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
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-115- 11.3% |
$18.9K - $22K
|
903
$256K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-115- 8.03% |
$18.9K - $22K
|
1.32K
$374K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-115- 6.97% |
$18.9K - $22K
|
1.53K
$435K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-117- 3.49% |
$19.2K - $22.3K
|
3.24K
$918K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-117- 7.04% |
$19.2K - $22.3K
|
1.55K
$438K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-118- 5.17% |
$19.4K - $22.5K
|
2.16K
$614K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-118- 2.87% |
$19.4K - $22.5K
|
4K
$1.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-118- 5.7% |
$19.4K - $22.5K
|
1.95K
$554K
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-119- 0.28% |
$19.6K - $22.7K
|
41.7K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-120- 3.61% |
$19.7K - $22.9K
|
3.2K
$908K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-122- 1.84% |
$20.1K - $23.3K
|
6.5K
$1.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-122- 2.16% |
$20.1K - $23.3K
|
5.52K
$1.57M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-123- 10.34% |
$20.2K - $23.5K
|
1.07K
$303K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-124- 6.02% |
$20.4K - $23.7K
|
1.94K
$550K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-124- 0.17% |
$20.4K - $23.7K
|
70.9K
$20.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-124- 5.28% |
$20.4K - $23.7K
|
2.23K
$632K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-125- 2.49% |
$20.6K - $23.9K
|
4.89K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-127- 6.76% |
$20.9K - $24.2K
|
1.75K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-127- 2.82% |
$20.9K - $24.2K
|
4.38K
$1.24M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-128- 2.48% |
$21K - $24.4K
|
5.03K
$1.43M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-129- 3.71% |
$21.2K - $24.6K
|
3.35K
$949K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-129- 5.26% |
$21.2K - $24.6K
|
2.33K
$660K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-129- 6.44% |
$21.2K - $24.6K
|
1.87K
$532K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-130- 63.73% |
$21.4K - $24.8K
|
74
$21K
|
|
|
Aug 12, 2024
Q2 2024
|
Humankind Investments LLC
|
SELL
|
- |
-132- 6.15% |
$21.7K - $25.2K
|
2.02K
$572K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-133- 2.86% |
$21.9K - $25.4K
|
4.52K
$1.28M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-133- 0.78% |
$21.9K - $25.4K
|
17K
$4.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-133- 6.02% |
$21.9K - $25.4K
|
2.08K
$589K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-134- 4.19% |
$22K - $25.6K
|
3.06K
$869K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-135- 0.95% |
$22.2K - $25.8K
|
14K
$3.98M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-137- 0.67% |
$22.5K - $26.2K
|
20.2K
$5.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-137- 4.27% |
$22.5K - $26.2K
|
3.07K
$872K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-138- 0.78% |
$22.7K - $26.3K
|
17.6K
$5M
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-138- 25.7% |
$22.7K - $26.3K
|
399
$113K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-138- 45.54% |
$22.7K - $26.3K
|
165
$46.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-138- 3.84% |
$22.7K - $26.3K
|
3.46K
$980K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-140- 1.06% |
$23K - $26.7K
|
13.1K
$3.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-146- 1.47% |
$24K - $27.9K
|
9.82K
$2.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-147- 8.08% |
$24.2K - $28.1K
|
1.67K
$475K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-147- 3.79% |
$24.2K - $28.1K
|
3.74K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-150- 1.04% |
$24.7K - $28.6K
|
14.3K
$4.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-150- 1.0% |
$24.7K - $28.6K
|
14.9K
$4.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
SELL
|
- |
-152- 2.44% |
$25K - $29K
|
6.08K
$1.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-156- 1.22% |
$25.7K - $29.8K
|
12.6K
$3.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-159- 0.32% |
$26.1K - $30.4K
|
50.1K
$14.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-159- 1.63% |
$26.1K - $30.4K
|
9.6K
$2.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-160- 4.74% |
$26.3K - $30.5K
|
3.21K
$912K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-160- 4.61% |
$26.3K - $30.5K
|
3.31K
$939K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-162- 9.44% |
$26.6K - $30.9K
|
1.55K
$441K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-165- 2.21% |
$27.1K - $31.5K
|
7.32K
$2.08M
|