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
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.07K- 5.45% |
$219K - $254K
|
18.5K
$4.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.1K- 0.97% |
$225K - $262K
|
112K
$28.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.12K- 2.62% |
$230K - $267K
|
41.6K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.13K- 3.67% |
$231K - $269K
|
29.6K
$7.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.13K- 2.95% |
$232K - $270K
|
37.3K
$9.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.15K- 6.42% |
$235K - $273K
|
16.7K
$4.27M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.15K- 20.45% |
$236K - $274K
|
4.47K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.16K- 3.61% |
$237K - $275K
|
30.9K
$7.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.16K- 5.47% |
$237K - $275K
|
20K
$5.12M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.17K- 2.36% |
$239K - $278K
|
48.3K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.17K- 29.82% |
$239K - $278K
|
2.75K
$703K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.18K- 20.12% |
$241K - $280K
|
4.67K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.18K- 7.77% |
$241K - $280K
|
14K
$3.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.2K- 2.44% |
$245K - $285K
|
47.8K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.21K- 18.01% |
$247K - $287K
|
5.5K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 1.99% |
$266K - $309K
|
64K
$16.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.34K- 5.28% |
$274K - $318K
|
24K
$6.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.35K- 3.86% |
$277K - $322K
|
33.8K
$8.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.37K- 5.77% |
$280K - $325K
|
22.3K
$5.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.39K- 2.71% |
$284K - $330K
|
49.8K
$12.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-1.46K- 13.04% |
$299K - $348K
|
9.74K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.47K- 9.99% |
$301K - $350K
|
13.2K
$3.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.48K- 32.31% |
$303K - $352K
|
3.1K
$792K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.49K- 4.62% |
$304K - $353K
|
30.7K
$7.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.49K- 0.45% |
$304K - $354K
|
326K
$83.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.49K- 0.42% |
$306K - $355K
|
352K
$90.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.52K- 6.36% |
$312K - $362K
|
22.4K
$5.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.54K- 25.03% |
$316K - $367K
|
4.61K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.54K- 9.49% |
$316K - $367K
|
14.7K
$3.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-1.58K- 0.54% |
$324K - $376K
|
289K
$73.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.58K- 1.71% |
$324K - $376K
|
90.8K
$23.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.6K- 0.58% |
$328K - $381K
|
272K
$69.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.6K- 4.47% |
$328K - $381K
|
34.2K
$8.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.6K- 6.97% |
$328K - $381K
|
21.3K
$5.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.68K- 25.09% |
$344K - $400K
|
5.01K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.69K- 5.36% |
$346K - $402K
|
29.8K
$7.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.7K- 3.36% |
$349K - $405K
|
49K
$12.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-1.72K- 3.58% |
$352K - $408K
|
46.3K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.73K- 0.15% |
$355K - $412K
|
1.18M
$302M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 1.44% |
$372K - $433K
|
124K
$31.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.85K- 3.62% |
$379K - $440K
|
49.2K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-1.89K- 17.22% |
$386K - $449K
|
9.06K
$2.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 57.38% |
$389K - $452K
|
1.41K
$361K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 96.57% |
$398K - $462K
|
69
$17.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2K- 31.46% |
$409K - $476K
|
4.35K
$1.11M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2.08K- 42.79% |
$426K - $495K
|
2.78K
$711K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2.08K- 39.19% |
$427K - $496K
|
3.23K
$826K
|
|
|
Jan 28, 2025
Q4 2024
|
Close Asset Management LTD
|
SELL
|
- |
-2.08K- 50.0% |
$427K - $496K
|
2.08K
$533K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-2.09K- 6.31% |
$428K - $497K
|
31K
$7.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.15K- 43.5% |
$440K - $511K
|
2.79K
$713K
|