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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-295- 7.13% |
$51.7K - $65.9K
|
3.84K
$908K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-296- 0.73% |
$51.8K - $66.1K
|
40K
$9.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-296- 14.87% |
$51.8K - $66.1K
|
1.7K
$400K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-297- 2.56% |
$52K - $66.3K
|
11.3K
$2.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-297- 0.45% |
$52K - $66.3K
|
65.3K
$15.4M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-299- 24.19% |
$52.4K - $66.8K
|
937
$221K
|
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-300- 4.84% |
$52.5K - $67K
|
5.9K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-300- 1.1% |
$52.5K - $67K
|
26.9K
$6.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-300- 7.69% |
$52.5K - $67K
|
3.6K
$850K
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-303- 16.68% |
$53.1K - $67.7K
|
1.51K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-305- 2.69% |
$53.4K - $68.1K
|
11K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-307- 22.56% |
$53.8K - $68.6K
|
1.05K
$249K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-314- 17.43% |
$55K - $70.1K
|
1.49K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-320- 0.31% |
$56K - $71.5K
|
103K
$24.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-321- 4.55% |
$56.2K - $71.7K
|
6.73K
$1.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-325- 3.19% |
$56.9K - $72.6K
|
9.88K
$2.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-327- 13.24% |
$57.3K - $73K
|
2.14K
$506K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-328- 3.56% |
$57.4K - $73.3K
|
8.89K
$2.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-329- 2.27% |
$57.6K - $73.5K
|
14.1K
$3.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-329- 20.36% |
$57.6K - $73.5K
|
1.29K
$304K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-330- 9.65% |
$57.8K - $73.7K
|
3.09K
$730K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-332- 1.88% |
$58.1K - $74.2K
|
17.3K
$4.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-335- 1.8% |
$58.7K - $74.8K
|
18.3K
$4.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-339- 1.81% |
$59.4K - $75.7K
|
18.3K
$4.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-339- 1.81% |
$59.4K - $75.7K
|
18.4K
$4.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-341- 0.14% |
$59.7K - $76.2K
|
235K
$55.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-345- 2.72% |
$60.4K - $77.1K
|
12.3K
$2.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-345- 5.76% |
$60.4K - $77.1K
|
5.64K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-347- 6.16% |
$60.8K - $77.5K
|
5.29K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-350- 1.62% |
$61.3K - $78.2K
|
21.3K
$5.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-353- 3.32% |
$61.8K - $78.9K
|
10.3K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-353- 15.16% |
$61.8K - $78.9K
|
1.98K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-355- 21.11% |
$62.2K - $79.3K
|
1.33K
$313K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-356- 4.39% |
$62.3K - $79.5K
|
7.76K
$1.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-360- 7.82% |
$63K - $80.4K
|
4.25K
$1M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-361- 0.64% |
$63.2K - $80.6K
|
55.9K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-361- 2.85% |
$63.2K - $80.6K
|
12.3K
$2.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-363- 3.66% |
$63.6K - $81.1K
|
9.56K
$2.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-365- 2.45% |
$63.9K - $81.5K
|
14.5K
$3.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-369- 5.51% |
$64.6K - $82.4K
|
6.33K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-369- 4.89% |
$64.6K - $82.4K
|
7.18K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-374- 11.18% |
$65.5K - $83.5K
|
2.97K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-374- 19.77% |
$65.5K - $83.5K
|
1.52K
$359K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-380- 13.45% |
$66.5K - $84.9K
|
2.45K
$578K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-384- 11.12% |
$67.2K - $85.8K
|
3.07K
$725K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-388- 1.05% |
$67.9K - $86.7K
|
36.6K
$8.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-388- 7.74% |
$67.9K - $86.7K
|
4.62K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-389- 2.69% |
$68.1K - $86.9K
|
14.1K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-389- 5.58% |
$68.1K - $86.9K
|
6.58K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-394- 17.9% |
$69K - $88K
|
1.81K
$427K
|