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 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
16New |
$3.28K - $3.81K
|
16
$4.54K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
15+ 0.1% |
$3.07K - $3.57K
|
14.4K
$4.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
15+ 0.68% |
$3.07K - $3.57K
|
2.23K
$634K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
15New |
$3.07K - $3.57K
|
15
$4.26K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
15+ 0.71% |
$3.07K - $3.57K
|
2.12K
$600K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
14+ 0.7% |
$2.87K - $3.33K
|
2.02K
$572K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14+ 1.55% |
$2.87K - $3.33K
|
919
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
14+ 0.19% |
$2.87K - $3.33K
|
7.43K
$2.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
14+ 0.41% |
$2.87K - $3.33K
|
3.46K
$983K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 0.87% |
$2.87K - $3.33K
|
1.62K
$459K
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
14+ 0.6% |
$2.87K - $3.33K
|
2.34K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
14+ 1.13% |
$2.87K - $3.33K
|
1.26K
$357K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.57% |
$2.66K - $3.09K
|
2.28K
$646K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
13+ 0.77% |
$2.66K - $3.09K
|
1.71K
$484K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
13+ 0.71% |
$2.66K - $3.09K
|
1.85K
$524K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
13+ 0.46% |
$2.66K - $3.09K
|
2.86K
$811K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
13+ 0.4% |
$2.66K - $3.09K
|
3.23K
$916K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.55% |
$2.46K - $2.86K
|
2.19K
$620K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
12+ 0.61% |
$2.46K - $2.86K
|
1.97K
$559K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12+ 5.91% |
$2.46K - $2.86K
|
215
$61K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
12+ 1.31% |
$2.46K - $2.86K
|
926
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
12+ 0.08% |
$2.46K - $2.86K
|
14.2K
$4.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
12+ 0.31% |
$2.46K - $2.86K
|
3.87K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
12+ 0.12% |
$2.46K - $2.86K
|
9.69K
$2.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12+ 1.12% |
$2.46K - $2.86K
|
1.08K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
12+ 0.38% |
$2.46K - $2.86K
|
3.18K
$903K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12+ 0.08% |
$2.46K - $2.86K
|
14.7K
$4.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
11+ 0.96% |
$2.25K - $2.62K
|
1.16K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
11+ 0.49% |
$2.25K - $2.62K
|
2.25K
$639K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
11+ 0.27% |
$2.25K - $2.62K
|
4.03K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.24% |
$2.25K - $2.62K
|
4.67K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
11+ 10.19% |
$2.25K - $2.62K
|
119
$33.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
11+ 10.19% |
$2.25K - $2.62K
|
119
$33.8K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11+ 35.48% |
$2.25K - $2.62K
|
42
$11.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10+ 0.19% |
$2.05K - $2.38K
|
5.32K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10+ 0.21% |
$2.05K - $2.38K
|
4.79K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
10+ 0.73% |
$2.05K - $2.38K
|
1.38K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.49% |
$2.05K - $2.38K
|
2.07K
$588K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
10+ 1.0% |
$2.05K - $2.38K
|
1.01K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
10+ 0.66% |
$2.05K - $2.38K
|
1.52K
$432K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
10+ 0.59% |
$2.05K - $2.38K
|
1.7K
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10+ 0.72% |
$2.05K - $2.38K
|
1.41K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
10+ 0.65% |
$2.05K - $2.38K
|
1.54K
$438K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
10+ 0.52% |
$2.05K - $2.38K
|
1.93K
$547K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
10+ 0.05% |
$2.05K - $2.38K
|
18.5K
$5.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
10+ 0.76% |
$2.05K - $2.38K
|
1.33K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
10+ 0.72% |
$2.05K - $2.38K
|
1.4K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 0.25% |
$2.05K - $2.38K
|
4.08K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
9+ 0.44% |
$1.84K - $2.14K
|
2.06K
$584K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
9+ 0.3% |
$1.84K - $2.14K
|
2.97K
$842K
|