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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
3.26KNew |
$668K - $776K
|
3.26K
$946K
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
3.26K+ 151.96% |
$667K - $775K
|
5.4K
$1.57M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.25K+ 3.36% |
$665K - $772K
|
99.8K
$28.9M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.21KNew |
$658K - $764K
|
3.21K
$931K
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
3.21KNew |
$658K - $764K
|
3.21K
$931K
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
3.21KNew |
$657K - $763K
|
3.21K
$930K
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.21K+ 1.41% |
$657K - $763K
|
231K
$67M
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
3.2KNew |
$656K - $762K
|
3.2K
$929K
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.2K+ 5.35% |
$655K - $761K
|
63K
$18.3M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.19K+ 46.7% |
$653K - $759K
|
10K
$2.91M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.18K+ 8.02% |
$652K - $758K
|
42.9K
$12.4M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.18K+ 42.78% |
$652K - $758K
|
10.6K
$3.08M
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.16KNew |
$647K - $751K
|
3.16K
$916K
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
3.14K+ 31.29% |
$644K - $748K
|
13.2K
$3.83M
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.14K+ 105.84% |
$642K - $746K
|
6.1K
$1.77M
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.12KNew |
$639K - $743K
|
3.12K
$906K
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.09KNew |
$633K - $735K
|
3.09K
$896K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.08K+ 10.19% |
$632K - $734K
|
33.3K
$9.67M
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3.06KNew |
$628K - $729K
|
3.06K
$889K
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.06K+ 92.17% |
$627K - $728K
|
6.38K
$1.85M
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
3.05KNew |
$625K - $726K
|
3.05K
$885K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
3.02KNew |
$618K - $718K
|
3.02K
$875K
|
|
Feb 14, 2025
Q4 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
3KNew |
$615K - $714K
|
3K
$870K
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
2.97K+ 1.39% |
$608K - $707K
|
216K
$62.8M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.97K+ 42.86% |
$608K - $706K
|
9.89K
$2.87M
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.96K+ 3.35% |
$605K - $703K
|
91.3K
$26.5M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.93K+ 39.18% |
$600K - $697K
|
10.4K
$3.02M
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.9KNew |
$594K - $691K
|
2.9K
$842K
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.9KNew |
$594K - $690K
|
2.9K
$841K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.87K+ 18.63% |
$588K - $684K
|
18.3K
$5.31M
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
2.86KNew |
$586K - $681K
|
2.86K
$830K
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.86K+ 34.25% |
$586K - $681K
|
11.2K
$3.25M
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
2.86KNew |
$585K - $680K
|
2.86K
$829K
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
2.84K+ 1613.64% |
$582K - $676K
|
3.02K
$875K
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.83K+ 10.99% |
$580K - $674K
|
28.6K
$8.3M
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.78KNew |
$569K - $661K
|
2.78K
$805K
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
2.76K+ 12.71% |
$565K - $657K
|
24.5K
$7.1M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.76K+ 104.31% |
$565K - $656K
|
5.4K
$1.57M
|
|
Jun 04, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.76K+ 43.97% |
$564K - $656K
|
9.02K
$2.62M
|
|
May 06, 2025
Q4 2024
|
Anb Bank
Denver, CO |
BUY
|
- |
2.75KNew |
$564K - $655K
|
2.75K
$798K
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.74K+ 232.8% |
$561K - $652K
|
3.92K
$1.14M
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.7KNew |
$554K - $644K
|
2.7K
$785K
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.7K+ 5.77% |
$554K - $643K
|
49.5K
$14.4M
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.67KNew |
$547K - $635K
|
2.67K
$774K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.67K+ 27.21% |
$546K - $634K
|
12.5K
$3.61M
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
2.66KNew |
$546K - $634K
|
2.66K
$773K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.66K+ 2.43% |
$546K - $634K
|
112K
$32.6M
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.65KNew |
$543K - $631K
|
2.65K
$769K
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.65K+ 72.86% |
$542K - $630K
|
6.28K
$1.82M
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.63K+ 5.44% |
$538K - $625K
|
50.9K
$14.8M
|