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
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-46- 1.11% |
$8.05K - $10.3K
|
4.11K
$1.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-46- 2.88% |
$8.05K - $10.3K
|
1.55K
$403K
|
|
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-47- 2.9% |
$8.23K - $10.5K
|
1.58K
$408K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-48- 1.43% |
$8.4K - $10.7K
|
3.3K
$854K
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-50- 0.2% |
$8.76K - $11.2K
|
25.1K
$6.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-50- 1.35% |
$8.76K - $11.2K
|
3.65K
$945K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 1.63% |
$8.76K - $11.2K
|
3.01K
$781K
|
|
|
Oct 15, 2024
Q3 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-50- 2.45% |
$8.76K - $11.2K
|
1.99K
$516K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-50- 1.34% |
$8.76K - $11.2K
|
3.69K
$955K
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-50- 1.57% |
$8.76K - $11.2K
|
3.14K
$812K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-50- 0.67% |
$8.76K - $11.2K
|
7.47K
$1.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-50- 2.93% |
$8.76K - $11.2K
|
1.66K
$430K
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-50- 4.55% |
$8.76K - $11.2K
|
1.05K
$272K
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-50- 2.2% |
$8.76K - $11.2K
|
2.23K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-50- 1.55% |
$8.76K - $11.2K
|
3.19K
$825K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-50- 4.06% |
$8.76K - $11.2K
|
1.18K
$306K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-50- 1.96% |
$8.76K - $11.2K
|
2.5K
$648K
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-51- 2.82% |
$8.93K - $11.4K
|
1.76K
$456K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-52- 1.66% |
$9.11K - $11.6K
|
3.09K
$800K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-52- 8.31% |
$9.11K - $11.6K
|
574
$149K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-53- 4.34% |
$9.28K - $11.8K
|
1.17K
$302K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-53- 0.83% |
$9.28K - $11.8K
|
6.3K
$1.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-54- 0.84% |
$9.46K - $12.1K
|
6.35K
$1.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-54- 3.47% |
$9.46K - $12.1K
|
1.5K
$389K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-54- 1.53% |
$9.46K - $12.1K
|
3.48K
$902K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-54- 24.55% |
$9.46K - $12.1K
|
166
$43K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-54- 1.0% |
$9.46K - $12.1K
|
5.36K
$1.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-55- 0.98% |
$9.63K - $12.3K
|
5.55K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-55- 0.89% |
$9.63K - $12.3K
|
6.15K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-57- 2.68% |
$9.98K - $12.7K
|
2.07K
$536K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-57- 2.77% |
$9.98K - $12.7K
|
2K
$519K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-58- 4.49% |
$10.2K - $13K
|
1.23K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-58- 1.16% |
$10.2K - $13K
|
4.94K
$1.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-59- 6.53% |
$10.3K - $13.2K
|
844
$219K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-59- 2.94% |
$10.3K - $13.2K
|
1.95K
$505K
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-59- 3.82% |
$10.3K - $13.2K
|
1.49K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-59- 4.08% |
$10.3K - $13.2K
|
1.39K
$360K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-60- 3.49% |
$10.5K - $13.4K
|
1.66K
$430K
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-60- 1.14% |
$10.5K - $13.4K
|
5.2K
$1.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-60- 0.42% |
$10.5K - $13.4K
|
14.4K
$3.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-61- 1.02% |
$10.7K - $13.6K
|
5.92K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-61- 3.23% |
$10.7K - $13.6K
|
1.83K
$473K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-62- 1.0% |
$10.9K - $13.8K
|
6.15K
$1.59M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-62- 1.58% |
$10.9K - $13.8K
|
3.87K
$1M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-63- 1.61% |
$11K - $14.1K
|
3.86K
$999K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-63- 5.13% |
$11K - $14.1K
|
1.17K
$302K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-63- 1.62% |
$11K - $14.1K
|
3.82K
$990K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-65- 1.56% |
$11.4K - $14.5K
|
4.1K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-65- 3.22% |
$11.4K - $14.5K
|
1.95K
$506K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-65- 0.27% |
$11.4K - $14.5K
|
23.9K
$6.19M
|