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 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.44% |
$1.84K - $2.14K
|
2.05K
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
9+ 0.87% |
$1.84K - $2.14K
|
1.04K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9+ 4.57% |
$1.84K - $2.14K
|
206
$58.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
9+ 0.74% |
$1.84K - $2.14K
|
1.22K
$347K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
8+ 0.38% |
$1.64K - $1.9K
|
2.13K
$606K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
8+ 0.14% |
$1.64K - $1.9K
|
5.85K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
8+ 0.06% |
$1.64K - $1.9K
|
12.9K
$3.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
8+ 0.22% |
$1.64K - $1.9K
|
3.6K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8+ 0.64% |
$1.64K - $1.9K
|
1.26K
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8+ 0.24% |
$1.64K - $1.9K
|
3.28K
$931K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
8+ 0.44% |
$1.64K - $1.9K
|
1.83K
$520K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8+ 0.53% |
$1.64K - $1.9K
|
1.51K
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7+ 0.59% |
$1.43K - $1.67K
|
1.19K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
7+ 0.14% |
$1.43K - $1.67K
|
4.89K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
7+ 0.65% |
$1.43K - $1.67K
|
1.08K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
7+ 0.65% |
$1.43K - $1.67K
|
1.09K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$1.43K - $1.67K
|
9.87K
$2.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
7+ 2.82% |
$1.43K - $1.67K
|
255
$72.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 2.26% |
$1.43K - $1.67K
|
317
$90K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
7+ 0.29% |
$1.43K - $1.67K
|
2.4K
$680K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
7+ 0.44% |
$1.43K - $1.67K
|
1.61K
$457K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
7+ 0.09% |
$1.43K - $1.67K
|
7.48K
$2.12M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.63% |
$1.23K - $1.43K
|
958
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.63% |
$1.23K - $1.43K
|
964
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.36% |
$1.23K - $1.43K
|
1.67K
$473K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
6+ 0.06% |
$1.23K - $1.43K
|
9.55K
$2.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6+ 0.36% |
$1.23K - $1.43K
|
1.66K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
6+ 1.92% |
$1.23K - $1.43K
|
319
$90.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
6+ 0.41% |
$1.23K - $1.43K
|
1.48K
$421K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
6+ 0.54% |
$1.23K - $1.43K
|
1.12K
$318K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
6New |
$1.23K - $1.43K
|
6
$1.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
6+ 0.62% |
$1.23K - $1.43K
|
970
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
6+ 0.06% |
$1.23K - $1.43K
|
10.8K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6+ 0.34% |
$1.23K - $1.43K
|
1.77K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.4% |
$1.23K - $1.43K
|
1.52K
$431K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5+ 0.11% |
$1.02K - $1.19K
|
4.43K
$1.26M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5+ 0.22% |
$1.02K - $1.19K
|
2.27K
$645K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5+ 19.23% |
$1.02K - $1.19K
|
31
$8.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5+ 0.08% |
$1.02K - $1.19K
|
5.91K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
5+ 0.06% |
$1.02K - $1.19K
|
8.55K
$2.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5+ 0.43% |
$1.02K - $1.19K
|
1.17K
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
5+ 0.38% |
$1.02K - $1.19K
|
1.33K
$379K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
5+ 0.22% |
$1.02K - $1.19K
|
2.31K
$657K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5+ 0.18% |
$1.02K - $1.19K
|
2.83K
$803K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.3% |
$1.02K - $1.19K
|
1.68K
$475K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 0.19% |
$1.02K - $1.19K
|
2.69K
$764K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5+ 0.17% |
$1.02K - $1.19K
|
2.89K
$820K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 1.27% |
$1.02K - $1.19K
|
399
$113K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
5+ 0.5% |
$1.02K - $1.19K
|
1K
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
5New |
$1.02K - $1.19K
|
5
$1.42K
|