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 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-326- 8.83% |
$51.9K - $64.5K
|
3.36K
$836K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-326- 2.13% |
$51.9K - $64.5K
|
15K
$3.72M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-327- 0.54% |
$52K - $64.7K
|
60.2K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-332- 2.05% |
$52.8K - $65.7K
|
15.8K
$3.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-333- 2.01% |
$53K - $65.9K
|
16.2K
$4.03M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-336- 3.05% |
$53.5K - $66.5K
|
10.7K
$2.66M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-338- 23.23% |
$53.8K - $66.8K
|
1.12K
$278K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-338- 8.67% |
$53.8K - $66.8K
|
3.56K
$885K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-339- 3.86% |
$54K - $67K
|
8.44K
$2.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-341- 2.19% |
$54.3K - $67.4K
|
15.3K
$3.8M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-342- 6.18% |
$54.4K - $67.6K
|
5.2K
$1.29M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-343- 1.52% |
$54.6K - $67.8K
|
22.2K
$5.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-348- 13.86% |
$55.4K - $68.8K
|
2.16K
$538K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-350- 18.21% |
$55.7K - $69.2K
|
1.57K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-350- 16.8% |
$55.7K - $69.2K
|
1.73K
$431K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-352- 12.29% |
$56K - $69.6K
|
2.51K
$625K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-355- 4.03% |
$56.5K - $70.2K
|
8.46K
$2.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-356- 1.78% |
$56.7K - $70.4K
|
19.7K
$4.89M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-359- 1.69% |
$57.1K - $71K
|
20.8K
$5.18M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-360- 7.03% |
$57.3K - $71.2K
|
4.76K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-362- 2.58% |
$57.6K - $71.6K
|
13.7K
$3.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-365- 2.42% |
$58.1K - $72.2K
|
14.7K
$3.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-367- 15.27% |
$58.4K - $72.6K
|
2.04K
$506K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-368- 2.84% |
$58.6K - $72.8K
|
12.6K
$3.13M
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-369- 2.32% |
$58.7K - $73K
|
15.6K
$3.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-371- 5.07% |
$59K - $73.4K
|
6.94K
$1.73M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-375- 2.02% |
$59.7K - $74.2K
|
18.2K
$4.53M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-375- 12.42% |
$59.7K - $74.2K
|
2.64K
$657K
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-375- 3.34% |
$59.7K - $74.2K
|
10.9K
$2.7M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-377- 0.61% |
$60K - $74.6K
|
61.4K
$15.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-380- 6.4% |
$60.5K - $75.2K
|
5.56K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-380- 2.31% |
$60.5K - $75.2K
|
16.1K
$4M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-381- 0.57% |
$60.6K - $75.4K
|
66.3K
$16.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-383- 5.62% |
$61K - $75.7K
|
6.43K
$1.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-383- 12.18% |
$61K - $75.7K
|
2.76K
$687K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-384- 26.37% |
$61.1K - $75.9K
|
1.07K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-386- 2.57% |
$61.4K - $76.3K
|
14.6K
$3.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-388- 11.4% |
$61.8K - $76.7K
|
3.02K
$750K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-390- 11.78% |
$62.1K - $77.1K
|
2.92K
$727K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-391- 2.35% |
$62.2K - $77.3K
|
16.2K
$4.04M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-391- 2.32% |
$62.2K - $77.3K
|
16.4K
$4.09M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-392- 1.77% |
$62.4K - $77.5K
|
21.7K
$5.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-395- 9.46% |
$62.9K - $78.1K
|
3.78K
$940K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-396- 1.14% |
$63K - $78.3K
|
34.3K
$8.53M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-396- 1.52% |
$63K - $78.3K
|
25.7K
$6.38M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-396- 1.52% |
$63K - $78.3K
|
25.7K
$6.38M
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-397- 3.13% |
$63.2K - $78.5K
|
12.3K
$3.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
SELL
|
- |
-400- 17.33% |
$63.7K - $79.1K
|
1.91K
$474K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-400- 15.26% |
$63.7K - $79.1K
|
2.22K
$552K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 2.16% |
$63.7K - $79.1K
|
18.2K
$4.51M
|