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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.25K- 24.77% |
$676K - $840K
|
12.9K
$3.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-4.26K- 79.29% |
$678K - $842K
|
1.11K
$277K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-4.26K- 34.88% |
$678K - $842K
|
7.95K
$1.98M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.28K- 48.85% |
$681K - $846K
|
4.48K
$1.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-4.3K- 53.51% |
$685K - $851K
|
3.74K
$930K
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-4.6K- 11.56% |
$732K - $910K
|
35.2K
$8.75M
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-4.61K- 13.83% |
$733K - $911K
|
28.7K
$7.14M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.67K- 28.75% |
$742K - $923K
|
11.6K
$2.87M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.67K- 3.25% |
$743K - $923K
|
139K
$34.5M
|
|
|
May 10, 2024
Q1 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-4.83K- 5.25% |
$768K - $955K
|
87.2K
$21.7M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-4.89K- 64.7% |
$779K - $968K
|
2.67K
$664K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-4.91K- 12.68% |
$781K - $970K
|
33.8K
$8.4M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.94K- 3.65% |
$786K - $977K
|
130K
$32.4M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.94K- 80.94% |
$787K - $977K
|
1.16K
$289K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-5.03K- 3.43% |
$800K - $995K
|
142K
$35.3M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.13K- 0.99% |
$817K - $1.01M
|
511K
$127M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.16K- 6.21% |
$822K - $1.02M
|
78K
$19.4M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-5.26K- 23.58% |
$837K - $1.04M
|
17K
$4.24M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-5.27K- 66.08% |
$839K - $1.04M
|
2.71K
$673K
|
|
|
May 15, 2024
Q1 2024
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-5.28K- 9.62% |
$840K - $1.04M
|
49.6K
$12.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-5.31K- 20.66% |
$846K - $1.05M
|
20.4K
$5.07M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-5.36K- 5.36% |
$854K - $1.06M
|
94.8K
$23.6M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.43K- 1.37% |
$865K - $1.07M
|
392K
$97.5M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.58K- 59.22% |
$888K - $1.1M
|
3.84K
$955K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5.61K- 25.9% |
$894K - $1.11M
|
16.1K
$3.99M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-5.62K- 24.12% |
$895K - $1.11M
|
17.7K
$4.4M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.64K- 4.33% |
$897K - $1.11M
|
124K
$30.9M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-5.73K- 13.64% |
$912K - $1.13M
|
36.3K
$9.02M
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-5.91K- 58.1% |
$941K - $1.17M
|
4.26K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.94K- 32.86% |
$945K - $1.17M
|
12.1K
$3.01M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-6.02K- 2.63% |
$958K - $1.19M
|
223K
$55.4M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-6.04K- 6.65% |
$961K - $1.19M
|
84.7K
$21.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-6.05K- 62.46% |
$962K - $1.2M
|
3.63K
$903K
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-6.08K- 8.9% |
$967K - $1.2M
|
62.2K
$15.5M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-6.1K- 11.7% |
$971K - $1.21M
|
46K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-6.33K- 18.66% |
$1.01M - $1.25M
|
27.6K
$6.86M
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-6.4K- 49.71% |
$1.02M - $1.27M
|
6.48K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.42KClosed |
$1.02M - $1.27M
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.5K- 9.19% |
$1.03M - $1.29M
|
64.2K
$16M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-6.51K- 37.19% |
$1.04M - $1.29M
|
11K
$2.73M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-6.6K- 79.03% |
$1.05M - $1.3M
|
1.75K
$435K
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-6.62K- 13.49% |
$1.05M - $1.31M
|
42.5K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-6.66K- 24.22% |
$1.06M - $1.32M
|
20.8K
$5.18M
|
|
|
May 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-6.69K- 9.5% |
$1.07M - $1.32M
|
63.7K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-6.78K- 1.51% |
$1.08M - $1.34M
|
443K
$110M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-6.85K- 72.86% |
$1.09M - $1.35M
|
2.55K
$634K
|
|
|
Apr 11, 2024
Q1 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-6.9K- 19.1% |
$1.1M - $1.37M
|
29.2K
$7.27M
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-7.27K- 13.27% |
$1.16M - $1.44M
|
47.5K
$11.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-7.3K- 14.03% |
$1.16M - $1.44M
|
44.7K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-7.33K- 31.92% |
$1.17M - $1.45M
|
15.6K
$3.88M
|