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 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-165- 1.98% |
$26.3K - $32.6K
|
8.15K
$1.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-166- 10.43% |
$26.4K - $32.8K
|
1.43K
$328K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-166- 1.94% |
$26.4K - $32.8K
|
8.4K
$1.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-166- 4.94% |
$26.4K - $32.8K
|
3.19K
$734K
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-167- 10.76% |
$26.6K - $33K
|
1.39K
$319K
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
SELL
|
- |
-168- 0.97% |
$26.7K - $33.2K
|
17.1K
$3.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-168- 1.92% |
$26.7K - $33.2K
|
8.57K
$1.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-170- 6.95% |
$27.1K - $33.6K
|
2.28K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-170- 0.89% |
$27.1K - $33.6K
|
18.9K
$4.34M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-171- 2.6% |
$27.2K - $33.8K
|
6.4K
$1.47M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-171- 13.87% |
$27.2K - $33.8K
|
1.06K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-172- 5.11% |
$27.4K - $34K
|
3.2K
$735K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-174- 0.39% |
$27.7K - $34.4K
|
44.4K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-175- 2.56% |
$27.9K - $34.6K
|
6.66K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-179- 3.45% |
$28.5K - $35.4K
|
5.01K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-179- 2.86% |
$28.5K - $35.4K
|
6.08K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-179- 0.08% |
$28.5K - $35.4K
|
232K
$53.3M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-180- 0.65% |
$28.6K - $35.6K
|
27.7K
$6.37M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-181- 8.06% |
$28.8K - $35.8K
|
2.07K
$475K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-184- 6.96% |
$29.3K - $36.4K
|
2.46K
$566K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-184- 45.21% |
$29.3K - $36.4K
|
223
$51.3K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-185- 1.44% |
$29.4K - $36.6K
|
12.7K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-185- 14.21% |
$29.4K - $36.6K
|
1.12K
$257K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-186- 1.05% |
$29.6K - $36.8K
|
17.5K
$4.02M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-187- 4.93% |
$29.8K - $37K
|
3.61K
$830K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-188- 3.55% |
$29.9K - $37.2K
|
5.11K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-188- 11.97% |
$29.9K - $37.2K
|
1.38K
$318K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-189- 2.35% |
$30.1K - $37.4K
|
7.84K
$1.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-189- 1.2% |
$30.1K - $37.4K
|
15.6K
$3.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-191- 2.68% |
$30.4K - $37.8K
|
6.94K
$1.6M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-191- 0.7% |
$30.4K - $37.8K
|
27.2K
$6.25M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-192- 0.66% |
$30.6K - $38K
|
28.7K
$6.61M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-193- 8.91% |
$30.7K - $38.2K
|
1.97K
$454K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-195- 3.45% |
$31K - $38.6K
|
5.45K
$1.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-195- 9.22% |
$31K - $38.6K
|
1.92K
$442K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-196- 3.03% |
$31.2K - $38.8K
|
6.28K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-196- 15.03% |
$31.2K - $38.8K
|
1.11K
$255K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-197- 5.52% |
$31.4K - $39K
|
3.37K
$776K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-197- 9.08% |
$31.4K - $39K
|
1.97K
$454K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-200- 3.02% |
$31.8K - $39.6K
|
6.42K
$1.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-200- 2.08% |
$31.8K - $39.6K
|
9.43K
$2.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-200- 2.25% |
$31.8K - $39.6K
|
8.69K
$2M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-200- 20.88% |
$31.8K - $39.6K
|
758
$174K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-200- 12.81% |
$31.8K - $39.6K
|
1.36K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-200- 7.35% |
$31.8K - $39.6K
|
2.52K
$580K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-202- 6.53% |
$32.2K - $40K
|
2.89K
$666K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-204- 12.38% |
$32.5K - $40.3K
|
1.44K
$332K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-204- 12.14% |
$32.5K - $40.3K
|
1.48K
$340K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-205- 4.3% |
$32.6K - $40.5K
|
4.57K
$1.05M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-206- 10.27% |
$32.8K - $40.7K
|
1.8K
$414K
|