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 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
28+ 0.39% |
$5.74K - $6.67K
|
7.23K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
28+ 0.61% |
$5.74K - $6.67K
|
4.59K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
BUY
|
- |
28+ 0.18% |
$5.74K - $6.67K
|
15.2K
$4.32M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
27+ 0.71% |
$5.53K - $6.43K
|
3.82K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
27+ 0.81% |
$5.53K - $6.43K
|
3.34K
$948K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
27+ 1.68% |
$5.53K - $6.43K
|
1.64K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
27+ 2.95% |
$5.53K - $6.43K
|
942
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
25+ 0.25% |
$5.12K - $5.95K
|
9.96K
$2.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
25+ 1.66% |
$5.12K - $5.95K
|
1.53K
$434K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
25+ 0.65% |
$5.12K - $5.95K
|
3.87K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
25+ 1.68% |
$5.12K - $5.95K
|
1.51K
$429K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
24+ 1.87% |
$4.92K - $5.71K
|
1.31K
$371K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
24+ 0.25% |
$4.92K - $5.71K
|
9.53K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
24+ 2.65% |
$4.92K - $5.71K
|
931
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
24+ 0.72% |
$4.92K - $5.71K
|
3.36K
$952K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
24+ 0.69% |
$4.92K - $5.71K
|
3.49K
$991K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
24+ 0.5% |
$4.92K - $5.71K
|
4.84K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
23+ 1.18% |
$4.71K - $5.47K
|
1.97K
$560K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
23+ 0.26% |
$4.71K - $5.47K
|
8.89K
$2.52M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
23+ 1.03% |
$4.71K - $5.47K
|
2.26K
$642K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
23New |
$4.71K - $5.47K
|
23
$6.53K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
23New |
$4.71K - $5.47K
|
23
$6.53K
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
22+ 1.89% |
$4.51K - $5.24K
|
1.19K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22+ 3.79% |
$4.51K - $5.24K
|
602
$171K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 2.49% |
$4.3K - $5K
|
865
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
21+ 1.07% |
$4.3K - $5K
|
1.98K
$562K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21+ 3.22% |
$4.3K - $5K
|
674
$191K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
21+ 0.36% |
$4.3K - $5K
|
5.86K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
21New |
$4.3K - $5K
|
21
$5.96K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
21+ 0.66% |
$4.3K - $5K
|
3.22K
$913K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
21+ 0.55% |
$4.3K - $5K
|
3.83K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
21+ 0.24% |
$4.3K - $5K
|
8.61K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
20+ 0.77% |
$4.1K - $4.76K
|
2.62K
$744K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
19+ 1.3% |
$3.89K - $4.52K
|
1.48K
$420K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
19+ 0.92% |
$3.89K - $4.52K
|
2.1K
$595K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
19+ 0.17% |
$3.89K - $4.52K
|
11.1K
$3.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
19+ 6.69% |
$3.89K - $4.52K
|
303
$86K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
19+ 0.96% |
$3.89K - $4.52K
|
2K
$568K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
19+ 0.47% |
$3.89K - $4.52K
|
4.06K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
18+ 1.69% |
$3.69K - $4.28K
|
1.08K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
18+ 1.21% |
$3.69K - $4.28K
|
1.51K
$427K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
18+ 0.83% |
$3.69K - $4.28K
|
2.18K
$620K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
18+ 0.5% |
$3.69K - $4.28K
|
3.6K
$1.02M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
18+ 0.5% |
$3.69K - $4.28K
|
3.62K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
17+ 0.26% |
$3.48K - $4.05K
|
6.47K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
17+ 1.26% |
$3.48K - $4.05K
|
1.36K
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 1.62% |
$3.28K - $3.81K
|
1K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
16+ 0.45% |
$3.28K - $3.81K
|
3.57K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
16+ 0.74% |
$3.28K - $3.81K
|
2.18K
$618K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
16+ 1.6% |
$3.28K - $3.81K
|
1.02K
$289K
|