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 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
97+ 4.89% |
$17K - $21.7K
|
2.08K
$457K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
94+ 4.3% |
$16.5K - $21K
|
2.28K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
94+ 7.25% |
$16.5K - $21K
|
1.39K
$305K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
93+ 4.05% |
$16.3K - $20.8K
|
2.39K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
93+ 7.05% |
$16.3K - $20.8K
|
1.41K
$311K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
92+ 5.86% |
$16.1K - $20.6K
|
1.66K
$365K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
91+ 12.01% |
$15.9K - $20.3K
|
849
$187K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
91+ 1.95% |
$15.9K - $20.3K
|
4.75K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
90+ 0.5% |
$15.8K - $20.1K
|
18K
$3.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
88+ 0.23% |
$15.4K - $19.7K
|
38.5K
$8.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
88+ 2.8% |
$15.4K - $19.7K
|
3.23K
$710K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
88+ 5.77% |
$15.4K - $19.7K
|
1.61K
$354K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
88+ 5.78% |
$15.4K - $19.7K
|
1.61K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
87+ 2.85% |
$15.2K - $19.4K
|
3.14K
$690K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
85+ 4.62% |
$14.9K - $19K
|
1.93K
$423K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
84+ 0.49% |
$14.7K - $18.8K
|
17.3K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
83+ 0.95% |
$14.5K - $18.5K
|
8.78K
$1.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
82+ 0.91% |
$14.4K - $18.3K
|
9.06K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
82+ 0.89% |
$14.4K - $18.3K
|
9.29K
$2.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
81+ 14.14% |
$14.2K - $18.1K
|
654
$144K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
81+ 5.81% |
$14.2K - $18.1K
|
1.47K
$324K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
80+ 4.45% |
$14K - $17.9K
|
1.88K
$412K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
80+ 2.23% |
$14K - $17.9K
|
3.67K
$807K
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
80+ 3.92% |
$14K - $17.9K
|
2.12K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
80+ 0.06% |
$14K - $17.9K
|
127K
$28M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
78+ 0.65% |
$13.7K - $17.4K
|
12.2K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
78+ 0.05% |
$13.7K - $17.4K
|
157K
$34.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
77+ 3.88% |
$13.5K - $17.2K
|
2.06K
$453K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
77+ 47.24% |
$13.5K - $17.2K
|
240
$52.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
76+ 1.33% |
$13.3K - $17K
|
5.78K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
76+ 1.41% |
$13.3K - $17K
|
5.46K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
76+ 0.36% |
$13.3K - $17K
|
21.3K
$4.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
76+ 1.44% |
$13.3K - $17K
|
5.36K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
75+ 0.51% |
$13.1K - $16.8K
|
14.7K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
75+ 9.66% |
$13.1K - $16.8K
|
851
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
75+ 0.17% |
$13.1K - $16.8K
|
45.1K
$9.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
74+ 0.43% |
$13K - $16.5K
|
17.4K
$3.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
74+ 1.52% |
$13K - $16.5K
|
4.94K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
74+ 4.9% |
$13K - $16.5K
|
1.58K
$348K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
74+ 3.75% |
$13K - $16.5K
|
2.05K
$449K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
73+ 6.63% |
$12.8K - $16.3K
|
1.17K
$258K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
72+ 0.45% |
$12.6K - $16.1K
|
15.9K
$3.5M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
72+ 0.96% |
$12.6K - $16.1K
|
7.55K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
72+ 2.31% |
$12.6K - $16.1K
|
3.2K
$702K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
72+ 0.6% |
$12.6K - $16.1K
|
12.1K
$2.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
71+ 5.09% |
$12.4K - $15.9K
|
1.47K
$322K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
71+ 1.75% |
$12.4K - $15.9K
|
4.13K
$907K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
68+ 0.87% |
$11.9K - $15.2K
|
7.92K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
68+ 2.18% |
$11.9K - $15.2K
|
3.19K
$702K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
68+ 52.71% |
$11.9K - $15.2K
|
197
$43.3K
|