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
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-5- 0.11% |
$822 - $955
|
4.46K
$1.02M
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-5- 0.2% |
$822 - $955
|
2.47K
$565K
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-5- 0.01% |
$822 - $955
|
46.1K
$10.6M
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-5- 0.77% |
$822 - $955
|
643
$147K
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-5- 0.32% |
$822 - $955
|
1.57K
$359K
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-5- 0.07% |
$822 - $955
|
7.66K
$1.75M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5- -0.0% |
$822 - $955
|
148K
$33.9M
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-5- 0.34% |
$822 - $955
|
1.46K
$335K
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5- 0.07% |
$822 - $955
|
7K
$1.6M
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-5- 0.06% |
$822 - $955
|
7.75K
$1.77M
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-6- 0.07% |
$987 - $1.15K
|
8.53K
$1.95M
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-6- 0.36% |
$987 - $1.15K
|
1.64K
$376K
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-6- 0.2% |
$987 - $1.15K
|
2.99K
$685K
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-7- 0.02% |
$1.15K - $1.34K
|
41.5K
$9.49M
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-7- 0.2% |
$1.15K - $1.34K
|
3.51K
$803K
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-8- 0.68% |
$1.32K - $1.53K
|
1.17K
$268K
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-8- 0.63% |
$1.32K - $1.53K
|
1.26K
$287K
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-8- 0.3% |
$1.32K - $1.53K
|
2.65K
$606K
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-8- 0.23% |
$1.32K - $1.53K
|
3.41K
$780K
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-9- 0.67% |
$1.48K - $1.72K
|
1.33K
$303K
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-9- 0.51% |
$1.48K - $1.72K
|
1.77K
$405K
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-9- 0.76% |
$1.48K - $1.72K
|
1.18K
$270K
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-10- 0.39% |
$1.64K - $1.91K
|
2.54K
$581K
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-10- 0.06% |
$1.64K - $1.91K
|
17K
$3.88M
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
SELL
|
- |
-10- 0.22% |
$1.64K - $1.91K
|
4.51K
$1.03M
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-10- 4.48% |
$1.64K - $1.91K
|
213
$48.7K
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-10- 4.72% |
$1.64K - $1.91K
|
202
$46.2K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-10- 2.27% |
$1.64K - $1.91K
|
430
$98.4K
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-10- 0.4% |
$1.64K - $1.91K
|
2.5K
$571K
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-10- 0.49% |
$1.64K - $1.91K
|
2.03K
$465K
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-10- 0.04% |
$1.64K - $1.91K
|
23.1K
$5.29M
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-11- 0.82% |
$1.81K - $2.1K
|
1.33K
$305K
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-11- 0.63% |
$1.81K - $2.1K
|
1.74K
$398K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-11- 0.75% |
$1.81K - $2.1K
|
1.45K
$332K
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-12- 0.14% |
$1.97K - $2.29K
|
8.6K
$1.97M
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-13- 0.1% |
$2.14K - $2.48K
|
12.7K
$2.9M
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.56% |
$2.14K - $2.48K
|
2.31K
$529K
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-13- 0.86% |
$2.14K - $2.48K
|
1.51K
$344K
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-13- 0.11% |
$2.14K - $2.48K
|
11.8K
$2.69M
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-14- 0.77% |
$2.3K - $2.67K
|
1.81K
$414K
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
SELL
|
- |
-14- 0.62% |
$2.3K - $2.67K
|
2.26K
$516K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-14- 0.39% |
$2.3K - $2.67K
|
3.59K
$822K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-14- 1.09% |
$2.3K - $2.67K
|
1.28K
$292K
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-14- 1.14% |
$2.3K - $2.67K
|
1.22K
$278K
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-15- 0.2% |
$2.47K - $2.86K
|
7.42K
$1.7M
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-15- 1.08% |
$2.47K - $2.86K
|
1.38K
$316K
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-15- 0.59% |
$2.47K - $2.86K
|
2.51K
$575K
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-15- 0.68% |
$2.47K - $2.86K
|
2.18K
$499K
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-16- 0.21% |
$2.63K - $3.05K
|
7.66K
$1.75M
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-16- 0.99% |
$2.63K - $3.05K
|
1.59K
$365K
|