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
|
Rb Capital Management, LLC
|
BUY
|
- |
6+ 0.45% |
$987 - $1.15K
|
1.33K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
6+ 0.02% |
$987 - $1.15K
|
28.7K
$6.41M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.2% |
$822 - $955
|
2.56K
$571K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.24% |
$822 - $955
|
2.1K
$468K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5+ 0.28% |
$822 - $955
|
1.82K
$406K
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
5+ 0.15% |
$822 - $955
|
3.34K
$745K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5+ 0.23% |
$822 - $955
|
2.2K
$490K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
5+ 0.57% |
$822 - $955
|
885
$197K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
5+ 0.17% |
$822 - $955
|
2.88K
$642K
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
BUY
|
- |
5+ 0.05% |
$822 - $955
|
9.85K
$2.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
5+ 0.06% |
$822 - $955
|
8.32K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5+ 0.1% |
$822 - $955
|
5.07K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.95% |
$822 - $955
|
534
$119K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4+ 0.95% |
$658 - $764
|
427
$95.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
4+ 0.22% |
$658 - $764
|
1.81K
$404K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
4+ 1.18% |
$658 - $764
|
342
$76.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
4+ 0.26% |
$658 - $764
|
1.54K
$343K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.06% |
$658 - $764
|
7.2K
$1.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4+ 0.26% |
$658 - $764
|
1.52K
$340K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4+ 0.93% |
$658 - $764
|
436
$97.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 0.86% |
$658 - $764
|
470
$105K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.28% |
$658 - $764
|
1.41K
$314K
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
4+ 0.11% |
$658 - $764
|
3.5K
$779K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4+ 0.25% |
$658 - $764
|
1.6K
$356K
|
|
|
Aug 08, 2024
Q2 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
4+ 0.06% |
$658 - $764
|
6.55K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.65% |
$658 - $764
|
622
$139K
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4+ 0.26% |
$658 - $764
|
1.52K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
4+ 0.23% |
$658 - $764
|
1.78K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
4+ 0.26% |
$658 - $764
|
1.54K
$343K
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
3+ 0.15% |
$493 - $573
|
2K
$446K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
3+ 0.06% |
$493 - $573
|
5.25K
$1.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3+ 0.13% |
$493 - $573
|
2.39K
$533K
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
3+ 0.23% |
$493 - $573
|
1.28K
$286K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 3.09% |
$493 - $573
|
100
$22.3K
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
3+ 0.18% |
$493 - $573
|
1.68K
$375K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 0.01% |
$493 - $573
|
22.3K
$4.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3+ 0.16% |
$493 - $573
|
1.85K
$412K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 2.44% |
$493 - $573
|
126
$28.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$493 - $573
|
4.57K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
3+ 0.19% |
$493 - $573
|
1.62K
$362K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
3+ 0.13% |
$493 - $573
|
2.35K
$524K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
3+ 0.14% |
$493 - $573
|
2.19K
$488K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3+ 0.01% |
$493 - $573
|
25.7K
$5.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3+ 0.31% |
$493 - $573
|
959
$214K
|
|
|
Aug 15, 2024
Q2 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
3+ 0.22% |
$493 - $573
|
1.39K
$309K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.86% |
$493 - $573
|
351
$78.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2+ 0.14% |
$329 - $382
|
1.4K
$312K
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
2+ 0.17% |
$329 - $382
|
1.2K
$267K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
2+ 0.16% |
$329 - $382
|
1.28K
$286K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.94% |
$329 - $382
|
214
$47.7K
|