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 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
40+ 0.92% |
$6.58K - $7.64K
|
4.39K
$978K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
40+ 2.08% |
$6.58K - $7.64K
|
1.97K
$438K
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
40+ 1.7% |
$6.58K - $7.64K
|
2.4K
$534K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
39+ 11.64% |
$6.41K - $7.45K
|
374
$83.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
39+ 1.89% |
$6.41K - $7.45K
|
2.1K
$468K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
39+ 1.56% |
$6.41K - $7.45K
|
2.54K
$566K
|
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
39+ 0.95% |
$6.41K - $7.45K
|
4.16K
$928K
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
37+ 0.78% |
$6.08K - $7.06K
|
4.76K
$1.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
37+ 1.11% |
$6.08K - $7.06K
|
3.37K
$752K
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
37+ 0.97% |
$6.08K - $7.06K
|
3.86K
$861K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
37+ 2.15% |
$6.08K - $7.06K
|
1.76K
$392K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
36+ 105.88% |
$5.92K - $6.87K
|
70
$15.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
36+ 0.06% |
$5.92K - $6.87K
|
56.4K
$12.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
36+ 3.01% |
$5.92K - $6.87K
|
1.23K
$275K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
35+ 7.56% |
$5.76K - $6.68K
|
498
$111K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
35+ 2.22% |
$5.76K - $6.68K
|
1.62K
$360K
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
35+ 0.83% |
$5.76K - $6.68K
|
4.26K
$951K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
34+ 0.27% |
$5.59K - $6.49K
|
12.8K
$2.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
34+ 1.08% |
$5.59K - $6.49K
|
3.2K
$713K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34+ 0.22% |
$5.59K - $6.49K
|
15.5K
$3.46M
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
33+ 1.73% |
$5.43K - $6.3K
|
1.94K
$433K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
33+ 0.12% |
$5.43K - $6.3K
|
27.5K
$6.14M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
33+ 0.51% |
$5.43K - $6.3K
|
6.55K
$1.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
32+ 0.57% |
$5.26K - $6.11K
|
5.63K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
31+ 2.08% |
$5.1K - $5.92K
|
1.52K
$339K
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
30+ 0.94% |
$4.93K - $5.73K
|
3.23K
$720K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
30+ 13.33% |
$4.93K - $5.73K
|
255
$56.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
30+ 1.39% |
$4.93K - $5.73K
|
2.19K
$487K
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
30+ 0.28% |
$4.93K - $5.73K
|
10.6K
$2.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
30+ 20.55% |
$4.93K - $5.73K
|
176
$39.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
29+ 0.34% |
$4.77K - $5.54K
|
8.49K
$1.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
29+ 1.96% |
$4.77K - $5.54K
|
1.51K
$336K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
28+ 0.76% |
$4.6K - $5.35K
|
3.73K
$831K
|
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
28+ 0.72% |
$4.6K - $5.35K
|
3.94K
$879K
|
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
28+ 1.68% |
$4.6K - $5.35K
|
1.69K
$378K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
28+ 0.29% |
$4.6K - $5.35K
|
9.79K
$2.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
27+ 0.82% |
$4.44K - $5.15K
|
3.33K
$743K
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
27+ 2.26% |
$4.44K - $5.15K
|
1.22K
$272K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
27+ 1.45% |
$4.44K - $5.15K
|
1.89K
$421K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
27+ 3.69% |
$4.44K - $5.15K
|
759
$169K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
27+ 1.29% |
$4.44K - $5.15K
|
2.12K
$472K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
27+ 0.15% |
$4.44K - $5.15K
|
17.6K
$3.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
26+ 4.75% |
$4.28K - $4.96K
|
573
$128K
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
25+ 1.53% |
$4.11K - $4.77K
|
1.66K
$370K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
25+ 1.31% |
$4.11K - $4.77K
|
1.93K
$430K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
25+ 1.18% |
$4.11K - $4.77K
|
2.14K
$477K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
24+ 0.63% |
$3.95K - $4.58K
|
3.83K
$855K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
24+ 0.55% |
$3.95K - $4.58K
|
4.42K
$985K
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
24+ 0.14% |
$3.95K - $4.58K
|
17.4K
$3.88M
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
24+ 1.79% |
$3.95K - $4.58K
|
1.36K
$304K
|