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 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
34+ 0.91% |
$5.95K - $7.59K
|
3.76K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
34+ 1.69% |
$5.95K - $7.59K
|
2.04K
$580K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
34+ 2.26% |
$5.95K - $7.59K
|
1.54K
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
33+ 1.94% |
$5.78K - $7.37K
|
1.73K
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
33+ 6.23% |
$5.78K - $7.37K
|
563
$160K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
32+ 0.05% |
$5.6K - $7.15K
|
59.2K
$16.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
32+ 12.55% |
$5.6K - $7.15K
|
287
$81.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
30+ 0.82% |
$5.25K - $6.7K
|
3.68K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
30New |
$5.25K - $6.7K
|
30
$8.51K
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
30+ 1.85% |
$5.25K - $6.7K
|
1.65K
$469K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
30+ 0.11% |
$5.25K - $6.7K
|
26.8K
$7.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
29+ 0.78% |
$5.08K - $6.48K
|
3.77K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
29+ 2.3% |
$5.08K - $6.48K
|
1.29K
$366K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
28+ 0.6% |
$4.9K - $6.25K
|
4.68K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
28+ 2.05% |
$4.9K - $6.25K
|
1.4K
$396K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
28+ 4.35% |
$4.9K - $6.25K
|
671
$190K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
28+ 0.62% |
$4.9K - $6.25K
|
4.56K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
28+ 1.67% |
$4.9K - $6.25K
|
1.7K
$483K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
28+ 3.78% |
$4.9K - $6.25K
|
768
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
27+ 0.52% |
$4.73K - $6.03K
|
5.22K
$1.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26New |
$4.55K - $5.81K
|
26
$7.38K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
26+ 1.89% |
$4.55K - $5.81K
|
1.4K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
26New |
$4.55K - $5.81K
|
26
$7.38K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
25+ 0.15% |
$4.38K - $5.58K
|
17K
$4.82M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
25+ 0.92% |
$4.38K - $5.58K
|
2.75K
$780K
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
25+ 0.83% |
$4.38K - $5.58K
|
3.05K
$864K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
25+ 2.03% |
$4.38K - $5.58K
|
1.26K
$357K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
25+ 0.4% |
$4.38K - $5.58K
|
6.34K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
24+ 1.0% |
$4.2K - $5.36K
|
2.42K
$686K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 0.44% |
$4.03K - $5.14K
|
5.27K
$1.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
23+ 0.93% |
$4.03K - $5.14K
|
2.51K
$711K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
22+ 1.26% |
$3.85K - $4.91K
|
1.77K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
22+ 1.16% |
$3.85K - $4.91K
|
1.92K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
22+ 1.62% |
$3.85K - $4.91K
|
1.38K
$392K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
22+ 1.37% |
$3.85K - $4.91K
|
1.63K
$461K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
22+ 0.39% |
$3.85K - $4.91K
|
5.72K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
22+ 0.06% |
$3.85K - $4.91K
|
39.7K
$11.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
21+ 1.53% |
$3.68K - $4.69K
|
1.4K
$396K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
21+ 0.42% |
$3.68K - $4.69K
|
4.99K
$1.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 0.67% |
$3.68K - $4.69K
|
3.13K
$889K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
21+ 1.11% |
$3.68K - $4.69K
|
1.92K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
21+ 0.3% |
$3.68K - $4.69K
|
6.97K
$1.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
20+ 1.22% |
$3.5K - $4.47K
|
1.67K
$473K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
20+ 1.51% |
$3.5K - $4.47K
|
1.34K
$381K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
20+ 0.56% |
$3.5K - $4.47K
|
3.59K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
20+ 0.6% |
$3.5K - $4.47K
|
3.33K
$946K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
20+ 0.32% |
$3.5K - $4.47K
|
6.2K
$1.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
20+ 0.49% |
$3.5K - $4.47K
|
4.12K
$1.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
19+ 0.97% |
$3.33K - $4.24K
|
1.98K
$561K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
19+ 0.46% |
$3.33K - $4.24K
|
4.14K
$1.17M
|