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 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
45+ 1.93% |
$9.22K - $10.7K
|
2.38K
$674K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
44+ 2.41% |
$9.02K - $10.5K
|
1.87K
$531K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
43+ 0.68% |
$8.81K - $10.2K
|
6.35K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
43+ 3.1% |
$8.81K - $10.2K
|
1.43K
$406K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
42+ 4.34% |
$8.61K - $10K
|
1.01K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
41+ 51.25% |
$8.4K - $9.76K
|
121
$34.3K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
40+ 10.0% |
$8.2K - $9.52K
|
440
$125K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
40New |
$8.2K - $9.52K
|
40
$11.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
40+ 0.63% |
$8.2K - $9.52K
|
6.39K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
40+ 1.02% |
$8.2K - $9.52K
|
3.97K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
40New |
$8.2K - $9.52K
|
40
$11.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
39+ 0.79% |
$7.99K - $9.28K
|
4.95K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
39+ 52.7% |
$7.99K - $9.28K
|
113
$32.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
38+ 1.83% |
$7.79K - $9.05K
|
2.12K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
38+ 4.0% |
$7.79K - $9.05K
|
989
$281K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
37+ 2.95% |
$7.58K - $8.81K
|
1.29K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
37+ 1.25% |
$7.58K - $8.81K
|
2.99K
$849K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
37+ 1.96% |
$7.58K - $8.81K
|
1.92K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
36+ 0.38% |
$7.38K - $8.57K
|
9.57K
$2.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
35+ 2.01% |
$7.17K - $8.33K
|
1.78K
$504K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
35+ 5.35% |
$7.17K - $8.33K
|
689
$196K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
35+ 0.24% |
$7.17K - $8.33K
|
14.4K
$4.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
35+ 1.19% |
$7.17K - $8.33K
|
2.98K
$846K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
35+ 2.87% |
$7.17K - $8.33K
|
1.25K
$356K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
35New |
$7.17K - $8.33K
|
35
$9.93K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
34+ 1.57% |
$6.97K - $8.09K
|
2.19K
$622K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
34+ 0.97% |
$6.97K - $8.09K
|
3.52K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
34+ 2.34% |
$6.97K - $8.09K
|
1.49K
$423K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
33+ 2.55% |
$6.76K - $7.86K
|
1.33K
$376K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
33+ 2.03% |
$6.76K - $7.86K
|
1.66K
$471K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
33+ 0.59% |
$6.76K - $7.86K
|
5.61K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
33+ 2.39% |
$6.76K - $7.86K
|
1.41K
$401K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
32+ 2.11% |
$6.56K - $7.62K
|
1.55K
$440K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
32+ 0.41% |
$6.56K - $7.62K
|
7.81K
$2.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
32+ 1.56% |
$6.56K - $7.62K
|
2.08K
$589K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
32+ 1.6% |
$6.56K - $7.62K
|
2.03K
$576K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
31+ 3.15% |
$6.35K - $7.38K
|
1.02K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
31New |
$6.35K - $7.38K
|
31
$8.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
31+ 0.48% |
$6.35K - $7.38K
|
6.54K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
30+ 1.28% |
$6.15K - $7.14K
|
2.37K
$673K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
30+ 3.11% |
$6.15K - $7.14K
|
994
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
30+ 0.34% |
$6.15K - $7.14K
|
8.8K
$2.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
30+ 0.9% |
$6.15K - $7.14K
|
3.37K
$956K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
30+ 2.61% |
$6.15K - $7.14K
|
1.18K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
30+ 0.75% |
$6.15K - $7.14K
|
4.01K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
29+ 3.02% |
$5.94K - $6.9K
|
989
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
29+ 0.7% |
$5.94K - $6.9K
|
4.15K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
29+ 0.37% |
$5.94K - $6.9K
|
7.77K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
29+ 0.58% |
$5.94K - $6.9K
|
5.06K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28+ 2.41% |
$5.74K - $6.67K
|
1.19K
$338K
|