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 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.38K- 2.49% |
$226K - $263K
|
54K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 9.53% |
$227K - $264K
|
13.1K
$2.92M
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.39K- 20.15% |
$229K - $265K
|
5.51K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.42K- 1.79% |
$233K - $271K
|
77.9K
$17.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.42K- 5.09% |
$234K - $272K
|
26.6K
$5.93M
|
|
|
Jul 29, 2024
Q2 2024
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.47K- 0.78% |
$242K - $281K
|
187K
$41.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
SELL
|
- |
-1.48K- 2.22% |
$243K - $282K
|
65.1K
$14.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.48K- 5.06% |
$244K - $283K
|
27.8K
$6.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.5K- 9.39% |
$247K - $287K
|
14.5K
$3.23M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.51K- 14.05% |
$247K - $287K
|
9.21K
$2.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.54K- 0.54% |
$252K - $293K
|
283K
$63.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.54K- 1.81% |
$254K - $295K
|
83.7K
$18.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.55K- 22.08% |
$255K - $296K
|
5.46K
$1.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-1.55K- 2.66% |
$255K - $296K
|
56.7K
$12.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.58K- 18.79% |
$259K - $301K
|
6.81K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.58K- 2.78% |
$259K - $301K
|
55.1K
$12.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.59K- 4.39% |
$262K - $304K
|
34.7K
$7.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 20.44% |
$262K - $304K
|
6.21K
$1.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.61K- 0.31% |
$264K - $306K
|
510K
$114M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.61K- 4.76% |
$265K - $307K
|
32.2K
$7.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.63K- 44.99% |
$269K - $312K
|
2K
$445K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.64K- 50.02% |
$270K - $313K
|
1.64K
$366K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.64K- 11.53% |
$270K - $314K
|
12.6K
$2.81M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.68K- 18.14% |
$275K - $320K
|
7.56K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.7K- 14.43% |
$280K - $325K
|
10.1K
$2.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.71K- 2.69% |
$282K - $327K
|
62K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.72K- 17.55% |
$282K - $328K
|
8.07K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.72K- 5.29% |
$283K - $328K
|
30.8K
$6.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.74K- 4.68% |
$285K - $331K
|
35.3K
$7.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.74K- 1.87% |
$286K - $332K
|
91.4K
$20.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.75K- 43.8% |
$288K - $335K
|
2.25K
$501K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.76K- 6.93% |
$289K - $335K
|
23.6K
$5.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.77K- 1.01% |
$290K - $337K
|
172K
$38.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-1.79K- 4.31% |
$294K - $342K
|
39.7K
$8.86M
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.79K- 2.34% |
$295K - $342K
|
74.9K
$16.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.8K- 11.56% |
$297K - $344K
|
13.8K
$3.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-1.81K- 25.0% |
$297K - $345K
|
5.42K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.85K- 17.73% |
$304K - $352K
|
8.57K
$1.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.85K- 10.17% |
$304K - $353K
|
16.3K
$3.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-1.86K- 3.75% |
$306K - $355K
|
47.7K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.88K- 2.97% |
$308K - $358K
|
61.3K
$13.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.88K- 56.72% |
$310K - $359K
|
1.44K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.9K- 0.41% |
$312K - $363K
|
464K
$103M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.92K- 30.42% |
$315K - $366K
|
4.38K
$977K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.92K- 4.55% |
$316K - $367K
|
40.2K
$8.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.93K- 0.41% |
$317K - $368K
|
472K
$105M
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.94K- 0.72% |
$319K - $371K
|
269K
$60M
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.98K- 9.96% |
$325K - $377K
|
17.9K
$3.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-2.02K- 6.17% |
$332K - $385K
|
30.7K
$6.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.03K- 0.91% |
$334K - $388K
|
221K
$49.2M
|