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 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
503+ 16.46% |
$82.7K - $96K
|
3.56K
$930K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
501+ 4.52% |
$82.4K - $95.6K
|
11.6K
$3.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
500+ 12.07% |
$82.2K - $95.5K
|
4.64K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
499+ 0.88% |
$82.1K - $95.3K
|
57.2K
$14.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
498+ 5.93% |
$81.9K - $95.1K
|
8.9K
$2.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
496+ 0.34% |
$81.6K - $94.7K
|
145K
$37.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
496+ 67.03% |
$81.6K - $94.7K
|
1.24K
$323K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
494+ 7.38% |
$81.2K - $94.3K
|
7.19K
$1.88M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
494+ 10.94% |
$81.2K - $94.3K
|
5.01K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
492+ 25.81% |
$80.9K - $93.9K
|
2.4K
$627K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
491+ 1.89% |
$80.7K - $93.7K
|
26.4K
$6.91M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
491+ 4.55% |
$80.7K - $93.7K
|
11.3K
$2.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
490+ 9.46% |
$80.6K - $93.5K
|
5.67K
$1.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
488+ 4.05% |
$80.2K - $93.2K
|
12.5K
$3.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
484+ 2.26% |
$79.6K - $92.4K
|
21.9K
$5.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
472+ 1.2% |
$77.6K - $90.1K
|
39.7K
$10.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
468+ 1.94% |
$77K - $89.3K
|
24.6K
$6.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
466+ 12.41% |
$76.6K - $89K
|
4.22K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
466+ 12.83% |
$76.6K - $89K
|
4.1K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
463+ 3.11% |
$76.1K - $88.4K
|
15.3K
$4.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
457+ 2.3% |
$75.1K - $87.2K
|
20.3K
$5.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
457+ 6.25% |
$75.1K - $87.2K
|
7.77K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
455+ 4.33% |
$74.8K - $86.9K
|
11K
$2.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
450+ 4.77% |
$74K - $85.9K
|
9.88K
$2.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
449+ 9.91% |
$73.8K - $85.7K
|
4.98K
$1.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
448+ 1.7% |
$73.7K - $85.5K
|
26.7K
$6.99M
|
|
|
Jul 18, 2024
Q2 2024
|
Fcf Advisors LLC
|
BUY
|
- |
444+ 1.36% |
$73K - $84.8K
|
33.1K
$8.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
444+ 16.94% |
$73K - $84.8K
|
3.07K
$801K
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
442+ 4.13% |
$72.7K - $84.4K
|
11.1K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
440+ 8.46% |
$72.3K - $84K
|
5.64K
$1.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
438+ 2.43% |
$72K - $83.6K
|
18.5K
$4.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
434+ 15.08% |
$71.4K - $82.9K
|
3.31K
$865K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
430+ 9.5% |
$70.7K - $82.1K
|
4.96K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
428+ 1.1% |
$70.4K - $81.7K
|
39.4K
$10.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
423+ 4.47% |
$69.6K - $80.8K
|
9.88K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
421+ 0.48% |
$69.2K - $80.4K
|
87.4K
$22.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
420+ 1.96% |
$69.1K - $80.2K
|
21.8K
$5.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
418+ 0.83% |
$68.7K - $79.8K
|
50.9K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
414+ 37.2% |
$68.1K - $79K
|
1.53K
$399K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
413+ 19.09% |
$67.9K - $78.8K
|
2.58K
$673K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
406+ 3.18% |
$66.8K - $77.5K
|
13.2K
$3.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
405+ 7.96% |
$66.6K - $77.3K
|
5.49K
$1.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
400+ 5.69% |
$65.8K - $76.4K
|
7.43K
$1.94M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
400+ 28.57% |
$65.8K - $76.4K
|
1.8K
$470K
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
393+ 22.12% |
$64.6K - $75K
|
2.17K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
393+ 2.12% |
$64.6K - $75K
|
18.9K
$4.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
390New |
$64.1K - $74.5K
|
390
$102K
|
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
390+ 5.93% |
$64.1K - $74.5K
|
6.97K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
387New |
$63.6K - $73.9K
|
387
$101K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
384+ 2.49% |
$63.1K - $73.3K
|
15.8K
$4.13M
|