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 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-360- 7.03% |
$57.3K - $71.2K
|
4.76K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-362- 2.58% |
$57.6K - $71.6K
|
13.7K
$3.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-365- 2.42% |
$58.1K - $72.2K
|
14.7K
$3.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-367- 15.27% |
$58.4K - $72.6K
|
2.04K
$469K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-368- 2.84% |
$58.6K - $72.8K
|
12.6K
$2.9M
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-369- 2.32% |
$58.7K - $73K
|
15.6K
$3.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-371- 5.07% |
$59K - $73.4K
|
6.94K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-375- 2.02% |
$59.7K - $74.2K
|
18.2K
$4.19M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-375- 12.42% |
$59.7K - $74.2K
|
2.64K
$608K
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-375- 3.34% |
$59.7K - $74.2K
|
10.9K
$2.5M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-377- 0.61% |
$60K - $74.6K
|
61.4K
$14.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-380- 6.4% |
$60.5K - $75.2K
|
5.56K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-380- 2.31% |
$60.5K - $75.2K
|
16.1K
$3.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-381- 0.57% |
$60.6K - $75.4K
|
66.3K
$15.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-383- 5.62% |
$61K - $75.7K
|
6.43K
$1.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-383- 12.18% |
$61K - $75.7K
|
2.76K
$636K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-384- 26.37% |
$61.1K - $75.9K
|
1.07K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-386- 2.57% |
$61.4K - $76.3K
|
14.6K
$3.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-388- 11.4% |
$61.8K - $76.7K
|
3.02K
$694K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-390- 11.78% |
$62.1K - $77.1K
|
2.92K
$672K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-391- 2.35% |
$62.2K - $77.3K
|
16.2K
$3.74M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-391- 2.32% |
$62.2K - $77.3K
|
16.4K
$3.78M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-392- 1.77% |
$62.4K - $77.5K
|
21.7K
$5M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-395- 9.46% |
$62.9K - $78.1K
|
3.78K
$870K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-396- 1.14% |
$63K - $78.3K
|
34.3K
$7.89M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-396- 1.52% |
$63K - $78.3K
|
25.7K
$5.9M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-396- 1.52% |
$63K - $78.3K
|
25.7K
$5.9M
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-397- 3.13% |
$63.2K - $78.5K
|
12.3K
$2.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
SELL
|
- |
-400- 17.33% |
$63.7K - $79.1K
|
1.91K
$439K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-400- 15.26% |
$63.7K - $79.1K
|
2.22K
$511K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 2.16% |
$63.7K - $79.1K
|
18.2K
$4.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-401- 96.86% |
$63.8K - $79.3K
|
13
$2.99K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-408- 0.77% |
$64.9K - $80.7K
|
52.6K
$12.1M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-409- 3.01% |
$65.1K - $80.9K
|
13.2K
$3.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-410- 4.34% |
$65.3K - $81.1K
|
9.04K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-410- 2.16% |
$65.3K - $81.1K
|
18.6K
$4.28M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-412- 17.59% |
$65.6K - $81.5K
|
1.93K
$444K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-413- 21.52% |
$65.7K - $81.7K
|
1.51K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-414- 1.7% |
$65.9K - $81.9K
|
23.9K
$5.49M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-416- 23.68% |
$66.2K - $82.3K
|
1.34K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-418- 6.98% |
$66.5K - $82.7K
|
5.57K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-420- 6.15% |
$66.8K - $83.1K
|
6.4K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-421- 15.31% |
$67K - $83.3K
|
2.33K
$536K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-423- 10.56% |
$67.3K - $83.7K
|
3.58K
$825K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-425- 3.7% |
$67.6K - $84.1K
|
11.1K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-425- 10.48% |
$67.6K - $84.1K
|
3.63K
$836K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-425- 0.37% |
$67.6K - $84.1K
|
116K
$26.7M
|
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-426- 9.37% |
$67.8K - $84.3K
|
4.12K
$948K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-429- 15.58% |
$68.3K - $84.8K
|
2.33K
$535K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-434- 8.48% |
$69.1K - $85.8K
|
4.68K
$1.08M
|