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 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$329 - $382
|
3.59K
$799K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$329 - $382
|
2.01K
$448K
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2+ 0.02% |
$329 - $382
|
13.2K
$2.94M
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.82% |
$329 - $382
|
246
$54.9K
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2+ 0.1% |
$329 - $382
|
2.03K
$452K
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2+ 0.15% |
$329 - $382
|
1.36K
$303K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.76% |
$329 - $382
|
266
$59.3K
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
BUY
|
- |
2+ 0.02% |
$329 - $382
|
8.16K
$1.82M
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.06% |
$329 - $382
|
3.3K
$735K
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2+ 0.11% |
$329 - $382
|
1.83K
$409K
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.06% |
$164 - $191
|
1.77K
$394K
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.08% |
$164 - $191
|
1.25K
$278K
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1+ 0.08% |
$164 - $191
|
1.3K
$289K
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.27% |
$164 - $191
|
80
$17.8K
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 2.86% |
$164 - $191
|
36
$8.03K
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1+ 0.03% |
$164 - $191
|
3.13K
$697K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.04% |
$164 - $191
|
2.6K
$579K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.05% |
$164 - $191
|
1.85K
$411K
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1New |
$164 - $191
|
1
$223
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.04% |
$164 - $191
|
2.28K
$507K
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$164 - $191
|
7.97K
$1.78M
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1+ 0.02% |
$164 - $191
|
4.8K
$1.07M
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1+ 0.06% |
$164 - $191
|
1.8K
$401K
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.1% |
$164 - $191
|
1.02K
$227K
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1- 0.04% |
$164 - $191
|
2.37K
$529K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1- 0.01% |
$164 - $191
|
11.6K
$2.58M
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1- 0.03% |
$164 - $191
|
3.78K
$843K
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1- 0.02% |
$164 - $191
|
4.93K
$1.1M
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-1- 8.33% |
$164 - $191
|
11
$2.45K
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$164 - $191
|
4.1K
$914K
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2- 0.03% |
$329 - $382
|
7.52K
$1.68M
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2- 0.16% |
$329 - $382
|
1.22K
$272K
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-2- 0.06% |
$329 - $382
|
3.26K
$728K
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$493 - $573
|
6.48K
$1.45M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 0.49% |
$493 - $573
|
610
$136K
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-3- 0.12% |
$493 - $573
|
2.44K
$544K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3- 0.18% |
$493 - $573
|
1.64K
$366K
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-3- 0.09% |
$493 - $573
|
3.34K
$744K
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3- 0.06% |
$493 - $573
|
5.16K
$1.15M
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-4- 9.09% |
$658 - $764
|
40
$8.92K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-4- 0.03% |
$658 - $764
|
13.1K
$2.92M
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-4- 0.05% |
$658 - $764
|
8.16K
$1.82M
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4- 0.7% |
$658 - $764
|
570
$127K
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4- 0.04% |
$658 - $764
|
9.93K
$2.21M
|
|
Aug 05, 2024
Q2 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-4- 0.11% |
$658 - $764
|
3.54K
$790K
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-4- 0.16% |
$658 - $764
|
2.49K
$556K
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-4- 0.14% |
$658 - $764
|
2.84K
$634K
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-4- 0.3% |
$658 - $764
|
1.32K
$294K
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-4- 0.25% |
$658 - $764
|
1.62K
$362K
|