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 |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-84- 5.59% |
$17.2K - $20K
|
1.42K
$317K
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-87- 10.25% |
$17.8K - $20.7K
|
762
$170K
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-88- 2.0% |
$18K - $20.9K
|
4.31K
$961K
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-88- 2.42% |
$18K - $20.9K
|
3.54K
$791K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-89- 2.58% |
$18.2K - $21.2K
|
3.36K
$749K
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-97- 5.58% |
$19.9K - $23.1K
|
1.64K
$367K
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-100- 6.41% |
$20.5K - $23.8K
|
1.46K
$326K
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-100- 6.67% |
$20.5K - $23.8K
|
1.4K
$313K
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-100- 2.23% |
$20.5K - $23.8K
|
4.39K
$980K
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-100- 6.08% |
$20.5K - $23.8K
|
1.55K
$345K
|
|
Jan 23, 2025
Q4 2024
|
Penbrook Management LLC
|
SELL
|
- |
-100- 3.81% |
$20.5K - $23.8K
|
2.53K
$564K
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-103- 6.2% |
$21.1K - $24.5K
|
1.56K
$348K
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-108- 4.9% |
$22.1K - $25.7K
|
2.1K
$468K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-109- 1.58% |
$22.3K - $25.9K
|
6.79K
$1.52M
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-111- 0.67% |
$22.7K - $26.4K
|
16.6K
$3.7M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-112- 2.97% |
$22.9K - $26.7K
|
3.66K
$817K
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-114- 5.15% |
$23.4K - $27.1K
|
2.1K
$469K
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-116- 2.81% |
$23.8K - $27.6K
|
4.01K
$895K
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-118- 0.28% |
$24.2K - $28.1K
|
41.4K
$9.23M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-122- 0.33% |
$25K - $29K
|
37.2K
$8.3M
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-126- 1.48% |
$25.8K - $30K
|
8.36K
$1.87M
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-132- 1.33% |
$27K - $31.4K
|
9.81K
$2.19M
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-133- 0.42% |
$27.3K - $31.7K
|
31.2K
$6.97M
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-133- 0.74% |
$27.3K - $31.7K
|
17.8K
$3.98M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-136- 2.9% |
$27.9K - $32.4K
|
4.55K
$1.02M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-137- 0.95% |
$28.1K - $32.6K
|
14.3K
$3.19M
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-138- 2.8% |
$28.3K - $32.8K
|
4.8K
$1.07M
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-140- 1.87% |
$28.7K - $33.3K
|
7.33K
$1.64M
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-140- 1.24% |
$28.7K - $33.3K
|
11.1K
$2.49M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-143- 10.68% |
$29.3K - $34K
|
1.2K
$267K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-147- 2.51% |
$30.1K - $35K
|
5.71K
$1.28M
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-149- 4.76% |
$30.5K - $35.5K
|
2.98K
$666K
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-150- 2.66% |
$30.7K - $35.7K
|
5.49K
$1.23M
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-153- 3.11% |
$31.3K - $36.4K
|
4.77K
$1.07M
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-155- 13.63% |
$31.8K - $36.9K
|
982
$219K
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-156- 1.03% |
$32K - $37.1K
|
15K
$3.35M
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-160- 1.24% |
$32.8K - $38.1K
|
12.7K
$2.85M
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-162- 10.06% |
$33.2K - $38.6K
|
1.45K
$324K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-167- 1.29% |
$34.2K - $39.8K
|
12.7K
$2.85M
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-170- 2.07% |
$34.8K - $40.5K
|
8.04K
$1.8M
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-174- 0.62% |
$35.7K - $41.4K
|
27.7K
$6.19M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-174- 1.03% |
$35.7K - $41.4K
|
16.7K
$3.73M
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-175- 1.04% |
$35.9K - $41.7K
|
16.7K
$3.74M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-177- 4.57% |
$36.3K - $42.1K
|
3.7K
$826K
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-180- 0.31% |
$36.9K - $42.8K
|
58.7K
$13.1M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-181- 1.45% |
$37.1K - $43.1K
|
12.3K
$2.75M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-181- 2.03% |
$37.1K - $43.1K
|
8.75K
$1.95M
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-186- 10.57% |
$38.1K - $44.3K
|
1.57K
$351K
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-195- 7.09% |
$40K - $46.4K
|
2.55K
$570K
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-198- 44.2% |
$40.6K - $47.1K
|
250
$55.8K
|