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 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
14+ 0.78% |
$2.45K - $3.13K
|
1.81K
$399K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 0.54% |
$2.45K - $3.13K
|
2.61K
$574K
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
14+ 0.69% |
$2.45K - $3.13K
|
2.06K
$452K
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
13+ 0.45% |
$2.28K - $2.9K
|
2.92K
$641K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13+ 24.07% |
$2.28K - $2.9K
|
67
$14.7K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13+ 1.81% |
$2.28K - $2.9K
|
733
$161K
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
13+ 0.62% |
$2.28K - $2.9K
|
2.1K
$461K
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
13+ 0.72% |
$2.28K - $2.9K
|
1.81K
$397K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13New |
$2.28K - $2.9K
|
13
$2.86K
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
12+ 0.59% |
$2.1K - $2.68K
|
2.05K
$450K
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
12+ 0.62% |
$2.1K - $2.68K
|
1.96K
$430K
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
12+ 0.67% |
$2.1K - $2.68K
|
1.81K
$398K
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
12+ 0.21% |
$2.1K - $2.68K
|
5.82K
$1.28M
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
12+ 0.1% |
$2.1K - $2.68K
|
11.8K
$2.59M
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
12+ 0.47% |
$2.1K - $2.68K
|
2.58K
$566K
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
12+ 0.17% |
$2.1K - $2.68K
|
6.9K
$1.52M
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
11+ 0.45% |
$1.93K - $2.46K
|
2.45K
$539K
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11+ 0.65% |
$1.93K - $2.46K
|
1.69K
$372K
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
11+ 0.54% |
$1.93K - $2.46K
|
2.04K
$449K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
11+ 0.21% |
$1.93K - $2.46K
|
5.15K
$1.13M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11+ 0.03% |
$1.93K - $2.46K
|
36.1K
$7.92M
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
11+ 0.75% |
$1.93K - $2.46K
|
1.48K
$324K
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.8% |
$1.93K - $2.46K
|
1.39K
$306K
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
11+ 0.48% |
$1.93K - $2.46K
|
2.29K
$502K
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
11+ 0.89% |
$1.93K - $2.46K
|
1.25K
$274K
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
10+ 0.22% |
$1.75K - $2.23K
|
4.47K
$983K
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
10+ 0.7% |
$1.75K - $2.23K
|
1.44K
$317K
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
10+ 0.75% |
$1.75K - $2.23K
|
1.35K
$297K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
10+ 0.21% |
$1.75K - $2.23K
|
4.69K
$1.03M
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
10+ 0.32% |
$1.75K - $2.23K
|
3.1K
$682K
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
10+ 0.46% |
$1.75K - $2.23K
|
2.19K
$481K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
9+ 0.07% |
$1.58K - $2.01K
|
12.9K
$2.83M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9+ 0.32% |
$1.58K - $2.01K
|
2.81K
$618K
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
9+ 0.66% |
$1.58K - $2.01K
|
1.37K
$301K
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9+ 0.14% |
$1.58K - $2.01K
|
6.57K
$1.44M
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
9+ 0.5% |
$1.58K - $2.01K
|
1.81K
$397K
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
9+ 0.43% |
$1.58K - $2.01K
|
2.1K
$461K
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9+ 0.05% |
$1.58K - $2.01K
|
16.6K
$3.65M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
9+ 0.43% |
$1.58K - $2.01K
|
2.11K
$464K
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
9+ 0.26% |
$1.58K - $2.01K
|
3.47K
$762K
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
9+ 0.15% |
$1.58K - $2.01K
|
6.09K
$1.34M
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
9+ 0.75% |
$1.58K - $2.01K
|
1.21K
$267K
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
9+ 0.32% |
$1.58K - $2.01K
|
2.82K
$619K
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
8+ 0.34% |
$1.4K - $1.79K
|
2.39K
$525K
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
8+ 0.35% |
$1.4K - $1.79K
|
2.29K
$504K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8+ 0.09% |
$1.4K - $1.79K
|
8.95K
$1.97M
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 0.85% |
$1.4K - $1.79K
|
952
$209K
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
8+ 0.24% |
$1.4K - $1.79K
|
3.37K
$739K
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
8+ 0.38% |
$1.4K - $1.79K
|
2.13K
$469K
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
8+ 0.07% |
$1.4K - $1.79K
|
10.8K
$2.38M
|