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 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-266- 0.15% |
$42.3K - $52.6K
|
181K
$41.5M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-267- 13.11% |
$42.5K - $52.8K
|
1.77K
$407K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-268- 1.67% |
$42.7K - $53K
|
15.8K
$3.63M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-268- 16.42% |
$42.7K - $53K
|
1.36K
$314K
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-269- 11.13% |
$42.8K - $53.2K
|
2.15K
$494K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-275- 3.08% |
$43.8K - $54.4K
|
8.65K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-275- 1.13% |
$43.8K - $54.4K
|
24K
$5.51M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-278- 16.91% |
$44.2K - $55K
|
1.37K
$314K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-281- 22.85% |
$44.7K - $55.6K
|
949
$218K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-281- 0.71% |
$44.7K - $55.6K
|
39.2K
$9.03M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-290- 5.79% |
$46.2K - $57.4K
|
4.72K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-291- 8.65% |
$46.3K - $57.6K
|
3.07K
$707K
|
|
|
May 07, 2024
Q1 2024
|
Windward Capital Management CO
|
SELL
|
- |
-292- 1.19% |
$46.5K - $57.8K
|
24.3K
$5.58M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-295- 12.04% |
$47K - $58.3K
|
2.16K
$496K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-295- 3.11% |
$47K - $58.3K
|
9.18K
$2.11M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-296- 1.65% |
$47.1K - $58.5K
|
17.6K
$4.05M
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-297- 1.54% |
$47.3K - $58.7K
|
19K
$4.37M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-300- 7.69% |
$47.7K - $59.3K
|
3.6K
$829K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-300- 2.51% |
$47.7K - $59.3K
|
11.7K
$2.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-300- 9.48% |
$47.7K - $59.3K
|
2.86K
$659K
|
|
|
Apr 30, 2024
Q1 2024
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-300- 2.09% |
$47.7K - $59.3K
|
14.1K
$3.23M
|
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
SELL
|
- |
-300- 12.21% |
$47.7K - $59.3K
|
2.16K
$496K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-306- 1.14% |
$48.7K - $60.5K
|
26.4K
$6.08M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-310- 2.41% |
$49.3K - $61.3K
|
12.6K
$2.89M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-310- 8.06% |
$49.3K - $61.3K
|
3.54K
$813K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-310- 0.2% |
$49.3K - $61.3K
|
157K
$36.1M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-311- 16.12% |
$49.5K - $61.5K
|
1.62K
$372K
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-312- 2.31% |
$49.7K - $61.7K
|
13.2K
$3.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-316- 7.64% |
$50.3K - $62.5K
|
3.82K
$879K
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-317- 5.2% |
$50.5K - $62.7K
|
5.78K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-325- 2.69% |
$51.7K - $64.3K
|
11.8K
$2.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-326- 8.91% |
$51.9K - $64.5K
|
3.33K
$767K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-326- 8.83% |
$51.9K - $64.5K
|
3.36K
$774K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-326- 2.13% |
$51.9K - $64.5K
|
15K
$3.44M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-327- 0.54% |
$52K - $64.7K
|
60.2K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-332- 2.05% |
$52.8K - $65.7K
|
15.8K
$3.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-333- 2.01% |
$53K - $65.9K
|
16.2K
$3.73M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-338- 23.23% |
$53.8K - $66.8K
|
1.12K
$257K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-338- 8.67% |
$53.8K - $66.8K
|
3.56K
$819K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-339- 3.86% |
$54K - $67K
|
8.44K
$1.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-341- 2.19% |
$54.3K - $67.4K
|
15.3K
$3.51M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-342- 6.18% |
$54.4K - $67.6K
|
5.2K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-343- 1.52% |
$54.6K - $67.8K
|
22.2K
$5.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-348- 13.86% |
$55.4K - $68.8K
|
2.16K
$498K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-350- 18.21% |
$55.7K - $69.2K
|
1.57K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-350- 16.8% |
$55.7K - $69.2K
|
1.73K
$399K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-352- 12.29% |
$56K - $69.6K
|
2.51K
$578K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-355- 4.03% |
$56.5K - $70.2K
|
8.46K
$1.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-356- 1.78% |
$56.7K - $70.4K
|
19.7K
$4.52M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-359- 1.69% |
$57.1K - $71K
|
20.8K
$4.8M
|