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
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-460- 12.49% |
$80.5K - $103K
|
3.22K
$708K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-469- 8.38% |
$82.1K - $105K
|
5.13K
$1.13M
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-471- 2.87% |
$82.5K - $105K
|
15.9K
$3.5M
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-471- 1.11% |
$82.5K - $105K
|
42K
$9.23M
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-471- 14.96% |
$82.5K - $105K
|
2.68K
$588K
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-473- 21.76% |
$82.8K - $106K
|
1.7K
$374K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-481- 24.83% |
$84.2K - $107K
|
1.46K
$320K
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-484- 10.91% |
$84.7K - $108K
|
3.95K
$869K
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-487- 20.23% |
$85.3K - $109K
|
1.92K
$422K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-491- 13.07% |
$86K - $110K
|
3.27K
$718K
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-494- 3.28% |
$86.5K - $110K
|
14.5K
$3.2M
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-494- 20.21% |
$86.5K - $110K
|
1.95K
$429K
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-496- 0.85% |
$86.8K - $111K
|
57.9K
$12.7M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-497- 13.18% |
$87K - $111K
|
3.27K
$719K
|
|
Oct 07, 2024
Q3 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-498- 3.8% |
$87.2K - $111K
|
12.6K
$2.77M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-499- 14.03% |
$87.4K - $111K
|
3.06K
$672K
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-499- 3.71% |
$87.4K - $111K
|
12.9K
$2.84M
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-500- 18.2% |
$87.6K - $112K
|
2.25K
$494K
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-510- 3.05% |
$89.3K - $114K
|
16.2K
$3.56M
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-513- 14.78% |
$89.8K - $115K
|
2.96K
$650K
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-515- 8.05% |
$90.2K - $115K
|
5.89K
$1.29M
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-516- 2.26% |
$90.4K - $115K
|
22.3K
$4.91M
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-517- 5.94% |
$90.5K - $115K
|
8.19K
$1.8M
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-517- 0.77% |
$90.5K - $115K
|
66.7K
$14.6M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-517- 51.75% |
$90.5K - $115K
|
482
$106K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-520- 6.83% |
$91.1K - $116K
|
7.09K
$1.56M
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-527- 24.12% |
$92.3K - $118K
|
1.66K
$364K
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-530- 2.65% |
$92.8K - $118K
|
19.5K
$4.28M
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-533- 9.88% |
$93.3K - $119K
|
4.86K
$1.07M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-534- 17.63% |
$93.5K - $119K
|
2.5K
$548K
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-535- 12.35% |
$93.7K - $120K
|
3.8K
$834K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-535- 7.33% |
$93.7K - $120K
|
6.76K
$1.49M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-536- 3.88% |
$93.9K - $120K
|
13.3K
$2.92M
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-537- 0.47% |
$94K - $120K
|
113K
$24.9M
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-542- 2.07% |
$94.9K - $121K
|
25.6K
$5.63M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-543- 3.77% |
$95.1K - $121K
|
13.9K
$3.04M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-543- 1.39% |
$95.1K - $121K
|
38.6K
$8.48M
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-545- 3.76% |
$95.4K - $122K
|
14K
$3.07M
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-553- 1.79% |
$96.8K - $124K
|
30.4K
$6.68M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-573- 1.13% |
$100K - $128K
|
50K
$11M
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-575- 3.92% |
$101K - $128K
|
14.1K
$3.1M
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-579- 28.31% |
$101K - $129K
|
1.47K
$322K
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-582- 0.78% |
$102K - $130K
|
74.4K
$16.3M
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-588- 7.07% |
$103K - $131K
|
7.72K
$1.7M
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-592- 7.51% |
$104K - $132K
|
7.3K
$1.6M
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-597- 2.33% |
$105K - $133K
|
25.1K
$5.51M
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-600- 5.79% |
$105K - $134K
|
9.76K
$2.14M
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-600- 3.38% |
$105K - $134K
|
17.1K
$3.76M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-603- 0.35% |
$106K - $135K
|
170K
$37.4M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-604- 1.19% |
$106K - $135K
|
50.1K
$11M
|