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 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
944New |
$193K - $225K
|
944
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
941New |
$193K - $224K
|
941
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
941+ 3.8% |
$193K - $224K
|
25.7K
$6.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
932+ 93.76% |
$191K - $222K
|
1.93K
$464K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
926New |
$190K - $220K
|
926
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
923+ 79.91% |
$189K - $220K
|
2.08K
$501K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
917New |
$188K - $218K
|
917
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
916+ 15.47% |
$188K - $218K
|
6.84K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
911New |
$187K - $217K
|
911
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
911+ 2.69% |
$187K - $217K
|
34.8K
$8.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
909New |
$186K - $216K
|
909
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
900New |
$184K - $214K
|
900
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
900+ 26.75% |
$184K - $214K
|
4.27K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
900+ 15.72% |
$184K - $214K
|
6.62K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
900+ 11.46% |
$184K - $214K
|
8.75K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
891+ 18.15% |
$183K - $212K
|
5.8K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
880+ 13.29% |
$180K - $209K
|
7.5K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
880+ 6.59% |
$180K - $209K
|
14.2K
$3.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
872+ 32.73% |
$179K - $208K
|
3.54K
$852K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
859+ 14.91% |
$176K - $204K
|
6.62K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
858+ 1.28% |
$176K - $204K
|
67.7K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
855+ 10.15% |
$175K - $204K
|
9.28K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
854+ 8.29% |
$175K - $203K
|
11.2K
$2.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
853+ 853.0% |
$175K - $203K
|
953
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
850+ 8.23% |
$174K - $202K
|
11.2K
$2.69M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
841+ 6.5% |
$172K - $200K
|
13.8K
$3.32M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
837New |
$172K - $199K
|
837
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
831+ 8.53% |
$170K - $198K
|
10.6K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
828+ 63.55% |
$170K - $197K
|
2.13K
$513K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
824+ 4.2% |
$169K - $196K
|
20.4K
$4.92M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
824+ 1.35% |
$169K - $196K
|
62K
$14.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
824New |
$169K - $196K
|
824
$199K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
819+ 1.0% |
$168K - $195K
|
82.8K
$19.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
815+ 2.85% |
$167K - $194K
|
29.5K
$7.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
808+ 56.54% |
$166K - $192K
|
2.24K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
808+ 14.04% |
$166K - $192K
|
6.56K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
800+ 12.83% |
$164K - $190K
|
7.04K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
794New |
$163K - $189K
|
794
$191K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
787+ 5.32% |
$161K - $187K
|
15.6K
$3.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
780+ 8.36% |
$160K - $186K
|
10.1K
$2.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
771+ 3.47% |
$158K - $184K
|
23K
$5.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
766New |
$157K - $182K
|
766
$185K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
766New |
$157K - $182K
|
766
$185K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
766+ 3.17% |
$157K - $182K
|
24.9K
$6M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
763New |
$156K - $182K
|
763
$184K
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
760+ 1.76% |
$156K - $181K
|
43.9K
$10.6M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
760New |
$156K - $181K
|
760
$183K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
756+ 7.0% |
$155K - $180K
|
11.6K
$2.78M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
752+ 8.76% |
$154K - $179K
|
9.34K
$2.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
749+ 3.39% |
$153K - $178K
|
22.9K
$5.51M
|