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
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.03% |
$175 - $223
|
3.3K
$742K
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.1% |
$175 - $223
|
1.02K
$229K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.2% |
$175 - $223
|
489
$110K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1- 0.03% |
$175 - $223
|
3K
$673K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1- 0.01% |
$175 - $223
|
7.71K
$1.73M
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-1- 0.01% |
$175 - $223
|
8.21K
$1.85M
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$175 - $223
|
7.5K
$1.69M
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 20.0% |
$175 - $223
|
4
$899
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1- 0.05% |
$175 - $223
|
2.08K
$467K
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1- 0.02% |
$175 - $223
|
5.57K
$1.25M
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1- 0.04% |
$175 - $223
|
2.28K
$512K
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1- -0.0% |
$175 - $223
|
28.7K
$6.46M
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1- 0.01% |
$175 - $223
|
12.6K
$2.83M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2- 0.09% |
$350 - $447
|
2.2K
$495K
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-2- 0.06% |
$350 - $447
|
3.55K
$797K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2- 0.08% |
$350 - $447
|
2.5K
$562K
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2- 0.09% |
$350 - $447
|
2.21K
$496K
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-3- 0.08% |
$525 - $670
|
3.62K
$813K
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-3- 0.12% |
$525 - $670
|
2.47K
$554K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-3- 0.02% |
$525 - $670
|
12.8K
$2.87M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3- 0.13% |
$525 - $670
|
2.3K
$516K
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-3- 0.4% |
$525 - $670
|
753
$169K
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-3- 0.2% |
$525 - $670
|
1.5K
$338K
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-3- 0.26% |
$525 - $670
|
1.16K
$260K
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-3- 0.07% |
$525 - $670
|
4.51K
$1.01M
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-3- 0.18% |
$525 - $670
|
1.68K
$378K
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3- 0.03% |
$525 - $670
|
9.56K
$2.15M
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4- 0.31% |
$700 - $894
|
1.29K
$290K
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-4- 0.2% |
$700 - $894
|
2K
$450K
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-4- 0.11% |
$700 - $894
|
3.78K
$849K
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-4- 0.27% |
$700 - $894
|
1.49K
$336K
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-5- 0.22% |
$876 - $1.12K
|
2.31K
$519K
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-5- 0.03% |
$876 - $1.12K
|
18.8K
$4.22M
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-5- 0.05% |
$876 - $1.12K
|
9.84K
$2.21M
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-5- 0.14% |
$876 - $1.12K
|
3.61K
$811K
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-5- 0.15% |
$876 - $1.12K
|
3.33K
$749K
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-5- 0.2% |
$876 - $1.12K
|
2.51K
$564K
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-6- 0.15% |
$1.05K - $1.34K
|
4.06K
$913K
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-7- 0.12% |
$1.23K - $1.56K
|
5.98K
$1.34M
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-8- 0.17% |
$1.4K - $1.79K
|
4.64K
$1.04M
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-8- 50.0% |
$1.4K - $1.79K
|
8
$1.8K
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-8- 0.63% |
$1.4K - $1.79K
|
1.27K
$284K
|
|
Oct 22, 2024
Q3 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-9- 0.65% |
$1.58K - $2.01K
|
1.38K
$310K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 0.11% |
$1.58K - $2.01K
|
8.06K
$1.81M
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-9- 2.26% |
$1.58K - $2.01K
|
390
$87.7K
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-10- 0.76% |
$1.75K - $2.23K
|
1.31K
$295K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 0.78% |
$1.75K - $2.23K
|
1.27K
$286K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 4.76% |
$1.75K - $2.23K
|
200
$45K
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-10- 0.1% |
$1.75K - $2.23K
|
10.3K
$2.32M
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-10- 0.86% |
$1.75K - $2.23K
|
1.16K
$260K
|