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 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.21K+ 1.15% |
$352K - $437K
|
195K
$45.1M
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.2KNew |
$350K - $435K
|
2.2K
$510K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.2KNew |
$350K - $435K
|
2.2K
$509K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.19K+ 98.47% |
$348K - $433K
|
4.41K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.18KNew |
$348K - $432K
|
2.18K
$506K
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.14KNew |
$341K - $424K
|
2.14K
$497K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.14KNew |
$341K - $424K
|
2.14K
$497K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.14K+ 0.32% |
$340K - $422K
|
663K
$154M
|
|
|
May 15, 2024
Q1 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
2.14K+ 6.94% |
$340K - $422K
|
32.9K
$7.63M
|
|
|
May 01, 2024
Q1 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
2.13KNew |
$338K - $420K
|
2.13K
$492K
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.13K+ 3.28% |
$338K - $420K
|
67K
$15.5M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.12KNew |
$338K - $420K
|
2.12K
$492K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.11KNew |
$336K - $418K
|
2.11K
$489K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.11K+ 9.3% |
$336K - $418K
|
24.8K
$5.75M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.1KNew |
$333K - $414K
|
2.1K
$485K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
2.09K+ 16.6% |
$332K - $413K
|
14.7K
$3.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.08K+ 31.73% |
$332K - $412K
|
8.65K
$2M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.08KNew |
$331K - $411K
|
2.08K
$481K
|
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
BUY
|
- |
2.05KNew |
$326K - $405K
|
2.05K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
2.03K+ 0.85% |
$323K - $401K
|
240K
$55.6M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.03K+ 4.02% |
$322K - $401K
|
52.3K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.03K+ 6.96% |
$322K - $401K
|
31.1K
$7.21M
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
2.02K+ 100.05% |
$321K - $399K
|
4.03K
$935K
|
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
2KNew |
$318K - $396K
|
2K
$463K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.99K+ 90.47% |
$317K - $394K
|
4.2K
$973K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.97K+ 10.73% |
$314K - $390K
|
20.4K
$4.72M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.96K+ 1.38% |
$312K - $388K
|
145K
$33.5M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.96K+ 20.51% |
$311K - $387K
|
11.5K
$2.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.95K+ 16.03% |
$311K - $386K
|
14.1K
$3.28M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.94K+ 7.35% |
$308K - $383K
|
28.3K
$6.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.92KNew |
$306K - $380K
|
1.92K
$445K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.91K+ 13.25% |
$303K - $377K
|
16.3K
$3.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.9K+ 24.41% |
$303K - $376K
|
9.7K
$2.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.9K+ 69.6% |
$302K - $376K
|
4.63K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.89K+ 29.61% |
$301K - $374K
|
8.28K
$1.92M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.88KNew |
$298K - $371K
|
1.88K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.87KNew |
$298K - $371K
|
1.87K
$434K
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.87KNew |
$297K - $369K
|
1.87K
$433K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.86K+ 55.7% |
$296K - $368K
|
5.2K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.86KNew |
$296K - $368K
|
1.86K
$431K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.86K+ 35.6% |
$296K - $368K
|
7.08K
$1.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.86K+ 9.51% |
$296K - $368K
|
21.4K
$4.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.85KNew |
$295K - $366K
|
1.85K
$429K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.85KNew |
$294K - $365K
|
1.85K
$428K
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1.84KNew |
$293K - $364K
|
1.84K
$426K
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.83KNew |
$292K - $363K
|
1.83K
$425K
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.82K+ 27.34% |
$289K - $359K
|
8.46K
$1.96M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1.81KNew |
$288K - $358K
|
1.81K
$419K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.8K+ 0.6% |
$286K - $356K
|
304K
$70.4M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.8K+ 12.39% |
$286K - $356K
|
16.3K
$3.78M
|