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
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.57% |
$2.66K - $3.09K
|
2.28K
$508K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
13+ 0.77% |
$2.66K - $3.09K
|
1.71K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
12+ 0.61% |
$2.46K - $2.86K
|
1.97K
$440K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.55% |
$2.46K - $2.86K
|
2.19K
$488K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
11+ 0.96% |
$2.25K - $2.62K
|
1.16K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
11+ 0.49% |
$2.25K - $2.62K
|
2.25K
$503K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.49% |
$2.05K - $2.38K
|
2.07K
$462K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10+ 0.19% |
$2.05K - $2.38K
|
5.32K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
10+ 0.73% |
$2.05K - $2.38K
|
1.38K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10+ 0.21% |
$2.05K - $2.38K
|
4.79K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
10+ 1.0% |
$2.05K - $2.38K
|
1.01K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
9+ 0.44% |
$1.84K - $2.14K
|
2.06K
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
9+ 0.3% |
$1.84K - $2.14K
|
2.97K
$662K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
8+ 0.38% |
$1.64K - $1.9K
|
2.13K
$476K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
8+ 0.22% |
$1.64K - $1.9K
|
3.6K
$804K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
8+ 0.06% |
$1.64K - $1.9K
|
12.9K
$2.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
8+ 0.14% |
$1.64K - $1.9K
|
5.85K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7+ 0.59% |
$1.43K - $1.67K
|
1.19K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
7+ 0.65% |
$1.43K - $1.67K
|
1.08K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
7+ 0.65% |
$1.43K - $1.67K
|
1.09K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$1.43K - $1.67K
|
9.87K
$2.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
7+ 0.14% |
$1.43K - $1.67K
|
4.89K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6+ 0.36% |
$1.23K - $1.43K
|
1.66K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
6+ 0.06% |
$1.23K - $1.43K
|
9.55K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.63% |
$1.23K - $1.43K
|
964
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.36% |
$1.23K - $1.43K
|
1.67K
$372K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.63% |
$1.23K - $1.43K
|
958
$214K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5+ 0.22% |
$1.02K - $1.19K
|
2.27K
$508K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5+ 0.08% |
$1.02K - $1.19K
|
5.91K
$1.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5+ 19.23% |
$1.02K - $1.19K
|
31
$6.92K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5+ 0.11% |
$1.02K - $1.19K
|
4.43K
$989K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5+ 0.43% |
$1.02K - $1.19K
|
1.17K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
5+ 0.06% |
$1.02K - $1.19K
|
8.55K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
5+ 0.38% |
$1.02K - $1.19K
|
1.33K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
5+ 0.22% |
$1.02K - $1.19K
|
2.31K
$517K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.18% |
$820 - $952
|
2.26K
$504K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.7% |
$615 - $714
|
433
$96.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3+ 0.1% |
$615 - $714
|
3.09K
$691K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3+ 0.09% |
$615 - $714
|
3.35K
$748K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
3+ 0.06% |
$615 - $714
|
5.22K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 0.7% |
$615 - $714
|
429
$95.8K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2+ 0.08% |
$410 - $476
|
2.49K
$555K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2+ 0.18% |
$410 - $476
|
1.13K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
2+ 0.17% |
$410 - $476
|
1.18K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$410 - $476
|
3.59K
$801K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.08% |
$410 - $476
|
2.4K
$535K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
1+ 0.1% |
$205 - $238
|
1.04K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1+ 0.08% |
$205 - $238
|
1.33K
$298K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.0% |
$205 - $238
|
86.7K
$19.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.03% |
$205 - $238
|
3.3K
$737K
|