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 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-348- 8.04% |
$71.3K - $82.8K
|
3.98K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-349- 2.94% |
$71.5K - $83.1K
|
11.5K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-350- 1.65% |
$71.7K - $83.3K
|
20.9K
$5.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-350- 2.45% |
$71.7K - $83.3K
|
13.9K
$3.66M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-353- 0.58% |
$72.3K - $84K
|
60.1K
$15.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-355- 1.9% |
$72.7K - $84.5K
|
18.3K
$4.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-359- 10.74% |
$73.6K - $85.5K
|
2.98K
$785K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-362- 5.51% |
$74.2K - $86.2K
|
6.21K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-364- 5.98% |
$74.6K - $86.6K
|
5.72K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-364- 4.21% |
$74.6K - $86.6K
|
8.28K
$2.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-365- 7.57% |
$74.8K - $86.9K
|
4.46K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-365- 21.03% |
$74.8K - $86.9K
|
1.37K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-366- 0.76% |
$75K - $87.1K
|
47.8K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-370- 5.7% |
$75.8K - $88.1K
|
6.12K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-371- 1.08% |
$76K - $88.3K
|
34.1K
$8.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-374- 3.87% |
$76.6K - $89K
|
9.3K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-374- 3.09% |
$76.6K - $89K
|
11.7K
$3.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-375- 13.51% |
$76.8K - $89.3K
|
2.4K
$631K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-375- 0.97% |
$76.8K - $89.3K
|
38.1K
$10M
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-376- 4.36% |
$77K - $89.5K
|
8.25K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-376- 0.96% |
$77K - $89.5K
|
38.8K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-379- 7.61% |
$77.7K - $90.2K
|
4.6K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-381- 1.86% |
$78.1K - $90.7K
|
20.1K
$5.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-386- 1.24% |
$79.1K - $91.9K
|
30.9K
$8.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-392- 4.71% |
$80.3K - $93.3K
|
7.92K
$2.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-398- 15.34% |
$81.6K - $94.7K
|
2.2K
$578K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-399- 7.23% |
$81.8K - $95K
|
5.12K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-400- 13.87% |
$82K - $95.2K
|
2.48K
$653K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-401- 4.35% |
$82.2K - $95.5K
|
8.82K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-403- 2.15% |
$82.6K - $95.9K
|
18.4K
$4.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-413- 26.82% |
$84.6K - $98.3K
|
1.13K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-414- 6.56% |
$84.8K - $98.5K
|
5.9K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-414- 3.63% |
$84.8K - $98.5K
|
11K
$2.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-416- 2.15% |
$85.2K - $99K
|
19K
$4.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-422- 7.31% |
$86.5K - $100K
|
5.35K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-422- 5.15% |
$86.5K - $100K
|
7.77K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-425- 5.58% |
$87.1K - $101K
|
7.19K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-425- 11.68% |
$87.1K - $101K
|
3.22K
$846K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-427- 3.51% |
$87.5K - $102K
|
11.7K
$3.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-429- 7.75% |
$87.9K - $102K
|
5.11K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-432- 0.64% |
$88.5K - $103K
|
66.9K
$17.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-434- 5.99% |
$88.9K - $103K
|
6.81K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-435- 7.81% |
$89.1K - $104K
|
5.14K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-436- 1.93% |
$89.3K - $104K
|
22.1K
$5.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-446- 2.88% |
$91.4K - $106K
|
15K
$3.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-450- 15.44% |
$92.2K - $107K
|
2.47K
$648K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-453- 3.51% |
$92.8K - $108K
|
12.4K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-467- 0.74% |
$95.7K - $111K
|
63.1K
$16.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-475- 6.91% |
$97.3K - $113K
|
6.4K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-476- 11.73% |
$97.5K - $113K
|
3.58K
$942K
|