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 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
863+ 31.45% |
$142K - $165K
|
3.61K
$804K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
847+ 2.99% |
$139K - $162K
|
29.2K
$6.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
843+ 11.91% |
$139K - $161K
|
7.92K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
842+ 4.29% |
$138K - $161K
|
20.5K
$4.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
840+ 4.26% |
$138K - $160K
|
20.5K
$4.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
835+ 3.93% |
$137K - $159K
|
22.1K
$4.93M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
834+ 7581.82% |
$137K - $159K
|
845
$188K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
830+ 9.01% |
$136K - $158K
|
10K
$2.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
813+ 3.71% |
$134K - $155K
|
22.7K
$5.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
812+ 3.11% |
$134K - $155K
|
26.9K
$5.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
810+ 1.87% |
$133K - $155K
|
44.1K
$9.82M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
809+ 19.56% |
$133K - $154K
|
4.94K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
805+ 1.41% |
$132K - $154K
|
58K
$12.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
801+ 34.38% |
$132K - $153K
|
3.13K
$698K
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
800+ 56.82% |
$132K - $153K
|
2.21K
$492K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
798+ 380.0% |
$131K - $152K
|
1.01K
$225K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
798+ 12.97% |
$131K - $152K
|
6.95K
$1.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
795+ 9.64% |
$131K - $152K
|
9.04K
$2.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
792+ 9.46% |
$130K - $151K
|
9.16K
$2.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
787+ 2.23% |
$129K - $150K
|
36K
$8.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
786+ 71.0% |
$129K - $150K
|
1.89K
$422K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
781+ 14.2% |
$128K - $149K
|
6.28K
$1.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
778+ 20.56% |
$128K - $149K
|
4.56K
$1.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
773+ 49.74% |
$127K - $148K
|
2.33K
$519K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
761+ 13.95% |
$125K - $145K
|
6.22K
$1.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
756+ 19.47% |
$124K - $144K
|
4.64K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
756New |
$124K - $144K
|
756
$169K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
754+ 4.76% |
$124K - $144K
|
16.6K
$3.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
750+ 8.89% |
$123K - $143K
|
9.19K
$2.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
748+ 2.68% |
$123K - $143K
|
28.7K
$6.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
724+ 26.57% |
$119K - $138K
|
3.45K
$769K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
719+ 33.19% |
$118K - $137K
|
2.89K
$643K
|
|
|
Jul 12, 2024
Q2 2024
|
Jacobs & CO
|
BUY
|
- |
717+ 0.98% |
$118K - $137K
|
73.9K
$16.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
BUY
|
- |
717+ 1.99% |
$118K - $137K
|
36.7K
$8.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
699+ 0.89% |
$115K - $133K
|
78.9K
$17.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
698+ 3.21% |
$115K - $133K
|
22.4K
$5M
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
698+ 22.38% |
$115K - $133K
|
3.82K
$851K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
695+ 0.67% |
$114K - $133K
|
105K
$23.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
694+ 11.21% |
$114K - $132K
|
6.89K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
692+ 2.64% |
$114K - $132K
|
26.9K
$5.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
690+ 11.67% |
$113K - $132K
|
6.6K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
685+ 0.82% |
$113K - $131K
|
84.1K
$18.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
673+ 5.47% |
$111K - $128K
|
13K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
670+ 3.17% |
$110K - $128K
|
21.8K
$4.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
663+ 6.57% |
$109K - $127K
|
10.8K
$2.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
659+ 0.31% |
$108K - $126K
|
212K
$47.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
659+ 16.57% |
$108K - $126K
|
4.64K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
659+ 4.95% |
$108K - $126K
|
14K
$3.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
657+ 27.59% |
$108K - $125K
|
3.04K
$677K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
650+ 0.9% |
$107K - $124K
|
73K
$16.3M
|