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 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
8+ 0.47% |
$1.4K - $1.79K
|
1.7K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.07% |
$1.4K - $1.79K
|
394
$86.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
8+ 0.24% |
$1.4K - $1.79K
|
3.29K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
8+ 0.25% |
$1.4K - $1.79K
|
3.27K
$718K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
7+ 0.6% |
$1.23K - $1.56K
|
1.17K
$256K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
7+ 0.44% |
$1.23K - $1.56K
|
1.6K
$352K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7+ 0.6% |
$1.23K - $1.56K
|
1.18K
$259K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
7+ 0.48% |
$1.23K - $1.56K
|
1.46K
$321K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
7+ 0.42% |
$1.23K - $1.56K
|
1.66K
$365K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.3% |
$1.23K - $1.56K
|
2.32K
$509K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.74% |
$1.23K - $1.56K
|
958
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
7+ 0.56% |
$1.23K - $1.56K
|
1.26K
$278K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
6+ 0.52% |
$1.05K - $1.34K
|
1.17K
$256K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6+ 0.11% |
$1.05K - $1.34K
|
5.26K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
6+ 0.6% |
$1.05K - $1.34K
|
1.01K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
6+ 0.37% |
$1.05K - $1.34K
|
1.61K
$354K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.79% |
$1.05K - $1.34K
|
765
$168K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6+ 0.28% |
$1.05K - $1.34K
|
2.18K
$479K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6+ 0.18% |
$1.05K - $1.34K
|
3.38K
$744K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
6+ 0.16% |
$1.05K - $1.34K
|
3.86K
$848K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
6+ 0.09% |
$1.05K - $1.34K
|
6.49K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 0.15% |
$1.05K - $1.34K
|
4.12K
$906K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5+ 0.27% |
$876 - $1.12K
|
1.87K
$410K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
5+ 0.06% |
$876 - $1.12K
|
8.61K
$1.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
5+ 0.03% |
$876 - $1.12K
|
16.9K
$3.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.15% |
$876 - $1.12K
|
3.38K
$742K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
5+ 0.36% |
$876 - $1.12K
|
1.39K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
5+ 0.4% |
$876 - $1.12K
|
1.25K
$275K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
5+ 0.17% |
$876 - $1.12K
|
2.99K
$657K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 0.19% |
$876 - $1.12K
|
2.69K
$591K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 0.8% |
$876 - $1.12K
|
627
$138K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
5+ 0.34% |
$876 - $1.12K
|
1.49K
$328K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
5+ 0.2% |
$876 - $1.12K
|
2.53K
$556K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
5+ 0.15% |
$876 - $1.12K
|
3.31K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
5+ 0.31% |
$876 - $1.12K
|
1.59K
$350K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
4+ 0.09% |
$700 - $894
|
4.33K
$951K
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4+ 0.26% |
$700 - $894
|
1.53K
$336K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
4+ 0.95% |
$700 - $894
|
426
$93.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4+ 0.22% |
$700 - $894
|
1.83K
$401K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4+ 0.26% |
$700 - $894
|
1.55K
$340K
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
4+ 0.12% |
$700 - $894
|
3.35K
$735K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.06% |
$700 - $894
|
7.21K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
4New |
$700 - $894
|
4
$879
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
4+ 36.36% |
$700 - $894
|
15
$3.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
4+ 0.05% |
$700 - $894
|
7.47K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4+ 0.14% |
$700 - $894
|
2.85K
$625K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4+ 0.11% |
$700 - $894
|
3.64K
$800K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4+ 0.05% |
$700 - $894
|
8.61K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4+ 0.25% |
$700 - $894
|
1.61K
$353K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.75% |
$700 - $894
|
538
$118K
|