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 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
400+ 21.19% |
$82K - $95.2K
|
2.29K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
400New |
$82K - $95.2K
|
400
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.26% |
$82K - $95.2K
|
152K
$43.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
393New |
$80.5K - $93.5K
|
393
$112K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
390+ 2.95% |
$79.9K - $92.8K
|
13.6K
$3.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
390+ 2.35% |
$79.9K - $92.8K
|
17K
$4.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
389+ 3.6% |
$79.7K - $92.6K
|
11.2K
$3.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
389New |
$79.7K - $92.6K
|
389
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
389+ 4.76% |
$79.7K - $92.6K
|
8.57K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
389+ 2.45% |
$79.7K - $92.6K
|
16.3K
$4.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
388+ 9.17% |
$79.5K - $92.4K
|
4.62K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
382+ 18.69% |
$78.3K - $90.9K
|
2.43K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
381+ 11.2% |
$78.1K - $90.7K
|
3.78K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
375+ 3.65% |
$76.8K - $89.3K
|
10.6K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
373+ 3.78% |
$76.4K - $88.8K
|
10.2K
$2.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
372+ 5.66% |
$76.2K - $88.6K
|
6.95K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
371+ 18.68% |
$76K - $88.3K
|
2.36K
$669K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
370+ 2.97% |
$75.8K - $88.1K
|
12.8K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
366New |
$75K - $87.1K
|
366
$104K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
364New |
$74.6K - $86.6K
|
364
$103K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
362+ 7.78% |
$74.2K - $86.2K
|
5.01K
$1.42M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
362+ 8.83% |
$74.2K - $86.2K
|
4.46K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
358+ 0.95% |
$73.4K - $85.2K
|
38.2K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
358+ 2.07% |
$73.4K - $85.2K
|
17.6K
$5.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
357New |
$73.1K - $85K
|
357
$101K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
355+ 0.36% |
$72.7K - $84.5K
|
100K
$28.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
349+ 16.04% |
$71.5K - $83.1K
|
2.53K
$717K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
347New |
$71.1K - $82.6K
|
347
$98.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
347+ 4.41% |
$71.1K - $82.6K
|
8.21K
$2.33M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
347New |
$71.1K - $82.6K
|
347
$98.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
337+ 1.84% |
$69.1K - $80.2K
|
18.6K
$5.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
337+ 12.9% |
$69.1K - $80.2K
|
2.95K
$837K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
334+ 3.04% |
$68.4K - $79.5K
|
11.3K
$3.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
333+ 5.37% |
$68.2K - $79.3K
|
6.54K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
331+ 5.74% |
$67.8K - $78.8K
|
6.1K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
330New |
$67.6K - $78.6K
|
330
$93.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
330+ 7.0% |
$67.6K - $78.6K
|
5.04K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
329New |
$67.4K - $78.3K
|
329
$93.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
329+ 1.79% |
$67.4K - $78.3K
|
18.7K
$5.31M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
329+ 10.3% |
$67.4K - $78.3K
|
3.52K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
328+ 0.49% |
$67.2K - $78.1K
|
67K
$19M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
327+ 7.32% |
$67K - $77.8K
|
4.79K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
325+ 27.24% |
$66.6K - $77.4K
|
1.52K
$431K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
319+ 12.06% |
$65.4K - $75.9K
|
2.96K
$841K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
317+ 7.23% |
$65K - $75.5K
|
4.7K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
317+ 0.8% |
$65K - $75.5K
|
40.1K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
315+ 1.83% |
$64.5K - $75K
|
17.6K
$4.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
313+ 17.33% |
$64.1K - $74.5K
|
2.12K
$601K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
312+ 6.9% |
$63.9K - $74.3K
|
4.83K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
309New |
$63.3K - $73.6K
|
309
$87.7K
|