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 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-114- 5.15% |
$23.4K - $27.1K
|
2.1K
$537K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-114- 7.95% |
$23.4K - $27.1K
|
1.32K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-115- 11.07% |
$23.6K - $27.4K
|
924
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-115- 0.7% |
$23.6K - $27.4K
|
16.4K
$4.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-115- 8.93% |
$23.6K - $27.4K
|
1.17K
$300K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-116- 2.81% |
$23.8K - $27.6K
|
4.01K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-116- 5.46% |
$23.8K - $27.6K
|
2.01K
$514K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-117- 0.22% |
$24K - $27.9K
|
53.3K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-118- 0.28% |
$24.2K - $28.1K
|
41.4K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-120- 7.0% |
$24.6K - $28.6K
|
1.59K
$408K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-121- 0.69% |
$24.8K - $28.8K
|
17.3K
$4.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-121- 6.64% |
$24.8K - $28.8K
|
1.7K
$435K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-122- 0.33% |
$25K - $29K
|
37.2K
$9.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-122- 9.58% |
$25K - $29K
|
1.15K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-125- 5.11% |
$25.6K - $29.8K
|
2.32K
$593K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-125- 3.52% |
$25.6K - $29.8K
|
3.42K
$876K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-126- 1.48% |
$25.8K - $30K
|
8.36K
$2.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-127- 8.89% |
$26K - $30.2K
|
1.3K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-129- 38.39% |
$26.4K - $30.7K
|
207
$53K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-131- 9.87% |
$26.8K - $31.2K
|
1.2K
$306K
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-132- 1.33% |
$27K - $31.4K
|
9.81K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-133- 0.74% |
$27.3K - $31.7K
|
17.8K
$4.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-133- 0.42% |
$27.3K - $31.7K
|
31.2K
$7.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-133- 13.68% |
$27.3K - $31.7K
|
839
$215K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-135- 2.52% |
$27.7K - $32.1K
|
5.23K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-136- 2.9% |
$27.9K - $32.4K
|
4.55K
$1.16M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-137- 0.95% |
$28.1K - $32.6K
|
14.3K
$3.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-137- 0.54% |
$28.1K - $32.6K
|
25.2K
$6.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-137- 10.61% |
$28.1K - $32.6K
|
1.15K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-137- 1.43% |
$28.1K - $32.6K
|
9.42K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-138- 2.8% |
$28.3K - $32.8K
|
4.8K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-140- 1.87% |
$28.7K - $33.3K
|
7.33K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-140- 1.24% |
$28.7K - $33.3K
|
11.1K
$2.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-140- 2.52% |
$28.7K - $33.3K
|
5.41K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-140- 0.79% |
$28.7K - $33.3K
|
17.6K
$4.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-142- 4.49% |
$29.1K - $33.8K
|
3.02K
$773K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-142- 19.78% |
$29.1K - $33.8K
|
576
$147K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-142- 2.92% |
$29.1K - $33.8K
|
4.72K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-143- 10.68% |
$29.3K - $34K
|
1.2K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-144- 6.27% |
$29.5K - $34.3K
|
2.15K
$551K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-145- 2.57% |
$29.7K - $34.5K
|
5.5K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-145- 3.01% |
$29.7K - $34.5K
|
4.67K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-147- 2.51% |
$30.1K - $35K
|
5.71K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-148- 6.83% |
$30.3K - $35.2K
|
2.02K
$517K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-148- 5.03% |
$30.3K - $35.2K
|
2.8K
$715K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-149- 4.76% |
$30.5K - $35.5K
|
2.98K
$763K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-149- 1.22% |
$30.5K - $35.5K
|
12K
$3.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-150- 2.66% |
$30.7K - $35.7K
|
5.49K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-150- 0.39% |
$30.7K - $35.7K
|
38K
$9.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-150- 2.12% |
$30.7K - $35.7K
|
6.93K
$1.77M
|