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 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 0.86% |
$3.45K - $4.01K
|
2.42K
$756K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-21- 0.78% |
$3.45K - $4.01K
|
2.68K
$838K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-21- 0.68% |
$3.45K - $4.01K
|
3.05K
$953K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-21- 0.85% |
$3.45K - $4.01K
|
2.44K
$764K
|
|
|
Aug 14, 2024
Q2 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-21- 0.1% |
$3.45K - $4.01K
|
20.7K
$6.48M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-21- 1.61% |
$3.45K - $4.01K
|
1.28K
$401K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-22- 0.98% |
$3.62K - $4.2K
|
2.23K
$696K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-22- 1.24% |
$3.62K - $4.2K
|
1.75K
$547K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-22- 1.31% |
$3.62K - $4.2K
|
1.66K
$517K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-22- 0.68% |
$3.62K - $4.2K
|
3.22K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-22- 1.31% |
$3.62K - $4.2K
|
1.65K
$517K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-22- 84.62% |
$3.62K - $4.2K
|
4
$1.25K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-24- 0.85% |
$3.95K - $4.58K
|
2.79K
$870K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-25- 0.22% |
$4.11K - $4.77K
|
11.3K
$3.53M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-25- 1.32% |
$4.11K - $4.77K
|
1.87K
$584K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-25- 0.73% |
$4.11K - $4.77K
|
3.4K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-25- 0.75% |
$4.11K - $4.77K
|
3.29K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Beddow Capital Management Inc
|
SELL
|
- |
-25- 0.05% |
$4.11K - $4.77K
|
54.7K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-25- 1.14% |
$4.11K - $4.77K
|
2.18K
$680K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-26- 0.89% |
$4.28K - $4.96K
|
2.9K
$907K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-26- 0.39% |
$4.28K - $4.96K
|
6.62K
$2.07M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-26- 0.55% |
$4.28K - $4.96K
|
4.68K
$1.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-26- 0.05% |
$4.28K - $4.96K
|
52.6K
$16.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-27- 0.43% |
$4.44K - $5.15K
|
6.25K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-27- 1.81% |
$4.44K - $5.15K
|
1.47K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-27- 0.82% |
$4.44K - $5.15K
|
3.29K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-28- 4.11% |
$4.6K - $5.35K
|
653
$204K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-29- 0.71% |
$4.77K - $5.54K
|
4.07K
$1.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-30- 1.51% |
$4.93K - $5.73K
|
1.96K
$613K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-30- 0.06% |
$4.93K - $5.73K
|
47.8K
$14.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-30- 1.18% |
$4.93K - $5.73K
|
2.51K
$785K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-30- 2.35% |
$4.93K - $5.73K
|
1.25K
$389K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-30- 0.53% |
$4.93K - $5.73K
|
5.6K
$1.75M
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-30- 0.74% |
$4.93K - $5.73K
|
4.02K
$1.25M
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-31- 0.73% |
$5.1K - $5.92K
|
4.19K
$1.31M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-31- 0.56% |
$5.1K - $5.92K
|
5.49K
$1.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-31- 1.1% |
$5.1K - $5.92K
|
2.79K
$872K
|
|
|
Aug 16, 2024
Q2 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-31- 1.03% |
$5.1K - $5.92K
|
2.97K
$927K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-32- 0.06% |
$5.26K - $6.11K
|
50K
$15.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-33- 2.11% |
$5.43K - $6.3K
|
1.53K
$479K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-33- 1.81% |
$5.43K - $6.3K
|
1.79K
$559K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-34- 0.63% |
$5.59K - $6.49K
|
5.4K
$1.69M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-34- 10.3% |
$5.59K - $6.49K
|
296
$92.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-35- 0.75% |
$5.76K - $6.68K
|
4.65K
$1.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-35- 1.73% |
$5.76K - $6.68K
|
1.98K
$620K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-36- 1.27% |
$5.92K - $6.87K
|
2.81K
$876K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-37- 0.88% |
$6.08K - $7.06K
|
4.16K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-37- 1.06% |
$6.08K - $7.06K
|
3.45K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-37- 1.48% |
$6.08K - $7.06K
|
2.47K
$770K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-39- 1.83% |
$6.41K - $7.45K
|
2.1K
$655K
|