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
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-400- 17.86% |
$65.8K - $76.4K
|
1.84K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-400- 21.87% |
$65.8K - $76.4K
|
1.43K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-400- 1.5% |
$65.8K - $76.4K
|
26.2K
$6.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-401- 14.81% |
$65.9K - $76.6K
|
2.31K
$603K
|
|
|
Aug 12, 2024
Q2 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-405- 2.52% |
$66.6K - $77.3K
|
15.7K
$4.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
SELL
|
- |
-410- 15.47% |
$67.4K - $78.3K
|
2.24K
$586K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-412- 2.09% |
$67.7K - $78.7K
|
19.3K
$5.05M
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-413- 22.53% |
$67.9K - $78.8K
|
1.42K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-414- 0.26% |
$68.1K - $79K
|
156K
$40.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-417- 8.45% |
$68.6K - $79.6K
|
4.52K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-419- 11.75% |
$68.9K - $80K
|
3.15K
$823K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-420- 16.13% |
$69.1K - $80.2K
|
2.18K
$571K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-420- 3.16% |
$69.1K - $80.2K
|
12.9K
$3.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-424- 3.1% |
$69.7K - $80.9K
|
13.3K
$3.46M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-424- 2.65% |
$69.7K - $80.9K
|
15.6K
$4.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-428- 4.3% |
$70.4K - $81.7K
|
9.53K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-430- 3.69% |
$70.7K - $82.1K
|
11.2K
$2.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-436- 3.78% |
$71.7K - $83.2K
|
11.1K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-438- 1.16% |
$72K - $83.6K
|
37.2K
$9.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-441- 9.24% |
$72.5K - $84.2K
|
4.33K
$1.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-444- 20.97% |
$73K - $84.8K
|
1.67K
$437K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-445- 4.41% |
$73.2K - $85K
|
9.64K
$2.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-450- 8.37% |
$74K - $85.9K
|
4.92K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-456- 3.0% |
$75K - $87.1K
|
14.8K
$3.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-462- 0.81% |
$76K - $88.2K
|
56.4K
$14.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-463- 11.06% |
$76.1K - $88.4K
|
3.73K
$973K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-463- 11.06% |
$76.1K - $88.4K
|
3.73K
$973K
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-467- 10.64% |
$76.8K - $89.2K
|
3.92K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-467- 17.89% |
$76.8K - $89.2K
|
2.14K
$560K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-469- 3.78% |
$77.1K - $89.5K
|
11.9K
$3.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-470- 0.88% |
$77.3K - $89.7K
|
53.2K
$13.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-473- 6.32% |
$77.8K - $90.3K
|
7.01K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-473- 1.9% |
$77.8K - $90.3K
|
24.4K
$6.37M
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-475- 23.13% |
$78.1K - $90.7K
|
1.58K
$413K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-476- 24.69% |
$78.3K - $90.9K
|
1.45K
$379K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-476- 1.06% |
$78.3K - $90.9K
|
44.4K
$11.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-477- 11.19% |
$78.4K - $91.1K
|
3.79K
$989K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-477- 2.54% |
$78.4K - $91.1K
|
18.3K
$4.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-481- 7.87% |
$79.1K - $91.8K
|
5.63K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-481- 6.8% |
$79.1K - $91.8K
|
6.59K
$1.72M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-484- 3.12% |
$79.6K - $92.4K
|
15K
$3.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-490- 5.95% |
$80.6K - $93.5K
|
7.75K
$2.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-491- 2.81% |
$80.7K - $93.7K
|
17K
$4.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-500- 6.13% |
$82.2K - $95.5K
|
7.65K
$2M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-504- 8.39% |
$82.9K - $96.2K
|
5.51K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-505- 2.72% |
$83K - $96.4K
|
18.1K
$4.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-508- 1.24% |
$83.5K - $97K
|
40.3K
$10.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-508- 9.78% |
$83.5K - $97K
|
4.69K
$1.22M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-509- 10.76% |
$83.7K - $97.2K
|
4.22K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-513- 18.93% |
$84.4K - $97.9K
|
2.2K
$574K
|