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
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-435- 6.46% |
$69.2K - $86K
|
6.3K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-435- 1.61% |
$69.2K - $86K
|
26.6K
$6.12M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-448- 13.47% |
$71.3K - $88.6K
|
2.88K
$662K
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-449- 3.09% |
$71.5K - $88.8K
|
14.1K
$3.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-450- 1.44% |
$71.6K - $89K
|
30.7K
$7.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-454- 4.23% |
$72.3K - $89.8K
|
10.3K
$2.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-455- 9.74% |
$72.4K - $90K
|
4.22K
$970K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-460- 4.93% |
$73.2K - $91K
|
8.88K
$2.04M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-464- 9.25% |
$73.9K - $91.8K
|
4.55K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-465- 1.2% |
$74K - $92K
|
38.3K
$8.81M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-466- 4.43% |
$74.2K - $92.2K
|
10K
$2.31M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-469- 8.69% |
$74.6K - $92.8K
|
4.93K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-471- 3.84% |
$75K - $93.2K
|
11.8K
$2.71M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-478- 3.56% |
$76.1K - $94.5K
|
13K
$2.98M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-485- 3.58% |
$77.2K - $95.9K
|
13.1K
$3.01M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-488- 4.06% |
$77.7K - $96.5K
|
11.5K
$2.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-492- 1.59% |
$78.3K - $97.3K
|
30.5K
$7.03M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-492- 4.98% |
$78.3K - $97.3K
|
9.39K
$2.16M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-497- 3.23% |
$79.1K - $98.3K
|
14.9K
$3.42M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-498- 6.95% |
$79.3K - $98.5K
|
6.67K
$1.53M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-499- 41.83% |
$79.4K - $98.7K
|
694
$160K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-500- 3.11% |
$79.6K - $98.9K
|
15.6K
$3.58M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-502- 6.76% |
$79.9K - $99.3K
|
6.92K
$1.59M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-510- 1.99% |
$81.2K - $101K
|
25.1K
$5.78M
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-511- 2.49% |
$81.3K - $101K
|
20K
$4.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-517- 3.25% |
$82.3K - $102K
|
15.4K
$3.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-517- 7.66% |
$82.3K - $102K
|
6.23K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-517- 13.3% |
$82.3K - $102K
|
3.37K
$776K
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-518- 16.69% |
$82.4K - $102K
|
2.59K
$595K
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-519- 5.34% |
$82.6K - $103K
|
9.2K
$2.12M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-530- 2.87% |
$84.4K - $105K
|
18K
$4.13M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-531- 3.01% |
$84.5K - $105K
|
17.1K
$3.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-535- 5.13% |
$85.2K - $106K
|
9.9K
$2.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-535- 3.35% |
$85.2K - $106K
|
15.5K
$3.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-540- 4.87% |
$85.9K - $107K
|
10.5K
$2.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-542- 3.67% |
$86.3K - $107K
|
14.2K
$3.28M
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-542- 3.55% |
$86.3K - $107K
|
14.7K
$3.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-543- 11.01% |
$86.4K - $107K
|
4.39K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-545- 7.58% |
$86.7K - $108K
|
6.65K
$1.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-549- 19.0% |
$87.4K - $109K
|
2.34K
$539K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-551- 4.0% |
$87.7K - $109K
|
13.2K
$3.04M
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-552- 0.84% |
$87.9K - $109K
|
65.3K
$15M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-554- 7.78% |
$88.2K - $110K
|
6.57K
$1.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-555- 19.34% |
$88.3K - $110K
|
2.31K
$532K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-567- 30.05% |
$90.2K - $112K
|
1.32K
$304K
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-575- 17.88% |
$91.5K - $114K
|
2.64K
$608K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-576- 7.32% |
$91.7K - $114K
|
7.29K
$1.68M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-578- 2.13% |
$92K - $114K
|
26.6K
$6.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-579- 22.43% |
$92.2K - $115K
|
2K
$461K
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-598- 11.33% |
$95.2K - $118K
|
4.68K
$1.08M
|