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 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-200- 7.94% |
$41K - $47.6K
|
2.32K
$593K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-200- 2.38% |
$41K - $47.6K
|
8.21K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-201- 6.4% |
$41.2K - $47.8K
|
2.94K
$752K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-202- 7.66% |
$41.4K - $48.1K
|
2.43K
$622K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-204- 4.29% |
$41.8K - $48.6K
|
4.55K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-207- 0.5% |
$42.4K - $49.3K
|
41.4K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-207- 1.4% |
$42.4K - $49.3K
|
14.5K
$3.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-211- 10.34% |
$43.2K - $50.2K
|
1.83K
$468K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-212- 4.87% |
$43.4K - $50.5K
|
4.14K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-215- 0.81% |
$44.1K - $51.2K
|
26.2K
$6.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-220- 4.12% |
$45.1K - $52.4K
|
5.11K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-221- 0.39% |
$45.3K - $52.6K
|
57.1K
$14.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-223- 6.79% |
$45.7K - $53.1K
|
3.06K
$783K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-228- 8.57% |
$46.7K - $54.3K
|
2.43K
$622K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-229- 3.67% |
$46.9K - $54.5K
|
6.01K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-229- 33.63% |
$46.9K - $54.5K
|
452
$116K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-230- 9.2% |
$47.1K - $54.7K
|
2.27K
$580K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-235- 0.33% |
$48.2K - $55.9K
|
70.5K
$18M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-237- 2.25% |
$48.6K - $56.4K
|
10.3K
$2.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-238- 7.94% |
$48.8K - $56.7K
|
2.76K
$705K
|
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-240- 1.05% |
$49.2K - $57.1K
|
22.7K
$5.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-242- 12.38% |
$49.6K - $57.6K
|
1.71K
$438K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-242- 2.0% |
$49.6K - $57.6K
|
11.9K
$3.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-245- 7.25% |
$50.2K - $58.3K
|
3.13K
$801K
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-250- 4.24% |
$51.2K - $59.5K
|
5.65K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-251- 4.26% |
$51.4K - $59.7K
|
5.64K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-251- 1.67% |
$51.4K - $59.7K
|
14.7K
$3.77M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-253- 0.8% |
$51.8K - $60.2K
|
31.5K
$8.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-256- 2.21% |
$52.5K - $60.9K
|
11.3K
$2.89M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-257- 5.17% |
$52.7K - $61.2K
|
4.71K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-258- 0.63% |
$52.9K - $61.4K
|
40.4K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-258- 1.22% |
$52.9K - $61.4K
|
20.9K
$5.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-259- 1.57% |
$53.1K - $61.7K
|
16.3K
$4.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-260- 5.14% |
$53.3K - $61.9K
|
4.8K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-260- 4.21% |
$53.3K - $61.9K
|
5.92K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-262- 10.28% |
$53.7K - $62.4K
|
2.29K
$585K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-265- 6.9% |
$54.3K - $63.1K
|
3.58K
$915K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-269- 14.56% |
$55.1K - $64K
|
1.58K
$404K
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-269- 1.12% |
$55.1K - $64K
|
23.6K
$6.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-270- 11.55% |
$55.3K - $64.3K
|
2.07K
$529K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-275- 0.91% |
$56.3K - $65.5K
|
30.1K
$7.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-277- 1.08% |
$56.8K - $65.9K
|
25.3K
$6.47M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-279- 16.92% |
$57.2K - $66.4K
|
1.37K
$350K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-284- 1.98% |
$58.2K - $67.6K
|
14.1K
$3.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-291- 1.21% |
$59.6K - $69.3K
|
23.8K
$6.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-295- 2.79% |
$60.4K - $70.2K
|
10.3K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-296- 5.63% |
$60.7K - $70.5K
|
4.96K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-299- 2.47% |
$61.3K - $71.2K
|
11.8K
$3.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-300- 7.39% |
$61.5K - $71.4K
|
3.76K
$961K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-300- 16.12% |
$61.5K - $71.4K
|
1.56K
$399K
|