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
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
19+ 0.96% |
$3.89K - $4.52K
|
2K
$518K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
19+ 0.47% |
$3.89K - $4.52K
|
4.06K
$1.05M
|
|
|
Aug 21, 2025
Q4 2024
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
19New |
$3.89K - $4.52K
|
19
$4.92K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
18+ 1.69% |
$3.69K - $4.28K
|
1.08K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
18+ 1.21% |
$3.69K - $4.28K
|
1.51K
$390K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
18+ 0.83% |
$3.69K - $4.28K
|
2.18K
$566K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
18+ 0.5% |
$3.69K - $4.28K
|
3.6K
$933K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
18+ 0.5% |
$3.69K - $4.28K
|
3.62K
$938K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
17+ 0.26% |
$3.48K - $4.05K
|
6.47K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
17+ 1.26% |
$3.48K - $4.05K
|
1.36K
$353K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 1.62% |
$3.28K - $3.81K
|
1K
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
16+ 0.45% |
$3.28K - $3.81K
|
3.57K
$924K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
16+ 0.74% |
$3.28K - $3.81K
|
2.18K
$564K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
16+ 1.6% |
$3.28K - $3.81K
|
1.02K
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
16New |
$3.28K - $3.81K
|
16
$4.15K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
15+ 0.1% |
$3.07K - $3.57K
|
14.4K
$3.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
15+ 0.68% |
$3.07K - $3.57K
|
2.23K
$579K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
15New |
$3.07K - $3.57K
|
15
$3.89K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
15+ 0.71% |
$3.07K - $3.57K
|
2.12K
$548K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
14+ 0.7% |
$2.87K - $3.33K
|
2.02K
$522K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14+ 1.55% |
$2.87K - $3.33K
|
919
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
14+ 0.19% |
$2.87K - $3.33K
|
7.43K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
14+ 0.41% |
$2.87K - $3.33K
|
3.46K
$897K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 0.87% |
$2.87K - $3.33K
|
1.62K
$419K
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
14+ 0.6% |
$2.87K - $3.33K
|
2.34K
$605K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
14+ 1.13% |
$2.87K - $3.33K
|
1.26K
$326K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.57% |
$2.66K - $3.09K
|
2.28K
$590K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
13+ 0.77% |
$2.66K - $3.09K
|
1.71K
$442K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
13+ 0.71% |
$2.66K - $3.09K
|
1.85K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
13+ 0.46% |
$2.66K - $3.09K
|
2.86K
$741K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
13+ 0.4% |
$2.66K - $3.09K
|
3.23K
$836K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.55% |
$2.46K - $2.86K
|
2.19K
$566K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
12+ 0.61% |
$2.46K - $2.86K
|
1.97K
$511K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12+ 5.91% |
$2.46K - $2.86K
|
215
$55.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
12+ 1.31% |
$2.46K - $2.86K
|
926
$240K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
12+ 0.08% |
$2.46K - $2.86K
|
14.2K
$3.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
12+ 0.31% |
$2.46K - $2.86K
|
3.87K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
12+ 0.12% |
$2.46K - $2.86K
|
9.69K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12+ 1.12% |
$2.46K - $2.86K
|
1.08K
$281K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
12+ 0.38% |
$2.46K - $2.86K
|
3.18K
$824K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12+ 0.08% |
$2.46K - $2.86K
|
14.7K
$3.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
11+ 0.96% |
$2.25K - $2.62K
|
1.16K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
11+ 0.49% |
$2.25K - $2.62K
|
2.25K
$583K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
11+ 0.27% |
$2.25K - $2.62K
|
4.03K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.24% |
$2.25K - $2.62K
|
4.67K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
11+ 10.19% |
$2.25K - $2.62K
|
119
$30.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
11+ 10.19% |
$2.25K - $2.62K
|
119
$30.8K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11+ 35.48% |
$2.25K - $2.62K
|
42
$10.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10+ 0.19% |
$2.05K - $2.38K
|
5.32K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10+ 0.21% |
$2.05K - $2.38K
|
4.79K
$1.24M
|