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 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-786- 4.34% |
$125K - $155K
|
17.3K
$4.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-787- 17.15% |
$125K - $156K
|
3.8K
$883K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-810- 3.35% |
$129K - $160K
|
23.4K
$5.43M
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-812- 1.78% |
$129K - $161K
|
44.8K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-826- 14.42% |
$131K - $163K
|
4.9K
$1.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-841- 7.31% |
$134K - $166K
|
10.7K
$2.48M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-844- 1.75% |
$134K - $167K
|
47.3K
$11M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-845- 15.75% |
$134K - $167K
|
4.52K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-850- 3.49% |
$135K - $168K
|
23.5K
$5.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-850- 3.67% |
$135K - $168K
|
22.3K
$5.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
SELL
|
- |
-851- 1.44% |
$135K - $168K
|
58.2K
$13.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-854- 21.05% |
$136K - $169K
|
3.2K
$744K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-858- 10.29% |
$137K - $170K
|
7.48K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-858- 2.12% |
$137K - $170K
|
39.6K
$9.21M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-890- 14.03% |
$142K - $176K
|
5.45K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-890- 4.14% |
$142K - $176K
|
20.6K
$4.78M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-892- 2.8% |
$142K - $176K
|
30.9K
$7.18M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-897- 16.02% |
$143K - $177K
|
4.7K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-899- 13.99% |
$143K - $178K
|
5.53K
$1.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-900- 26.56% |
$143K - $178K
|
2.49K
$578K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-900- 38.98% |
$143K - $178K
|
1.41K
$327K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-900- 44.84% |
$143K - $178K
|
1.11K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-906- 4.79% |
$144K - $179K
|
18K
$4.18M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-918- 27.67% |
$146K - $182K
|
2.4K
$557K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-929- 7.25% |
$148K - $184K
|
11.9K
$2.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-930- 28.59% |
$148K - $184K
|
2.32K
$540K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-931- 5.75% |
$148K - $184K
|
15.3K
$3.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-934- 6.36% |
$149K - $185K
|
13.8K
$3.2M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-934- 7.75% |
$149K - $185K
|
11.1K
$2.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-955- 19.61% |
$152K - $189K
|
3.92K
$910K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-959- 9.56% |
$153K - $190K
|
9.07K
$2.11M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-969- 4.65% |
$154K - $192K
|
19.9K
$4.61M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-972- 4.53% |
$155K - $192K
|
20.5K
$4.75M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-996- 25.8% |
$159K - $197K
|
2.86K
$665K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-999- 19.49% |
$159K - $198K
|
4.13K
$958K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1K- 22.42% |
$159K - $198K
|
3.46K
$804K
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1K- 8.76% |
$159K - $198K
|
10.4K
$2.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.01K- 1.16% |
$161K - $200K
|
86K
$20M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.02K- 5.11% |
$163K - $203K
|
19K
$4.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.03K- 6.75% |
$163K - $203K
|
14.2K
$3.29M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.03K- 1.11% |
$163K - $203K
|
91.1K
$21.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.03K- 6.69% |
$163K - $203K
|
14.3K
$3.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-1.05K- 13.27% |
$167K - $208K
|
6.86K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.05K- 8.34% |
$167K - $208K
|
11.6K
$2.68M
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-1.06K- 7.77% |
$169K - $210K
|
12.6K
$2.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.07K- 0.59% |
$170K - $212K
|
182K
$42.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.07K- 8.8% |
$170K - $212K
|
11.1K
$2.58M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.08K- 34.78% |
$172K - $214K
|
2.03K
$470K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.09K- 4.83% |
$173K - $215K
|
21.4K
$4.97M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.1K- 35.94% |
$175K - $218K
|
1.96K
$455K
|