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
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-930- 28.59% |
$148K - $184K
|
2.32K
$659K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-931- 5.75% |
$148K - $184K
|
15.3K
$4.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-934- 6.36% |
$149K - $185K
|
13.8K
$3.91M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-934- 7.75% |
$149K - $185K
|
11.1K
$3.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-955- 19.61% |
$152K - $189K
|
3.92K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-959- 9.56% |
$153K - $190K
|
9.07K
$2.57M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-969- 4.65% |
$154K - $192K
|
19.9K
$5.63M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-972- 4.53% |
$155K - $192K
|
20.5K
$5.81M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-996- 25.8% |
$159K - $197K
|
2.86K
$813K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-999- 19.49% |
$159K - $198K
|
4.13K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1K- 22.42% |
$159K - $198K
|
3.46K
$982K
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1K- 8.76% |
$159K - $198K
|
10.4K
$2.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.01K- 1.16% |
$161K - $200K
|
86K
$24.4M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.02K- 5.11% |
$163K - $203K
|
19K
$5.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.03K- 6.75% |
$163K - $203K
|
14.2K
$4.02M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.03K- 1.11% |
$163K - $203K
|
91.1K
$25.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.03K- 6.69% |
$163K - $203K
|
14.3K
$4.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-1.05K- 13.27% |
$167K - $208K
|
6.86K
$1.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.05K- 8.34% |
$167K - $208K
|
11.6K
$3.28M
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-1.06K- 7.77% |
$169K - $210K
|
12.6K
$3.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.07K- 0.59% |
$170K - $212K
|
182K
$51.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.07K- 8.8% |
$170K - $212K
|
11.1K
$3.15M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.08K- 34.78% |
$172K - $214K
|
2.03K
$575K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.09K- 4.83% |
$173K - $215K
|
21.4K
$6.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.1K- 35.94% |
$175K - $218K
|
1.96K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.1K- 24.41% |
$176K - $218K
|
3.42K
$970K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.11K- 1.05% |
$177K - $219K
|
104K
$29.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.11K- 34.79% |
$177K - $220K
|
2.08K
$591K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.12K- 4.74% |
$178K - $221K
|
22.4K
$6.36M
|
|
|
Sep 12, 2024
Q1 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-1.12K- 13.34% |
$178K - $221K
|
7.27K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1.12K- 2.61% |
$178K - $222K
|
41.8K
$11.9M
|
|
|
Feb 14, 2025
Q1 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-1.12K- 13.95% |
$179K - $222K
|
6.93K
$1.97M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.14K- 29.35% |
$181K - $225K
|
2.74K
$779K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.16K- 8.3% |
$184K - $229K
|
12.8K
$3.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.16K- 2.37% |
$185K - $230K
|
47.9K
$13.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.17K- 29.02% |
$186K - $231K
|
2.85K
$810K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-1.17K- 17.88% |
$187K - $232K
|
5.39K
$1.53M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.18K- 4.73% |
$187K - $233K
|
23.7K
$6.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.18K- 17.84% |
$188K - $233K
|
5.43K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.18K- 1.07% |
$188K - $234K
|
109K
$31M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.19K- 14.21% |
$189K - $234K
|
7.16K
$2.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.19K- 22.05% |
$189K - $235K
|
4.2K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.19K- 2.03% |
$189K - $235K
|
57.5K
$16.3M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.2K- 46.88% |
$190K - $237K
|
1.36K
$385K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.2K- 18.34% |
$191K - $237K
|
5.34K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.21K- 4.57% |
$192K - $238K
|
25.2K
$7.15M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.21K- 0.57% |
$192K - $238K
|
212K
$60.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.22K- 9.08% |
$194K - $241K
|
12.2K
$3.46M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.22K- 16.62% |
$194K - $241K
|
6.11K
$1.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.23K- 81.67% |
$195K - $242K
|
275
$78K
|