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
|
Humankind Investments LLC
|
SELL
|
- |
-26- 1.41% |
$5.33K - $6.19K
|
1.82K
$517K
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-27- 0.6% |
$5.53K - $6.43K
|
4.48K
$1.27M
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-27- 2.09% |
$5.53K - $6.43K
|
1.27K
$359K
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-28- 1.24% |
$5.74K - $6.67K
|
2.24K
$635K
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-28- 12.28% |
$5.74K - $6.67K
|
200
$56.8K
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-28- 0.68% |
$5.74K - $6.67K
|
4.08K
$1.16M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-28- 0.97% |
$5.74K - $6.67K
|
2.87K
$815K
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-28- 0.2% |
$5.74K - $6.67K
|
14.3K
$4.06M
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-29- 0.98% |
$5.94K - $6.9K
|
2.93K
$831K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-29- 1.76% |
$5.94K - $6.9K
|
1.62K
$460K
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-29- 2.85% |
$5.94K - $6.9K
|
990
$281K
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-30- 0.83% |
$6.15K - $7.14K
|
3.59K
$1.02M
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-30- 0.93% |
$6.15K - $7.14K
|
3.2K
$908K
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-30- 1.81% |
$6.15K - $7.14K
|
1.62K
$461K
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-30- 2.47% |
$6.15K - $7.14K
|
1.19K
$337K
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-30- 3.09% |
$6.15K - $7.14K
|
940
$267K
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-30- 0.28% |
$6.15K - $7.14K
|
10.6K
$3.01M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-30- 14.63% |
$6.15K - $7.14K
|
175
$49.7K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-30- 0.48% |
$6.15K - $7.14K
|
6.2K
$1.76M
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-30- 2.35% |
$6.15K - $7.14K
|
1.25K
$353K
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-30- 0.87% |
$6.15K - $7.14K
|
3.42K
$972K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 1.8% |
$6.56K - $7.62K
|
1.74K
$494K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-32- 1.46% |
$6.56K - $7.62K
|
2.16K
$613K
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-32- 1.66% |
$6.56K - $7.62K
|
1.89K
$537K
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-32- 1.47% |
$6.56K - $7.62K
|
2.14K
$607K
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-32- 1.85% |
$6.56K - $7.62K
|
1.7K
$482K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-33- 0.8% |
$6.76K - $7.86K
|
4.09K
$1.16M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-33- 0.34% |
$6.76K - $7.86K
|
9.64K
$2.74M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-34- 2.89% |
$6.97K - $8.09K
|
1.14K
$325K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-34- 1.54% |
$6.97K - $8.09K
|
2.17K
$617K
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-34- 1.08% |
$6.97K - $8.09K
|
3.11K
$882K
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-35- 3.0% |
$7.17K - $8.33K
|
1.13K
$321K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-35- 1.71% |
$7.17K - $8.33K
|
2.01K
$570K
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-35- 1.01% |
$7.17K - $8.33K
|
3.44K
$975K
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-35- 2.21% |
$7.17K - $8.33K
|
1.55K
$439K
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-35- 1.01% |
$7.17K - $8.33K
|
3.45K
$978K
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-35- 3.68% |
$7.17K - $8.33K
|
916
$260K
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-35- 0.99% |
$7.17K - $8.33K
|
3.49K
$989K
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-36- 1.52% |
$7.38K - $8.57K
|
2.33K
$662K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-36- 2.1% |
$7.38K - $8.57K
|
1.68K
$475K
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-36- 0.95% |
$7.38K - $8.57K
|
3.74K
$1.06M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-37- 0.97% |
$7.58K - $8.81K
|
3.79K
$1.07M
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-37- 0.72% |
$7.58K - $8.81K
|
5.1K
$1.45M
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-37- 0.29% |
$7.58K - $8.81K
|
12.6K
$3.57M
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-37- 0.16% |
$7.58K - $8.81K
|
22.7K
$6.44M
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-38- 0.2% |
$7.79K - $9.05K
|
19.4K
$5.51M
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-38- 0.99% |
$7.79K - $9.05K
|
3.81K
$1.08M
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-38- 2.34% |
$7.79K - $9.05K
|
1.59K
$450K
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-39- 2.22% |
$7.99K - $9.28K
|
1.72K
$487K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-39- 0.77% |
$7.99K - $9.28K
|
5.04K
$1.43M
|