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 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
76+ 2.63% |
$12.5K - $14.5K
|
2.96K
$841K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
76+ 3.31% |
$12.5K - $14.5K
|
2.37K
$673K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
75+ 2.4% |
$12.3K - $14.3K
|
3.21K
$910K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
75+ 1.01% |
$12.3K - $14.3K
|
7.5K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
74+ 2.29% |
$12.2K - $14.1K
|
3.31K
$938K
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
73+ 4.19% |
$12K - $13.9K
|
1.82K
$516K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
73+ 5.48% |
$12K - $13.9K
|
1.41K
$399K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
72+ 6.79% |
$11.8K - $13.7K
|
1.13K
$321K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
72+ 0.81% |
$11.8K - $13.7K
|
9.01K
$2.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
71+ 1.71% |
$11.7K - $13.6K
|
4.23K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
70+ 3.21% |
$11.5K - $13.4K
|
2.25K
$639K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
69+ 1.85% |
$11.3K - $13.2K
|
3.8K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
68+ 2.1% |
$11.2K - $13K
|
3.31K
$939K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
67+ 5.51% |
$11K - $12.8K
|
1.28K
$364K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
65+ 0.81% |
$10.7K - $12.4K
|
8.04K
$2.28M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
65+ 0.85% |
$10.7K - $12.4K
|
7.75K
$2.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
63+ 0.31% |
$10.4K - $12K
|
20.7K
$5.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
61+ 4.57% |
$10K - $11.6K
|
1.4K
$396K
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
61+ 1.33% |
$10K - $11.6K
|
4.64K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
60+ 37.04% |
$9.87K - $11.5K
|
222
$63K
|
|
|
Jul 22, 2024
Q2 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
60+ 1.58% |
$9.87K - $11.5K
|
3.86K
$1.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
BUY
|
- |
60+ 0.91% |
$9.87K - $11.5K
|
6.63K
$1.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
60+ 2.62% |
$9.87K - $11.5K
|
2.35K
$668K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
60+ 3.57% |
$9.87K - $11.5K
|
1.74K
$494K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
60+ 30.0% |
$9.87K - $11.5K
|
260
$73.8K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
59+ 1.36% |
$9.7K - $11.3K
|
4.39K
$1.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
58+ 0.58% |
$9.54K - $11.1K
|
10K
$2.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
58+ 0.8% |
$9.54K - $11.1K
|
7.33K
$2.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
58+ 3.9% |
$9.54K - $11.1K
|
1.55K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
58+ 0.54% |
$9.54K - $11.1K
|
10.8K
$3.07M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
57+ 3.28% |
$9.37K - $10.9K
|
1.8K
$510K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
57+ 3.39% |
$9.37K - $10.9K
|
1.74K
$494K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
57+ 5.14% |
$9.37K - $10.9K
|
1.17K
$331K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
56+ 2.29% |
$9.21K - $10.7K
|
2.5K
$709K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
53+ 1.87% |
$8.71K - $10.1K
|
2.89K
$821K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
52+ 5.41% |
$8.55K - $9.93K
|
1.01K
$288K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
51+ 2.46% |
$8.39K - $9.74K
|
2.13K
$603K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
51+ 3.04% |
$8.39K - $9.74K
|
1.73K
$491K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
51+ 10.54% |
$8.39K - $9.74K
|
535
$152K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
50+ 3.94% |
$8.22K - $9.55K
|
1.32K
$375K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
50+ 0.61% |
$8.22K - $9.55K
|
8.26K
$2.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
50+ 4.37% |
$8.22K - $9.55K
|
1.19K
$339K
|
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
BUY
|
- |
50+ 1.52% |
$8.22K - $9.55K
|
3.34K
$948K
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
50+ 1.72% |
$8.22K - $9.55K
|
2.96K
$840K
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
49+ 3.27% |
$8.06K - $9.35K
|
1.55K
$440K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
49+ 9.72% |
$8.06K - $9.35K
|
553
$157K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
48+ 0.84% |
$7.89K - $9.16K
|
5.79K
$1.64M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
48+ 3.67% |
$7.89K - $9.16K
|
1.36K
$385K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
48+ 0.15% |
$7.89K - $9.16K
|
31.9K
$9.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
48+ 0.46% |
$7.89K - $9.16K
|
10.5K
$2.99M
|