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 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-774- 38.74% |
$136K - $173K
|
1.22K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-774- 6.59% |
$136K - $173K
|
11K
$2.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-784- 16.16% |
$137K - $175K
|
4.07K
$894K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-801- 2.11% |
$140K - $179K
|
37.2K
$8.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-801- 8.07% |
$140K - $179K
|
9.13K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-805- 9.75% |
$141K - $180K
|
7.45K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-806- 8.45% |
$141K - $180K
|
8.74K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-809- 1.2% |
$142K - $181K
|
66.7K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-823- 15.78% |
$144K - $184K
|
4.39K
$965K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-825- 36.34% |
$144K - $184K
|
1.45K
$318K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-827- 1.21% |
$145K - $185K
|
67.5K
$14.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-832- 5.2% |
$146K - $186K
|
15.2K
$3.33M
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-834- 4.16% |
$146K - $186K
|
19.2K
$4.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-840- 42.7% |
$147K - $188K
|
1.13K
$248K
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-848- 35.63% |
$148K - $189K
|
1.53K
$337K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-848- 8.78% |
$148K - $189K
|
8.81K
$1.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-853- 21.65% |
$149K - $191K
|
3.09K
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-855- 33.0% |
$150K - $191K
|
1.74K
$381K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-861- 1.46% |
$151K - $192K
|
58K
$12.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-879- 1.8% |
$154K - $196K
|
48K
$10.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-880- 5.83% |
$154K - $197K
|
14.2K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-893- 3.41% |
$156K - $199K
|
25.3K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-906- 0.71% |
$159K - $202K
|
127K
$27.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-908- 1.82% |
$159K - $203K
|
49K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-912- 1.4% |
$160K - $204K
|
64.3K
$14.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-921- 1.07% |
$161K - $206K
|
85.1K
$18.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-935- 12.93% |
$164K - $209K
|
6.29K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-949- 0.64% |
$166K - $212K
|
148K
$32.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-963- 1.3% |
$169K - $215K
|
73.2K
$16.1M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-967- 5.26% |
$169K - $216K
|
17.4K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-970- 13.12% |
$170K - $217K
|
6.42K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-975- 0.8% |
$171K - $218K
|
120K
$26.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-976- 63.92% |
$171K - $218K
|
551
$121K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-977- 9.03% |
$171K - $218K
|
9.84K
$2.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-978- 51.8% |
$171K - $218K
|
910
$200K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-981- 27.2% |
$172K - $219K
|
2.63K
$577K
|
|
|
Oct 24, 2024
Q3 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-1K- 9.09% |
$175K - $223K
|
10K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1K- 15.61% |
$175K - $223K
|
5.41K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.01K- 2.32% |
$177K - $225K
|
42.5K
$9.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.01K- 19.53% |
$177K - $226K
|
4.16K
$914K
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.02K- 1.84% |
$179K - $228K
|
54.3K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.03K- 9.35% |
$179K - $229K
|
9.93K
$2.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.03K- 18.2% |
$181K - $231K
|
4.65K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.05K- 4.27% |
$184K - $235K
|
23.6K
$5.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.06K- 10.78% |
$186K - $237K
|
8.78K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-1.06K- 6.26% |
$186K - $237K
|
15.9K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.07K- 1.86% |
$187K - $239K
|
56.5K
$12.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
SELL
|
- |
-1.08K- 29.05% |
$188K - $240K
|
2.63K
$577K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.08K- 0.58% |
$189K - $241K
|
184K
$40.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.08K- 4.3% |
$189K - $241K
|
24K
$5.28M
|