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 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-401- 96.86% |
$63.8K - $79.3K
|
13
$3.23K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-408- 0.77% |
$64.9K - $80.7K
|
52.6K
$13.1M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-409- 3.01% |
$65.1K - $80.9K
|
13.2K
$3.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-410- 4.34% |
$65.3K - $81.1K
|
9.04K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-410- 2.16% |
$65.3K - $81.1K
|
18.6K
$4.63M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-412- 17.59% |
$65.6K - $81.5K
|
1.93K
$480K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-413- 21.52% |
$65.7K - $81.7K
|
1.51K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-414- 1.7% |
$65.9K - $81.9K
|
23.9K
$5.94M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-416- 23.68% |
$66.2K - $82.3K
|
1.34K
$333K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-418- 6.98% |
$66.5K - $82.7K
|
5.57K
$1.39M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-420- 6.15% |
$66.8K - $83.1K
|
6.4K
$1.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-421- 15.31% |
$67K - $83.3K
|
2.33K
$579K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-423- 10.56% |
$67.3K - $83.7K
|
3.58K
$891K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-425- 3.7% |
$67.6K - $84.1K
|
11.1K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-425- 10.48% |
$67.6K - $84.1K
|
3.63K
$903K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-425- 0.37% |
$67.6K - $84.1K
|
116K
$28.8M
|
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-426- 9.37% |
$67.8K - $84.3K
|
4.12K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-429- 15.58% |
$68.3K - $84.8K
|
2.33K
$578K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-434- 8.48% |
$69.1K - $85.8K
|
4.68K
$1.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-435- 6.46% |
$69.2K - $86K
|
6.3K
$1.57M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-435- 1.61% |
$69.2K - $86K
|
26.6K
$6.62M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-448- 13.47% |
$71.3K - $88.6K
|
2.88K
$716K
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-449- 3.09% |
$71.5K - $88.8K
|
14.1K
$3.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-450- 1.44% |
$71.6K - $89K
|
30.7K
$7.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-454- 4.23% |
$72.3K - $89.8K
|
10.3K
$2.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-455- 9.74% |
$72.4K - $90K
|
4.22K
$1.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-460- 4.93% |
$73.2K - $91K
|
8.88K
$2.21M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-464- 9.25% |
$73.9K - $91.8K
|
4.55K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-465- 1.2% |
$74K - $92K
|
38.3K
$9.52M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-466- 4.43% |
$74.2K - $92.2K
|
10K
$2.5M
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-468- 80.41% |
$74.5K - $92.6K
|
114
$28.3K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-469- 8.69% |
$74.6K - $92.8K
|
4.93K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-471- 3.84% |
$75K - $93.2K
|
11.8K
$2.93M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-478- 3.56% |
$76.1K - $94.5K
|
13K
$3.22M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-485- 3.58% |
$77.2K - $95.9K
|
13.1K
$3.25M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-488- 4.06% |
$77.7K - $96.5K
|
11.5K
$2.87M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-492- 1.59% |
$78.3K - $97.3K
|
30.5K
$7.59M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-492- 4.98% |
$78.3K - $97.3K
|
9.39K
$2.33M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-497- 3.23% |
$79.1K - $98.3K
|
14.9K
$3.7M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-498- 6.95% |
$79.3K - $98.5K
|
6.67K
$1.66M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-499- 41.83% |
$79.4K - $98.7K
|
694
$173K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-500- 3.11% |
$79.6K - $98.9K
|
15.6K
$3.87M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-502- 6.76% |
$79.9K - $99.3K
|
6.92K
$1.72M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-510- 1.99% |
$81.2K - $101K
|
25.1K
$6.24M
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-511- 2.49% |
$81.3K - $101K
|
20K
$4.97M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-517- 3.25% |
$82.3K - $102K
|
15.4K
$3.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-517- 7.66% |
$82.3K - $102K
|
6.23K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-517- 13.3% |
$82.3K - $102K
|
3.37K
$838K
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-518- 16.69% |
$82.4K - $102K
|
2.59K
$643K
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-519- 5.34% |
$82.6K - $103K
|
9.2K
$2.29M
|