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 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.58K+ 7.45% |
$1.14M - $1.33M
|
80.5K
$20.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
5.41KNew |
$1.11M - $1.29M
|
5.41K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
5.38K+ 413.14% |
$1.1M - $1.28M
|
6.68K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5.12K+ 73.19% |
$1.05M - $1.22M
|
12.1K
$3.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.09K+ 4.95% |
$1.04M - $1.21M
|
108K
$27.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.98K+ 4.46% |
$1.02M - $1.19M
|
117K
$29.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.89K+ 26.71% |
$1M - $1.16M
|
23.2K
$5.93M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4.7KNew |
$964K - $1.12M
|
4.7K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.66K+ 54.36% |
$955K - $1.11M
|
13.2K
$3.38M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
4.63K+ 6.51% |
$948K - $1.1M
|
75.6K
$19.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
4.51KNew |
$925K - $1.07M
|
4.51K
$1.15M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
4.34K+ 145.94% |
$888K - $1.03M
|
7.31K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.33KNew |
$888K - $1.03M
|
4.33K
$1.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.33K+ 0.56% |
$887K - $1.03M
|
784K
$200M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
4.3KNew |
$881K - $1.02M
|
4.3K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
4.29K+ 95.82% |
$879K - $1.02M
|
8.77K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.28KNew |
$878K - $1.02M
|
4.28K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
4.1KNew |
$840K - $976K
|
4.1K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.05K+ 64.68% |
$830K - $964K
|
10.3K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.02K+ 25.63% |
$823K - $957K
|
19.7K
$5.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4KNew |
$820K - $953K
|
4K
$1.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
4K+ 40.0% |
$820K - $952K
|
14K
$3.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
4KNew |
$819K - $952K
|
4K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.84K+ 226.09% |
$787K - $914K
|
5.54K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.54K+ 20.51% |
$726K - $844K
|
20.8K
$5.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.53K+ 3.41% |
$724K - $841K
|
107K
$27.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
3.43K+ 93.11% |
$703K - $817K
|
7.12K
$1.82M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
3.4K+ 6.72% |
$697K - $810K
|
54K
$13.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.29K+ 13.15% |
$674K - $782K
|
28.3K
$7.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.21KNew |
$658K - $764K
|
3.21K
$821K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.2K+ 5.35% |
$655K - $761K
|
63K
$16.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.18K+ 42.78% |
$652K - $758K
|
10.6K
$2.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.16KNew |
$647K - $751K
|
3.16K
$807K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
3.14K+ 31.29% |
$644K - $748K
|
13.2K
$3.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.09KNew |
$633K - $735K
|
3.09K
$790K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.97K+ 42.86% |
$608K - $706K
|
9.89K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
2.86KNew |
$586K - $681K
|
2.86K
$732K
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
2.86KNew |
$585K - $680K
|
2.86K
$731K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.76K+ 104.31% |
$565K - $656K
|
5.4K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.74K+ 232.8% |
$561K - $652K
|
3.92K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.7K+ 5.77% |
$554K - $643K
|
49.5K
$12.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.67K+ 27.21% |
$546K - $634K
|
12.5K
$3.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.65K+ 72.86% |
$542K - $630K
|
6.28K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
2.54K+ 92.6% |
$521K - $605K
|
5.29K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.53K+ 14.46% |
$518K - $602K
|
20K
$5.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.51K+ 106.76% |
$515K - $598K
|
4.87K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
2.49K+ 81.04% |
$510K - $592K
|
5.56K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.49K+ 35.27% |
$510K - $592K
|
9.54K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.47K+ 93.91% |
$505K - $587K
|
5.09K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
2.41KNew |
$493K - $573K
|
2.41K
$616K
|