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 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
510+ 21.2% |
$89.3K - $114K
|
2.92K
$641K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
507+ 8.94% |
$88.8K - $113K
|
6.18K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
507+ 40.5% |
$88.8K - $113K
|
1.76K
$387K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
503New |
$88.1K - $112K
|
503
$111K
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
503New |
$88.1K - $112K
|
503
$111K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
500+ 19.45% |
$87.6K - $112K
|
3.07K
$675K
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
500+ 16.56% |
$87.6K - $112K
|
3.52K
$774K
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
500+ 0.87% |
$87.6K - $112K
|
58K
$12.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
500+ 13.51% |
$87.6K - $112K
|
4.2K
$923K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
493New |
$86.3K - $110K
|
493
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
492+ 0.11% |
$86.1K - $110K
|
448K
$98.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
490New |
$85.8K - $109K
|
490
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
489+ 18.31% |
$85.6K - $109K
|
3.16K
$694K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
484+ 27.99% |
$84.7K - $108K
|
2.21K
$486K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
483+ 14.37% |
$84.6K - $108K
|
3.85K
$845K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
483+ 2.86% |
$84.6K - $108K
|
17.4K
$3.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
479+ 2.88% |
$83.9K - $107K
|
17.1K
$3.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
478+ 5.2% |
$83.7K - $107K
|
9.67K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
478+ 9.7% |
$83.7K - $107K
|
5.41K
$1.19M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
470+ 39.86% |
$82.3K - $105K
|
1.65K
$362K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
468+ 11.09% |
$81.9K - $105K
|
4.69K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
466New |
$81.6K - $104K
|
466
$102K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
465+ 11.01% |
$81.4K - $104K
|
4.69K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
464+ 3.86% |
$81.2K - $104K
|
12.5K
$2.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
463+ 0.6% |
$81.1K - $103K
|
77.7K
$17.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
460+ 16.12% |
$80.5K - $103K
|
3.31K
$728K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
460+ 6.95% |
$80.5K - $103K
|
7.08K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
460New |
$80.5K - $103K
|
460
$101K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
450+ 3.06% |
$78.8K - $101K
|
15.2K
$3.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
445+ 6.55% |
$77.9K - $99.4K
|
7.24K
$1.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
441+ 3.48% |
$77.2K - $98.5K
|
13.1K
$2.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
440+ 7.64% |
$77K - $98.3K
|
6.2K
$1.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
437+ 25.13% |
$76.5K - $97.6K
|
2.18K
$478K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
437+ 10.47% |
$76.5K - $97.6K
|
4.61K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
436New |
$76.3K - $97.4K
|
436
$95.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
434+ 0.82% |
$76K - $96.9K
|
53.3K
$11.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
432New |
$75.6K - $96.5K
|
432
$94.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
429+ 5.26% |
$75.1K - $95.8K
|
8.59K
$1.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
428New |
$74.9K - $95.6K
|
428
$94.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
426+ 7.57% |
$74.6K - $95.2K
|
6.06K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
425+ 4.18% |
$74.4K - $94.9K
|
10.6K
$2.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
424+ 11.14% |
$74.2K - $94.7K
|
4.23K
$930K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
424+ 10.8% |
$74.2K - $94.7K
|
4.35K
$956K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
421+ 4.15% |
$73.7K - $94K
|
10.6K
$2.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
413+ 29.33% |
$72.3K - $92.3K
|
1.82K
$400K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
413+ 4.03% |
$72.3K - $92.3K
|
10.7K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
412+ 0.51% |
$72.1K - $92K
|
80.4K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
408+ 1.87% |
$71.4K - $91.1K
|
22.2K
$4.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
408+ 12.73% |
$71.4K - $91.1K
|
3.61K
$794K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
407+ 0.24% |
$71.3K - $90.9K
|
173K
$38M
|