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 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
308+ 92.22% |
$63.1K - $73.3K
|
642
$182K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
308+ 7.74% |
$63.1K - $73.3K
|
4.29K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
304+ 12.07% |
$62.3K - $72.4K
|
2.82K
$801K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
304+ 32.83% |
$62.3K - $72.4K
|
1.23K
$349K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
300+ 27.62% |
$61.5K - $71.4K
|
1.39K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
300+ 32.5% |
$61.5K - $71.4K
|
1.22K
$347K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
300+ 4.3% |
$61.5K - $71.4K
|
7.27K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
298+ 9.64% |
$61.1K - $70.9K
|
3.39K
$961K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
286+ 3.51% |
$58.6K - $68.1K
|
8.44K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
284+ 0.06% |
$58.2K - $67.6K
|
449K
$127M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
283+ 14.61% |
$58K - $67.4K
|
2.22K
$630K
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
282+ 0.27% |
$57.8K - $67.1K
|
104K
$29.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
282+ 37.11% |
$57.8K - $67.1K
|
1.04K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
281+ 1.86% |
$57.6K - $66.9K
|
15.4K
$4.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
281+ 18.91% |
$57.6K - $66.9K
|
1.77K
$501K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
280+ 8.76% |
$57.4K - $66.7K
|
3.48K
$986K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
279+ 0.79% |
$57.2K - $66.4K
|
35.6K
$10.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
278+ 0.58% |
$57K - $66.2K
|
48.3K
$13.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
278+ 3.57% |
$57K - $66.2K
|
8.06K
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
277+ 20.81% |
$56.8K - $65.9K
|
1.61K
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
276+ 1.66% |
$56.6K - $65.7K
|
16.9K
$4.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
275+ 6.62% |
$56.3K - $65.5K
|
4.43K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
275+ 5.01% |
$56.3K - $65.5K
|
5.76K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
274+ 3.06% |
$56.1K - $65.2K
|
9.22K
$2.62M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
272+ 190.21% |
$55.7K - $64.7K
|
415
$118K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
271+ 5.59% |
$55.5K - $64.5K
|
5.12K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
270+ 5.94% |
$55.3K - $64.3K
|
4.82K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
270New |
$55.3K - $64.3K
|
270
$76.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
267+ 28.5% |
$54.7K - $63.6K
|
1.2K
$342K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
267+ 23.4% |
$54.7K - $63.6K
|
1.41K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
267+ 17.06% |
$54.7K - $63.6K
|
1.83K
$520K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
266+ 14.26% |
$54.5K - $63.3K
|
2.13K
$605K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
265+ 4.04% |
$54.3K - $63.1K
|
6.82K
$1.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
263+ 2.52% |
$53.9K - $62.6K
|
10.7K
$3.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
263+ 28.43% |
$53.9K - $62.6K
|
1.19K
$337K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
261+ 20.67% |
$53.5K - $62.1K
|
1.52K
$432K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
259+ 6.94% |
$53.1K - $61.7K
|
3.99K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
258+ 21.81% |
$52.9K - $61.4K
|
1.44K
$409K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
258+ 11.25% |
$52.9K - $61.4K
|
2.55K
$724K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
258New |
$52.9K - $61.4K
|
258
$73.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
256+ 8.42% |
$52.5K - $60.9K
|
3.3K
$936K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
255+ 4.61% |
$52.2K - $60.7K
|
5.79K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
255+ 3.01% |
$52.2K - $60.7K
|
8.73K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
255+ 18.16% |
$52.2K - $60.7K
|
1.66K
$471K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
253+ 21.21% |
$51.8K - $60.2K
|
1.45K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
252+ 12.82% |
$51.6K - $60K
|
2.22K
$629K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
251+ 6.69% |
$51.4K - $59.7K
|
4K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
250+ 5.2% |
$51.2K - $59.5K
|
5.06K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
250+ 1.72% |
$51.2K - $59.5K
|
14.8K
$4.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
248+ 5.59% |
$50.8K - $59K
|
4.69K
$1.33M
|