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 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
450+ 13.68% |
$92.2K - $107K
|
3.74K
$835K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
440+ 0.98% |
$90.2K - $105K
|
45.1K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
428+ 10.37% |
$87.7K - $102K
|
4.56K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
418+ 4.75% |
$85.6K - $99.5K
|
9.22K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
414+ 42.77% |
$84.8K - $98.5K
|
1.38K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
406+ 19.63% |
$83.2K - $96.6K
|
2.47K
$552K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
405+ 2.95% |
$83K - $96.4K
|
14.1K
$3.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
404+ 32.01% |
$82.8K - $96.2K
|
1.67K
$372K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
400+ 21.19% |
$82K - $95.2K
|
2.29K
$511K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
373+ 3.78% |
$76.4K - $88.8K
|
10.2K
$2.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
371+ 18.68% |
$76K - $88.3K
|
2.36K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
358+ 0.95% |
$73.4K - $85.2K
|
38.2K
$8.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
357New |
$73.1K - $85K
|
357
$79.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
337+ 1.84% |
$69.1K - $80.2K
|
18.6K
$4.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
325+ 27.24% |
$66.6K - $77.4K
|
1.52K
$339K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
308+ 92.22% |
$63.1K - $73.3K
|
642
$143K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
300+ 27.62% |
$61.5K - $71.4K
|
1.39K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
298+ 9.64% |
$61.1K - $70.9K
|
3.39K
$756K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
280+ 8.76% |
$57.4K - $66.7K
|
3.48K
$776K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
278+ 3.57% |
$57K - $66.2K
|
8.06K
$1.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
278+ 0.58% |
$57K - $66.2K
|
48.3K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
275+ 6.62% |
$56.3K - $65.5K
|
4.43K
$989K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
274+ 3.06% |
$56.1K - $65.2K
|
9.22K
$2.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
263+ 2.52% |
$53.9K - $62.6K
|
10.7K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
263+ 28.43% |
$53.9K - $62.6K
|
1.19K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
255+ 3.01% |
$52.2K - $60.7K
|
8.73K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
255+ 4.61% |
$52.2K - $60.7K
|
5.79K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
251+ 6.69% |
$51.4K - $59.7K
|
4K
$893K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
248+ 5.59% |
$50.8K - $59K
|
4.69K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
244+ 22.32% |
$50K - $58.1K
|
1.34K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
242+ 15.86% |
$49.6K - $57.6K
|
1.77K
$395K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
239+ 12.74% |
$49K - $56.9K
|
2.12K
$472K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
231+ 7.6% |
$47.3K - $55K
|
3.27K
$730K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
225+ 6.23% |
$46.1K - $53.6K
|
3.83K
$856K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
220+ 0.86% |
$45.1K - $52.4K
|
25.8K
$5.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
217+ 9.4% |
$44.5K - $51.7K
|
2.53K
$564K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
216+ 2.76% |
$44.3K - $51.4K
|
8.05K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
216+ 1.96% |
$44.3K - $51.4K
|
11.3K
$2.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
214+ 0.81% |
$43.8K - $50.9K
|
26.6K
$5.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
212+ 1.99% |
$43.4K - $50.5K
|
10.8K
$2.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
212+ 3.12% |
$43.4K - $50.5K
|
7K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
201+ 22.19% |
$41.2K - $47.8K
|
1.11K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
200+ 12.0% |
$41K - $47.6K
|
1.87K
$417K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
195+ 9.86% |
$40K - $46.4K
|
2.17K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
195+ 2.44% |
$40K - $46.4K
|
8.19K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
189+ 3.19% |
$38.7K - $45K
|
6.11K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
182+ 3.92% |
$37.3K - $43.3K
|
4.82K
$1.08M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
181New |
$37.1K - $43.1K
|
181
$40.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
180+ 2.02% |
$36.9K - $42.8K
|
9.09K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
178+ 3.52% |
$36.5K - $42.4K
|
5.24K
$1.17M
|