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 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-194- 3.12% |
$31.9K - $37K
|
6.03K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-196- 13.69% |
$32.2K - $37.4K
|
1.24K
$276K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-197- 3.45% |
$32.4K - $37.6K
|
5.51K
$1.23M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-199- 9.1% |
$32.7K - $38K
|
1.99K
$443K
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-199- 1.86% |
$32.7K - $38K
|
10.5K
$2.34M
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
SELL
|
- |
-200- 3.12% |
$32.9K - $38.2K
|
6.2K
$1.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-200- 10.53% |
$32.9K - $38.2K
|
1.7K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-202- 6.03% |
$33.2K - $38.6K
|
3.15K
$702K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-203- 21.53% |
$33.4K - $38.8K
|
740
$165K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-203- 9.05% |
$33.4K - $38.8K
|
2.04K
$455K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-205- 3.78% |
$33.7K - $39.1K
|
5.23K
$1.17M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-206- 13.96% |
$33.9K - $39.3K
|
1.27K
$283K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-207- 3.75% |
$34K - $39.5K
|
5.31K
$1.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-208- 1.82% |
$34.2K - $39.7K
|
11.3K
$2.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-208- 1.26% |
$34.2K - $39.7K
|
16.4K
$3.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-210- 1.76% |
$34.5K - $40.1K
|
11.7K
$2.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-213- 1.32% |
$35K - $40.7K
|
16K
$3.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-214- 5.69% |
$35.2K - $40.9K
|
3.55K
$791K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-215- 15.64% |
$35.4K - $41K
|
1.16K
$259K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-217- 12.48% |
$35.7K - $41.4K
|
1.52K
$339K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-220- 7.87% |
$36.2K - $42K
|
2.57K
$574K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-223- 8.96% |
$36.7K - $42.6K
|
2.27K
$505K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-223- 2.21% |
$36.7K - $42.6K
|
9.89K
$2.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-223- 1.32% |
$36.7K - $42.6K
|
16.7K
$3.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-225- 1.83% |
$37K - $43K
|
12.1K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-226- 3.06% |
$37.2K - $43.1K
|
7.17K
$1.6M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-227- 2.88% |
$37.3K - $43.3K
|
7.65K
$1.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-231- 4.93% |
$38K - $44.1K
|
4.45K
$992K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-234- 14.03% |
$38.5K - $44.7K
|
1.43K
$320K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-235- 10.31% |
$38.6K - $44.9K
|
2.05K
$456K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-235- 2.53% |
$38.6K - $44.9K
|
9.05K
$2.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-236- 2.6% |
$38.8K - $45.1K
|
8.84K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-238- 6.93% |
$39.1K - $45.4K
|
3.19K
$712K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-240- 11.29% |
$39.5K - $45.8K
|
1.89K
$420K
|
|
|
Aug 09, 2024
Q2 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-240- 3.7% |
$39.5K - $45.8K
|
6.24K
$1.39M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-242- 0.17% |
$39.8K - $46.2K
|
139K
$30.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-242- 4.91% |
$39.8K - $46.2K
|
4.68K
$1.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-243- 1.27% |
$40K - $46.4K
|
18.9K
$4.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-244- 0.98% |
$40.1K - $46.6K
|
24.5K
$5.47M
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-245- 2.9% |
$40.3K - $46.8K
|
8.21K
$1.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-245- 3.88% |
$40.3K - $46.8K
|
6.07K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-245- 3.44% |
$40.3K - $46.8K
|
6.87K
$1.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-248- 0.97% |
$40.8K - $47.3K
|
25.4K
$5.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-250- 4.63% |
$41.1K - $47.7K
|
5.15K
$1.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-250- 4.15% |
$41.1K - $47.7K
|
5.77K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-250- 10.39% |
$41.1K - $47.7K
|
2.16K
$481K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-251- 4.69% |
$41.3K - $47.9K
|
5.11K
$1.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-251- 0.25% |
$41.3K - $47.9K
|
99.5K
$22.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-252- 8.62% |
$41.4K - $48.1K
|
2.67K
$595K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-252- 4.94% |
$41.4K - $48.1K
|
4.85K
$1.08M
|