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
|
Novare Capital Management LLC
|
BUY
|
- |
511+ 21.56% |
$105K - $122K
|
2.88K
$818K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
510+ 33.29% |
$104K - $121K
|
2.04K
$579K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
510+ 8.61% |
$104K - $121K
|
6.43K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
510+ 7.35% |
$104K - $121K
|
7.45K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
507+ 5.33% |
$104K - $121K
|
10K
$2.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
BUY
|
- |
507+ 5.08% |
$104K - $121K
|
10.5K
$2.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
504+ 2.73% |
$103K - $120K
|
19K
$5.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
502+ 20.12% |
$103K - $119K
|
3K
$851K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
501+ 19.84% |
$103K - $119K
|
3.03K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
500+ 25.03% |
$102K - $119K
|
2.5K
$709K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
497+ 11.04% |
$102K - $118K
|
5K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
496+ 17.82% |
$102K - $118K
|
3.28K
$931K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
496+ 24.96% |
$102K - $118K
|
2.48K
$705K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
496+ 27.51% |
$102K - $118K
|
2.3K
$652K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
494+ 9.45% |
$101K - $118K
|
5.72K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
493+ 1.1% |
$101K - $117K
|
45.4K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
486+ 24.1% |
$99.6K - $116K
|
2.5K
$710K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
485+ 20.75% |
$99.4K - $115K
|
2.82K
$801K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
485+ 0.13% |
$99.4K - $115K
|
372K
$106M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
485+ 2.18% |
$99.4K - $115K
|
22.7K
$6.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
484+ 6.03% |
$99.2K - $115K
|
8.52K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
484+ 8.6% |
$99.2K - $115K
|
6.11K
$1.73M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
475+ 2.87% |
$97.3K - $113K
|
17K
$4.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
474+ 11.63% |
$97.1K - $113K
|
4.55K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
474+ 10.3% |
$97.1K - $113K
|
5.08K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
461+ 7.45% |
$94.5K - $110K
|
6.65K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
456+ 2.87% |
$93.4K - $109K
|
16.3K
$4.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
451+ 0.84% |
$92.4K - $107K
|
53.9K
$15.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
450+ 13.68% |
$92.2K - $107K
|
3.74K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
446+ 41.45% |
$91.4K - $106K
|
1.52K
$432K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
441New |
$90.4K - $105K
|
441
$125K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
441+ 12.25% |
$90.4K - $105K
|
4.04K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
440+ 0.98% |
$90.2K - $105K
|
45.1K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
438+ 42.69% |
$89.7K - $104K
|
1.46K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
435+ 4.07% |
$89.1K - $104K
|
11.1K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
433+ 0.85% |
$88.7K - $103K
|
51.4K
$14.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
428+ 10.37% |
$87.7K - $102K
|
4.56K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
427New |
$87.5K - $102K
|
427
$121K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
418+ 4.75% |
$85.6K - $99.5K
|
9.22K
$2.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
416+ 0.64% |
$85.2K - $99K
|
65.7K
$18.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
414+ 42.77% |
$84.8K - $98.5K
|
1.38K
$392K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
414+ 2.32% |
$84.8K - $98.5K
|
18.3K
$5.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
411+ 7.81% |
$84.2K - $97.8K
|
5.68K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
410+ 0.52% |
$84K - $97.6K
|
79.3K
$22.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
409New |
$83.8K - $97.4K
|
409
$116K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
406+ 19.63% |
$83.2K - $96.6K
|
2.47K
$702K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
405+ 2.95% |
$83K - $96.4K
|
14.1K
$4.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
404+ 32.01% |
$82.8K - $96.2K
|
1.67K
$473K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
402New |
$82.4K - $95.7K
|
402
$114K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
401New |
$82.2K - $95.5K
|
401
$114K
|