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 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-497- 1.24% |
$102K - $118K
|
39.5K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-499- 11.66% |
$102K - $119K
|
3.78K
$966K
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-502- 13.77% |
$103K - $119K
|
3.14K
$804K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-510- 0.88% |
$104K - $121K
|
57.4K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-512- 16.2% |
$105K - $122K
|
2.65K
$677K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
SELL
|
- |
-512- 10.81% |
$105K - $122K
|
4.23K
$1.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-523- 3.76% |
$107K - $124K
|
13.4K
$3.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-530- 29.49% |
$109K - $126K
|
1.27K
$324K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-535- 2.23% |
$110K - $127K
|
23.5K
$6M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-537- 8.87% |
$110K - $128K
|
5.52K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-545- 20.41% |
$112K - $130K
|
2.13K
$543K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-549- 10.94% |
$112K - $131K
|
4.47K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-550- 15.63% |
$113K - $131K
|
2.97K
$759K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-551- 6.35% |
$113K - $131K
|
8.13K
$2.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-554- 7.14% |
$114K - $132K
|
7.2K
$1.84M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-572- 2.07% |
$117K - $136K
|
27.1K
$6.93M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-585- 3.53% |
$120K - $139K
|
16K
$4.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-586- 22.82% |
$120K - $139K
|
1.98K
$507K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-600- 6.44% |
$123K - $143K
|
8.72K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-617- 5.0% |
$126K - $147K
|
11.7K
$3M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-628- 0.31% |
$129K - $149K
|
203K
$52M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-630- 15.34% |
$129K - $150K
|
3.48K
$889K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-644- 25.0% |
$132K - $153K
|
1.93K
$494K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-656- 1.16% |
$134K - $156K
|
56K
$14.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-672- 48.07% |
$138K - $160K
|
726
$186K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-674- 1.84% |
$138K - $160K
|
35.9K
$9.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-678- 8.44% |
$139K - $161K
|
7.36K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-708- 1.69% |
$145K - $169K
|
41.3K
$10.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-749- 4.0% |
$153K - $178K
|
18K
$4.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-749- 9.4% |
$153K - $178K
|
7.22K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-776- 5.85% |
$159K - $185K
|
12.5K
$3.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-788- 0.11% |
$161K - $188K
|
713K
$182M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-790- 7.63% |
$162K - $188K
|
9.56K
$2.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
SELL
|
- |
-800- 6.3% |
$164K - $190K
|
11.9K
$3.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-843- 3.64% |
$173K - $201K
|
22.3K
$5.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-844- 10.8% |
$173K - $201K
|
6.97K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-850- 12.13% |
$174K - $202K
|
6.16K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-855- 27.64% |
$175K - $204K
|
2.24K
$572K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-855- 12.86% |
$175K - $204K
|
5.79K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-856- 1.48% |
$175K - $204K
|
57.1K
$14.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-899- 12.1% |
$184K - $214K
|
6.53K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-911- 17.42% |
$187K - $217K
|
4.32K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-930- 40.28% |
$191K - $221K
|
1.38K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-936- 6.43% |
$192K - $223K
|
13.6K
$3.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-969- 2.13% |
$199K - $231K
|
44.5K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-974- 0.37% |
$200K - $232K
|
264K
$67.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-1K- 6.41% |
$205K - $238K
|
14.6K
$3.73M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 2.22% |
$205K - $238K
|
43.9K
$11.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1K- 7.05% |
$205K - $239K
|
13.2K
$3.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.03K- 2.22% |
$210K - $244K
|
45.2K
$11.6M
|