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 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-50- 3.36% |
$8.22K - $9.55K
|
1.44K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-50- 1.56% |
$8.22K - $9.55K
|
3.15K
$701K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 1.1% |
$8.22K - $9.55K
|
4.5K
$1M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-51- 52.04% |
$8.39K - $9.74K
|
47
$10.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-51- 0.57% |
$8.39K - $9.74K
|
8.94K
$1.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-51- 0.67% |
$8.39K - $9.74K
|
7.61K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-51- 2.61% |
$8.39K - $9.74K
|
1.91K
$425K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-51- 0.09% |
$8.39K - $9.74K
|
59.1K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-51- 62.2% |
$8.39K - $9.74K
|
31
$6.91K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-52- 1.42% |
$8.55K - $9.93K
|
3.62K
$807K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-52- 19.05% |
$8.55K - $9.93K
|
221
$49.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-52- 1.15% |
$8.55K - $9.93K
|
4.47K
$996K
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-55- 1.48% |
$9.04K - $10.5K
|
3.66K
$816K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-55- 1.24% |
$9.04K - $10.5K
|
4.37K
$975K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-55- 3.17% |
$9.04K - $10.5K
|
1.68K
$374K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-56- 2.49% |
$9.21K - $10.7K
|
2.19K
$489K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-57- 2.76% |
$9.37K - $10.9K
|
2.01K
$448K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-57- 0.17% |
$9.37K - $10.9K
|
34.2K
$7.63M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-58- 0.27% |
$9.54K - $11.1K
|
21.6K
$4.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-59- 1.99% |
$9.7K - $11.3K
|
2.91K
$648K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-60- 2.06% |
$9.87K - $11.5K
|
2.86K
$637K
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
SELL
|
- |
-60- 4.57% |
$9.87K - $11.5K
|
1.25K
$280K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-60- 2.92% |
$9.87K - $11.5K
|
2K
$445K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-61- 2.9% |
$10K - $11.6K
|
2.04K
$455K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-61- 2.78% |
$10K - $11.6K
|
2.14K
$476K
|
|
|
Aug 14, 2024
Q2 2024
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-61- 0.72% |
$10K - $11.6K
|
8.44K
$1.88M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-62- 2.55% |
$10.2K - $11.8K
|
2.37K
$528K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-62- 5.05% |
$10.2K - $11.8K
|
1.17K
$260K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-63- 0.73% |
$10.4K - $12K
|
8.61K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-63- 4.39% |
$10.4K - $12K
|
1.37K
$306K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-64- 3.37% |
$10.5K - $12.2K
|
1.84K
$410K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-65- 29.82% |
$10.7K - $12.4K
|
153
$34.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-65- 3.14% |
$10.7K - $12.4K
|
2K
$447K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-65- 0.68% |
$10.7K - $12.4K
|
9.56K
$2.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-65- 0.75% |
$10.7K - $12.4K
|
8.59K
$1.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-65- 68.42% |
$10.7K - $12.4K
|
30
$6.69K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-66- 1.4% |
$10.9K - $12.6K
|
4.65K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-66- 1.18% |
$10.9K - $12.6K
|
5.51K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-66- 0.6% |
$10.9K - $12.6K
|
10.9K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-66- 34.02% |
$10.9K - $12.6K
|
128
$28.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-66- 4.42% |
$10.9K - $12.6K
|
1.43K
$318K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-68- 2.22% |
$11.2K - $13K
|
3K
$668K
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-69- 0.85% |
$11.3K - $13.2K
|
8.04K
$1.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-70- 0.25% |
$11.5K - $13.4K
|
27.9K
$6.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-70- 12.43% |
$11.5K - $13.4K
|
493
$110K
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-70- 3.22% |
$11.5K - $13.4K
|
2.1K
$468K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-71- 3.01% |
$11.7K - $13.6K
|
2.29K
$510K
|
|
|
Sep 12, 2024
Q2 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-72- 0.99% |
$11.8K - $13.7K
|
7.2K
$1.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-73- 0.46% |
$12K - $13.9K
|
15.6K
$3.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-74- 1.5% |
$12.2K - $14.1K
|
4.85K
$1.08M
|