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 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.94K- 9.21% |
$308K - $383K
|
19.1K
$4.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.95K- 9.97% |
$310K - $385K
|
17.6K
$4.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.96K- 4.82% |
$312K - $387K
|
38.7K
$9.62M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.97K- 30.63% |
$314K - $390K
|
4.46K
$1.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-1.98K- 26.13% |
$315K - $391K
|
5.59K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.01K- 18.49% |
$321K - $398K
|
8.88K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-2.03K- 27.57% |
$323K - $401K
|
5.33K
$1.33M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.05K- 18.17% |
$326K - $406K
|
9.24K
$2.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.07K- 65.17% |
$329K - $409K
|
1.11K
$275K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.12K- 4.75% |
$338K - $420K
|
42.5K
$10.6M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.13K- 7.51% |
$339K - $422K
|
26.3K
$6.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.15K- 43.06% |
$342K - $425K
|
2.84K
$706K
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.15K- 26.7% |
$342K - $425K
|
5.9K
$1.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.15K- 20.18% |
$342K - $425K
|
8.5K
$2.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.15K- 4.11% |
$343K - $426K
|
50.3K
$12.5M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-2.16K- 5.2% |
$344K - $427K
|
39.4K
$9.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.18K- 19.84% |
$347K - $431K
|
8.81K
$2.19M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.19K- 1.79% |
$349K - $433K
|
120K
$29.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-2.23K- 4.58% |
$355K - $441K
|
46.5K
$11.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-2.23K- 41.11% |
$356K - $442K
|
3.2K
$796K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.31K- 8.18% |
$368K - $457K
|
26K
$6.45M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.32K- 2.99% |
$369K - $459K
|
75.3K
$18.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.33K- 5.06% |
$371K - $461K
|
43.8K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.34K- 7.18% |
$372K - $462K
|
30.2K
$7.51M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.35K- 30.21% |
$375K - $465K
|
5.44K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.36K- 3.84% |
$376K - $467K
|
59.1K
$14.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.38K- 0.17% |
$378K - $470K
|
1.36M
$339M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.41K- 72.0% |
$383K - $476K
|
936
$233K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.43K- 52.54% |
$386K - $480K
|
2.19K
$545K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.44K- 3.63% |
$389K - $483K
|
64.8K
$16.1M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.45K- 2.97% |
$389K - $484K
|
80K
$19.9M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.46K- 14.8% |
$391K - $486K
|
14.1K
$3.52M
|
|
|
Apr 08, 2024
Q1 2024
|
Pensionfund Sabic
|
SELL
|
- |
-2.5K- 17.24% |
$398K - $494K
|
12K
$2.98M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.52K- 2.23% |
$401K - $499K
|
111K
$27.5M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.62K- 12.5% |
$417K - $519K
|
18.4K
$4.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.63K- 18.56% |
$418K - $520K
|
11.5K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.67K- 35.85% |
$424K - $527K
|
4.77K
$1.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-2.67K- 0.76% |
$424K - $527K
|
350K
$87.1M
|
|
|
May 15, 2024
Q1 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-2.68K- 21.86% |
$426K - $529K
|
9.56K
$2.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-2.72K- 68.4% |
$432K - $537K
|
1.26K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.75K- 42.09% |
$438K - $545K
|
3.79K
$942K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-2.76K- 11.32% |
$440K - $546K
|
21.6K
$5.38M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.78K- 46.27% |
$443K - $550K
|
3.23K
$803K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-2.79K- 1.9% |
$444K - $552K
|
144K
$35.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.79K- 8.44% |
$445K - $553K
|
30.3K
$7.53M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.82K- 32.1% |
$449K - $557K
|
5.96K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-2.82K- 14.04% |
$449K - $558K
|
17.3K
$4.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.85K- 5.1% |
$453K - $563K
|
52.9K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-2.86K- 33.63% |
$456K - $566K
|
5.65K
$1.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.88K- 7.89% |
$458K - $569K
|
33.6K
$8.36M
|