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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
229+ 3.85% |
$40.1K - $51.2K
|
6.18K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
227+ 2.64% |
$39.7K - $50.7K
|
8.81K
$1.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
226+ 8.11% |
$39.6K - $50.5K
|
3.01K
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
226+ 5.97% |
$39.6K - $50.5K
|
4.01K
$902K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
225+ 12.57% |
$39.4K - $50.3K
|
2.02K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
224+ 2.22% |
$39.2K - $50K
|
10.3K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
224+ 17.45% |
$39.2K - $50K
|
1.51K
$339K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
222+ 2.92% |
$38.9K - $49.6K
|
7.82K
$1.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
222+ 0.94% |
$38.9K - $49.6K
|
23.9K
$5.38M
|
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
222+ 16.06% |
$38.9K - $49.6K
|
1.6K
$361K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
222+ 10.69% |
$38.9K - $49.6K
|
2.3K
$517K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
221+ 2.46% |
$38.7K - $49.4K
|
9.21K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
221+ 1.49% |
$38.7K - $49.4K
|
15K
$3.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
219+ 63.48% |
$38.3K - $48.9K
|
564
$127K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
217+ 10.98% |
$38K - $48.5K
|
2.19K
$493K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
217+ 4.1% |
$38K - $48.5K
|
5.5K
$1.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
215+ 307.14% |
$37.6K - $48K
|
285
$64.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
215+ 1.18% |
$37.6K - $48K
|
18.4K
$4.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
215+ 4.96% |
$37.6K - $48K
|
4.55K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
212+ 4.22% |
$37.1K - $47.4K
|
5.24K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
210+ 1.29% |
$36.8K - $46.9K
|
16.5K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
210+ 5.48% |
$36.8K - $46.9K
|
4.04K
$909K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
209+ 10.71% |
$36.6K - $46.7K
|
2.16K
$486K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
208+ 6.37% |
$36.4K - $46.5K
|
3.47K
$780K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
207+ 2.39% |
$36.2K - $46.2K
|
8.87K
$1.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
206+ 3.24% |
$36.1K - $46K
|
6.56K
$1.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
206+ 3.08% |
$36.1K - $46K
|
6.9K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
204+ 3.43% |
$35.7K - $45.6K
|
6.15K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
203+ 11.0% |
$35.5K - $45.3K
|
2.05K
$461K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
202+ 0.85% |
$35.4K - $45.1K
|
23.9K
$5.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
202+ 2.01% |
$35.4K - $45.1K
|
10.2K
$2.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
200+ 1.99% |
$35K - $44.7K
|
10.2K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
200+ 13.0% |
$35K - $44.7K
|
1.74K
$391K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
200+ 2.61% |
$35K - $44.7K
|
7.86K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
199+ 2.18% |
$34.8K - $44.5K
|
9.33K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
198+ 6.46% |
$34.7K - $44.2K
|
3.26K
$734K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
195+ 4.02% |
$34.1K - $43.6K
|
5.05K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
195+ 27.08% |
$34.1K - $43.6K
|
915
$206K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
195New |
$34.1K - $43.6K
|
195
$43.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
191+ 2.13% |
$33.4K - $42.7K
|
9.17K
$2.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
190+ 8.51% |
$33.3K - $42.4K
|
2.42K
$545K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
190+ 5.81% |
$33.3K - $42.4K
|
3.46K
$777K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
188+ 5.69% |
$32.9K - $42K
|
3.49K
$785K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
187+ 1.57% |
$32.7K - $41.8K
|
12.1K
$2.73M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
187+ 0.6% |
$32.7K - $41.8K
|
31.2K
$7.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
186+ 5.4% |
$32.6K - $41.5K
|
3.63K
$817K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
186+ 2.28% |
$32.6K - $41.5K
|
8.35K
$1.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
183+ 8.27% |
$32K - $40.9K
|
2.4K
$539K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
183+ 3.06% |
$32K - $40.9K
|
6.16K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
183+ 10.14% |
$32K - $40.9K
|
1.99K
$447K
|