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 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.38KNew |
$555K - $645K
|
3.38K
$753K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.38K+ 3.52% |
$555K - $644K
|
99.3K
$22.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.36KNew |
$552K - $641K
|
3.36K
$749K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.34K+ 11.24% |
$549K - $637K
|
33K
$7.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.3K+ 8.33% |
$543K - $630K
|
42.9K
$9.57M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.25K+ 7.02% |
$535K - $621K
|
49.6K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.25K+ 87.53% |
$534K - $620K
|
6.96K
$1.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.21K+ 25.52% |
$528K - $613K
|
15.8K
$3.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.21K+ 13.37% |
$528K - $613K
|
27.2K
$6.07M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.21K+ 11.35% |
$527K - $612K
|
31.5K
$7.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.13KNew |
$515K - $598K
|
3.13K
$699K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.01K+ 8.96% |
$495K - $575K
|
36.6K
$8.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.01KNew |
$495K - $574K
|
3.01K
$671K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
2.97K+ 182.5% |
$489K - $568K
|
4.6K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.96K+ 4.43% |
$486K - $565K
|
69.7K
$15.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.95K+ 3.69% |
$486K - $564K
|
83K
$18.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
BUY
|
- |
2.89K+ 0.81% |
$475K - $552K
|
360K
$80.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.84KNew |
$467K - $543K
|
2.84K
$634K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.83K+ 3.92% |
$466K - $541K
|
75.1K
$16.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.8KNew |
$460K - $535K
|
2.8K
$624K
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
2.79K+ 68.49% |
$459K - $533K
|
6.87K
$1.53M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.79K+ 42.36% |
$458K - $532K
|
9.37K
$2.09M
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.77K+ 2.79% |
$455K - $529K
|
102K
$22.8M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
2.76K+ 18.2% |
$453K - $526K
|
17.9K
$3.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.75K+ 5.87% |
$452K - $525K
|
49.6K
$11.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.72KNew |
$448K - $520K
|
2.72K
$607K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.72K+ 3.17% |
$446K - $518K
|
88.5K
$19.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.71K+ 4.38% |
$446K - $518K
|
64.5K
$14.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.71KNew |
$445K - $517K
|
2.71K
$603K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.7K+ 10.08% |
$445K - $516K
|
29.5K
$6.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.69KNew |
$443K - $514K
|
2.69K
$601K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.68K+ 31.19% |
$440K - $511K
|
11.3K
$2.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.67K+ 18.2% |
$439K - $509K
|
17.3K
$3.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.64K+ 0.38% |
$434K - $504K
|
696K
$155M
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
2.64K+ 245.26% |
$434K - $504K
|
3.72K
$828K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.62K+ 0.22% |
$431K - $501K
|
1.22M
$273M
|
|
|
Aug 13, 2024
Q2 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.62K+ 78.35% |
$431K - $500K
|
5.96K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.62K+ 155.52% |
$431K - $500K
|
4.3K
$959K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
2.62K+ 167.16% |
$430K - $499K
|
4.18K
$932K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.6KNew |
$427K - $496K
|
2.6K
$579K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.59K+ 5.86% |
$425K - $494K
|
46.7K
$10.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.56K+ 9.53% |
$422K - $489K
|
29.5K
$6.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.56KNew |
$421K - $489K
|
2.56K
$571K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.55K+ 3.83% |
$420K - $488K
|
69.3K
$15.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.54K+ 54.75% |
$417K - $484K
|
7.17K
$1.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.52K+ 7.35% |
$415K - $481K
|
36.8K
$8.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.5K+ 2.96% |
$411K - $477K
|
86.9K
$19.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.48K+ 31.99% |
$408K - $474K
|
10.2K
$2.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.45K+ 18.53% |
$403K - $468K
|
15.7K
$3.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.44KNew |
$401K - $465K
|
2.44K
$544K
|