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
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-504- 8.39% |
$82.9K - $96.2K
|
5.51K
$1.37M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-505- 2.72% |
$83K - $96.4K
|
18.1K
$4.5M
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-508- 1.24% |
$83.5K - $97K
|
40.3K
$10M
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-508- 9.78% |
$83.5K - $97K
|
4.69K
$1.17M
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-509- 10.76% |
$83.7K - $97.2K
|
4.22K
$1.05M
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-513- 18.93% |
$84.4K - $97.9K
|
2.2K
$546K
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-521- 4.14% |
$85.7K - $99.5K
|
12.1K
$3M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-532- 18.59% |
$87.5K - $102K
|
2.33K
$579K
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-540- 2.25% |
$88.8K - $103K
|
23.4K
$5.82M
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-541- 5.47% |
$89K - $103K
|
9.36K
$2.33M
|
|
Aug 06, 2024
Q2 2024
|
Windward Capital Management CO
|
SELL
|
- |
-547- 2.25% |
$89.9K - $104K
|
23.7K
$5.9M
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-548- 28.39% |
$90.1K - $105K
|
1.38K
$344K
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-556- 4.93% |
$91.4K - $106K
|
10.7K
$2.67M
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
SELL
|
- |
-557- 22.1% |
$91.6K - $106K
|
1.96K
$488K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-558- 16.47% |
$91.8K - $107K
|
2.83K
$703K
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-560- 3.27% |
$92.1K - $107K
|
16.6K
$4.12M
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-560- 2.4% |
$92.1K - $107K
|
22.8K
$5.67M
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-561- 19.78% |
$92.2K - $107K
|
2.28K
$566K
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-561- 1.64% |
$92.2K - $107K
|
33.7K
$8.39M
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-561- 8.58% |
$92.2K - $107K
|
5.98K
$1.49M
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-561- 6.53% |
$92.2K - $107K
|
8.03K
$2M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-565- 3.76% |
$92.9K - $108K
|
14.5K
$3.6M
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-567- 1.88% |
$93.2K - $108K
|
29.6K
$7.37M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-570- 42.35% |
$93.7K - $109K
|
776
$193K
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-571- 38.02% |
$93.9K - $109K
|
931
$232K
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-572- 17.64% |
$94.1K - $109K
|
2.67K
$664K
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-574- 27.37% |
$94.4K - $110K
|
1.52K
$379K
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-575- 17.41% |
$94.5K - $110K
|
2.73K
$678K
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-577- 5.55% |
$94.9K - $110K
|
9.81K
$2.44M
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-577- 23.03% |
$94.9K - $110K
|
1.93K
$479K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-581- 7.44% |
$95.5K - $111K
|
7.23K
$1.8M
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-587- 1.19% |
$96.5K - $112K
|
48.6K
$12.1M
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-587- 30.8% |
$96.5K - $112K
|
1.32K
$328K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-588- 3.67% |
$96.7K - $112K
|
15.4K
$3.83M
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-595- 13.85% |
$97.8K - $114K
|
3.7K
$920K
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-595- 20.67% |
$97.8K - $114K
|
2.28K
$568K
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-597- 27.19% |
$98.2K - $114K
|
1.6K
$398K
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-599- 26.21% |
$98.5K - $114K
|
1.69K
$419K
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-600- 27.62% |
$98.7K - $115K
|
1.57K
$391K
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-600- 13.14% |
$98.7K - $115K
|
3.97K
$986K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-616- 7.23% |
$101K - $118K
|
7.91K
$1.97M
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-619- 15.51% |
$102K - $118K
|
3.37K
$838K
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-624- 4.43% |
$103K - $119K
|
13.5K
$3.35M
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-630- 6.13% |
$104K - $120K
|
9.65K
$2.4M
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-631- 10.0% |
$104K - $120K
|
5.68K
$1.41M
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-631- 6.03% |
$104K - $120K
|
9.84K
$2.45M
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-638- 21.43% |
$105K - $122K
|
2.34K
$582K
|
|
Jul 30, 2024
Q2 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-642- 2.09% |
$106K - $123K
|
30.1K
$7.48M
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-644- 11.85% |
$106K - $123K
|
4.79K
$1.19M
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-660- 1.71% |
$109K - $126K
|
38K
$9.45M
|