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 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-630- 6.13% |
$104K - $120K
|
9.65K
$2.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-631- 10.0% |
$104K - $120K
|
5.68K
$1.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-631- 6.03% |
$104K - $120K
|
9.84K
$2.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-638- 21.43% |
$105K - $122K
|
2.34K
$664K
|
|
|
Jul 30, 2024
Q2 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-642- 2.09% |
$106K - $123K
|
30.1K
$8.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-644- 11.85% |
$106K - $123K
|
4.79K
$1.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-660- 1.71% |
$109K - $126K
|
38K
$10.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-662- 7.83% |
$109K - $126K
|
7.8K
$2.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-674- 10.2% |
$111K - $129K
|
5.93K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-694- 0.54% |
$114K - $132K
|
128K
$36.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-700- 27.98% |
$115K - $134K
|
1.8K
$511K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-700- 23.53% |
$115K - $134K
|
2.28K
$646K
|
|
|
Aug 13, 2024
Q2 2024
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-700- 13.71% |
$115K - $134K
|
4.41K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Edmp, Inc.
|
SELL
|
- |
-702- 4.31% |
$115K - $134K
|
15.6K
$4.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-709- 11.4% |
$117K - $135K
|
5.51K
$1.56M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-710- 2.16% |
$117K - $136K
|
32.2K
$9.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-710- 2.28% |
$117K - $136K
|
30.5K
$8.65M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-720- 11.27% |
$118K - $137K
|
5.67K
$1.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-721- 8.99% |
$119K - $138K
|
7.3K
$2.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-723- 21.82% |
$119K - $138K
|
2.59K
$735K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-724- 12.96% |
$119K - $138K
|
4.86K
$1.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-730- 10.87% |
$120K - $139K
|
5.99K
$1.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-730- 1.11% |
$120K - $139K
|
65.2K
$18.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-731- 6.99% |
$120K - $140K
|
9.73K
$2.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-732- 1.3% |
$120K - $140K
|
55.4K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-732- 6.48% |
$120K - $140K
|
10.6K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-745- 5.41% |
$123K - $142K
|
13K
$3.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-750- 1.5% |
$123K - $143K
|
49.2K
$14M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-752- 5.99% |
$124K - $144K
|
11.8K
$3.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-753- 6.25% |
$124K - $144K
|
11.3K
$3.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-755- 4.06% |
$124K - $144K
|
17.8K
$5.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-760- 4.66% |
$125K - $145K
|
15.6K
$4.42M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-760- 4.66% |
$125K - $145K
|
15.6K
$4.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-762- 7.26% |
$125K - $145K
|
9.74K
$2.76M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-764- 13.61% |
$126K - $146K
|
4.85K
$1.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-766- 38.82% |
$126K - $146K
|
1.21K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-771- 12.94% |
$127K - $147K
|
5.19K
$1.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-779- 30.26% |
$128K - $149K
|
1.8K
$509K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-786- 3.01% |
$129K - $150K
|
25.3K
$7.18M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-787- 3.93% |
$129K - $150K
|
19.2K
$5.46M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-793- 0.77% |
$130K - $151K
|
102K
$29M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-797- 34.93% |
$131K - $152K
|
1.49K
$421K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-800- 13.84% |
$132K - $153K
|
4.98K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-805- 7.95% |
$132K - $154K
|
9.33K
$2.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-814- 1.88% |
$134K - $155K
|
42.5K
$12.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-818- 10.87% |
$135K - $156K
|
6.71K
$1.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-819- 3.93% |
$135K - $156K
|
20K
$5.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-821- 27.1% |
$135K - $157K
|
2.21K
$627K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-824- 7.65% |
$135K - $157K
|
9.95K
$2.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-830- 16.44% |
$136K - $158K
|
4.22K
$1.2M
|