Purchases and Sales Made in Q2 2024 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.2K+ 34.69% |
$197K - $229K
|
4.66K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.19KNew |
$196K - $227K
|
1.19K
$265K
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.19KNew |
$195K - $227K
|
1.19K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.18K+ 1.28% |
$194K - $225K
|
93.6K
$20.9M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.18K+ 3.05% |
$193K - $224K
|
39.7K
$8.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.17KNew |
$192K - $223K
|
1.17K
$260K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.17K+ 12.69% |
$192K - $223K
|
10.4K
$2.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
BUY
|
- |
1.15K+ 34.2% |
$189K - $220K
|
4.52K
$1.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.15K+ 1.63% |
$189K - $219K
|
71.8K
$16M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.14K+ 2.33% |
$187K - $218K
|
50K
$11.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.14K+ 9.58% |
$187K - $217K
|
13K
$2.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 19.53% |
$184K - $214K
|
6.86K
$1.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
1.11K+ 0.71% |
$182K - $212K
|
157K
$35M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.1KNew |
$181K - $210K
|
1.1K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.09K+ 8.06% |
$180K - $208K
|
14.6K
$3.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.09K+ 10.23% |
$179K - $208K
|
11.8K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.09K+ 4.57% |
$179K - $208K
|
24.9K
$5.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.08K+ 58.14% |
$178K - $207K
|
2.94K
$656K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.08K+ 17.39% |
$177K - $206K
|
7.28K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.07K+ 4.92% |
$175K - $203K
|
22.7K
$5.06M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1.05KNew |
$173K - $200K
|
1.05K
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.03K+ 15.99% |
$169K - $196K
|
7.46K
$1.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.02K+ 12.62% |
$168K - $195K
|
9.13K
$2.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.02K+ 3.57% |
$167K - $194K
|
29.5K
$6.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.01K+ 2.89% |
$166K - $192K
|
35.8K
$7.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.01K+ 30.28% |
$166K - $192K
|
4.33K
$966K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1K+ 63.74% |
$165K - $191K
|
2.57K
$574K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1K+ 4.52% |
$165K - $191K
|
23.2K
$5.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
997+ 12.35% |
$164K - $190K
|
9.07K
$2.02M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
970+ 1.02% |
$159K - $185K
|
95.9K
$21.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
958+ 70.7% |
$158K - $183K
|
2.31K
$516K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
955+ 9.56% |
$157K - $182K
|
10.9K
$2.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
950+ 7.33% |
$156K - $181K
|
13.9K
$3.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
930+ 195.38% |
$153K - $178K
|
1.41K
$313K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
926+ 6.73% |
$152K - $177K
|
14.7K
$3.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
926+ 54.03% |
$152K - $177K
|
2.64K
$589K
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
925+ 8.86% |
$152K - $177K
|
11.4K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
910+ 0.82% |
$150K - $174K
|
112K
$24.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
902+ 11.21% |
$148K - $172K
|
8.95K
$2M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
900+ 63.88% |
$148K - $172K
|
2.31K
$515K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
900+ 0.45% |
$148K - $172K
|
202K
$45M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
900+ 10.59% |
$148K - $172K
|
9.4K
$2.1M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
898+ 44.74% |
$148K - $171K
|
2.91K
$648K
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
887+ 1.31% |
$146K - $169K
|
68.7K
$15.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
877+ 7.87% |
$144K - $167K
|
12K
$2.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
876+ 5.22% |
$144K - $167K
|
17.7K
$3.94M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
875+ 23.34% |
$144K - $167K
|
4.62K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
875+ 34.83% |
$144K - $167K
|
3.39K
$755K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
867+ 51.67% |
$143K - $166K
|
2.55K
$567K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
865+ 1.3% |
$142K - $165K
|
67.2K
$15M
|