Purchases and Sales Made in Q3 2024 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.4KNew |
$245K - $312K
|
1.4K
$307K
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.38K+ 5.54% |
$242K - $309K
|
26.4K
$5.8M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.38K+ 7.95% |
$242K - $308K
|
18.7K
$4.12M
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.37K+ 105.7% |
$240K - $306K
|
2.67K
$587K
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.37K+ 3.4% |
$240K - $306K
|
41.6K
$9.15M
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.37KNew |
$239K - $305K
|
1.37K
$300K
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.36KNew |
$237K - $303K
|
1.36K
$298K
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.35KNew |
$236K - $301K
|
1.35K
$296K
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.35KNew |
$236K - $301K
|
1.35K
$296K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.35K+ 9.72% |
$236K - $300K
|
15.2K
$3.34M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.34KNew |
$235K - $300K
|
1.34K
$295K
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.34KNew |
$235K - $300K
|
1.34K
$295K
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.33K+ 121.53% |
$233K - $298K
|
2.43K
$534K
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.32KNew |
$231K - $295K
|
1.32K
$290K
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.32K+ 57.68% |
$231K - $294K
|
3.6K
$792K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.31K+ 0.4% |
$229K - $292K
|
332K
$72.9M
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.31KNew |
$229K - $292K
|
1.31K
$287K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.3K+ 588.24% |
$228K - $290K
|
1.52K
$334K
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.3K+ 127.94% |
$227K - $290K
|
2.31K
$507K
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.29KNew |
$226K - $289K
|
1.29K
$284K
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.29K+ 0.02% |
$225K - $287K
|
6.54M
$1.44B
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.28K+ 3.94% |
$224K - $286K
|
33.8K
$7.42M
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.28K+ 9.78% |
$224K - $285K
|
14.3K
$3.15M
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.27KNew |
$223K - $284K
|
1.27K
$280K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.26K+ 15.86% |
$220K - $281K
|
9.18K
$2.02M
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.25K+ 3.55% |
$219K - $280K
|
36.6K
$8.04M
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.25KNew |
$219K - $279K
|
1.25K
$275K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
1.25K+ 61.43% |
$219K - $279K
|
3.29K
$722K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.25K+ 1.31% |
$219K - $279K
|
96.5K
$21.2M
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.22K+ 19.12% |
$214K - $273K
|
7.61K
$1.67M
|
|
Nov 12, 2024
Q3 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.22KNew |
$214K - $273K
|
1.22K
$268K
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.21KNew |
$212K - $271K
|
1.21K
$266K
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.21K+ 100.0% |
$212K - $270K
|
2.42K
$531K
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.21KNew |
$211K - $269K
|
1.21K
$265K
|
|
Nov 07, 2024
Q3 2024
|
Beddow Capital Management Inc
|
BUY
|
- |
1.2K+ 2.19% |
$210K - $268K
|
55.9K
$12.3M
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.19K+ 27.0% |
$208K - $265K
|
5.58K
$1.23M
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.18K+ 10.71% |
$207K - $264K
|
12.2K
$2.69M
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.18KNew |
$206K - $263K
|
1.18K
$259K
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.18K+ 48.5% |
$206K - $263K
|
3.61K
$793K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.18KNew |
$206K - $263K
|
1.18K
$259K
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.18KNew |
$206K - $263K
|
1.18K
$259K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.18K+ 49.6% |
$206K - $263K
|
3.55K
$780K
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.17KNew |
$204K - $260K
|
1.17K
$256K
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.16KNew |
$204K - $260K
|
1.16K
$256K
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$203K - $259K
|
1.16K
$255K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.16K+ 4.59% |
$202K - $258K
|
26.3K
$5.79M
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.15KNew |
$202K - $257K
|
1.15K
$253K
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.15K+ 6.78% |
$201K - $257K
|
18.1K
$3.98M
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.15KNew |
$201K - $257K
|
1.15K
$253K
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1.15KNew |
$201K - $257K
|
1.15K
$253K
|