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
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
175+ 8.48% |
$35.9K - $41.7K
|
2.24K
$500K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
171+ 2.21% |
$35K - $40.7K
|
7.9K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
167+ 3.59% |
$34.2K - $39.8K
|
4.81K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
156+ 0.56% |
$32K - $37.1K
|
28.1K
$6.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
153+ 3.32% |
$31.3K - $36.4K
|
4.76K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
152+ 15.02% |
$31.1K - $36.2K
|
1.16K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
151+ 6.86% |
$30.9K - $35.9K
|
2.35K
$525K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
149+ 3.1% |
$30.5K - $35.5K
|
4.95K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
143+ 2.05% |
$29.3K - $34K
|
7.13K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
137+ 2.05% |
$28.1K - $32.6K
|
6.82K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
134+ 9.55% |
$27.5K - $31.9K
|
1.54K
$343K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
132+ 5.53% |
$27K - $31.4K
|
2.52K
$562K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
132+ 8.87% |
$27K - $31.4K
|
1.62K
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
128+ 10.05% |
$26.2K - $30.5K
|
1.4K
$313K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
128+ 2.18% |
$26.2K - $30.5K
|
6.01K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
126+ 2.03% |
$25.8K - $30K
|
6.35K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
123+ 3.18% |
$25.2K - $29.3K
|
3.99K
$890K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
121+ 1.32% |
$24.8K - $28.8K
|
9.29K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
118+ 4.06% |
$24.2K - $28.1K
|
3.02K
$675K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
117+ 4.83% |
$24K - $27.9K
|
2.54K
$567K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
114+ 1.41% |
$23.4K - $27.1K
|
8.18K
$1.83M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
113+ 9.98% |
$23.2K - $26.9K
|
1.25K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
111+ 2.37% |
$22.7K - $26.4K
|
4.8K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
111+ 2.2% |
$22.7K - $26.4K
|
5.16K
$1.15M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
107+ 6.77% |
$21.9K - $25.5K
|
1.69K
$377K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
101+ 6.76% |
$20.7K - $24K
|
1.6K
$356K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
97+ 4.96% |
$19.9K - $23.1K
|
2.05K
$458K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
90+ 134.33% |
$18.4K - $21.4K
|
157
$35.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
86+ 5.65% |
$17.6K - $20.5K
|
1.61K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
86+ 0.84% |
$17.6K - $20.5K
|
10.3K
$2.31M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
85+ 4.63% |
$17.4K - $20.2K
|
1.92K
$429K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
85+ 0.65% |
$17.4K - $20.2K
|
13.2K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
83+ 2.26% |
$17K - $19.8K
|
3.76K
$839K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
82+ 3.39% |
$16.8K - $19.5K
|
2.5K
$559K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
81New |
$16.6K - $19.3K
|
81
$18.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
78+ 1.26% |
$16K - $18.6K
|
6.28K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
75+ 0.49% |
$15.4K - $17.9K
|
15.5K
$3.45M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
75+ 2.5% |
$15.4K - $17.9K
|
3.07K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
70+ 3.75% |
$14.3K - $16.7K
|
1.94K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
67New |
$13.7K - $15.9K
|
67
$15K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
67+ 2.8% |
$13.7K - $15.9K
|
2.46K
$548K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
65+ 0.41% |
$13.3K - $15.5K
|
16K
$3.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
64+ 1.4% |
$13.1K - $15.2K
|
4.65K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
61+ 0.33% |
$12.5K - $14.5K
|
18.6K
$4.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
60+ 4.48% |
$12.3K - $14.3K
|
1.4K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
58+ 0.82% |
$11.9K - $13.8K
|
7.16K
$1.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
56+ 56.0% |
$11.5K - $13.3K
|
156
$34.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
55+ 4.03% |
$11.3K - $13.1K
|
1.42K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
54+ 1.18% |
$11.1K - $12.9K
|
4.65K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
53+ 1.07% |
$10.9K - $12.6K
|
4.99K
$1.11M
|