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 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
113+ 9.98% |
$23.2K - $26.9K
|
1.25K
$318K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
111+ 2.2% |
$22.7K - $26.4K
|
5.16K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
111+ 2.37% |
$22.7K - $26.4K
|
4.8K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
110+ 4.24% |
$22.5K - $26.2K
|
2.71K
$692K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
110New |
$22.5K - $26.2K
|
110
$28.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
109+ 5.72% |
$22.3K - $25.9K
|
2.02K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
108+ 9.58% |
$22.1K - $25.7K
|
1.24K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
108+ 2.23% |
$22.1K - $25.7K
|
4.94K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
108+ 1.4% |
$22.1K - $25.7K
|
7.81K
$2M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
107+ 6.77% |
$21.9K - $25.5K
|
1.69K
$431K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
106+ 0.17% |
$21.7K - $25.2K
|
61.7K
$15.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
104+ 0.33% |
$21.3K - $24.8K
|
31.4K
$8.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
101+ 6.76% |
$20.7K - $24K
|
1.6K
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
100+ 14.35% |
$20.5K - $23.8K
|
797
$204K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
100+ 5.35% |
$20.5K - $23.8K
|
1.97K
$504K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
100+ 0.54% |
$20.5K - $23.8K
|
18.5K
$4.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
98+ 4.71% |
$20.1K - $23.3K
|
2.18K
$557K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
97+ 4.96% |
$19.9K - $23.1K
|
2.05K
$524K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
96+ 0.69% |
$19.7K - $22.9K
|
14.1K
$3.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
90+ 134.33% |
$18.4K - $21.4K
|
157
$40.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
90+ 0.51% |
$18.4K - $21.4K
|
17.7K
$4.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
88+ 6.81% |
$18K - $20.9K
|
1.38K
$353K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
86+ 0.84% |
$17.6K - $20.5K
|
10.3K
$2.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
86+ 5.65% |
$17.6K - $20.5K
|
1.61K
$411K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
85+ 4.63% |
$17.4K - $20.2K
|
1.92K
$491K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
85+ 0.65% |
$17.4K - $20.2K
|
13.2K
$3.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
85+ 0.03% |
$17.4K - $20.2K
|
280K
$71.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
84+ 4.39% |
$17.2K - $20K
|
2K
$511K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
83+ 2.26% |
$17K - $19.8K
|
3.76K
$961K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
82+ 3.39% |
$16.8K - $19.5K
|
2.5K
$640K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
82+ 2.98% |
$16.8K - $19.5K
|
2.83K
$724K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
81New |
$16.6K - $19.3K
|
81
$20.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
80New |
$16.4K - $19K
|
80
$20.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
78+ 1.26% |
$16K - $18.6K
|
6.28K
$1.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
75+ 2.5% |
$15.4K - $17.9K
|
3.07K
$785K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
75+ 0.49% |
$15.4K - $17.9K
|
15.5K
$3.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
73+ 1.58% |
$15K - $17.4K
|
4.69K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
70+ 3.75% |
$14.3K - $16.7K
|
1.94K
$495K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
70+ 1.96% |
$14.3K - $16.7K
|
3.64K
$931K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
70+ 3.83% |
$14.3K - $16.7K
|
1.9K
$485K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
67New |
$13.7K - $15.9K
|
67
$17.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
67+ 2.8% |
$13.7K - $15.9K
|
2.46K
$628K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
67+ 0.89% |
$13.7K - $15.9K
|
7.56K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
66+ 0.49% |
$13.5K - $15.7K
|
13.4K
$3.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
65+ 0.41% |
$13.3K - $15.5K
|
16K
$4.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
65+ 2.68% |
$13.3K - $15.5K
|
2.49K
$636K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
64+ 1.4% |
$13.1K - $15.2K
|
4.65K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
61+ 0.33% |
$12.5K - $14.5K
|
18.6K
$4.76M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
61New |
$12.5K - $14.5K
|
61
$15.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
60+ 4.48% |
$12.3K - $14.3K
|
1.4K
$358K
|