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 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
10+ 0.7% |
$1.75K - $2.23K
|
1.44K
$409K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
10+ 0.75% |
$1.75K - $2.23K
|
1.35K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
10+ 0.21% |
$1.75K - $2.23K
|
4.69K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
10+ 0.32% |
$1.75K - $2.23K
|
3.1K
$881K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
10+ 0.46% |
$1.75K - $2.23K
|
2.19K
$622K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
9+ 0.07% |
$1.58K - $2.01K
|
12.9K
$3.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9+ 0.32% |
$1.58K - $2.01K
|
2.81K
$799K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
9+ 0.66% |
$1.58K - $2.01K
|
1.37K
$389K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9+ 0.14% |
$1.58K - $2.01K
|
6.57K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
9+ 0.5% |
$1.58K - $2.01K
|
1.81K
$513K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
9+ 0.43% |
$1.58K - $2.01K
|
2.1K
$595K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9+ 0.05% |
$1.58K - $2.01K
|
16.6K
$4.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
9+ 0.43% |
$1.58K - $2.01K
|
2.11K
$599K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
9+ 0.26% |
$1.58K - $2.01K
|
3.47K
$984K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
9+ 0.15% |
$1.58K - $2.01K
|
6.09K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
9+ 0.75% |
$1.58K - $2.01K
|
1.21K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
9+ 0.32% |
$1.58K - $2.01K
|
2.82K
$799K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
9+ 39.13% |
$1.58K - $2.01K
|
32
$9.08K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
8+ 0.34% |
$1.4K - $1.79K
|
2.39K
$678K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
8+ 0.35% |
$1.4K - $1.79K
|
2.29K
$651K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8+ 0.09% |
$1.4K - $1.79K
|
8.95K
$2.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 0.85% |
$1.4K - $1.79K
|
952
$270K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
8+ 0.24% |
$1.4K - $1.79K
|
3.37K
$955K
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
8+ 0.38% |
$1.4K - $1.79K
|
2.13K
$605K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
8+ 0.07% |
$1.4K - $1.79K
|
10.8K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
8+ 0.47% |
$1.4K - $1.79K
|
1.7K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.07% |
$1.4K - $1.79K
|
394
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
8+ 0.24% |
$1.4K - $1.79K
|
3.29K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
8+ 0.25% |
$1.4K - $1.79K
|
3.27K
$927K
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
8+ 0.24% |
$1.4K - $1.79K
|
3.29K
$935K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
7+ 0.6% |
$1.23K - $1.56K
|
1.17K
$331K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
7+ 0.44% |
$1.23K - $1.56K
|
1.6K
$455K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7+ 0.6% |
$1.23K - $1.56K
|
1.18K
$335K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
7+ 0.48% |
$1.23K - $1.56K
|
1.46K
$415K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
7+ 0.42% |
$1.23K - $1.56K
|
1.66K
$471K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.3% |
$1.23K - $1.56K
|
2.32K
$658K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.74% |
$1.23K - $1.56K
|
958
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
7+ 0.56% |
$1.23K - $1.56K
|
1.26K
$358K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
6+ 0.52% |
$1.05K - $1.34K
|
1.17K
$331K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6+ 0.11% |
$1.05K - $1.34K
|
5.26K
$1.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
6+ 0.6% |
$1.05K - $1.34K
|
1.01K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
6+ 0.37% |
$1.05K - $1.34K
|
1.61K
$457K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.79% |
$1.05K - $1.34K
|
765
$217K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6+ 0.28% |
$1.05K - $1.34K
|
2.18K
$619K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6+ 0.18% |
$1.05K - $1.34K
|
3.38K
$960K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
6+ 0.16% |
$1.05K - $1.34K
|
3.86K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
6+ 0.09% |
$1.05K - $1.34K
|
6.49K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 0.15% |
$1.05K - $1.34K
|
4.12K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5+ 0.27% |
$876 - $1.12K
|
1.87K
$530K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
5+ 0.06% |
$876 - $1.12K
|
8.61K
$2.44M
|