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
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
808+ 14.04% |
$166K - $192K
|
6.56K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
800+ 12.83% |
$164K - $190K
|
7.04K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
794New |
$163K - $189K
|
794
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
787+ 5.32% |
$161K - $187K
|
15.6K
$4.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
780+ 8.36% |
$160K - $186K
|
10.1K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
771+ 3.47% |
$158K - $184K
|
23K
$6.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
766New |
$157K - $182K
|
766
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
766New |
$157K - $182K
|
766
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
766+ 3.17% |
$157K - $182K
|
24.9K
$7.07M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
763New |
$156K - $182K
|
763
$217K
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
760+ 1.76% |
$156K - $181K
|
43.9K
$12.5M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
760New |
$156K - $181K
|
760
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
756+ 7.0% |
$155K - $180K
|
11.6K
$3.28M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
752+ 8.76% |
$154K - $179K
|
9.34K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
749+ 3.39% |
$153K - $178K
|
22.9K
$6.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
745+ 8.45% |
$153K - $177K
|
9.56K
$2.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
745+ 11.98% |
$153K - $177K
|
6.96K
$1.98M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
743New |
$152K - $177K
|
743
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
740+ 24.73% |
$152K - $176K
|
3.73K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
736+ 1.32% |
$151K - $175K
|
56.7K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
731New |
$150K - $174K
|
731
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
721+ 14.55% |
$148K - $172K
|
5.68K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
720+ 14.05% |
$148K - $171K
|
5.85K
$1.66M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
719+ 25.72% |
$147K - $171K
|
3.52K
$998K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
715+ 58.75% |
$147K - $170K
|
1.93K
$548K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
714+ 39.49% |
$146K - $170K
|
2.52K
$716K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
714+ 110.02% |
$146K - $170K
|
1.36K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
711+ 5.22% |
$146K - $169K
|
14.3K
$4.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
706+ 15.92% |
$145K - $168K
|
5.14K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
705+ 15.46% |
$144K - $168K
|
5.27K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
700New |
$143K - $167K
|
700
$199K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
694+ 1.36% |
$142K - $165K
|
51.8K
$14.7M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
694New |
$142K - $165K
|
694
$197K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
686+ 3.94% |
$141K - $163K
|
18.1K
$5.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
686+ 4.91% |
$141K - $163K
|
14.7K
$4.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
678+ 6.0% |
$139K - $161K
|
12K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
674+ 25.4% |
$138K - $160K
|
3.33K
$944K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
672+ 3.64% |
$138K - $160K
|
19.2K
$5.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
657+ 1.22% |
$135K - $156K
|
54.4K
$15.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
656+ 89.74% |
$134K - $156K
|
1.39K
$394K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
654+ 15.04% |
$134K - $156K
|
5K
$1.42M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
650+ 6.1% |
$133K - $155K
|
11.3K
$3.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
650+ 17.29% |
$133K - $155K
|
4.41K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
649+ 70.7% |
$133K - $154K
|
1.57K
$445K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
646+ 4.36% |
$132K - $154K
|
15.5K
$4.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
641+ 2.06% |
$131K - $153K
|
31.7K
$9M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
639+ 41.96% |
$131K - $152K
|
2.16K
$614K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
637+ 19.5% |
$131K - $152K
|
3.9K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
627+ 2.99% |
$128K - $149K
|
21.6K
$6.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
627+ 2.63% |
$128K - $149K
|
24.5K
$6.95M
|