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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
83+ 3.66% |
$17K - $19.8K
|
2.35K
$667K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
83+ 0.86% |
$17K - $19.8K
|
9.68K
$2.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
82+ 3.39% |
$16.8K - $19.5K
|
2.5K
$711K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
82+ 2.98% |
$16.8K - $19.5K
|
2.83K
$804K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
81New |
$16.6K - $19.3K
|
81
$23K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
81+ 5.45% |
$16.6K - $19.3K
|
1.57K
$445K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
81New |
$16.6K - $19.3K
|
81
$23K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
80New |
$16.4K - $19K
|
80
$22.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
80+ 2.07% |
$16.4K - $19K
|
3.94K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
78+ 1.26% |
$16K - $18.6K
|
6.28K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
77+ 2.72% |
$15.8K - $18.3K
|
2.91K
$827K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
76+ 31.67% |
$15.6K - $18.1K
|
316
$89.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
75+ 2.5% |
$15.4K - $17.9K
|
3.07K
$871K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
75+ 0.49% |
$15.4K - $17.9K
|
15.5K
$4.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
75+ 3.28% |
$15.4K - $17.9K
|
2.36K
$670K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
75New |
$15.4K - $17.9K
|
75
$21.3K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
75+ 2.62% |
$15.4K - $17.9K
|
2.94K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
75+ 4.73% |
$15.4K - $17.9K
|
1.66K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
75+ 4.68% |
$15.4K - $17.9K
|
1.68K
$476K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
74+ 1.47% |
$15.2K - $17.6K
|
5.12K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
73+ 1.58% |
$15K - $17.4K
|
4.69K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
73+ 6.79% |
$15K - $17.4K
|
1.15K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
72New |
$14.8K - $17.1K
|
72
$20.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
72+ 5.05% |
$14.8K - $17.1K
|
1.5K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
71+ 4.19% |
$14.5K - $16.9K
|
1.77K
$501K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
70+ 3.75% |
$14.3K - $16.7K
|
1.94K
$550K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
70+ 1.96% |
$14.3K - $16.7K
|
3.64K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
70+ 3.83% |
$14.3K - $16.7K
|
1.9K
$538K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
70New |
$14.3K - $16.7K
|
70
$19.9K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
70New |
$14.3K - $16.7K
|
70
$19.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
69+ 5.09% |
$14.1K - $16.4K
|
1.43K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
69New |
$14.1K - $16.4K
|
69
$19.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
67New |
$13.7K - $15.9K
|
67
$19K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
67+ 2.8% |
$13.7K - $15.9K
|
2.46K
$697K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
67+ 0.89% |
$13.7K - $15.9K
|
7.56K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
67+ 4.97% |
$13.7K - $15.9K
|
1.42K
$402K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
66+ 0.49% |
$13.5K - $15.7K
|
13.4K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
66New |
$13.5K - $15.7K
|
66
$18.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
66+ 1.1% |
$13.5K - $15.7K
|
6.05K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
65+ 0.41% |
$13.3K - $15.5K
|
16K
$4.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
65+ 2.68% |
$13.3K - $15.5K
|
2.49K
$706K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
65+ 0.91% |
$13.3K - $15.5K
|
7.21K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
65+ 3.7% |
$13.3K - $15.5K
|
1.82K
$517K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
64+ 1.4% |
$13.1K - $15.2K
|
4.65K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
63+ 26.47% |
$12.9K - $15K
|
301
$85.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
62+ 1.24% |
$12.7K - $14.8K
|
5.05K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
62+ 2.41% |
$12.7K - $14.8K
|
2.64K
$749K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
62+ 1.31% |
$12.7K - $14.8K
|
4.8K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
61+ 0.33% |
$12.5K - $14.5K
|
18.6K
$5.28M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
61New |
$12.5K - $14.5K
|
61
$17.3K
|