Purchases and Sales Made in Q3 2024 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
72+ 2.31% |
$12.6K - $16.1K
|
3.2K
$845K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
72+ 0.6% |
$12.6K - $16.1K
|
12.1K
$3.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
71+ 5.09% |
$12.4K - $15.9K
|
1.47K
$388K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
71+ 1.75% |
$12.4K - $15.9K
|
4.13K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
68+ 0.87% |
$11.9K - $15.2K
|
7.92K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
68+ 2.18% |
$11.9K - $15.2K
|
3.19K
$844K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
68+ 52.71% |
$11.9K - $15.2K
|
197
$52.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
68+ 0.01% |
$11.9K - $15.2K
|
491K
$130M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
67+ 0.15% |
$11.7K - $15K
|
44.7K
$11.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
67+ 4.1% |
$11.7K - $15K
|
1.7K
$450K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
66+ 2.32% |
$11.6K - $14.7K
|
2.91K
$768K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
66+ 3.65% |
$11.6K - $14.7K
|
1.88K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
66+ 1.91% |
$11.6K - $14.7K
|
3.52K
$931K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
65+ 0.34% |
$11.4K - $14.5K
|
19.5K
$5.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
65+ 0.39% |
$11.4K - $14.5K
|
16.8K
$4.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
65+ 6.41% |
$11.4K - $14.5K
|
1.08K
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
63+ 2.79% |
$11K - $14.1K
|
2.32K
$613K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
63+ 1.3% |
$11K - $14.1K
|
4.91K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
63+ 2.35% |
$11K - $14.1K
|
2.75K
$726K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
62+ 4.04% |
$10.9K - $13.8K
|
1.6K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
62+ 0.33% |
$10.9K - $13.8K
|
18.8K
$4.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
60+ 1.29% |
$10.5K - $13.4K
|
4.7K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
60+ 1.77% |
$10.5K - $13.4K
|
3.45K
$911K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
59+ 4.39% |
$10.3K - $13.2K
|
1.4K
$371K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
59+ 0.28% |
$10.3K - $13.2K
|
21.5K
$5.69M
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
59+ 31.38% |
$10.3K - $13.2K
|
247
$65.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
58+ 3.7% |
$10.2K - $13K
|
1.63K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
58+ 1.12% |
$10.2K - $13K
|
5.21K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
58New |
$10.2K - $13K
|
58
$15.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
57+ 0.22% |
$9.98K - $12.7K
|
26.5K
$7M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
57+ 4.45% |
$9.98K - $12.7K
|
1.34K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
56+ 1.02% |
$9.81K - $12.5K
|
5.55K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
56+ 11.24% |
$9.81K - $12.5K
|
554
$146K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
56+ 0.33% |
$9.81K - $12.5K
|
16.8K
$4.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
56+ 4.47% |
$9.81K - $12.5K
|
1.31K
$346K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
56+ 1.9% |
$9.81K - $12.5K
|
3K
$793K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
55+ 0.85% |
$9.63K - $12.3K
|
6.55K
$1.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
55+ 3.75% |
$9.63K - $12.3K
|
1.52K
$402K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
55+ 0.6% |
$9.63K - $12.3K
|
9.21K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
55+ 0.83% |
$9.63K - $12.3K
|
6.71K
$1.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
54+ 0.52% |
$9.46K - $12.1K
|
10.5K
$2.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
54+ 3.57% |
$9.46K - $12.1K
|
1.57K
$414K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
52+ 1.48% |
$9.11K - $11.6K
|
3.57K
$944K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
51+ 0.26% |
$8.93K - $11.4K
|
19.4K
$5.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
50+ 0.64% |
$8.76K - $11.2K
|
7.82K
$2.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
50+ 1.94% |
$8.76K - $11.2K
|
2.63K
$695K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
49+ 3.37% |
$8.58K - $10.9K
|
1.5K
$397K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
49+ 3.74% |
$8.58K - $10.9K
|
1.36K
$359K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
49+ 0.69% |
$8.58K - $10.9K
|
7.14K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
49+ 0.35% |
$8.58K - $10.9K
|
14K
$3.7M
|