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 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-252- 4.97% |
$44.1K - $56.3K
|
4.82K
$1.06M
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-253- 6.32% |
$44.3K - $56.5K
|
3.75K
$824K
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-253- 4.36% |
$44.3K - $56.5K
|
5.55K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-256- 1.12% |
$44.8K - $57.2K
|
22.6K
$4.96M
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-257- 7.73% |
$45K - $57.4K
|
3.07K
$674K
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-257- 9.27% |
$45K - $57.4K
|
2.52K
$553K
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-258- 1.06% |
$45.2K - $57.6K
|
24.1K
$5.3M
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-260- 1.26% |
$45.5K - $58.1K
|
20.3K
$4.46M
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-260- 0.97% |
$45.5K - $58.1K
|
26.6K
$5.85M
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-262- 0.71% |
$45.9K - $58.5K
|
36.6K
$8.04M
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-263- 2.41% |
$46.1K - $58.7K
|
10.6K
$2.34M
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-263- 2.82% |
$46.1K - $58.7K
|
9.06K
$1.99M
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-265- 10.42% |
$46.4K - $59.2K
|
2.28K
$500K
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-265- 16.62% |
$46.4K - $59.2K
|
1.33K
$292K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-265- 10.17% |
$46.4K - $59.2K
|
2.34K
$514K
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-265- 16.65% |
$46.4K - $59.2K
|
1.33K
$292K
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-265- 4.28% |
$46.4K - $59.2K
|
5.92K
$1.3M
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-269- 1.75% |
$47.1K - $60.1K
|
15.1K
$3.31M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-273- 0.79% |
$47.8K - $61K
|
34.4K
$7.56M
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-273- 2.0% |
$47.8K - $61K
|
13.4K
$2.94M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-278- 2.45% |
$48.7K - $62.1K
|
11K
$2.43M
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-279- 6.36% |
$48.9K - $62.3K
|
4.11K
$902K
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-281- 6.53% |
$49.2K - $62.8K
|
4.02K
$884K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-282- 64.68% |
$49.4K - $63K
|
154
$33.8K
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-290- 1.59% |
$50.8K - $64.8K
|
18K
$3.95M
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-294- 0.41% |
$51.5K - $65.7K
|
71K
$15.6M
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-295- 7.13% |
$51.7K - $65.9K
|
3.84K
$844K
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-296- 0.73% |
$51.8K - $66.1K
|
40K
$8.79M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-296- 14.87% |
$51.8K - $66.1K
|
1.7K
$372K
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-297- 2.56% |
$52K - $66.3K
|
11.3K
$2.48M
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-297- 0.45% |
$52K - $66.3K
|
65.3K
$14.4M
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-299- 24.19% |
$52.4K - $66.8K
|
937
$206K
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-300- 4.84% |
$52.5K - $67K
|
5.9K
$1.3M
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-300- 1.1% |
$52.5K - $67K
|
26.9K
$5.92M
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-300- 7.69% |
$52.5K - $67K
|
3.6K
$791K
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-303- 16.68% |
$53.1K - $67.7K
|
1.51K
$333K
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-305- 2.69% |
$53.4K - $68.1K
|
11K
$2.43M
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-307- 22.56% |
$53.8K - $68.6K
|
1.05K
$232K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-314- 17.43% |
$55K - $70.1K
|
1.49K
$327K
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-320- 0.31% |
$56K - $71.5K
|
103K
$22.7M
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-321- 4.55% |
$56.2K - $71.7K
|
6.73K
$1.48M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-325- 3.19% |
$56.9K - $72.6K
|
9.88K
$2.17M
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-327- 13.24% |
$57.3K - $73K
|
2.14K
$471K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-328- 3.56% |
$57.4K - $73.3K
|
8.89K
$1.95M
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-329- 2.27% |
$57.6K - $73.5K
|
14.1K
$3.11M
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-329- 20.36% |
$57.6K - $73.5K
|
1.29K
$283K
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-330- 9.65% |
$57.8K - $73.7K
|
3.09K
$679K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-332- 1.88% |
$58.1K - $74.2K
|
17.3K
$3.8M
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-335- 1.8% |
$58.7K - $74.8K
|
18.3K
$4.02M
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-339- 1.81% |
$59.4K - $75.7K
|
18.3K
$4.03M
|