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 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-132- 1.33% |
$27K - $31.4K
|
9.81K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-133- 0.74% |
$27.3K - $31.7K
|
17.8K
$4.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-133- 0.42% |
$27.3K - $31.7K
|
31.2K
$7.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-133- 13.68% |
$27.3K - $31.7K
|
839
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-135- 2.52% |
$27.7K - $32.1K
|
5.23K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-136- 2.9% |
$27.9K - $32.4K
|
4.55K
$1.15M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-137- 0.95% |
$28.1K - $32.6K
|
14.3K
$3.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-137- 0.54% |
$28.1K - $32.6K
|
25.2K
$6.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-137- 10.61% |
$28.1K - $32.6K
|
1.15K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-137- 1.43% |
$28.1K - $32.6K
|
9.42K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-138- 2.8% |
$28.3K - $32.8K
|
4.8K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-140- 1.87% |
$28.7K - $33.3K
|
7.33K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-140- 1.24% |
$28.7K - $33.3K
|
11.1K
$2.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-140- 2.52% |
$28.7K - $33.3K
|
5.41K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-140- 0.79% |
$28.7K - $33.3K
|
17.6K
$4.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-142- 4.49% |
$29.1K - $33.8K
|
3.02K
$762K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-142- 19.78% |
$29.1K - $33.8K
|
576
$145K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-142- 2.92% |
$29.1K - $33.8K
|
4.72K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-143- 10.68% |
$29.3K - $34K
|
1.2K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-144- 6.27% |
$29.5K - $34.3K
|
2.15K
$543K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-145- 2.57% |
$29.7K - $34.5K
|
5.5K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-145- 3.01% |
$29.7K - $34.5K
|
4.67K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-147- 2.51% |
$30.1K - $35K
|
5.71K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-148- 6.83% |
$30.3K - $35.2K
|
2.02K
$510K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-148- 5.03% |
$30.3K - $35.2K
|
2.8K
$706K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-149- 4.76% |
$30.5K - $35.5K
|
2.98K
$752K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-149- 1.22% |
$30.5K - $35.5K
|
12K
$3.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-150- 2.66% |
$30.7K - $35.7K
|
5.49K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-150- 0.39% |
$30.7K - $35.7K
|
38K
$9.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-150- 2.12% |
$30.7K - $35.7K
|
6.93K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-150- 6.26% |
$30.7K - $35.7K
|
2.25K
$567K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-151- 0.23% |
$30.9K - $35.9K
|
66.4K
$16.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-153- 3.11% |
$31.3K - $36.4K
|
4.77K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-154- 2.5% |
$31.6K - $36.7K
|
6K
$1.51M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-155- 13.63% |
$31.8K - $36.9K
|
982
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-155- 1.21% |
$31.8K - $36.9K
|
12.6K
$3.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-156- 1.03% |
$32K - $37.1K
|
15K
$3.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-158- 8.98% |
$32.4K - $37.6K
|
1.6K
$404K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-158- 2.83% |
$32.4K - $37.6K
|
5.42K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-160- 1.24% |
$32.8K - $38.1K
|
12.7K
$3.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-161- 2.55% |
$33K - $38.3K
|
6.14K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-162- 10.06% |
$33.2K - $38.6K
|
1.45K
$366K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-162- 12.21% |
$33.2K - $38.6K
|
1.17K
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-164- 6.34% |
$33.6K - $39K
|
2.42K
$611K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-167- 1.29% |
$34.2K - $39.8K
|
12.7K
$3.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-169- 0.87% |
$34.6K - $40.2K
|
19.3K
$4.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-169- 5.3% |
$34.6K - $40.2K
|
3.02K
$761K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-169- 6.95% |
$34.6K - $40.2K
|
2.26K
$571K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-170- 2.07% |
$34.8K - $40.5K
|
8.04K
$2.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-172- 0.63% |
$35.2K - $40.9K
|
27.3K
$6.89M
|