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 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-677- 31.3% |
$119K - $151K
|
1.49K
$351K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-684- 4.36% |
$120K - $153K
|
15K
$3.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-690- 0.69% |
$121K - $154K
|
100K
$23.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-690- 9.01% |
$121K - $154K
|
6.97K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-691- 2.98% |
$121K - $154K
|
22.5K
$5.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-692- 51.6% |
$121K - $155K
|
649
$153K
|
|
|
Oct 28, 2024
Q3 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-695- 25.98% |
$122K - $155K
|
1.98K
$468K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-697- 2.84% |
$122K - $156K
|
23.9K
$5.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-699- 1.31% |
$122K - $156K
|
52.5K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.24% |
$123K - $156K
|
293K
$69.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-703- 9.36% |
$123K - $157K
|
6.81K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-703- 2.44% |
$123K - $157K
|
28.1K
$6.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-707- 8.49% |
$124K - $158K
|
7.62K
$1.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-710- 3.21% |
$124K - $159K
|
21.4K
$5.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-715- 3.53% |
$125K - $160K
|
19.5K
$4.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-716- 38.23% |
$125K - $160K
|
1.16K
$273K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-717- 8.48% |
$126K - $160K
|
7.74K
$1.83M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-725- 14.95% |
$127K - $162K
|
4.13K
$975K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-725- 2.52% |
$127K - $162K
|
28K
$6.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-730- 4.69% |
$128K - $163K
|
14.8K
$3.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-732- 31.65% |
$128K - $164K
|
1.58K
$373K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-742- 5.12% |
$130K - $166K
|
13.7K
$3.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-747- 32.84% |
$131K - $167K
|
1.53K
$361K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-759- 11.71% |
$133K - $170K
|
5.72K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-769- 20.64% |
$135K - $172K
|
2.96K
$699K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-774- 38.74% |
$136K - $173K
|
1.22K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-774- 6.59% |
$136K - $173K
|
11K
$2.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-784- 16.16% |
$137K - $175K
|
4.07K
$961K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-801- 2.11% |
$140K - $179K
|
37.2K
$8.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-801- 8.07% |
$140K - $179K
|
9.13K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-805- 9.75% |
$141K - $180K
|
7.45K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-806- 8.45% |
$141K - $180K
|
8.74K
$2.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-809- 1.2% |
$142K - $181K
|
66.7K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-823- 15.78% |
$144K - $184K
|
4.39K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-825- 36.34% |
$144K - $184K
|
1.45K
$341K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-827- 1.21% |
$145K - $185K
|
67.5K
$15.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-832- 5.2% |
$146K - $186K
|
15.2K
$3.58M
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-834- 4.16% |
$146K - $186K
|
19.2K
$4.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-840- 42.7% |
$147K - $188K
|
1.13K
$266K
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-848- 35.63% |
$148K - $189K
|
1.53K
$362K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-848- 8.78% |
$148K - $189K
|
8.81K
$2.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-853- 21.65% |
$149K - $191K
|
3.09K
$729K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-855- 33.0% |
$150K - $191K
|
1.74K
$410K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-861- 1.46% |
$151K - $192K
|
58K
$13.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-879- 1.8% |
$154K - $196K
|
48K
$11.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-880- 5.83% |
$154K - $197K
|
14.2K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-893- 3.41% |
$156K - $199K
|
25.3K
$5.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-906- 0.71% |
$159K - $202K
|
127K
$30M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-908- 1.82% |
$159K - $203K
|
49K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-912- 1.4% |
$160K - $204K
|
64.3K
$15.2M
|