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
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.78K+ 9.98% |
$312K - $398K
|
19.6K
$4.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
1.76K+ 54.16% |
$309K - $394K
|
5.02K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.76K+ 15.56% |
$309K - $394K
|
13.1K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.75K+ 0.12% |
$307K - $392K
|
1.51M
$332M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 1.41% |
$306K - $390K
|
126K
$27.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.73KNew |
$302K - $386K
|
1.73K
$380K
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1.72KNew |
$302K - $385K
|
1.72K
$379K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.71K+ 3.36% |
$299K - $382K
|
52.6K
$11.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.71K+ 10.68% |
$299K - $381K
|
17.7K
$3.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.7KNew |
$297K - $379K
|
1.7K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.7K+ 13.23% |
$297K - $379K
|
14.5K
$3.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.69K+ 7.19% |
$296K - $378K
|
25.2K
$5.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
1.67K+ 4.56% |
$293K - $374K
|
38.4K
$8.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.66K+ 2.68% |
$291K - $371K
|
63.5K
$14M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.65K+ 24.0% |
$289K - $369K
|
8.53K
$1.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.64K+ 26.41% |
$288K - $367K
|
7.86K
$1.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.64K+ 34.07% |
$287K - $366K
|
6.45K
$1.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
1.63K+ 3.41% |
$285K - $364K
|
49.5K
$10.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.63K+ 5.67% |
$285K - $363K
|
30.3K
$6.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.63K+ 133.83% |
$285K - $363K
|
2.84K
$624K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.62K+ 22.99% |
$284K - $363K
|
8.68K
$1.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.62K+ 54.66% |
$284K - $362K
|
4.58K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.59K+ 10.13% |
$278K - $354K
|
17.2K
$3.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
1.59K+ 37.93% |
$278K - $354K
|
5.77K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.59KNew |
$278K - $354K
|
1.59K
$348K
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.57KNew |
$274K - $350K
|
1.57K
$344K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
1.55K+ 22.81% |
$272K - $347K
|
8.36K
$1.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.55K+ 7.12% |
$271K - $346K
|
23.3K
$5.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.54K+ 6.01% |
$270K - $345K
|
27.2K
$5.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.54K+ 6.46% |
$269K - $344K
|
25.4K
$5.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.54KNew |
$269K - $343K
|
1.54K
$338K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.53KNew |
$268K - $342K
|
1.53K
$337K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.53K+ 10.15% |
$268K - $342K
|
16.6K
$3.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.53K+ 0.72% |
$267K - $341K
|
213K
$46.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.53K+ 51.84% |
$267K - $341K
|
4.47K
$982K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.52K+ 19.05% |
$266K - $340K
|
9.5K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.51K+ 27.97% |
$265K - $338K
|
6.92K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.51K+ 22.14% |
$264K - $337K
|
8.32K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
1.5K+ 19.91% |
$263K - $336K
|
9.05K
$1.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.5KNew |
$263K - $336K
|
1.5K
$330K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.5KNew |
$263K - $335K
|
1.5K
$330K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.45K+ 2.93% |
$254K - $324K
|
51K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.44K+ 5.29% |
$252K - $321K
|
28.6K
$6.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
1.42K+ 1.11% |
$249K - $318K
|
130K
$28.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.42K+ 352.36% |
$249K - $317K
|
1.82K
$401K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.42K+ 9.6% |
$248K - $317K
|
16.2K
$3.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.41K+ 4.01% |
$246K - $314K
|
36.4K
$8.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
1.41K+ 10.89% |
$246K - $314K
|
14.3K
$3.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1.4KNew |
$245K - $313K
|
1.4K
$308K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.4KNew |
$245K - $312K
|
1.4K
$307K
|