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 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-889- 75.02% |
$146K - $170K
|
296
$73.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-890- 31.7% |
$146K - $170K
|
1.92K
$477K
|
|
|
Aug 14, 2024
Q2 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-892- 6.36% |
$147K - $170K
|
13.1K
$3.27M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-894- 18.32% |
$147K - $171K
|
3.99K
$991K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-895- 2.97% |
$147K - $171K
|
29.2K
$7.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-900- 16.99% |
$148K - $172K
|
4.4K
$1.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-915- 20.3% |
$150K - $175K
|
3.59K
$893K
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-920- 28.18% |
$151K - $176K
|
2.35K
$583K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-925- 4.57% |
$152K - $177K
|
19.3K
$4.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-927- 23.27% |
$152K - $177K
|
3.06K
$760K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-929- 2.45% |
$153K - $177K
|
37K
$9.19M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-941- 3.53% |
$155K - $180K
|
25.7K
$6.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-943- 53.16% |
$155K - $180K
|
831
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-974- 0.83% |
$160K - $186K
|
116K
$28.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-978- 8.29% |
$161K - $187K
|
10.8K
$2.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-983- 1.47% |
$162K - $188K
|
65.8K
$16.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-988- 9.05% |
$162K - $189K
|
9.92K
$2.47M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-989- 2.9% |
$163K - $189K
|
33.2K
$8.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1K- 18.3% |
$164K - $191K
|
4.47K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.03K- 26.87% |
$169K - $196K
|
2.79K
$694K
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.03K- 39.05% |
$169K - $196K
|
1.6K
$398K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.06K- 22.22% |
$174K - $202K
|
3.7K
$919K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.06K- 6.41% |
$174K - $202K
|
15.5K
$3.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.07K- 1.65% |
$176K - $204K
|
63.6K
$15.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.07K- 2.2% |
$176K - $204K
|
47.5K
$11.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.07K- 5.96% |
$176K - $204K
|
16.9K
$4.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.07K- 1.99% |
$176K - $205K
|
52.8K
$13.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.09K- 4.07% |
$180K - $209K
|
25.8K
$6.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.1K- 1.5% |
$180K - $209K
|
71.8K
$17.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.1K- 2.08% |
$181K - $210K
|
51.8K
$12.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.1K- 7.68% |
$181K - $211K
|
13.3K
$3.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.11K- 33.64% |
$182K - $212K
|
2.19K
$544K
|
|
|
Aug 09, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-1.11K- 2.04% |
$183K - $212K
|
53.2K
$13.2M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-1.11K- 2.04% |
$183K - $212K
|
53.2K
$13.2M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.12K- 2.08% |
$184K - $213K
|
52.6K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-1.12K- 0.53% |
$184K - $214K
|
209K
$52M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-1.13K- 7.25% |
$185K - $215K
|
14.4K
$3.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.13K- 26.46% |
$186K - $216K
|
3.14K
$781K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.13K- 10.57% |
$186K - $216K
|
9.57K
$2.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-1.15K- 5.34% |
$189K - $220K
|
20.4K
$5.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-1.16K- 34.35% |
$190K - $221K
|
2.21K
$550K
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.16K- 4.11% |
$191K - $222K
|
27.1K
$6.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 6.63% |
$192K - $223K
|
16.4K
$4.08M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.17K- 1.96% |
$193K - $224K
|
58.4K
$14.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.18K- 0.82% |
$194K - $225K
|
143K
$35.5M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.19K- 12.3% |
$196K - $227K
|
8.48K
$2.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-1.19K- 33.89% |
$196K - $228K
|
2.33K
$578K
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.2K- 0.98% |
$197K - $229K
|
121K
$30.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-1.22K- 32.03% |
$200K - $233K
|
2.59K
$643K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-1.23K- 78.17% |
$201K - $234K
|
342
$85K
|