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
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
76+ 0.36% |
$13.3K - $17K
|
21.3K
$6.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
76+ 1.44% |
$13.3K - $17K
|
5.36K
$1.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
75+ 0.51% |
$13.1K - $16.8K
|
14.7K
$4.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
75+ 9.66% |
$13.1K - $16.8K
|
851
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
75+ 0.17% |
$13.1K - $16.8K
|
45.1K
$12.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
74+ 0.43% |
$13K - $16.5K
|
17.4K
$4.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
74+ 1.52% |
$13K - $16.5K
|
4.94K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
74+ 4.9% |
$13K - $16.5K
|
1.58K
$449K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
74+ 3.75% |
$13K - $16.5K
|
2.05K
$580K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
73+ 6.63% |
$12.8K - $16.3K
|
1.17K
$333K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
72+ 0.45% |
$12.6K - $16.1K
|
15.9K
$4.52M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
72+ 0.96% |
$12.6K - $16.1K
|
7.55K
$2.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
72+ 2.31% |
$12.6K - $16.1K
|
3.2K
$907K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
72+ 0.6% |
$12.6K - $16.1K
|
12.1K
$3.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
71+ 5.09% |
$12.4K - $15.9K
|
1.47K
$416K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
71+ 1.75% |
$12.4K - $15.9K
|
4.13K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
68+ 0.87% |
$11.9K - $15.2K
|
7.92K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
68+ 2.18% |
$11.9K - $15.2K
|
3.19K
$906K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
68+ 52.71% |
$11.9K - $15.2K
|
197
$55.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
68+ 0.01% |
$11.9K - $15.2K
|
491K
$139M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
67+ 0.15% |
$11.7K - $15K
|
44.7K
$12.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
67+ 4.1% |
$11.7K - $15K
|
1.7K
$483K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
66+ 2.32% |
$11.6K - $14.7K
|
2.91K
$824K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
66+ 3.65% |
$11.6K - $14.7K
|
1.88K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
66+ 1.91% |
$11.6K - $14.7K
|
3.52K
$999K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
65+ 0.34% |
$11.4K - $14.5K
|
19.5K
$5.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
65+ 0.39% |
$11.4K - $14.5K
|
16.8K
$4.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
65+ 6.41% |
$11.4K - $14.5K
|
1.08K
$306K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
63+ 2.79% |
$11K - $14.1K
|
2.32K
$658K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
63+ 1.3% |
$11K - $14.1K
|
4.91K
$1.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
63+ 2.35% |
$11K - $14.1K
|
2.75K
$779K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
62+ 4.04% |
$10.9K - $13.8K
|
1.6K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
62+ 0.33% |
$10.9K - $13.8K
|
18.8K
$5.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
60+ 1.29% |
$10.5K - $13.4K
|
4.7K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
60+ 1.77% |
$10.5K - $13.4K
|
3.45K
$978K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
59+ 4.39% |
$10.3K - $13.2K
|
1.4K
$398K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
59+ 0.28% |
$10.3K - $13.2K
|
21.5K
$6.1M
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
59+ 31.38% |
$10.3K - $13.2K
|
247
$70.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
58+ 3.7% |
$10.2K - $13K
|
1.63K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
58+ 1.12% |
$10.2K - $13K
|
5.21K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
58New |
$10.2K - $13K
|
58
$16.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
57+ 0.22% |
$9.98K - $12.7K
|
26.5K
$7.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
57+ 4.45% |
$9.98K - $12.7K
|
1.34K
$380K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
56+ 1.02% |
$9.81K - $12.5K
|
5.55K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
56+ 11.24% |
$9.81K - $12.5K
|
554
$157K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
56+ 0.33% |
$9.81K - $12.5K
|
16.8K
$4.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
56+ 4.47% |
$9.81K - $12.5K
|
1.31K
$372K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
56+ 1.9% |
$9.81K - $12.5K
|
3K
$851K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
55+ 0.85% |
$9.63K - $12.3K
|
6.55K
$1.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
55+ 3.75% |
$9.63K - $12.3K
|
1.52K
$432K
|