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
|
G&S Capital LLC
|
SELL
|
- |
-72- 0.7% |
$14.8K - $17.1K
|
10.2K
$2.62M
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-73- 1.04% |
$15K - $17.4K
|
6.93K
$1.77M
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-73- 0.96% |
$15K - $17.4K
|
7.54K
$1.93M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-75- 2.49% |
$15.4K - $17.9K
|
2.94K
$752K
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-75- 0.85% |
$15.4K - $17.9K
|
8.8K
$2.25M
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-75- 6.73% |
$15.4K - $17.9K
|
1.04K
$266K
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-76- 5.6% |
$15.6K - $18.1K
|
1.28K
$328K
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-78- 0.63% |
$16K - $18.6K
|
12.3K
$3.14M
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-79- 3.47% |
$16.2K - $18.8K
|
2.2K
$562K
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-79- 3.93% |
$16.2K - $18.8K
|
1.93K
$493K
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-81- 0.86% |
$16.6K - $19.3K
|
9.37K
$2.4M
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-82- 2.89% |
$16.8K - $19.5K
|
2.76K
$705K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-83- 1.41% |
$17K - $19.8K
|
5.79K
$1.48M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-83- 0.91% |
$17K - $19.8K
|
9.07K
$2.32M
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-84- 5.59% |
$17.2K - $20K
|
1.42K
$363K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-85- 0.76% |
$17.4K - $20.2K
|
11.1K
$2.83M
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-87- 10.25% |
$17.8K - $20.7K
|
762
$195K
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-88- 2.0% |
$18K - $20.9K
|
4.31K
$1.1M
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-88- 2.42% |
$18K - $20.9K
|
3.54K
$906K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-89- 2.58% |
$18.2K - $21.2K
|
3.36K
$858K
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-97- 5.58% |
$19.9K - $23.1K
|
1.64K
$420K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-98- 2.09% |
$20.1K - $23.3K
|
4.59K
$1.17M
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-100- 6.08% |
$20.5K - $23.8K
|
1.55K
$395K
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-100- 6.41% |
$20.5K - $23.8K
|
1.46K
$373K
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-100- 2.23% |
$20.5K - $23.8K
|
4.39K
$1.12M
|
|
Jan 23, 2025
Q4 2024
|
Penbrook Management LLC
|
SELL
|
- |
-100- 3.81% |
$20.5K - $23.8K
|
2.53K
$646K
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-100- 6.67% |
$20.5K - $23.8K
|
1.4K
$358K
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 3.26% |
$20.5K - $23.8K
|
2.97K
$759K
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 3.18% |
$20.5K - $23.8K
|
3.04K
$777K
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-103- 6.2% |
$21.1K - $24.5K
|
1.56K
$398K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-104- 0.55% |
$21.3K - $24.8K
|
18.9K
$4.84M
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-108- 4.9% |
$22.1K - $25.7K
|
2.1K
$536K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-109- 1.58% |
$22.3K - $25.9K
|
6.79K
$1.74M
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-110- 3.34% |
$22.5K - $26.2K
|
3.19K
$815K
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-111- 0.67% |
$22.7K - $26.4K
|
16.6K
$4.24M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-112- 2.97% |
$22.9K - $26.7K
|
3.66K
$936K
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-114- 5.15% |
$23.4K - $27.1K
|
2.1K
$537K
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-115- 11.07% |
$23.6K - $27.4K
|
924
$236K
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-115- 0.7% |
$23.6K - $27.4K
|
16.4K
$4.18M
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-116- 2.81% |
$23.8K - $27.6K
|
4.01K
$1.03M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-116- 5.46% |
$23.8K - $27.6K
|
2.01K
$514K
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-117- 0.22% |
$24K - $27.9K
|
53.3K
$13.6M
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-118- 0.28% |
$24.2K - $28.1K
|
41.4K
$10.6M
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-120- 7.0% |
$24.6K - $28.6K
|
1.59K
$408K
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-121- 0.69% |
$24.8K - $28.8K
|
17.3K
$4.43M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-122- 0.33% |
$25K - $29K
|
37.2K
$9.5M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-125- 5.11% |
$25.6K - $29.8K
|
2.32K
$593K
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-126- 1.48% |
$25.8K - $30K
|
8.36K
$2.14M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-127- 8.89% |
$26K - $30.2K
|
1.3K
$333K
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-129- 38.39% |
$26.4K - $30.7K
|
207
$52.9K
|