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 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
212+ 12.13% |
$34.9K - $40.5K
|
1.96K
$437K
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
211+ 9.29% |
$34.7K - $40.3K
|
2.48K
$553K
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
210+ 8.39% |
$34.5K - $40.1K
|
2.71K
$605K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
210New |
$34.5K - $40.1K
|
210
$46.8K
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
207+ 0.87% |
$34K - $39.5K
|
24.1K
$5.37M
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
205+ 10.39% |
$33.7K - $39.1K
|
2.18K
$486K
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
205+ 8.52% |
$33.7K - $39.1K
|
2.61K
$582K
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
205+ 7.07% |
$33.7K - $39.1K
|
3.11K
$693K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
205+ 1.06% |
$33.7K - $39.1K
|
19.5K
$4.35M
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
204+ 5.22% |
$33.5K - $38.9K
|
4.11K
$916K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
204+ 7.22% |
$33.5K - $38.9K
|
3.03K
$675K
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
204+ 2.43% |
$33.5K - $38.9K
|
8.61K
$1.92M
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
202+ 16.71% |
$33.2K - $38.6K
|
1.41K
$315K
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
201+ 0.66% |
$33.1K - $38.4K
|
30.7K
$6.85M
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
200+ 16.38% |
$32.9K - $38.2K
|
1.42K
$317K
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
200+ 17.53% |
$32.9K - $38.2K
|
1.34K
$299K
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
200+ 38.61% |
$32.9K - $38.2K
|
718
$160K
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
200+ 2.4% |
$32.9K - $38.2K
|
8.55K
$1.91M
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
200+ 5.41% |
$32.9K - $38.2K
|
3.9K
$870K
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
200+ 11.74% |
$32.9K - $38.2K
|
1.9K
$424K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
199+ 4.03% |
$32.7K - $38K
|
5.14K
$1.15M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
198+ 0.68% |
$32.6K - $37.8K
|
29.2K
$6.52M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
195+ 6.74% |
$32.1K - $37.2K
|
3.09K
$688K
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
191+ 0.9% |
$31.4K - $36.5K
|
21.5K
$4.78M
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
191+ 9.15% |
$31.4K - $36.5K
|
2.28K
$508K
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
191+ 18.12% |
$31.4K - $36.5K
|
1.25K
$278K
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
187+ 4.24% |
$30.7K - $35.7K
|
4.6K
$1.03M
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
187+ 12.38% |
$30.7K - $35.7K
|
1.7K
$378K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
185+ 1.61% |
$30.4K - $35.3K
|
11.7K
$2.61M
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
183+ 1.19% |
$30.1K - $34.9K
|
15.6K
$3.47M
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
183+ 41.31% |
$30.1K - $34.9K
|
626
$140K
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
180+ 5.37% |
$29.6K - $34.4K
|
3.54K
$788K
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
178+ 15.55% |
$29.3K - $34K
|
1.32K
$295K
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
178+ 14.64% |
$29.3K - $34K
|
1.39K
$311K
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
176+ 3.29% |
$28.9K - $33.6K
|
5.52K
$1.23M
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
175+ 11.64% |
$28.8K - $33.4K
|
1.68K
$374K
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
175+ 1.04% |
$28.8K - $33.4K
|
17K
$3.79M
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
174+ 1.7% |
$28.6K - $33.2K
|
10.4K
$2.32M
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
174+ 3.87% |
$28.6K - $33.2K
|
4.67K
$1.04M
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
174+ 9.67% |
$28.6K - $33.2K
|
1.97K
$440K
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
171+ 0.73% |
$28.1K - $32.6K
|
23.7K
$5.29M
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
170+ 0.64% |
$28K - $32.5K
|
26.8K
$5.97M
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
170+ 1.57% |
$28K - $32.5K
|
11K
$2.46M
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
170+ 13.31% |
$28K - $32.5K
|
1.45K
$323K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
169+ 26.12% |
$27.8K - $32.3K
|
816
$182K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
167+ 0.35% |
$27.5K - $31.9K
|
48.3K
$10.8M
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
166+ 5.89% |
$27.3K - $31.7K
|
2.98K
$665K
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
165+ 6.45% |
$27.1K - $31.5K
|
2.72K
$607K
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
163+ 4.75% |
$26.8K - $31.1K
|
3.59K
$801K
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
163+ 0.96% |
$26.8K - $31.1K
|
17.2K
$3.84M
|