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 23, 2025
Q4 2024
|
Penbrook Management LLC
|
SELL
|
- |
-100- 3.81% |
$20.5K - $23.8K
|
2.53K
$789K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-100- 6.67% |
$20.5K - $23.8K
|
1.4K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 3.26% |
$20.5K - $23.8K
|
2.97K
$928K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 3.18% |
$20.5K - $23.8K
|
3.04K
$950K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-100- 9.52% |
$20.5K - $23.8K
|
950
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-100- 0.53% |
$20.5K - $23.8K
|
18.8K
$5.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-100- 0.68% |
$20.5K - $23.8K
|
14.6K
$4.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 3.02% |
$20.5K - $23.8K
|
3.21K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-101- 8.16% |
$20.7K - $24K
|
1.14K
$355K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-103- 6.2% |
$21.1K - $24.5K
|
1.56K
$486K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-104- 0.55% |
$21.3K - $24.8K
|
18.9K
$5.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-104- 2.37% |
$21.3K - $24.8K
|
4.29K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-107- 0.39% |
$21.9K - $25.5K
|
27.1K
$8.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-108- 4.9% |
$22.1K - $25.7K
|
2.1K
$655K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-108- 3.58% |
$22.1K - $25.7K
|
2.91K
$910K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-109- 1.58% |
$22.3K - $25.9K
|
6.79K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-110- 3.34% |
$22.5K - $26.2K
|
3.19K
$996K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-110- 1.82% |
$22.5K - $26.2K
|
5.92K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-111- 0.67% |
$22.7K - $26.4K
|
16.6K
$5.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-112- 2.97% |
$22.9K - $26.7K
|
3.66K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-113- 1.01% |
$23.2K - $26.9K
|
11.1K
$3.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-114- 5.15% |
$23.4K - $27.1K
|
2.1K
$656K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-114- 7.95% |
$23.4K - $27.1K
|
1.32K
$412K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-115- 11.07% |
$23.6K - $27.4K
|
924
$289K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-115- 0.7% |
$23.6K - $27.4K
|
16.4K
$5.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-115- 8.93% |
$23.6K - $27.4K
|
1.17K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-116- 2.81% |
$23.8K - $27.6K
|
4.01K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-116- 5.46% |
$23.8K - $27.6K
|
2.01K
$628K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-117- 0.22% |
$24K - $27.9K
|
53.3K
$16.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-118- 0.28% |
$24.2K - $28.1K
|
41.4K
$12.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-118- 0.97% |
$24.2K - $28.1K
|
12.1K
$3.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-120- 7.0% |
$24.6K - $28.6K
|
1.59K
$498K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-121- 0.69% |
$24.8K - $28.8K
|
17.3K
$5.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-121- 6.64% |
$24.8K - $28.8K
|
1.7K
$532K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-122- 0.33% |
$25K - $29K
|
37.2K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-122- 9.58% |
$25K - $29K
|
1.15K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-122- 3.17% |
$25K - $29K
|
3.73K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-125- 5.11% |
$25.6K - $29.8K
|
2.32K
$725K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-125- 3.52% |
$25.6K - $29.8K
|
3.42K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-126- 1.48% |
$25.8K - $30K
|
8.36K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-126- 6.46% |
$25.8K - $30K
|
1.82K
$570K
|
|
|
Oct 27, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-126- 6.14% |
$25.8K - $30K
|
1.93K
$601K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-127- 8.89% |
$26K - $30.2K
|
1.3K
$407K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-129- 38.39% |
$26.4K - $30.7K
|
207
$64.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-131- 9.87% |
$26.8K - $31.2K
|
1.2K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-131- 1.46% |
$26.8K - $31.2K
|
8.83K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-132- 1.33% |
$27K - $31.4K
|
9.81K
$3.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-133- 0.74% |
$27.3K - $31.7K
|
17.8K
$5.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-133- 0.42% |
$27.3K - $31.7K
|
31.2K
$9.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-133- 13.68% |
$27.3K - $31.7K
|
839
$262K
|