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 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-170- 3.69% |
$28K - $32.5K
|
4.43K
$1.1M
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-170- 98.84% |
$28K - $32.5K
|
2
$497
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-171- 2.66% |
$28.1K - $32.6K
|
6.25K
$1.55M
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-172- 1.13% |
$28.3K - $32.8K
|
15.1K
$3.75M
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-173- 0.92% |
$28.4K - $33K
|
18.7K
$4.65M
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-175- 4.94% |
$28.8K - $33.4K
|
3.37K
$837K
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-175- 5.27% |
$28.8K - $33.4K
|
3.15K
$782K
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-175- 6.68% |
$28.8K - $33.4K
|
2.44K
$607K
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-175- 1.71% |
$28.8K - $33.4K
|
10.1K
$2.51M
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-179- 0.52% |
$29.4K - $34.2K
|
34K
$8.44M
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-180- 6.83% |
$29.6K - $34.4K
|
2.46K
$611K
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
SELL
|
- |
-181- 1.06% |
$29.8K - $34.6K
|
17K
$4.22M
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-183- 2.78% |
$30.1K - $34.9K
|
6.39K
$1.59M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-188- 2.26% |
$30.9K - $35.9K
|
8.11K
$2.02M
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-189- 2.14% |
$31.1K - $36.1K
|
8.63K
$2.15M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-193- 3.11% |
$31.7K - $36.8K
|
6.01K
$1.5M
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-194- 1.83% |
$31.9K - $37K
|
10.4K
$2.58M
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-194- 3.12% |
$31.9K - $37K
|
6.03K
$1.5M
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-196- 13.69% |
$32.2K - $37.4K
|
1.24K
$307K
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-197- 3.45% |
$32.4K - $37.6K
|
5.51K
$1.37M
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-197- 4.77% |
$32.4K - $37.6K
|
3.94K
$979K
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-199- 9.1% |
$32.7K - $38K
|
1.99K
$494K
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-199- 1.86% |
$32.7K - $38K
|
10.5K
$2.61M
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
SELL
|
- |
-200- 3.12% |
$32.9K - $38.2K
|
6.2K
$1.54M
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-200- 10.53% |
$32.9K - $38.2K
|
1.7K
$423K
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-202- 6.03% |
$33.2K - $38.6K
|
3.15K
$783K
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-203- 21.53% |
$33.4K - $38.8K
|
740
$184K
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-203- 9.05% |
$33.4K - $38.8K
|
2.04K
$508K
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-205- 3.78% |
$33.7K - $39.1K
|
5.23K
$1.3M
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-206- 13.96% |
$33.9K - $39.3K
|
1.27K
$316K
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-207- 3.75% |
$34K - $39.5K
|
5.31K
$1.32M
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-208- 1.82% |
$34.2K - $39.7K
|
11.3K
$2.8M
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-208- 1.26% |
$34.2K - $39.7K
|
16.4K
$4.07M
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-210- 1.76% |
$34.5K - $40.1K
|
11.7K
$2.91M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-213- 1.32% |
$35K - $40.7K
|
16K
$3.97M
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-214- 5.69% |
$35.2K - $40.9K
|
3.55K
$882K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-215- 15.64% |
$35.4K - $41K
|
1.16K
$288K
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-217- 12.48% |
$35.7K - $41.4K
|
1.52K
$378K
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-220- 7.87% |
$36.2K - $42K
|
2.57K
$640K
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-220- 8.41% |
$36.2K - $42K
|
2.4K
$596K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-223- 8.96% |
$36.7K - $42.6K
|
2.27K
$563K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-223- 2.21% |
$36.7K - $42.6K
|
9.89K
$2.46M
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-223- 1.32% |
$36.7K - $42.6K
|
16.7K
$4.16M
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-225- 1.83% |
$37K - $43K
|
12.1K
$3M
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-226- 3.06% |
$37.2K - $43.1K
|
7.17K
$1.78M
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-227- 2.88% |
$37.3K - $43.3K
|
7.65K
$1.9M
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-231- 4.93% |
$38K - $44.1K
|
4.45K
$1.11M
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-234- 14.03% |
$38.5K - $44.7K
|
1.43K
$357K
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-235- 10.31% |
$38.6K - $44.9K
|
2.05K
$509K
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-235- 2.53% |
$38.6K - $44.9K
|
9.05K
$2.25M
|