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 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-32- 1.85% |
$6.56K - $7.62K
|
1.7K
$409K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-33- 0.8% |
$6.76K - $7.86K
|
4.09K
$985K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-33- 0.34% |
$6.76K - $7.86K
|
9.64K
$2.32M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-34- 2.89% |
$6.97K - $8.09K
|
1.14K
$276K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-34- 1.54% |
$6.97K - $8.09K
|
2.17K
$523K
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-34- 1.08% |
$6.97K - $8.09K
|
3.11K
$749K
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-35- 3.0% |
$7.17K - $8.33K
|
1.13K
$272K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-35- 1.71% |
$7.17K - $8.33K
|
2.01K
$483K
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-35- 1.01% |
$7.17K - $8.33K
|
3.44K
$828K
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-35- 2.21% |
$7.17K - $8.33K
|
1.55K
$373K
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-35- 1.01% |
$7.17K - $8.33K
|
3.45K
$830K
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-35- 3.68% |
$7.17K - $8.33K
|
916
$221K
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-35- 0.99% |
$7.17K - $8.33K
|
3.49K
$840K
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-36- 1.52% |
$7.38K - $8.57K
|
2.33K
$562K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-36- 2.1% |
$7.38K - $8.57K
|
1.68K
$404K
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-36- 0.95% |
$7.38K - $8.57K
|
3.74K
$901K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-37- 0.97% |
$7.58K - $8.81K
|
3.79K
$913K
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-37- 0.72% |
$7.58K - $8.81K
|
5.1K
$1.23M
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-37- 0.29% |
$7.58K - $8.81K
|
12.6K
$3.03M
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-38- 0.2% |
$7.79K - $9.05K
|
19.4K
$4.68M
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-38- 0.99% |
$7.79K - $9.05K
|
3.81K
$918K
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-38- 2.34% |
$7.79K - $9.05K
|
1.59K
$382K
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-39- 2.22% |
$7.99K - $9.28K
|
1.72K
$413K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-39- 0.77% |
$7.99K - $9.28K
|
5.04K
$1.21M
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-40- 2.0% |
$8.2K - $9.52K
|
1.96K
$473K
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-41- 2.52% |
$8.4K - $9.76K
|
1.59K
$382K
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-41- 1.03% |
$8.4K - $9.76K
|
3.95K
$953K
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-42- 0.46% |
$8.61K - $10K
|
9.02K
$2.17M
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-42- 2.88% |
$8.61K - $10K
|
1.41K
$341K
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-43- 1.84% |
$8.81K - $10.2K
|
2.3K
$554K
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-44- 2.86% |
$9.02K - $10.5K
|
1.49K
$360K
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-44- 1.17% |
$9.02K - $10.5K
|
3.72K
$896K
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-44- 2.32% |
$9.02K - $10.5K
|
1.85K
$446K
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-45- 2.47% |
$9.22K - $10.7K
|
1.78K
$429K
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-46- 2.7% |
$9.43K - $10.9K
|
1.66K
$399K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-47- 2.85% |
$9.63K - $11.2K
|
1.6K
$386K
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-47- 1.17% |
$9.63K - $11.2K
|
3.98K
$959K
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-47- 4.32% |
$9.63K - $11.2K
|
1.04K
$251K
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-47- 2.19% |
$9.63K - $11.2K
|
2.1K
$505K
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-47- 0.56% |
$9.63K - $11.2K
|
8.31K
$2M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-48- 4.24% |
$9.84K - $11.4K
|
1.08K
$261K
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-48- 0.76% |
$9.84K - $11.4K
|
6.24K
$1.5M
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-48- 0.26% |
$9.84K - $11.4K
|
18.5K
$4.45M
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-49- 2.33% |
$10K - $11.7K
|
2.06K
$495K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-49Closed |
$10K - $11.7K
|
0
$0
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 1.44% |
$10.2K - $11.9K
|
3.43K
$827K
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 4.86% |
$10.2K - $11.9K
|
979
$236K
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-50- 0.49% |
$10.2K - $11.9K
|
10.2K
$2.46M
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-50- 0.87% |
$10.2K - $11.9K
|
5.73K
$1.38M
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-50- 9.03% |
$10.2K - $11.9K
|
504
$121K
|