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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
650+ 40.75% |
$107K - $124K
|
2.25K
$501K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
649+ 3.53% |
$107K - $124K
|
19K
$4.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
645+ 2.13% |
$106K - $123K
|
30.9K
$6.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
634+ 3.49% |
$104K - $121K
|
18.8K
$4.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
631+ 0.81% |
$104K - $120K
|
78.9K
$17.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
629+ 2.75% |
$103K - $120K
|
23.5K
$5.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
627+ 4.53% |
$103K - $120K
|
14.5K
$3.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
623+ 8.26% |
$102K - $119K
|
8.17K
$1.82M
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
618+ 5.09% |
$102K - $118K
|
12.8K
$2.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
616+ 5.54% |
$101K - $118K
|
11.7K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
615+ 21.47% |
$101K - $117K
|
3.48K
$776K
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
613+ 10.61% |
$101K - $117K
|
6.39K
$1.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
613+ 12.14% |
$101K - $117K
|
5.66K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
612+ 17.18% |
$101K - $117K
|
4.18K
$931K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
611+ 15.69% |
$100K - $117K
|
4.51K
$1M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
611+ 6.9% |
$100K - $117K
|
9.46K
$2.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
606+ 8.32% |
$99.6K - $116K
|
7.89K
$1.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
603+ 57.37% |
$99.2K - $115K
|
1.65K
$369K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
BUY
|
- |
600+ 1.39% |
$98.7K - $115K
|
43.8K
$9.77M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
590+ 22.73% |
$97K - $113K
|
3.19K
$710K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
590+ 1.79% |
$97K - $113K
|
33.6K
$7.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
589+ 10.46% |
$96.8K - $112K
|
6.22K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
586+ 25.85% |
$96.4K - $112K
|
2.85K
$636K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
581+ 1.28% |
$95.5K - $111K
|
45.9K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
576+ 136.17% |
$94.7K - $110K
|
999
$223K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
571+ 4.95% |
$93.9K - $109K
|
12.1K
$2.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
570+ 17.81% |
$93.7K - $109K
|
3.77K
$841K
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
569+ 3.23% |
$93.6K - $109K
|
18.2K
$4.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
568+ 27.05% |
$93.4K - $108K
|
2.67K
$595K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
567+ 42.95% |
$93.2K - $108K
|
1.89K
$421K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
556+ 11.4% |
$91.4K - $106K
|
5.43K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
552+ 3.96% |
$90.8K - $105K
|
14.5K
$3.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
547+ 1.39% |
$89.9K - $104K
|
40K
$8.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
546+ 8.72% |
$89.8K - $104K
|
6.81K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
545+ 14.31% |
$89.6K - $104K
|
4.35K
$971K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
541+ 3.5% |
$89K - $103K
|
16K
$3.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
540+ 5.32% |
$88.8K - $103K
|
10.7K
$2.38M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
539+ 22.99% |
$88.6K - $103K
|
2.88K
$643K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
538+ 13.79% |
$88.5K - $103K
|
4.44K
$990K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
533+ 133.25% |
$87.6K - $102K
|
933
$208K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
531+ 5.86% |
$87.3K - $101K
|
9.59K
$2.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
521+ 1.47% |
$85.7K - $99.5K
|
36.1K
$8.04M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
520+ 2.0% |
$85.5K - $99.3K
|
26.5K
$5.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
515+ 5.04% |
$84.7K - $98.3K
|
10.7K
$2.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
513+ 1.88% |
$84.4K - $97.9K
|
27.8K
$6.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
512+ 55.9% |
$84.2K - $97.7K
|
1.43K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
510+ 1.42% |
$83.9K - $97.4K
|
36.3K
$8.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
507+ 12.44% |
$83.4K - $96.8K
|
4.58K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
504+ 6.23% |
$82.9K - $96.2K
|
8.6K
$1.92M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
504+ 9.71% |
$82.9K - $96.2K
|
5.7K
$1.27M
|