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 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.89KNew |
$460K - $572K
|
2.89K
$670K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.83K+ 23.97% |
$451K - $560K
|
14.7K
$3.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
2.83K+ 22.57% |
$450K - $560K
|
15.4K
$3.56M
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
BUY
|
- |
2.78K+ 2.73% |
$442K - $550K
|
105K
$24.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
2.78K+ 6.86% |
$442K - $549K
|
43.2K
$10M
|
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
2.78K+ 6.86% |
$442K - $549K
|
43.2K
$10M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.73K+ 9.17% |
$434K - $539K
|
32.5K
$7.52M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
2.7KNew |
$430K - $535K
|
2.7K
$626K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.67K+ 68.28% |
$425K - $528K
|
6.58K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.67KNew |
$425K - $528K
|
2.67K
$618K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.66K+ 5.84% |
$423K - $526K
|
48.1K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.62K+ 58.77% |
$417K - $518K
|
7.07K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
2.61K+ 156.06% |
$416K - $517K
|
4.29K
$994K
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
BUY
|
- |
2.6K+ 120.26% |
$414K - $514K
|
4.76K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.59K+ 1.33% |
$411K - $511K
|
196K
$45.5M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.58KNew |
$410K - $509K
|
2.58K
$597K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.57K+ 35.64% |
$409K - $509K
|
9.79K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
2.56K+ 2.8% |
$407K - $506K
|
94.1K
$21.8M
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
2.56K+ 6.56% |
$407K - $505K
|
41.5K
$9.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
2.55K+ 31.21% |
$406K - $504K
|
10.7K
$2.48M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.54K+ 2.55% |
$405K - $503K
|
102K
$23.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
2.53KNew |
$402K - $499K
|
2.53K
$585K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.52K+ 17.3% |
$401K - $498K
|
17.1K
$3.95M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.51KNew |
$399K - $495K
|
2.51K
$580K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
2.5K+ 11.42% |
$398K - $494K
|
24.4K
$5.65M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.48K+ 38.43% |
$395K - $491K
|
8.94K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.48K+ 14.9% |
$394K - $490K
|
19.1K
$4.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.46K+ 47.15% |
$392K - $487K
|
7.68K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.46K+ 29.58% |
$391K - $486K
|
10.8K
$2.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
BUY
|
- |
2.45K+ 8.12% |
$391K - $485K
|
32.7K
$7.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.45KNew |
$391K - $485K
|
2.45K
$569K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.44K+ 7.01% |
$389K - $483K
|
37.3K
$8.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.43K+ 27.46% |
$387K - $481K
|
11.3K
$2.62M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.43K+ 40.21% |
$386K - $480K
|
8.47K
$1.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.42K+ 16.33% |
$385K - $479K
|
17.2K
$4M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.33KNew |
$371K - $461K
|
2.33K
$540K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.32K+ 16.15% |
$370K - $459K
|
16.7K
$3.87M
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
2.32K+ 28.59% |
$369K - $459K
|
10.4K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.31K+ 105.24% |
$368K - $457K
|
4.51K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.31K+ 34.18% |
$367K - $456K
|
9.06K
$2.1M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.3K+ 67.29% |
$366K - $454K
|
5.71K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.28KNew |
$363K - $451K
|
2.28K
$529K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.28KNew |
$363K - $451K
|
2.28K
$529K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.28K+ 11.06% |
$363K - $451K
|
22.9K
$5.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.28KNew |
$362K - $450K
|
2.28K
$527K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.25K+ 15.35% |
$358K - $445K
|
16.9K
$3.92M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.25KNew |
$358K - $444K
|
2.25K
$521K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.23K+ 16.41% |
$355K - $441K
|
15.8K
$3.67M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.23K+ 53.19% |
$355K - $441K
|
6.42K
$1.49M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.22K+ 9.0% |
$354K - $440K
|
26.9K
$6.24M
|