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 12, 2024
Q2 2024
|
Somerville Kurt F
|
SELL
|
- |
-100- 2.85% |
$16.4K - $19.1K
|
3.41K
$761K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-100- 6.16% |
$16.4K - $19.1K
|
1.52K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-101- 0.5% |
$16.6K - $19.3K
|
20K
$4.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-102- 2.1% |
$16.8K - $19.5K
|
4.75K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-102- 4.39% |
$16.8K - $19.5K
|
2.22K
$496K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-103- 3.51% |
$16.9K - $19.7K
|
2.83K
$632K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-103- 1.31% |
$16.9K - $19.7K
|
7.78K
$1.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
SELL
|
- |
-103- 0.82% |
$16.9K - $19.7K
|
12.5K
$2.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-103- 0.41% |
$16.9K - $19.7K
|
25.2K
$5.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-104- 4.51% |
$17.1K - $19.9K
|
2.2K
$491K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-104- 2.89% |
$17.1K - $19.9K
|
3.5K
$780K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-104- 0.54% |
$17.1K - $19.9K
|
19.1K
$4.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-104- 2.74% |
$17.1K - $19.9K
|
3.69K
$822K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-105- 4.59% |
$17.3K - $20K
|
2.19K
$487K
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-107- 3.31% |
$17.6K - $20.4K
|
3.12K
$696K
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-107- 4.99% |
$17.6K - $20.4K
|
2.04K
$454K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-107- 4.69% |
$17.6K - $20.4K
|
2.18K
$485K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-109- 1.91% |
$17.9K - $20.8K
|
5.61K
$1.25M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-109- 5.25% |
$17.9K - $20.8K
|
1.97K
$439K
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-110- 1.61% |
$18.1K - $21K
|
6.71K
$1.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-110- 4.42% |
$18.1K - $21K
|
2.38K
$531K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-110- 1.45% |
$18.1K - $21K
|
7.5K
$1.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-110- 2.36% |
$18.1K - $21K
|
4.54K
$1.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-111- 8.02% |
$18.3K - $21.2K
|
1.27K
$284K
|
|
|
Jul 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-114- 1.36% |
$18.7K - $21.8K
|
8.29K
$1.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-114- 3.34% |
$18.7K - $21.8K
|
3.3K
$736K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-115- 11.3% |
$18.9K - $22K
|
903
$201K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-115- 8.03% |
$18.9K - $22K
|
1.32K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-115- 6.97% |
$18.9K - $22K
|
1.53K
$342K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-117- 3.49% |
$19.2K - $22.3K
|
3.24K
$722K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-117- 7.04% |
$19.2K - $22.3K
|
1.55K
$344K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-118- 5.17% |
$19.4K - $22.5K
|
2.16K
$482K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-118- 2.87% |
$19.4K - $22.5K
|
4K
$892K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-118- 5.7% |
$19.4K - $22.5K
|
1.95K
$435K
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-119- 0.28% |
$19.6K - $22.7K
|
41.7K
$9.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-120- 3.61% |
$19.7K - $22.9K
|
3.2K
$714K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-122- 1.84% |
$20.1K - $23.3K
|
6.5K
$1.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-122- 2.16% |
$20.1K - $23.3K
|
5.52K
$1.23M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-123- 10.34% |
$20.2K - $23.5K
|
1.07K
$238K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-124- 6.02% |
$20.4K - $23.7K
|
1.94K
$432K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-124- 0.17% |
$20.4K - $23.7K
|
70.9K
$15.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-124- 5.28% |
$20.4K - $23.7K
|
2.23K
$496K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-125- 2.49% |
$20.6K - $23.9K
|
4.89K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-127- 6.76% |
$20.9K - $24.2K
|
1.75K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-127- 2.82% |
$20.9K - $24.2K
|
4.38K
$976K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-128- 2.48% |
$21K - $24.4K
|
5.03K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-129- 3.71% |
$21.2K - $24.6K
|
3.35K
$746K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-129- 5.26% |
$21.2K - $24.6K
|
2.33K
$518K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-129- 6.44% |
$21.2K - $24.6K
|
1.87K
$418K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-130- 63.73% |
$21.4K - $24.8K
|
74
$16.5K
|