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 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.22KNew |
$388K - $495K
|
2.22K
$487K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.19K+ 4.61% |
$383K - $489K
|
49.7K
$10.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
2.19K+ 7.64% |
$383K - $488K
|
30.8K
$6.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.17K+ 0.77% |
$381K - $486K
|
286K
$62.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.16K+ 116.17% |
$379K - $483K
|
4.02K
$884K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.15K+ 126.55% |
$376K - $480K
|
3.85K
$846K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2.14K+ 25.26% |
$375K - $479K
|
10.6K
$2.34M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
2.13K+ 71.02% |
$373K - $476K
|
5.13K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.13K+ 68.71% |
$373K - $475K
|
5.23K
$1.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2.12KNew |
$371K - $474K
|
2.12K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.12K+ 9.63% |
$370K - $472K
|
24.1K
$5.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.1KNew |
$368K - $469K
|
2.1K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.09K+ 4.83% |
$367K - $468K
|
45.5K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.09K+ 11.98% |
$365K - $466K
|
19.5K
$4.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.08KNew |
$364K - $465K
|
2.08K
$457K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.08K+ 6.43% |
$364K - $464K
|
34.4K
$7.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.06K+ 22.69% |
$360K - $460K
|
11.1K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.04K+ 43.83% |
$356K - $455K
|
6.68K
$1.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2K+ 6.02% |
$351K - $447K
|
35.3K
$7.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
2K+ 40.0% |
$350K - $447K
|
7K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2KNew |
$350K - $446K
|
2K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
1.99KNew |
$348K - $444K
|
1.99K
$436K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.98K+ 32.8% |
$347K - $443K
|
8.03K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.97K+ 58.77% |
$345K - $441K
|
5.33K
$1.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.97K+ 55.42% |
$345K - $441K
|
5.53K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.97K+ 18.68% |
$344K - $439K
|
12.5K
$2.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.96K+ 3.2% |
$343K - $438K
|
63.2K
$13.9M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
1.96K+ 53.27% |
$342K - $437K
|
5.63K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.95K+ 2.08% |
$342K - $436K
|
95.6K
$21M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.95KNew |
$341K - $436K
|
1.95K
$429K
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.94K+ 7.47% |
$340K - $433K
|
27.9K
$6.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.94K+ 8.53% |
$339K - $432K
|
24.6K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
1.93K+ 85.9% |
$337K - $430K
|
4.17K
$915K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.92K+ 9.02% |
$336K - $429K
|
23.2K
$5.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.92K+ 97.65% |
$335K - $428K
|
3.88K
$852K
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.91KNew |
$334K - $426K
|
1.91K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.91K+ 0.4% |
$334K - $426K
|
474K
$104M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.9KNew |
$333K - $424K
|
1.9K
$417K
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.89KNew |
$332K - $423K
|
1.89K
$416K
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.88K+ 132.46% |
$329K - $420K
|
3.3K
$725K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.87K+ 88.44% |
$328K - $419K
|
3.99K
$877K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.87KNew |
$327K - $417K
|
1.87K
$410K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.86K+ 1.3% |
$326K - $416K
|
145K
$31.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.83K+ 10.95% |
$321K - $409K
|
18.5K
$4.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.83K+ 32.45% |
$321K - $409K
|
7.47K
$1.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.81K+ 13.07% |
$317K - $405K
|
15.7K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.81KNew |
$317K - $405K
|
1.81K
$398K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.8KNew |
$315K - $401K
|
1.8K
$395K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.79K+ 6.75% |
$313K - $399K
|
28.3K
$6.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.78KNew |
$312K - $398K
|
1.78K
$391K
|