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 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.74% |
$820 - $952
|
542
$131K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4+ 0.4% |
$820 - $952
|
1.01K
$242K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
4+ 0.26% |
$820 - $952
|
1.55K
$373K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3+ 0.32% |
$615 - $714
|
930
$224K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.7% |
$615 - $714
|
433
$104K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 0.7% |
$615 - $714
|
429
$103K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3+ 0.09% |
$615 - $714
|
3.35K
$807K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3+ 0.1% |
$615 - $714
|
3.09K
$745K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
3+ 0.06% |
$615 - $714
|
5.22K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
3+ 0.2% |
$615 - $714
|
1.53K
$369K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3+ 0.32% |
$615 - $714
|
953
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3+ 0.08% |
$615 - $714
|
3.97K
$956K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3+ 0.16% |
$615 - $714
|
1.9K
$458K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
3+ 0.08% |
$615 - $714
|
3.63K
$875K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
3+ 0.03% |
$615 - $714
|
8.61K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3+ 0.3% |
$615 - $714
|
1.01K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 0.28% |
$615 - $714
|
1.08K
$261K
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3+ 0.29% |
$615 - $714
|
1.04K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3+ 0.08% |
$615 - $714
|
3.59K
$864K
|
|
|
Feb 13, 2025
Q4 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
3+ 0.05% |
$615 - $714
|
5.91K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
3+ 0.97% |
$615 - $714
|
311
$74.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.85% |
$615 - $714
|
357
$86K
|
|
|
Feb 14, 2025
Q4 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
3+ 0.17% |
$615 - $714
|
1.78K
$430K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.08% |
$410 - $476
|
2.4K
$577K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
2+ 0.17% |
$410 - $476
|
1.18K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2+ 0.08% |
$410 - $476
|
2.49K
$599K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2+ 0.18% |
$410 - $476
|
1.13K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$410 - $476
|
3.59K
$864K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
2+ 0.15% |
$410 - $476
|
1.35K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
2+ 13.33% |
$410 - $476
|
17
$4.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$410 - $476
|
4.58K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
2+ 0.16% |
$410 - $476
|
1.29K
$310K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
2+ 0.02% |
$410 - $476
|
8.78K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
2+ 0.15% |
$410 - $476
|
1.38K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$410 - $476
|
3K
$723K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
2+ 0.17% |
$410 - $476
|
1.17K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2+ 0.03% |
$410 - $476
|
6.94K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 0.06% |
$410 - $476
|
3.27K
$788K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2+ 0.15% |
$410 - $476
|
1.32K
$318K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.0% |
$205 - $238
|
86.7K
$20.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.34% |
$205 - $238
|
294
$70.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.46% |
$205 - $238
|
217
$52.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.03% |
$205 - $238
|
3.3K
$795K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1+ 0.08% |
$205 - $238
|
1.29K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1+ 0.06% |
$205 - $238
|
1.74K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1+ 0.08% |
$205 - $238
|
1.33K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
1+ 0.1% |
$205 - $238
|
1.04K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1+ 0.04% |
$205 - $238
|
2.65K
$639K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1+ 0.09% |
$205 - $238
|
1.16K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1+ 0.05% |
$205 - $238
|
1.94K
$466K
|