20.8K - $25.9K
|
1.27K
$292K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-132- 1.72% |
$21K - $26.1K
|
7.52K
$1.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-132- 2.84% |
$21K - $26.1K
|
4.52K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-132- 7.92% |
$21K - $26.1K
|
1.54K
$353K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-132- 3.49% |
$21K - $26.1K
|
3.65K
$841K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-133- 3.91% |
$21.2K - $26.3K
|
3.27K
$751K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-134- 1.93% |
$21.3K - $26.5K
|
6.82K
$1.57M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-134- 2.99% |
$21.3K - $26.5K
|
4.35K
$1M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-134- 0.75% |
$21.3K - $26.5K
|
17.8K
$4.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-135- 4.04% |
$21.5K - $26.7K
|
3.21K
$738K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-135- 1.64% |
$21.5K - $26.7K
|
8.11K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-135- 0.42% |
$21.5K - $26.7K
|
32.2K
$7.4M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-136- 0.51% |
$21.6K - $26.9K
|
26.3K
$6.05M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-136- 0.72% |
$21.6K - $26.9K
|
18.9K
$4.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-137- 2.82% |
$21.8K - $27.1K
|
4.72K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-138- 1.41% |
$22K - $27.3K
|
9.67K
$2.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-140- 4.77% |
$22.3K - $27.7K
|
2.79K
$643K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-140- 19.91% |
$22.3K - $27.7K
|
563
$130K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-140- 2.8% |
$22.3K - $27.7K
|
4.85K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-140- 2.22% |
$22.3K - $27.7K
|
6.15K
$1.42M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-141- 4.04% |
$22.4K - $27.9K
|
3.35K
$772K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-141- 0.18% |
$22.4K - $27.9K
|
79.3K
$18.2M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-142- 1.38% |
$22.6K - $28.1K
|
10.1K
$2.33M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-142- 2.76% |
$22.6K - $28.1K
|
5K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-144- 2.25% |
$22.9K - $28.5K
|
6.25K
$1.44M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-147- 1.79% |
$23.4K - $29.1K
|
8.08K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-147- 1.46% |
$23.4K - $29.1K
|
9.93K
$2.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-149- 11.4% |
$23.7K - $29.5K
|
1.16K
$266K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-150- 0.95% |
$23.9K - $29.7K
|
15.7K
$3.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-150- 1.27% |
$23.9K - $29.7K
|
11.6K
$2.68M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-150- 2.58% |
$23.9K - $29.7K
|
5.66K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-150- 6.38% |
$23.9K - $29.7K
|
2.2K
$506K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-150- 9.95% |
$23.9K - $29.7K
|
1.36K
$313K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-153- 6.5% |
$24.4K - $30.3K
|
2.2K
$506K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-153- 3.72% |
$24.4K - $30.3K
|
3.97K
$912K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-154- 1.85% |
$24.5K - $30.5K
|
8.16K
$1.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-155- 3.08% |
$24.7K - $30.7K
|
4.89K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-155- 0.49% |
$24.7K - $30.7K
|
31.7K
$7.29M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-156- 1.38% |
$24.8K - $30.9K
|
11.1K
$2.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-157- 7.29% |
$25K - $31.1K
|
2K
$459K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-157- 2.26% |
$25K - $31.1K
|
6.79K
$1.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-159- 6.27% |
$25.3K - $31.4K
|
2.38K
$547K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-163- 11.75% |
$25.9K - $32.2K
|
1.22K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-163- 12.96% |
$25.9K - $32.2K
|
1.1K
$252K
|