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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
99+ 0.11% |
$20.3K - $23.6K
|
86.8K
$20.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
98+ 4.71% |
$20.1K - $23.3K
|
2.18K
$525K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
97+ 4.96% |
$19.9K - $23.1K
|
2.05K
$494K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
96+ 0.69% |
$19.7K - $22.9K
|
14.1K
$3.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
96+ 4.58% |
$19.7K - $22.9K
|
2.19K
$529K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
96+ 1.0% |
$19.7K - $22.9K
|
9.7K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
96+ 11.55% |
$19.7K - $22.9K
|
927
$223K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
95+ 8.28% |
$19.5K - $22.6K
|
1.24K
$299K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
93+ 2.7% |
$19.1K - $22.1K
|
3.54K
$853K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
92+ 5.08% |
$18.9K - $21.9K
|
1.9K
$459K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
91New |
$18.6K - $21.7K
|
91
$21.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
91+ 0.65% |
$18.6K - $21.7K
|
14.1K
$3.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
90+ 134.33% |
$18.4K - $21.4K
|
157
$37.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
90+ 0.51% |
$18.4K - $21.4K
|
17.7K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
90+ 15.99% |
$18.4K - $21.4K
|
653
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
90+ 8.71% |
$18.4K - $21.4K
|
1.12K
$271K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
90+ 4.72% |
$18.4K - $21.4K
|
2K
$481K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
89+ 2.1% |
$18.2K - $21.2K
|
4.34K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
89+ 1.29% |
$18.2K - $21.2K
|
6.99K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
88+ 6.81% |
$18K - $20.9K
|
1.38K
$332K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
86+ 0.84% |
$17.6K - $20.5K
|
10.3K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
86+ 5.65% |
$17.6K - $20.5K
|
1.61K
$387K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
86+ 5.2% |
$17.6K - $20.5K
|
1.74K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
85+ 4.63% |
$17.4K - $20.2K
|
1.92K
$463K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
85+ 0.65% |
$17.4K - $20.2K
|
13.2K
$3.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
85+ 0.03% |
$17.4K - $20.2K
|
280K
$67.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
85+ 2.45% |
$17.4K - $20.2K
|
3.55K
$855K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
85New |
$17.4K - $20.2K
|
85
$20.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
84+ 4.39% |
$17.2K - $20K
|
2K
$482K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
84+ 1.17% |
$17.2K - $20K
|
7.26K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
83+ 2.26% |
$17K - $19.8K
|
3.76K
$905K
|
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
83+ 3.66% |
$17K - $19.8K
|
2.35K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
83+ 0.86% |
$17K - $19.8K
|
9.68K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
82+ 3.39% |
$16.8K - $19.5K
|
2.5K
$603K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
82+ 2.98% |
$16.8K - $19.5K
|
2.83K
$682K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
81New |
$16.6K - $19.3K
|
81
$19.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
81+ 5.45% |
$16.6K - $19.3K
|
1.57K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
80New |
$16.4K - $19K
|
80
$19.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
80+ 2.07% |
$16.4K - $19K
|
3.94K
$949K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
78+ 1.26% |
$16K - $18.6K
|
6.28K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
77+ 2.72% |
$15.8K - $18.3K
|
2.91K
$702K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
76+ 31.67% |
$15.6K - $18.1K
|
316
$76.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
75+ 2.5% |
$15.4K - $17.9K
|
3.07K
$740K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
75+ 0.49% |
$15.4K - $17.9K
|
15.5K
$3.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
75+ 3.28% |
$15.4K - $17.9K
|
2.36K
$569K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
75New |
$15.4K - $17.9K
|
75
$18.1K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
75+ 2.62% |
$15.4K - $17.9K
|
2.94K
$708K
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
75+ 4.73% |
$15.4K - $17.9K
|
1.66K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
75+ 4.68% |
$15.4K - $17.9K
|
1.68K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
74+ 1.47% |
$15.2K - $17.6K
|
5.12K
$1.23M
|