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 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
108+ 9.58% |
$22.1K - $25.7K
|
1.24K
$350K
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
108+ 2.23% |
$22.1K - $25.7K
|
4.94K
$1.4M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
108+ 1.4% |
$22.1K - $25.7K
|
7.81K
$2.22M
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
108+ 6.7% |
$22.1K - $25.7K
|
1.72K
$488K
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
107+ 6.77% |
$21.9K - $25.5K
|
1.69K
$479K
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
107+ 1.11% |
$21.9K - $25.5K
|
9.71K
$2.76M
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
107+ 0.41% |
$21.9K - $25.5K
|
26.5K
$7.52M
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
106+ 0.17% |
$21.7K - $25.2K
|
61.7K
$17.5M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
104+ 0.33% |
$21.3K - $24.8K
|
31.4K
$8.92M
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
102+ 10.41% |
$20.9K - $24.3K
|
1.08K
$307K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
101+ 6.76% |
$20.7K - $24K
|
1.6K
$453K
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
101+ 4.47% |
$20.7K - $24K
|
2.36K
$671K
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
101+ 8.6% |
$20.7K - $24K
|
1.28K
$362K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
100+ 14.35% |
$20.5K - $23.8K
|
797
$226K
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
100+ 5.35% |
$20.5K - $23.8K
|
1.97K
$559K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
100+ 0.54% |
$20.5K - $23.8K
|
18.5K
$5.24M
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
100+ 0.97% |
$20.5K - $23.8K
|
10.5K
$2.97M
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
100+ 9.83% |
$20.5K - $23.8K
|
1.12K
$317K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
99+ 3.79% |
$20.3K - $23.6K
|
2.71K
$770K
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
99+ 0.11% |
$20.3K - $23.6K
|
86.8K
$24.6M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
98+ 4.71% |
$20.1K - $23.3K
|
2.18K
$618K
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
97+ 4.96% |
$19.9K - $23.1K
|
2.05K
$582K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
96+ 0.69% |
$19.7K - $22.9K
|
14.1K
$4M
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
96+ 4.58% |
$19.7K - $22.9K
|
2.19K
$623K
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
96+ 1.0% |
$19.7K - $22.9K
|
9.7K
$2.75M
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
96+ 11.55% |
$19.7K - $22.9K
|
927
$263K
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
95+ 8.28% |
$19.5K - $22.6K
|
1.24K
$352K
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
93+ 2.7% |
$19.1K - $22.1K
|
3.54K
$1M
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
92+ 5.08% |
$18.9K - $21.9K
|
1.9K
$540K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
91New |
$18.6K - $21.7K
|
91
$25.8K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
91+ 0.65% |
$18.6K - $21.7K
|
14.1K
$4.01M
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
90+ 134.33% |
$18.4K - $21.4K
|
157
$44.6K
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
90+ 0.51% |
$18.4K - $21.4K
|
17.7K
$5.03M
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
90+ 15.99% |
$18.4K - $21.4K
|
653
$185K
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
90+ 8.71% |
$18.4K - $21.4K
|
1.12K
$319K
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
90+ 4.72% |
$18.4K - $21.4K
|
2K
$566K
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
89+ 2.1% |
$18.2K - $21.2K
|
4.34K
$1.23M
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
89+ 1.29% |
$18.2K - $21.2K
|
6.99K
$1.98M
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
88+ 6.81% |
$18K - $20.9K
|
1.38K
$392K
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
86+ 0.84% |
$17.6K - $20.5K
|
10.3K
$2.93M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
86+ 5.65% |
$17.6K - $20.5K
|
1.61K
$456K
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
86+ 5.2% |
$17.6K - $20.5K
|
1.74K
$494K
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
85+ 4.63% |
$17.4K - $20.2K
|
1.92K
$545K
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
85+ 0.65% |
$17.4K - $20.2K
|
13.2K
$3.75M
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
85+ 0.03% |
$17.4K - $20.2K
|
280K
$79.6M
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
85+ 2.45% |
$17.4K - $20.2K
|
3.55K
$1.01M
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
85New |
$17.4K - $20.2K
|
85
$24.1K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
84+ 4.39% |
$17.2K - $20K
|
2K
$567K
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
84+ 1.17% |
$17.2K - $20K
|
7.26K
$2.06M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
83+ 2.26% |
$17K - $19.8K
|
3.76K
$1.07M
|