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 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
BUY
|
- |
128+ 0.71% |
$21K - $24.4K
|
18.3K
$4.07M
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
127+ 1.9% |
$20.9K - $24.2K
|
6.8K
$1.52M
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
127+ 2.46% |
$20.9K - $24.2K
|
5.29K
$1.18M
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
127+ 0.77% |
$20.9K - $24.2K
|
16.6K
$3.71M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
126+ 1.28% |
$20.7K - $24.1K
|
9.98K
$2.22M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
125+ 6.09% |
$20.6K - $23.9K
|
2.18K
$486K
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
125+ 9.62% |
$20.6K - $23.9K
|
1.43K
$318K
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
123+ 0.2% |
$20.2K - $23.5K
|
60.3K
$13.4M
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
120+ 3.51% |
$19.7K - $22.9K
|
3.54K
$789K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
120+ 32.61% |
$19.7K - $22.9K
|
488
$109K
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
120+ 0.25% |
$19.7K - $22.9K
|
47.9K
$10.7M
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
120+ 0.39% |
$19.7K - $22.9K
|
30.5K
$6.81M
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
120+ 0.57% |
$19.7K - $22.9K
|
21.3K
$4.74M
|
|
Jul 11, 2024
Q2 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
118+ 3.51% |
$19.4K - $22.5K
|
3.48K
$777K
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
117+ 1.99% |
$19.2K - $22.3K
|
6K
$1.34M
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
117+ 9.18% |
$19.2K - $22.3K
|
1.39K
$310K
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
115+ 1.35% |
$18.9K - $22K
|
8.66K
$1.93M
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
115+ 2.88% |
$18.9K - $22K
|
4.11K
$916K
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
114+ 1.28% |
$18.7K - $21.8K
|
8.99K
$2M
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
114+ 1.11% |
$18.7K - $21.8K
|
10.3K
$2.31M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
113+ 4.73% |
$18.6K - $21.6K
|
2.5K
$558K
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
113+ 0.49% |
$18.6K - $21.6K
|
23K
$5.13M
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
112+ 0.04% |
$18.4K - $21.4K
|
306K
$68.3M
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
111+ 0.61% |
$18.3K - $21.2K
|
18.2K
$4.05M
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
111+ 0.74% |
$18.3K - $21.2K
|
15.1K
$3.36M
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
110+ 6.41% |
$18.1K - $21K
|
1.83K
$407K
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
110+ 6.41% |
$18.1K - $21K
|
1.83K
$407K
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
109+ 1.74% |
$17.9K - $20.8K
|
6.38K
$1.42M
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
109+ 0.18% |
$17.9K - $20.8K
|
61.9K
$13.8M
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
108+ 1.38% |
$17.8K - $20.6K
|
7.92K
$1.76M
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
108+ 7.48% |
$17.8K - $20.6K
|
1.55K
$346K
|
|
Aug 08, 2024
Q2 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
108+ 1.08% |
$17.8K - $20.6K
|
10.1K
$2.25M
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
107+ 0.9% |
$17.6K - $20.4K
|
11.9K
$2.66M
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
107+ 5.43% |
$17.6K - $20.4K
|
2.08K
$464K
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
106+ 8.47% |
$17.4K - $20.2K
|
1.36K
$303K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
106+ 1.01% |
$17.4K - $20.2K
|
10.6K
$2.37M
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
106+ 3.25% |
$17.4K - $20.2K
|
3.37K
$751K
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
105+ 0.43% |
$17.3K - $20K
|
24.6K
$5.49M
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
105+ 1.39% |
$17.3K - $20K
|
7.65K
$1.71M
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
105+ 5.45% |
$17.3K - $20K
|
2.03K
$453K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
104New |
$17.1K - $19.9K
|
104
$23.2K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
103+ 2.7% |
$16.9K - $19.7K
|
3.92K
$875K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
103+ 30.29% |
$16.9K - $19.7K
|
443
$98.8K
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
103+ 2.82% |
$16.9K - $19.7K
|
3.76K
$838K
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
101+ 8.44% |
$16.6K - $19.3K
|
1.3K
$289K
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
100+ 8.61% |
$16.4K - $19.1K
|
1.26K
$281K
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
100+ 0.45% |
$16.4K - $19.1K
|
22.2K
$4.95M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
100New |
$16.4K - $19.1K
|
100
$22.3K
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100+ 54.35% |
$16.4K - $19.1K
|
284
$63.3K
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
100+ 0.21% |
$16.4K - $19.1K
|
47.7K
$10.6M
|