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 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-523- 3.76% |
$107K - $124K
|
13.4K
$3.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-530- 29.49% |
$109K - $126K
|
1.27K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-533- 7.63% |
$109K - $127K
|
6.45K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-535- 2.23% |
$110K - $127K
|
23.5K
$5.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-537- 8.87% |
$110K - $128K
|
5.52K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-545- 20.41% |
$112K - $130K
|
2.13K
$512K
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-548- 1.73% |
$112K - $130K
|
31.2K
$7.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-549- 10.94% |
$112K - $131K
|
4.47K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-550- 15.63% |
$113K - $131K
|
2.97K
$715K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-550- 0.74% |
$113K - $131K
|
73.9K
$17.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-551- 6.35% |
$113K - $131K
|
8.13K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-551- 10.29% |
$113K - $131K
|
4.8K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-552- 6.49% |
$113K - $131K
|
7.95K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-552- 22.25% |
$113K - $131K
|
1.93K
$465K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-554- 7.14% |
$114K - $132K
|
7.2K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-555- 6.03% |
$114K - $132K
|
8.65K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-560- 22.72% |
$115K - $133K
|
1.91K
$459K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-572- 2.07% |
$117K - $136K
|
27.1K
$6.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-573- 4.41% |
$117K - $136K
|
12.4K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-579- 7.14% |
$119K - $138K
|
7.53K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-581- 18.24% |
$119K - $138K
|
2.6K
$627K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-584- 1.87% |
$120K - $139K
|
30.7K
$7.39M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-585- 3.53% |
$120K - $139K
|
16K
$3.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-586- 22.82% |
$120K - $139K
|
1.98K
$477K
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-592- 5.54% |
$121K - $141K
|
10.1K
$2.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-600- 6.44% |
$123K - $143K
|
8.72K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-601- 1.02% |
$123K - $143K
|
58.6K
$14.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-615- 5.51% |
$126K - $146K
|
10.6K
$2.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-616- 14.01% |
$126K - $147K
|
3.78K
$911K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-617- 5.0% |
$126K - $147K
|
11.7K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-626- 1.68% |
$128K - $149K
|
36.6K
$8.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-627- 5.89% |
$128K - $149K
|
10K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-628- 0.31% |
$129K - $149K
|
203K
$48.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-630- 15.34% |
$129K - $150K
|
3.48K
$838K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-634- 10.27% |
$130K - $151K
|
5.54K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-644- 25.0% |
$132K - $153K
|
1.93K
$465K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-656- 1.16% |
$134K - $156K
|
56K
$13.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-658- 8.41% |
$135K - $157K
|
7.16K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-658- 4.07% |
$135K - $157K
|
15.5K
$3.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-672- 48.07% |
$138K - $160K
|
726
$175K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-674- 1.84% |
$138K - $160K
|
35.9K
$8.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-676- 7.7% |
$139K - $161K
|
8.1K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-678- 8.44% |
$139K - $161K
|
7.36K
$1.77M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-695- 27.58% |
$142K - $165K
|
1.83K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-702- 3.88% |
$144K - $167K
|
17.4K
$4.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-704- 3.63% |
$144K - $168K
|
18.7K
$4.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-706- 0.28% |
$145K - $168K
|
253K
$60.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-708- 1.69% |
$145K - $169K
|
41.3K
$9.94M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-735- 35.13% |
$151K - $175K
|
1.36K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-741- 1.9% |
$152K - $176K
|
38.3K
$9.24M
|