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 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
132+ 1.54% |
$23.1K - $29.5K
|
8.73K
$1.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
131New |
$22.9K - $29.3K
|
131
$28.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
131+ 3.37% |
$22.9K - $29.3K
|
4.02K
$884K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
130+ 6.09% |
$22.8K - $29K
|
2.27K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
130+ 3.47% |
$22.8K - $29K
|
3.87K
$851K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
128+ 4.34% |
$22.4K - $28.6K
|
3.08K
$676K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
128+ 9.7% |
$22.4K - $28.6K
|
1.45K
$318K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
127+ 3.73% |
$22.2K - $28.4K
|
3.53K
$776K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
126+ 4.97% |
$22.1K - $28.1K
|
2.66K
$585K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
125+ 4.53% |
$21.9K - $27.9K
|
2.89K
$634K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
125+ 1.59% |
$21.9K - $27.9K
|
8.01K
$1.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
123+ 0.78% |
$21.5K - $27.5K
|
15.9K
$3.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
123+ 57.75% |
$21.5K - $27.5K
|
336
$73.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
123+ 0.08% |
$21.5K - $27.5K
|
148K
$32.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
123+ 0.25% |
$21.5K - $27.5K
|
50.1K
$11M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
122+ 1.25% |
$21.4K - $27.3K
|
9.86K
$2.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
121+ 5.91% |
$21.2K - $27K
|
2.17K
$476K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
120+ 1.22% |
$21K - $26.8K
|
9.93K
$2.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
120+ 0.12% |
$21K - $26.8K
|
103K
$22.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
119+ 1.26% |
$20.8K - $26.6K
|
9.55K
$2.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
118+ 8.15% |
$20.7K - $26.4K
|
1.57K
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
118New |
$20.7K - $26.4K
|
118
$25.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
117+ 2.02% |
$20.5K - $26.1K
|
5.91K
$1.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
117+ 1.53% |
$20.5K - $26.1K
|
7.78K
$1.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
116+ 1054.55% |
$20.3K - $25.9K
|
127
$27.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
115+ 1.76% |
$20.1K - $25.7K
|
6.65K
$1.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
112+ 5.1% |
$19.6K - $25K
|
2.31K
$507K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
109+ 4.27% |
$19.1K - $24.3K
|
2.66K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
108New |
$18.9K - $24.1K
|
108
$23.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
108New |
$18.9K - $24.1K
|
108
$23.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
106+ 4.16% |
$18.6K - $23.7K
|
2.65K
$583K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
106+ 0.17% |
$18.6K - $23.7K
|
61.2K
$13.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
104+ 2.31% |
$18.2K - $23.2K
|
4.61K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
104+ 1.33% |
$18.2K - $23.2K
|
7.9K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
102+ 6.0% |
$17.9K - $22.8K
|
1.8K
$396K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
101+ 7.21% |
$17.7K - $22.6K
|
1.5K
$330K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
101+ 4.34% |
$17.7K - $22.6K
|
2.43K
$533K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
101+ 5.51% |
$17.7K - $22.6K
|
1.93K
$425K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
101+ 8.21% |
$17.7K - $22.6K
|
1.33K
$292K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
101+ 16.29% |
$17.7K - $22.6K
|
721
$158K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
100+ 5.1% |
$17.5K - $22.3K
|
2.06K
$453K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
100+ 3.75% |
$17.5K - $22.3K
|
2.77K
$608K
|
|
|
Nov 04, 2024
Q3 2024
|
Lipe & Dalton
|
BUY
|
- |
100New |
$17.5K - $22.3K
|
100
$22K
|
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
BUY
|
- |
100+ 2.07% |
$17.5K - $22.3K
|
4.94K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 4.17% |
$17.5K - $22.3K
|
2.5K
$549K
|
|
|
Nov 13, 2024
Q3 2024
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
100+ 2.27% |
$17.5K - $22.3K
|
4.51K
$990K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 12.21% |
$17.5K - $22.3K
|
919
$202K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
99+ 6.38% |
$17.3K - $22.1K
|
1.65K
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
98+ 7.1% |
$17.2K - $21.9K
|
1.48K
$325K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
97+ 68.79% |
$17K - $21.7K
|
238
$52.3K
|