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 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.24K+ 4.71% |
$254K - $295K
|
27.6K
$6.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.24K+ 9.02% |
$254K - $295K
|
15K
$3.61M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.24KNew |
$253K - $294K
|
1.24K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 5.93% |
$253K - $294K
|
22K
$5.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.23KNew |
$253K - $294K
|
1.23K
$297K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.23KNew |
$251K - $292K
|
1.23K
$295K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.22K+ 6.25% |
$251K - $291K
|
20.8K
$5.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.22K+ 9.94% |
$250K - $291K
|
13.5K
$3.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.22K+ 4.97% |
$250K - $291K
|
25.8K
$6.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.22K+ 58.43% |
$249K - $290K
|
3.3K
$795K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 5.85% |
$249K - $289K
|
22K
$5.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.21K+ 9.26% |
$248K - $289K
|
14.3K
$3.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.21K+ 8.18% |
$248K - $288K
|
16K
$3.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.21K+ 4.74% |
$248K - $288K
|
26.7K
$6.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.2K+ 89.63% |
$246K - $286K
|
2.54K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.2K+ 0.98% |
$245K - $285K
|
123K
$29.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 8.93% |
$244K - $283K
|
14.5K
$3.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.19K+ 61.5% |
$244K - $283K
|
3.13K
$753K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.19K+ 35.4% |
$244K - $283K
|
4.55K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.18KNew |
$242K - $281K
|
1.18K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.18KNew |
$241K - $280K
|
1.18K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.18KNew |
$241K - $280K
|
1.18K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.17K+ 3.27% |
$240K - $279K
|
37K
$8.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.17K+ 0.42% |
$240K - $279K
|
282K
$67.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.16KNew |
$237K - $276K
|
1.16K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.16K+ 10.92% |
$237K - $275K
|
11.8K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.16KNew |
$237K - $275K
|
1.16K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.15K+ 6.71% |
$235K - $273K
|
18.3K
$4.4M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.15KNew |
$235K - $273K
|
1.15K
$276K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.14KNew |
$234K - $271K
|
1.14K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
1.14K+ 120.59% |
$233K - $270K
|
2.08K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
1.14K+ 31.41% |
$233K - $270K
|
4.75K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.13K+ 24.58% |
$232K - $269K
|
5.73K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.13KNew |
$232K - $269K
|
1.13K
$272K
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
1.13KNew |
$231K - $269K
|
1.13K
$272K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.13K+ 78.06% |
$231K - $269K
|
2.57K
$620K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.13KNew |
$231K - $268K
|
1.13K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1.13KNew |
$231K - $268K
|
1.13K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.12KNew |
$230K - $268K
|
1.12K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.12KNew |
$229K - $266K
|
1.12K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.12KNew |
$229K - $266K
|
1.12K
$269K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.11K+ 9.27% |
$227K - $264K
|
13.1K
$3.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
1.11K+ 42.05% |
$227K - $264K
|
3.75K
$903K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.11K+ 7.86% |
$227K - $264K
|
15.2K
$3.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.1K+ 5.65% |
$226K - $262K
|
20.6K
$4.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$225K - $262K
|
1.1K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.1K+ 41.09% |
$225K - $262K
|
3.78K
$910K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.09K+ 5.73% |
$224K - $260K
|
20.1K
$4.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.09KNew |
$223K - $259K
|
1.09K
$263K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.08KNew |
$221K - $257K
|
1.08K
$260K
|