Purchases and Sales Made in Q4 2024 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.98K+ 0.77% |
$406K - $472K
|
259K
$73.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.97K+ 5.78% |
$404K - $469K
|
36.1K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.95KNew |
$400K - $464K
|
1.95K
$553K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.95K+ 12.45% |
$399K - $463K
|
17.6K
$4.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.94K+ 8.34% |
$398K - $463K
|
25.2K
$7.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
1.94KNew |
$398K - $462K
|
1.94K
$551K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.94K+ 4.48% |
$398K - $462K
|
45.2K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.93K+ 0.36% |
$395K - $458K
|
531K
$151M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.92K+ 9.0% |
$394K - $458K
|
23.3K
$6.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.91KNew |
$392K - $455K
|
1.91K
$543K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
1.89K+ 2.83% |
$387K - $450K
|
68.6K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.88K+ 60.3% |
$386K - $448K
|
5K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.87KNew |
$384K - $446K
|
1.87K
$532K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.87K+ 16.95% |
$384K - $446K
|
12.9K
$3.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.86KNew |
$382K - $443K
|
1.86K
$529K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.84K+ 2.45% |
$376K - $437K
|
76.9K
$21.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.83K+ 17.11% |
$375K - $435K
|
12.5K
$3.55M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.82K+ 11.45% |
$373K - $433K
|
17.7K
$5.03M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
1.81KNew |
$371K - $431K
|
1.81K
$514K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.81KNew |
$370K - $430K
|
1.81K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.79KNew |
$366K - $425K
|
1.79K
$507K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.79K+ 168.4% |
$366K - $425K
|
2.85K
$807K
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
1.78KNew |
$365K - $424K
|
1.78K
$506K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.77K+ 21.53% |
$362K - $420K
|
9.96K
$2.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.76KNew |
$360K - $418K
|
1.76K
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.75KNew |
$359K - $418K
|
1.75K
$498K
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
1.75KNew |
$359K - $417K
|
1.75K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.74K+ 3.28% |
$357K - $414K
|
54.8K
$15.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.74K+ 11.22% |
$356K - $414K
|
17.2K
$4.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.73KNew |
$355K - $412K
|
1.73K
$491K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.73K+ 13.22% |
$354K - $412K
|
14.8K
$4.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.73K+ 27.61% |
$354K - $411K
|
7.98K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
1.72K+ 12.05% |
$353K - $410K
|
16K
$4.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.72K+ 2.52% |
$352K - $409K
|
69.9K
$19.8M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.71K+ 38.87% |
$350K - $407K
|
6.11K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
1.71KNew |
$350K - $406K
|
1.71K
$484K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
1.7KNew |
$349K - $405K
|
1.7K
$483K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.7KNew |
$349K - $405K
|
1.7K
$483K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.7KNew |
$348K - $405K
|
1.7K
$482K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.7KNew |
$347K - $403K
|
1.7K
$481K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.69KNew |
$347K - $403K
|
1.69K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.69K+ 42.04% |
$346K - $403K
|
5.71K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.68KNew |
$345K - $400K
|
1.68K
$477K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.68K+ 4.61% |
$344K - $400K
|
38.1K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.68K+ 3.15% |
$344K - $400K
|
55K
$15.6M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1.68KNew |
$344K - $399K
|
1.68K
$476K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.67K+ 91.27% |
$343K - $398K
|
3.51K
$995K
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.67KNew |
$343K - $398K
|
1.67K
$474K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.67K+ 7.74% |
$342K - $398K
|
23.3K
$6.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 10.07% |
$342K - $397K
|
18.2K
$5.17M
|